Plan5500

Wineshipping.Com, LLC 401(K) Plan — Form 5500 plan (Wineshipping.Com, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wineshipping.Com, LLC 401(K) Plan is a benefit plan reported by Wineshipping.Com, LLC under EIN 68-0442177 and plan number 001. The latest loaded filing year is 2023. The filing reports 786 participants and $9,483,164 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wineshipping.Com, LLC
EIN
68-0442177
Plan number
001
Plan type
2
Location
Napa, CA
Latest filing year
2023
Participants
786
End-of-year plan assets
$9,483,164

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023786H, C20241014152440NAL0027702177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,483,164
Net assets (EOY)
$9,483,164
Net assets (BOY)
$7,265,651

Income & contributions

Employer contributions
$470,849
Participant contributions
$1,106,216
Total contributions
$2,213,965
Total income / additions
$3,501,474

Expenses & distributions

Benefits paid
$1,265,235
Administrative expenses
$7,350
Total expenses
$1,283,961
Net increase / (decrease)
$2,217,513

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mma Securities LLCBROKER/DEALERnot reported in the loaded dataset$28,8632023
Qualified Services Inc. DbaRECORDKEEPERnot reported in the loaded dataset$3,9042023

Related Form 5500 pages