Picchetti Winery, Inc. Defined Benefit Plan & Trust — Form 5500 plan (Picchetti Winery, Inc.)
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, Picchetti Winery, Inc. Defined Benefit Plan & Trust is a benefit plan reported by Picchetti Winery, Inc. under EIN 75-3113510 and plan number 002. The latest loaded filing year is 2023. The filing reports 10 participants and $2,338,835 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Picchetti Winery, Inc.
- EIN
- 75-3113510
- Plan number
- 002
- Plan type
- 2
- Location
- Cupertino, CA
- Latest filing year
- 2023
- Participants
- 10
- End-of-year plan assets
- $2,338,835
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20240531145806NAL0014945329001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,338,835
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,338,835
- Net assets (BOY)
- $2,018,232
Income & contributions
- Employer contributions
- $309,566
- Participant contributions
- $0
- Total income / additions
- $331,943
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $11,340
- Total expenses
- $11,340
- Net increase / (decrease)
- $320,603
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.