Sunview 401(K) Plan — Form 5500 plan (Sunview Vineyards Of California, 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, Sunview 401(K) Plan is a benefit plan reported by Sunview Vineyards Of California, Inc. under EIN 77-0199908 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,190 participants and $11,144,859 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunview Vineyards Of California, Inc.
- EIN
- 77-0199908
- Plan number
- 001
- Plan type
- 3
- Location
- Delano, CA
- Latest filing year
- 2023
- Participants
- 3,190
- End-of-year plan assets
- $11,144,859
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,190 | H, C | 20240722130526NAL0022810690001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,144,859
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,144,859
- Net assets (BOY)
- $6,907,278
Income & contributions
- Employer contributions
- $1,176,560
- Participant contributions
- $1,947,585
- Total contributions
- $3,200,625
- Total income / additions
- $4,575,512
Expenses & distributions
- Benefits paid
- $255,613
- Administrative expenses
- $82,318
- Total expenses
- $337,931
- Net increase / (decrease)
- $4,237,581
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $67,221 | $0 | 2023 |
| Equitable Advisors LLC | BROKER/ADVISE R | $0 | $36,778 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $9,578 | $0 | 2023 |
| Envestnet Retirement Solutions LLC | OTHER | $3,865 | $0 | 2023 |
| Hicks Pension Services | CONTRACT ADMIN | $1,650 | $0 | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $3 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunview Vineyards Of California, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Delano, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Equitable Advisors LLC — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Envestnet Retirement Solutions LLC — Schedule C compensation
- Hicks Pension Services — Schedule C compensation