Rocky Mountain Wine & Spirits, Inc. 401(K) Plan — Form 5500 plan (Rocky Mountain Wine & Spirits, 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, Rocky Mountain Wine & Spirits, Inc. 401(K) Plan is a benefit plan reported by Rocky Mountain Wine & Spirits, Inc. under EIN 85-2006668 and plan number 001. The latest loaded filing year is 2023. The filing reports 0 participants and $1,154,207 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.2MPlan net assets, end of year$1,154,207
Participants0Covered participants reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
Rocky Mountain Wine & Spirits, Inc.
EIN
85-2006668
Plan number
001
Plan type
2
Location
Vail, CO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20230I20241012122200NAL0023419937001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.2M total assets
Net assets$1.2MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$220
Benefits paid / distributions$0
Contributions
Employer$7.9K
Participant$15.8K
Full reported line items

Net assets

Total assets (EOY)
$1,154,207
Total liabilities (EOY)
$0
Net assets (EOY)
$1,154,207
Net assets (BOY)
$0

Income & contributions

Employer contributions
$7,938
Participant contributions
$15,806
Total income / additions
$1,154,427

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$220
Net increase / (decrease)
$1,154,207

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages