Crimson Wine Group 401(K) Profit Sharing Plan — Form 5500 plan (Crimson Wine Group, Ltd)
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, Crimson Wine Group 401(K) Profit Sharing Plan is a benefit plan reported by Crimson Wine Group, Ltd under EIN 90-0609506 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $13,858,105 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crimson Wine Group, Ltd
- EIN
- 90-0609506
- Plan number
- 001
- Plan type
- 2
- Location
- Napa, CA
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $13,858,105
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20240731165431NAL0012911139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,858,105
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,858,105
- Net assets (BOY)
- $11,261,685
Income & contributions
- Employer contributions
- $489,148
- Participant contributions
- $1,319,230
- Total contributions
- $2,425,150
- Total income / additions
- $4,351,324
Expenses & distributions
- Benefits paid
- $1,676,395
- Administrative expenses
- $70,101
- Total expenses
- $1,754,904
- Net increase / (decrease)
- $2,596,420
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $23,907 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $19,443 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,095 | not reported in the loaded dataset | 2023 |
| Crimson Wine Group Ltd | OTHER | $11,656 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Crimson Wine Group, Ltd
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Napa, CA
- Global Retirement Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Crimson Wine Group Ltd — Schedule C compensation