Willamette Valley Vineyards Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Willamette Valley Vineyards 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, Willamette Valley Vineyards Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Willamette Valley Vineyards Inc. under EIN 93-0981021 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $3,861,155 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Willamette Valley Vineyards Inc.
- EIN
- 93-0981021
- Plan number
- 001
- Plan type
- 2
- Location
- Turner, OR
- Latest filing year
- 2023
- Participants
- 258
- End-of-year plan assets
- $3,861,155
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H, C | 20240731161617NAL0022663873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,861,155
- Total liabilities (EOY)
- $247
- Net assets (EOY)
- $3,860,908
- Net assets (BOY)
- $3,668,865
Income & contributions
- Employer contributions
- $186,636
- Participant contributions
- $354,057
- Total contributions
- $540,693
- Total income / additions
- $1,120,550
Expenses & distributions
- Benefits paid
- $913,430
- Administrative expenses
- $4,158
- Total expenses
- $928,507
- Net increase / (decrease)
- $192,043
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Funds | INVESTMENT EXPENSES | $36,565 | not reported in the loaded dataset | 2023 |
| Professional Benefit Services, Inc. | CONTRACT ADMIN | $1,879 | not reported in the loaded dataset | 2023 |