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, Sutter Home Winery, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Sutter Home Winery, Inc. under EIN 94-1080860 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,591 participants and $331,554,744 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $331,554,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $331,554,744
- Net assets (BOY)
- $319,187,547
Income & contributions
- Employer contributions
- $12,672,526
- Participant contributions
- $7,623,016
- Total contributions
- $20,666,190
- Total income / additions
- $52,109,324
Expenses & distributions
- Benefits paid
- $39,517,036
- Administrative expenses
- $225,091
- Total expenses
- $39,742,127
- Net increase / (decrease)
- $12,367,197