C. Mondavi & Family 401(K) Retirement Plan — Form 5500 plan (C. Mondavi & Family)
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, C. Mondavi & Family 401(K) Retirement Plan is a benefit plan reported by C. Mondavi & Family under EIN 94-1087246 and plan number 004. The latest loaded filing year is 2023. The filing reports 153 participants and $14,746,410 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C. Mondavi & Family
- EIN
- 94-1087246
- Plan number
- 004
- Plan type
- 2
- Location
- St. Helena, CA
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $14,746,410
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20241008184606NAL0029510000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,746,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,746,410
- Net assets (BOY)
- $14,859,277
Income & contributions
- Employer contributions
- $430,866
- Participant contributions
- $833,239
- Total contributions
- $1,414,914
- Total income / additions
- $3,481,307
Expenses & distributions
- Benefits paid
- $3,579,970
- Administrative expenses
- $14,204
- Total expenses
- $3,594,174
- Net increase / (decrease)
- -$112,867
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nwk Group Inc | INVESTMENT ADVISOR | $22,397 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$8,193 | $0 | 2023 |