Caymus Vineyards 401(K) And Profit Sharing Plan — Form 5500 plan (Caymus Vineyards)
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, Caymus Vineyards 401(K) And Profit Sharing Plan is a benefit plan reported by Caymus Vineyards under EIN 94-2151816 and plan number 003. The latest loaded filing year is 2023. The filing reports 382 participants and $42,155,578 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caymus Vineyards
- EIN
- 94-2151816
- Plan number
- 003
- Plan type
- 2
- Location
- Rutherford, CA
- Latest filing year
- 2023
- Participants
- 382
- End-of-year plan assets
- $42,155,578
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 382 | H, C | 20241007122140NAL0027404192001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,155,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,155,578
- Net assets (BOY)
- $32,047,454
Income & contributions
- Employer contributions
- $3,225,980
- Participant contributions
- $2,612,056
- Total contributions
- $6,152,361
- Total income / additions
- $11,720,719
Expenses & distributions
- Benefits paid
- $1,471,115
- Administrative expenses
- $141,480
- Total expenses
- $1,612,595
- Net increase / (decrease)
- $10,108,124
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $111,419 | not reported in the loaded dataset | 2023 |
| Woodbury Financial Services, Inc. | NONE | $30,061 | not reported in the loaded dataset | 2023 |