Delicato Vineyards Employee Retirement Plan — Form 5500 plan (Delicato Vineyards, LLC)
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, Delicato Vineyards Employee Retirement Plan is a benefit plan reported by Delicato Vineyards, LLC under EIN 94-2212174 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,502 participants and $129,981,039 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Delicato Vineyards, LLC
- EIN
- 94-2212174
- Plan number
- 001
- Plan type
- 2
- Location
- Manteca, CA
- Latest filing year
- 2023
- Participants
- 1,502
- End-of-year plan assets
- $129,981,039
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,502 | H, C | 20240904184714NAL0037063712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $129,981,039
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $129,981,039
- Net assets (BOY)
- $113,354,342
Income & contributions
- Employer contributions
- $3,946,579
- Participant contributions
- $8,760,148
- Total contributions
- $14,676,851
- Total income / additions
- $33,873,877
Expenses & distributions
- Benefits paid
- $16,936,441
- Administrative expenses
- $310,739
- Total expenses
- $17,247,180
- Net increase / (decrease)
- $16,626,697
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $132,772 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $126,545 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,439 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Delicato Vineyards, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Manteca, CA
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation