Bogle Vineyards Inc 401(K) Retirement Plan — Form 5500 plan (Bogle 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, Bogle Vineyards Inc 401(K) Retirement Plan is a benefit plan reported by Bogle Vineyards Inc under EIN 94-2247790 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $21,675,363 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bogle Vineyards Inc
- EIN
- 94-2247790
- Plan number
- 001
- Plan type
- 2
- Location
- Clarksburg, CA
- Latest filing year
- 2023
- Participants
- 328
- End-of-year plan assets
- $21,675,363
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 328 | H, C | 20241008161314NAL0030488640001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,675,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,675,363
- Net assets (BOY)
- $16,528,425
Income & contributions
- Employer contributions
- $531,974
- Participant contributions
- $1,444,519
- Total contributions
- $2,190,332
- Total income / additions
- $5,748,750
Expenses & distributions
- Benefits paid
- $598,612
- Administrative expenses
- $3,200
- Total expenses
- $601,812
- Net increase / (decrease)
- $5,146,938
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $3,200 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Dodge & Cox | NONE | $0 | $0 | 2023 |
| Columbia Funds | NONE | $0 | $0 | 2023 |
| Buffalo Funds, | NONE | $0 | $0 | 2023 |
| Invesco | NONE | $0 | $0 | 2023 |
| Loomis - Sayles - Natixis - Hansber | NONE | $0 | $0 | 2023 |
| Franklin Templeton | NONE | $0 | $0 | 2023 |
| Vanguard Group | NONE | $0 | $0 | 2023 |
| Tiaa-Cref | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bogle Vineyards Inc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Clarksburg, CA
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Columbia Funds — Schedule C compensation
- Buffalo Funds, — Schedule C compensation
- Invesco — Schedule C compensation
- Loomis - Sayles - Natixis - Hansber — Schedule C compensation
- Franklin Templeton — Schedule C compensation
- Vanguard Group — Schedule C compensation
- Tiaa-Cref — Schedule C compensation