Duckhorn Wine Company 401(K) Plan — Form 5500 plan (Duckhorn Wine Company)
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, Duckhorn Wine Company 401(K) Plan is a benefit plan reported by Duckhorn Wine Company under EIN 94-2345103 and plan number 001. The latest loaded filing year is 2023. The filing reports 704 participants and $71,341,626 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$71.3MPlan net assets, end of year$71,341,626
Participants704Covered participants reported
Assets / participant$101.3KComputed: assets ÷ participants$101,338 (computed)
Provider compensation$189.1K4 Schedule C provider row(s)$189,146
- Plan sponsor
- Duckhorn Wine Company
- EIN
- 94-2345103
- Plan number
- 001
- Plan type
- 2
- Location
- Saint Helena, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 704 | H, C | 20241015101347NAL0029222225001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$71.3M total assets
Net assets$71.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $71,341,626
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,341,626
- Net assets (BOY)
- $61,884,184
Income & contributions
- Employer contributions
- $5,130,387
- Participant contributions
- $3,891,505
- Total contributions
- $9,308,850
- Total income / additions
- $18,832,559
Expenses & distributions
- Benefits paid
- $9,159,395
- Administrative expenses
- $215,722
- Total expenses
- $9,375,117
- Net increase / (decrease)
- $9,457,442
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
57%43%
Employer 57%Participant 43%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income49%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $61,187 | $0 | 2023 |
| Creative Planning Holdco LLC | INVESTMENT ADVISOR | $48,750 | not reported in the loaded dataset | 2023 |
| Entegra Services Inc | CONTRACT ADMIN | $43,409 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | AUDITOR | $0 | $35,800 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Duckhorn Wine Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Saint Helena, CA
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Creative Planning Holdco LLC — Schedule C compensation
- Entegra Services Inc — Schedule C compensation
- Moss Adams Llp — Schedule C compensation