Beckstoffer Vineyards Safe Harbor 401(K) Retirement Savings Plan — Form 5500 plan (Beckstoffer 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, Beckstoffer Vineyards Safe Harbor 401(K) Retirement Savings Plan is a benefit plan reported by Beckstoffer Vineyards under EIN 94-2463903 and plan number 002. The latest loaded filing year is 2023. The filing reports 160 participants and $18,475,579 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beckstoffer Vineyards
- EIN
- 94-2463903
- Plan number
- 002
- Plan type
- 2
- Location
- Rutherford, CA
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $18,475,579
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20241115112025NAL0000514131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,475,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,475,579
- Net assets (BOY)
- $16,986,250
Income & contributions
- Employer contributions
- $481,033
- Participant contributions
- $723,477
- Total contributions
- $1,204,510
- Total income / additions
- $3,539,493
Expenses & distributions
- Benefits paid
- $2,005,550
- Administrative expenses
- $44,614
- Total expenses
- $2,050,164
- Net increase / (decrease)
- $1,489,329
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $44,614 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |