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, Trefethen Profit Sharing And 401(K) Savings Plan is a benefit plan reported by Trefethen Family Winery, LLC under EIN 94-2474359 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $9,692,223 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,692,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,692,223
- Net assets (BOY)
- $9,395,623
Income & contributions
- Employer contributions
- $205,717
- Participant contributions
- $553,906
- Total contributions
- $829,702
- Total income / additions
- $2,130,736
Expenses & distributions
- Benefits paid
- $1,792,248
- Administrative expenses
- $26,152
- Total expenses
- $1,834,136
- Net increase / (decrease)
- $296,600