V. Sattui Winery 401(K) Profit Sharing Plan — Form 5500 plan (V. Sattui Winery, 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, V. Sattui Winery 401(K) Profit Sharing Plan is a benefit plan reported by V. Sattui Winery, Inc. under EIN 94-2684602 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $14,955,674 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- V. Sattui Winery, Inc.
- EIN
- 94-2684602
- Plan number
- 001
- Plan type
- 2
- Location
- St. Helena, CA
- Latest filing year
- 2023
- Participants
- 285
- End-of-year plan assets
- $14,955,674
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H | 20240808140521NAL0008703984001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,955,674
- Total liabilities (EOY)
- $7,884
- Net assets (EOY)
- $14,947,790
- Net assets (BOY)
- $12,470,696
Income & contributions
- Employer contributions
- $569,111
- Participant contributions
- $311,104
- Total contributions
- $880,215
- Total income / additions
- $2,716,671
Expenses & distributions
- Benefits paid
- $208,910
- Administrative expenses
- $30,667
- Total expenses
- $239,577
- Net increase / (decrease)
- $2,477,094
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.