The Wine Group - Franzia Winery Retirement And Savings Plan — Form 5500 plan (The Wine Group, 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, The Wine Group - Franzia Winery Retirement And Savings Plan is a benefit plan reported by The Wine Group, Inc. under EIN 94-2756233 and plan number 002. The latest loaded filing year is 2023. The filing reports 411 participants and $16,189,350 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$16.2MPlan net assets, end of year$16,189,350
Participants411Covered participants reported
Assets / participant$39.4KComputed: assets ÷ participants$39,390 (computed)
Provider compensation$57.6K1 Schedule C provider row(s)$57,602
- Plan sponsor
- The Wine Group, Inc.
- EIN
- 94-2756233
- Plan number
- 002
- Plan type
- 2
- Location
- Ripon, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 411 | H, C | 20241014150736NAL0026514977005 |
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)$16.2M total assets
Net assets$16.2MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $16,189,350
- Net assets (EOY)
- $16,189,350
- Net assets (BOY)
- $14,277,998
Income & contributions
- Employer contributions
- $617,558
- Participant contributions
- $1,065,371
- Total contributions
- $1,682,929
- Total income / additions
- $3,776,873
Expenses & distributions
- Benefits paid
- $1,782,122
- Administrative expenses
- $57,552
- Total expenses
- $1,839,674
- Net increase / (decrease)
- $1,937,199
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.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income47%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $57,602 | not reported in the loaded dataset | 2023 |