Domaine Carneros, Ltd 401(K) Profit Sharing Plan — Form 5500 plan (Domaine Carneros Ltd)

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, Domaine Carneros, Ltd 401(K) Profit Sharing Plan is a benefit plan reported by Domaine Carneros Ltd under EIN 94-3027255 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $10,754,665 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Domaine Carneros Ltd
EIN
94-3027255
Plan number
001
Plan type
2
Location
Napa, CA
Latest filing year
2023
Participants
158
End-of-year plan assets
$10,754,665

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20240910085853NAL0005444737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,754,665
Total liabilities (EOY)
$0
Net assets (EOY)
$10,754,665
Net assets (BOY)
$9,113,703

Income & contributions

Employer contributions
$278,027
Participant contributions
$598,350
Total contributions
$895,346
Total income / additions
$2,153,013

Expenses & distributions

Benefits paid
$474,058
Administrative expenses
$37,993
Total expenses
$512,051
Net increase / (decrease)
$1,640,962

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$28,018$02023
Merrill Lynch Pierce Fenner & SmithCONSULTANT$9,970$92023

Related Form 5500 pages