Saint Helena, CA Form 5500 retirement and benefit plan filings
City Form 5500 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, Saint Helena, CA has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $86,153,564 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $86,153,564
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $86,153,564
Contributions & income
- Employer contributions
- $5,952,337
- Participant contributions
- $5,347,648
- Total income / additions
- $23,229,151
Expenses & distributions
- Benefits paid / distributions
- $10,097,840
- Total expenses
- $10,364,520
- Net increase / (decrease)
- $12,864,631
Coverage
- Total reported participants
- 2,248
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Saint Helena, CA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Duckhorn Wine Company 401(K) Plan | Duckhorn Wine Company | $71,341,626 | 2023 |
| Copper Cane LLC 401(K) Profit Sharing Plan | Copper Cane LLC | $8,992,731 | 2023 |
| Long Meadow Ranch 401(K) Plan | Lmr Services LLC | $5,819,207 | 2023 |
| Gott'S Partners Lp Medical Dental Vision Plan | Gott'S Partners Lp | not reported in the loaded dataset | 2023 |
| Copper Cane, LLC Health & Welfare Plan | Copper Cane, LLC | not reported in the loaded dataset | 2023 |
| Aoc Holdings, LLC Welfare Benefits Plan | Aoc Holdings, LLC | not reported in the loaded dataset | 2023 |
| Duckhorn Wine Company Health And Welfare Plan | Duckhorn Wine Company | not reported in the loaded dataset | 2023 |
| V. Sattui Winery Welfare Benefit Plan | V. Sattui Winery | not reported in the loaded dataset | 2023 |
Largest plans in Saint Helena → · Saint Helena plans by participants → · Saint Helena plans with financial data → · Saint Helena plans with provider compensation → · $1B+ plans in Saint Helena →
Related Form 5500 pages
- All CA Form 5500 filings
- Duckhorn Wine Company 401(K) Plan (plan 001)
- Duckhorn Wine Company — all reported plans
- Copper Cane LLC 401(K) Profit Sharing Plan (plan 001)
- Copper Cane LLC — all reported plans
- Long Meadow Ranch 401(K) Plan (plan 001)
- Lmr Services LLC — all reported plans
- Gott'S Partners Lp Medical Dental Vision Plan (plan 501)
- Gott'S Partners Lp — all reported plans
- Copper Cane, LLC Health & Welfare Plan (plan 501)
- Aoc Holdings, LLC Welfare Benefits Plan (plan 501)
- Aoc Holdings, LLC — all reported plans
- Duckhorn Wine Company Health And Welfare Plan (plan 501)
- V. Sattui Winery Welfare Benefit Plan (plan 501)
- V. Sattui Winery — all reported plans
- Methodology
- Data sources