Wine Way, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Wine Way, Inc. (EIN 11-2990227) is a plan sponsor located in Huntington, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
11-2990227
Location
Huntington, NY
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$661,000
Total reported liabilities (EOY)
$3,492,027
Total reported net assets (EOY)
-$2,831,027

Contributions & income

Employer contributions
$233,883
Total income / additions
-$151,553

Expenses & distributions

Benefits paid / distributions
$3,562
Total expenses
$52,495
Net increase / (decrease)
-$204,048

Coverage

Total reported participants
18
Plans with financial statements
1
Plans with provider compensation
0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Wine Way, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Wine Way, Inc. Employee Stock Ownership Plan00118$661,0002023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Wine Way, Inc.
YearPlanParticipantsSchedulesFiling
2023Wine Way, Inc. Employee Stock Ownership Plan18I20250424123710NAL0004676419001

Related Form 5500 pages