The Wine Enthusiast, 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, The Wine Enthusiast, Inc. (EIN 13-3210603) is a plan sponsor located in Valhalla, NY with 2 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
13-3210603
Location
Valhalla, NY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,379,346
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$14,379,346

Contributions & income

Employer contributions
$60,160
Participant contributions
$247,899
Total income / additions
$3,259,491

Expenses & distributions

Benefits paid / distributions
$1,444,611
Total expenses
$1,446,392
Net increase / (decrease)
$1,813,099

Coverage

Total reported participants
337
Plans with financial statements
1
Plans with provider compensation
1

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

The Wine Enthusiast, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Wine Enthusiast, Inc. 401(K) Plan001198$14,379,3462023
Wine Enthusiast Employee Benefit Plan501139not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Wine Enthusiast, Inc.
YearPlanParticipantsSchedulesFiling
2023The Wine Enthusiast, Inc. 401(K) Plan198H, C20241015155620NAL0016813411001
2023Wine Enthusiast Employee Benefit Plan13920250531085521NAL0022765138001

Related Form 5500 pages