How many benefit plans does Foley Family Wines, Inc. report on Form 5500?

Foley Family Wines, Inc. (EIN 26-0823176) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Foley Family Wines, Inc.?

The Employer Identification Number (EIN) reported for Foley Family Wines, Inc. is 26-0823176.

What is the latest Form 5500 filing year for Foley Family Wines, Inc.?

The latest loaded Form 5500 filing year for Foley Family Wines, Inc. is 2023.

Foley Family Wines, 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, Foley Family Wines, Inc. (EIN 26-0823176) is a plan sponsor located in Santa Rosa, CA 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: 26-0823176
Location: Santa Rosa, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $39,971,446
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $39,971,446

Contributions & income

Employer contributions: $1,286,278
Participant contributions: $4,261,067
Total income / additions: $14,234,445

Expenses & distributions

Benefits paid / distributions: $5,270,510
Total expenses: $5,452,633
Net increase / (decrease): $8,781,812

Coverage

Total reported participants: 1,594
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

Foley Family Wines, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Foley Family Wines 401(K) Plan	001	954	$39,971,446	2023
Foley Family Wines, Inc. Flexible Benefit Plan	501	640	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Foley Family Wines, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Foley Family Wines, Inc. Flexible Benefit Plan	640	—	20241003151215NAL0004941987001
2023	Foley Family Wines 401(K) Plan	954	H, C	20241015104516NAL0029296689001