How many benefit plans does The Hess Collection Winery report on Form 5500?

The Hess Collection Winery (EIN 68-0071196) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Hess Collection Winery?

The Employer Identification Number (EIN) reported for The Hess Collection Winery is 68-0071196.

What is the latest Form 5500 filing year for The Hess Collection Winery?

The latest loaded Form 5500 filing year for The Hess Collection Winery is 2023.

The Hess Collection Winery — 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 Hess Collection Winery (EIN 68-0071196) is a plan sponsor located in Napa, 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: 68-0071196
Location: Napa, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $20,945,539
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $20,945,539

Contributions & income

Employer contributions: $620,052
Participant contributions: $966,457
Total income / additions: $4,669,561

Expenses & distributions

Benefits paid / distributions: $2,397,134
Total expenses: $2,441,270
Net increase / (decrease): $2,228,291

Coverage

Total reported participants: 318
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 Hess Collection Winery plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Hess Collection 401(K) Plan	001	205	$20,945,539	2023
The Hess Collection Health And Welfare Plan	501	113	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 The Hess Collection Winery
Year	Plan	Participants	Schedules	Filing
2023	The Hess Collection 401(K) Plan	205	H, C	20241126132841NAL0009609488001
2023	The Hess Collection Health And Welfare Plan	113	—	20250127144509NAL0020241088001