V. Sattui 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, V. Sattui Winery (EIN 94-2684602) is a plan sponsor located in Saint Helena, CA 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
94-2684602
Location
Saint Helena, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,955,674
Total reported liabilities (EOY)
$7,884
Total reported net assets (EOY)
$14,947,790

Contributions & income

Employer contributions
$569,111
Participant contributions
$311,104
Total income / additions
$2,716,671

Expenses & distributions

Benefits paid / distributions
$208,910
Total expenses
$239,577
Net increase / (decrease)
$2,477,094

Coverage

Total reported participants
449
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

V. Sattui Winery plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
V. Sattui Winery 401(K) Profit Sharing Plan001285$14,955,6742023
V. Sattui Winery Welfare Benefit Plan501164not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for V. Sattui Winery
YearPlanParticipantsSchedulesFiling
2023V. Sattui Winery 401(K) Profit Sharing Plan285H20240808140521NAL0008703984001
2023V. Sattui Winery Welfare Benefit Plan16420250911162304NAL0001673586001

Related Form 5500 pages