The Wine Group, 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 Group, Inc. (EIN 94-2756233) is a plan sponsor located in Ripon, CA with 3 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
94-2756233
Location
Ripon, CA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$143,982,601
Total reported net assets (EOY)
$143,982,601

Contributions & income

Employer contributions
$4,737,593
Participant contributions
$7,265,298
Total income / additions
$33,221,412

Expenses & distributions

Benefits paid / distributions
$19,345,539
Total expenses
$19,690,094
Net increase / (decrease)
$13,531,318

Coverage

Total reported participants
2,127
Plans with financial statements
2
Plans with provider compensation
2

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 Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Wine Group Retirement & Savings Plan001948$127,793,2512023
The Wine Group - Franzia Winery Retirement And Savings Plan002411$16,189,3502023
The Wine Group, Inc. Health Benefit Plan501768not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Wine Group, Inc.
YearPlanParticipantsSchedulesFiling
2023The Wine Group, Inc. Health Benefit Plan76820240725165221NAL0014940801001
2023The Wine Group - Franzia Winery Retirement And Savings Plan411H, C20241014150736NAL0026514977005
2023The Wine Group Retirement & Savings Plan948H, C20241014150905NAL0045026528002

Related Form 5500 pages