2023 Form 5500 filing — Partners In Wine, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240321143851NAL0002421555001) for Partners In Wine, Inc. 401(K) Plan, reported by Partners In Wine, Inc. under EIN 20-8743212 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240321143851NAL0002421555001
Filing year
2023
Form type
2
Plan sponsor
Partners In Wine, Inc.
EIN
20-8743212
Plan number
001
Location
Newport, RI
Participants
2
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$762,799
Net assets (EOY)
$762,799
Employer contributions
$0
Participant contributions
$0
Total income / additions
-$446,033
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
-$446,033
Schedule source
Schedule I

Related Form 5500 pages