2023 Form 5500 filing — Joseph Phelps Vineyards 401(K) Profit Sharing 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 20240806174240NAL0001525523001) for Joseph Phelps Vineyards 401(K) Profit Sharing Plan, reported by Joseph Phelps Vineyards, LLC under EIN 94-2899644 and plan number 001. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806174240NAL0001525523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Joseph Phelps Vineyards, LLC
- EIN
- 94-2899644
- Plan number
- 001
- Location
- St Helena, CA
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,171,798
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,171,798
- Employer contributions
- $628,022
- Participant contributions
- $837,849
- Total income / additions
- $4,449,367
- Benefits paid
- $3,210,233
- Administrative expenses
- $60,552
- Total expenses
- $3,278,948
- Net increase / (decrease)
- $1,170,419
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $39,928 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,444 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,900 | not reported in the loaded dataset |
| Bpm Llp | AUDITOR | $4,280 | not reported in the loaded dataset |