2023 Form 5500 filing — V. Sattui Winery 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 20240808140521NAL0008703984001) for V. Sattui Winery 401(K) Profit Sharing Plan, reported by V. Sattui Winery, Inc. under EIN 94-2684602 and plan number 001. It reports 285 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240808140521NAL0008703984001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- V. Sattui Winery, Inc.
- EIN
- 94-2684602
- Plan number
- 001
- Location
- St. Helena, CA
- Participants
- 285
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,955,674
- Total liabilities (EOY)
- $7,884
- Net assets (EOY)
- $14,947,790
- Employer contributions
- $569,111
- Participant contributions
- $311,104
- Total income / additions
- $2,716,671
- Benefits paid
- $208,910
- Administrative expenses
- $30,667
- Total expenses
- $239,577
- Net increase / (decrease)
- $2,477,094
- Schedule source
- Schedule H