2023 Form 5500 filing — Wente Family Estates 401(K) Profit Sharing Plan & Trust
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 20240905110636NAL0046330194001) for Wente Family Estates 401(K) Profit Sharing Plan & Trust, reported by Wente Vineyards under EIN 94-1051349 and plan number 001. It reports 759 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$30.6MReported net assets$30,646,734
Participants759
Provider compensation$183K2 Schedule C row(s)$182,964
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240905110636NAL0046330194001
- Plan sponsor
- Wente Vineyards
- EIN
- 94-1051349
- Plan number
- 001
- Location
- Livermore, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$30.6M total assets
Net assets$30.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $30,646,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,646,734
- Employer contributions
- $785,745
- Participant contributions
- $1,488,874
- Total income / additions
- $6,335,394
- Benefits paid
- $4,622,883
- Administrative expenses
- $141,730
- Total expenses
- $4,774,130
- Net increase / (decrease)
- $1,561,264
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $117,795 | $0 |
| Sbhu Life Agency Inc | BROKER/ADVISER | $0 | $65,169 |