2023 Form 5500 filing — Pina Vineyard Management, LLC 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 20240912141643NAL0010240689001) for Pina Vineyard Management, LLC 401(K) Plan, reported by New Pina Vineyard Management, LLC Dba Pina Vineyard Management under EIN 47-2603457 and plan number 101. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912141643NAL0010240689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Pina Vineyard Management, LLC Dba Pina Vineyard Management
- EIN
- 47-2603457
- Plan number
- 101
- Location
- Oakville, CA
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,649,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,649,026
- Employer contributions
- $234,508
- Participant contributions
- $515,265
- Total income / additions
- $1,766,607
- Benefits paid
- $653,593
- Administrative expenses
- $74,593
- Total expenses
- $728,186
- Net increase / (decrease)
- $1,038,421
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORD KEEPER | $51,060 | $0 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $23,533 | $0 |