2023 Form 5500 filing — Vino Farms, LLC Retirement 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 20240926134632NAL0000459571001) for Vino Farms, LLC Retirement Plan, reported by Vino Farms, LLC under EIN 90-0393874 and plan number 001. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926134632NAL0000459571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vino Farms, LLC
- EIN
- 90-0393874
- Plan number
- 001
- Location
- Lodi, CA
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,784,380
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,784,380
- Employer contributions
- $102,878
- Participant contributions
- $609,930
- Total income / additions
- $2,925,608
- Benefits paid
- $1,320,282
- Administrative expenses
- $68,941
- Total expenses
- $1,409,463
- Net increase / (decrease)
- $1,516,145
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $67,342 | $0 |
| Mma Securities LLC | INVESTMENT ADVISOR | $23,312 | not reported in the loaded dataset |
| San Diego Pension Consultants | CONTRACT ADMIN | $3,120 | $5,843 |