2023 Form 5500 filing — Winebow 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 20241008144124NAL0008473491001) for Winebow 401(K) Plan, reported by The Country Vintner, Inc. D/B/A Winebow under EIN 54-1145524 and plan number 001. It reports 1,906 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008144124NAL0008473491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Country Vintner, Inc. D/B/A Winebow
- EIN
- 54-1145524
- Plan number
- 001
- Location
- Glen Allen, VA
- Participants
- 1,906
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,945,928
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,945,928
- Employer contributions
- $1,810,742
- Participant contributions
- $8,444,913
- Total income / additions
- $26,873,444
- Benefits paid
- $9,282,139
- Administrative expenses
- $204,160
- Total expenses
- $9,486,299
- Net increase / (decrease)
- $17,387,145
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $142,446 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISORY | $61,714 | $8,438 |
| Rsm Us Llp | ACCOUNTANT | $22,000 | not reported in the loaded dataset |