2023 Form 5500 filing — Duckhorn Wine Company 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 20241015101347NAL0029222225001) for Duckhorn Wine Company 401(K) Plan, reported by Duckhorn Wine Company under EIN 94-2345103 and plan number 001. It reports 704 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)$71.3MReported net assets$71,341,626
Participants704
Provider compensation$189.1K4 Schedule C row(s)$189,146
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015101347NAL0029222225001
- Plan sponsor
- Duckhorn Wine Company
- EIN
- 94-2345103
- Plan number
- 001
- Location
- Saint Helena, 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)$71.3M total assets
Net assets$71.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $71,341,626
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,341,626
- Employer contributions
- $5,130,387
- Participant contributions
- $3,891,505
- Total income / additions
- $18,832,559
- Benefits paid
- $9,159,395
- Administrative expenses
- $215,722
- Total expenses
- $9,375,117
- Net increase / (decrease)
- $9,457,442
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $61,187 | $0 |
| Creative Planning Holdco LLC | INVESTMENT ADVISOR | $48,750 | not reported in the loaded dataset |
| Entegra Services Inc | CONTRACT ADMIN | $43,409 | not reported in the loaded dataset |
| Moss Adams Llp | AUDITOR | $0 | $35,800 |