2023 Form 5500 filing — Giumarra Vineyards Corporation Pension 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 20250414160554NAL0000860035001) for Giumarra Vineyards Corporation Pension Plan, reported by Giumarra Vineyards Corporation under EIN 95-1496509 and plan number 002. It reports 1,208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414160554NAL0000860035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Giumarra Vineyards Corporation
- EIN
- 95-1496509
- Plan number
- 002
- Location
- Bakersfield, CA
- Participants
- 1,208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,702,990
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,702,990
- Employer contributions
- $1,000,000
- Total income / additions
- $1,396,445
- Benefits paid
- $1,911,701
- Administrative expenses
- $431,712
- Total expenses
- $2,343,413
- Net increase / (decrease)
- -$946,968
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement And Annuity C | not reported in the loaded dataset | $101,473 | not reported in the loaded dataset |