2023 Form 5500 filing — E. E. Wine, Inc. 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 20250423143711NAL0005998449001) for E. E. Wine, Inc. 401(K) Plan, reported by E. E. Wine, Inc. under EIN 54-0944111 and plan number 003. It reports 135 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)$7.5MReported net assets$7,520,309
Participants135
Provider compensation$57.9K3 Schedule C row(s)$57,938
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250423143711NAL0005998449001
- Plan sponsor
- E. E. Wine, Inc.
- EIN
- 54-0944111
- Plan number
- 003
- Location
- Manassas, VA
- 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)$7.5M total assets
Net assets$7.5MLiabilities$147
Full reported line items
- Total assets (EOY)
- $7,520,456
- Total liabilities (EOY)
- $147
- Net assets (EOY)
- $7,520,309
- Employer contributions
- $250,000
- Participant contributions
- $307,246
- Total income / additions
- $1,338,168
- Benefits paid
- $398,551
- Administrative expenses
- $61,466
- Total expenses
- $460,017
- Net increase / (decrease)
- $878,151
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Craig Casey Dba Highlander Financia | NONE | $42,869 | not reported in the loaded dataset |
| Bluestar Retirement Plan Services | NONE | $13,896 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $1,173 | $0 |