2023 Form 5500 filing — Wine Way, Inc. Employee Stock Ownership 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 20250424123710NAL0004676419001) for Wine Way, Inc. Employee Stock Ownership Plan, reported by Wine Way, Inc. under EIN 11-2990227 and plan number 001. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20250424123710NAL0004676419001
Filing year
2023
Form type
2
Plan sponsor
Wine Way, Inc.
EIN
11-2990227
Plan number
001
Location
Huntington, NY
Participants
18
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$661,000
Total liabilities (EOY)
$3,492,027
Net assets (EOY)
-$2,831,027
Employer contributions
$233,883
Total income / additions
-$151,553
Benefits paid
$3,562
Administrative expenses
$120
Total expenses
$52,495
Net increase / (decrease)
-$204,048
Schedule source
Schedule I

Related Form 5500 pages