Plain-English plan 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, Halter Winery, LLC Retirement Plan is a benefit plan reported by Halter Winery, LLC under EIN 01-0581749 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $4,032,405 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,032,405
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,032,405
- Net assets (BOY)
- $3,016,318
Income & contributions
- Employer contributions
- $411,587
- Participant contributions
- $204,011
- Total contributions
- $655,265
- Total income / additions
- $1,230,120
Expenses & distributions
- Benefits paid
- $212,668
- Administrative expenses
- $1,365
- Total expenses
- $214,033
- Net increase / (decrease)
- $1,016,087