Wine Way, Inc. Employee Stock Ownership Plan — Form 5500 plan (Wine Way, Inc.)
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, Wine Way, Inc. Employee Stock Ownership Plan is a benefit plan reported by Wine Way, Inc. under EIN 11-2990227 and plan number 001. The latest loaded filing year is 2023. The filing reports 18 participants and $661,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wine Way, Inc.
- EIN
- 11-2990227
- Plan number
- 001
- Plan type
- 2
- Location
- Huntington, NY
- Latest filing year
- 2023
- Participants
- 18
- End-of-year plan assets
- $661,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18 | I | 20250424123710NAL0004676419001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $661,000
- Total liabilities (EOY)
- $3,492,027
- Net assets (EOY)
- -$2,831,027
- Net assets (BOY)
- -$2,626,979
Income & contributions
- Employer contributions
- $233,883
- Total income / additions
- -$151,553
Expenses & distributions
- Benefits paid
- $3,562
- Administrative expenses
- $120
- Total expenses
- $52,495
- Net increase / (decrease)
- -$204,048
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.