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, Deutsch Family Wine & Spirits 401(K) Savings Plan is a benefit plan reported by W.J. Deutsch & Sons, Ltd. Dba Deutsch Family under EIN 13-3539989 and plan number 001. The latest loaded filing year is 2023. The filing reports 489 participants and $73,064,335 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,064,335
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,064,335
- Net assets (BOY)
- $60,485,123
Income & contributions
- Employer contributions
- $2,531,906
- Participant contributions
- $5,281,532
- Total contributions
- $8,723,359
- Total income / additions
- $19,325,658
Expenses & distributions
- Benefits paid
- $6,487,970
- Administrative expenses
- $258,476
- Total expenses
- $6,746,446
- Net increase / (decrease)
- $12,579,212