Partners In Wine, Inc. 401(K) Plan — Form 5500 plan (Partners In Wine, 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, Partners In Wine, Inc. 401(K) Plan is a benefit plan reported by Partners In Wine, Inc. under EIN 20-8743212 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $762,799 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Partners In Wine, Inc.
- EIN
- 20-8743212
- Plan number
- 001
- Plan type
- 2
- Location
- Newport, RI
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $762,799
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240321143851NAL0002421555001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $762,799
- Net assets (EOY)
- $762,799
- Net assets (BOY)
- $1,208,832
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$446,033
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- -$446,033
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.