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, Foley Family Wines 401(K) Plan is a benefit plan reported by Foley Family Wines, Inc. under EIN 26-0823176 and plan number 001. The latest loaded filing year is 2023. The filing reports 954 participants and $39,971,446 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,971,446
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,971,446
- Net assets (BOY)
- $28,138,476
Income & contributions
- Employer contributions
- $1,286,278
- Participant contributions
- $4,261,067
- Total contributions
- $8,672,582
- Total income / additions
- $14,234,445
Expenses & distributions
- Benefits paid
- $5,270,510
- Administrative expenses
- $169,536
- Total expenses
- $5,452,633
- Net increase / (decrease)
- $8,781,812