Daou Vineyards, LLC. 401(K) Plan — Form 5500 plan (Daou Vineyards, LLC.)

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, Daou Vineyards, LLC. 401(K) Plan is a benefit plan reported by Daou Vineyards, LLC. under EIN 26-1933274 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $5,949,836 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Daou Vineyards, LLC.
EIN
26-1933274
Plan number
001
Plan type
2
Location
Paso Robles, CA
Latest filing year
2023
Participants
185
End-of-year plan assets
$5,949,836

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20250129050655NAL0014701185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,949,836
Total liabilities (EOY)
$0
Net assets (EOY)
$5,949,836
Net assets (BOY)
$3,278,020

Income & contributions

Employer contributions
$726,951
Participant contributions
$1,295,185
Total contributions
$2,369,940
Total income / additions
$3,138,664

Expenses & distributions

Benefits paid
$274,833
Administrative expenses
$191,968
Total expenses
$466,848
Net increase / (decrease)
$2,671,816

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$1,277$02023

Related Form 5500 pages