Pina Vineyard Management, LLC 401(K) Plan — Form 5500 plan (New Pina Vineyard Management, LLC Dba Pina Vineyard Management)

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, Pina Vineyard Management, LLC 401(K) Plan is a benefit plan reported by New Pina Vineyard Management, LLC Dba Pina Vineyard Management under EIN 47-2603457 and plan number 101. The latest loaded filing year is 2023. The filing reports 166 participants and $6,649,026 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Pina Vineyard Management, LLC Dba Pina Vineyard Management
EIN
47-2603457
Plan number
101
Plan type
2
Location
Oakville, CA
Latest filing year
2023
Participants
166
End-of-year plan assets
$6,649,026

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023166H, C20240912141643NAL0010240689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,649,026
Total liabilities (EOY)
$0
Net assets (EOY)
$6,649,026
Net assets (BOY)
$5,610,605

Income & contributions

Employer contributions
$234,508
Participant contributions
$515,265
Total contributions
$815,944
Total income / additions
$1,766,607

Expenses & distributions

Benefits paid
$653,593
Administrative expenses
$74,593
Total expenses
$728,186
Net increase / (decrease)
$1,038,421

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life Ins CoRECORD KEEPER$51,060$02023
Admin. Group, LLC Dba Tag ResourcesRECORD KEEPER$23,533$02023

Related Form 5500 pages