E. E. Wine, Inc. 401(K) Plan — Form 5500 plan (E. E. 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, E. E. Wine, Inc. 401(K) Plan is a benefit plan reported by E. E. Wine, Inc. under EIN 54-0944111 and plan number 003. The latest loaded filing year is 2023. The filing reports 135 participants and $7,520,456 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.5MPlan net assets, end of year$7,520,309
Participants135Covered participants reported
Assets / participant$55.7KComputed: assets ÷ participants$55,707 (computed)
Provider compensation$57.9K3 Schedule C provider row(s)$57,938
- Plan sponsor
- E. E. Wine, Inc.
- EIN
- 54-0944111
- Plan number
- 003
- Plan type
- 2
- Location
- Manassas, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20250423143711NAL0005998449001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7.5M total assets
Net assets$7.5MLiabilities$147
Full reported line items
Net assets
- Total assets (EOY)
- $7,520,456
- Total liabilities (EOY)
- $147
- Net assets (EOY)
- $7,520,309
- Net assets (BOY)
- $6,642,158
Income & contributions
- Employer contributions
- $250,000
- Participant contributions
- $307,246
- Total contributions
- $557,246
- Total income / additions
- $1,338,168
Expenses & distributions
- Benefits paid
- $398,551
- Administrative expenses
- $61,466
- Total expenses
- $460,017
- Net increase / (decrease)
- $878,151
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
45%55%
Employer 45%Participant 55%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Craig Casey Dba Highlander Financia | NONE | $42,869 | not reported in the loaded dataset | 2023 |
| Bluestar Retirement Plan Services | NONE | $13,896 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $1,173 | $0 | 2023 |