Paul Hobbs Winery, Lp 401(K) Safe Harbor Plan — Form 5500 plan (Paul Hobbs Winery, Lp)
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, Paul Hobbs Winery, Lp 401(K) Safe Harbor Plan is a benefit plan reported by Paul Hobbs Winery, Lp under EIN 68-0251767 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $6,728,577 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Paul Hobbs Winery, Lp
- EIN
- 68-0251767
- Plan number
- 001
- Plan type
- 2
- Location
- Sebastopol, CA
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $6,728,577
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20240715164938NAL0003500560001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,728,577
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,728,577
- Net assets (BOY)
- $5,707,569
Income & contributions
- Employer contributions
- $531,447
- Participant contributions
- $581,014
- Total contributions
- $1,141,204
- Total income / additions
- $2,177,418
Expenses & distributions
- Benefits paid
- $1,120,547
- Administrative expenses
- $35,863
- Total expenses
- $1,156,410
- Net increase / (decrease)
- $1,021,008
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Woodbury Financial Services Inc | INVESTMENT ADVISOR | $20,278 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $13,226 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,359 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Paul Hobbs Winery, Lp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sebastopol, CA
- Woodbury Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation