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, The Coppola Companies Retirement Savings Plan is a benefit plan reported by Niebaum-Coppola Estate Winery, Lp under EIN 68-0279391 and plan number 001. The latest loaded filing year is 2023. The filing reports 432 participants and $38,031,495 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,031,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,031,495
- Net assets (BOY)
- $35,387,325
Income & contributions
- Employer contributions
- $301,725
- Participant contributions
- $813,012
- Total contributions
- $1,296,870
- Total income / additions
- $7,392,323
Expenses & distributions
- Benefits paid
- $4,675,406
- Administrative expenses
- $72,747
- Total expenses
- $4,748,153
- Net increase / (decrease)
- $2,644,170