Rombauer Vineyards, Inc. 401(K) Salary Savings Plan — Form 5500 plan (Rombauer Vineyards, 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, Rombauer Vineyards, Inc. 401(K) Salary Savings Plan is a benefit plan reported by Rombauer Vineyards, Inc. under EIN 68-0284450 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rombauer Vineyards, Inc.
- EIN
- 68-0284450
- Plan number
- 001
- Plan type
- 2
- Location
- St Helena, CA
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20240521135736NAL0001169699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $9,858,199
Income & contributions
- Employer contributions
- $365,087
- Participant contributions
- $823,479
- Total contributions
- $1,598,881
- Total income / additions
- $2,320,369
Expenses & distributions
- Benefits paid
- $12,089,983
- Administrative expenses
- $76,498
- Total expenses
- $12,178,568
- Net increase / (decrease)
- -$9,858,199
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Woodbury Financial Services Inc | ADVISOR | $32,192 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $20,854 | $0 | 2023 |
| Metz & Associates Pllc | ACCOUNTANT/AUDITOR | $17,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,951 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rombauer Vineyards, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in St Helena, CA
- Woodbury Financial Services Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Metz & Associates Pllc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation