Vintners Inn 401k Profit Sharing Plan — Form 5500 plan (Vintners Inn)
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, Vintners Inn 401k Profit Sharing Plan is a benefit plan reported by Vintners Inn under EIN 68-0447854 and plan number 001. The latest loaded filing year is 2023. The filing reports 293 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vintners Inn
- EIN
- 68-0447854
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Rosa, CA
- Latest filing year
- 2023
- Participants
- 293
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 293 | H, C | 20241012152319NAL0013441955001 |
| 2023 | 623 | H, C | 20241231143941NAL0035680066001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,523,031
- Total liabilities (EOY)
- $12,276
- Net assets (EOY)
- $1,510,755
- Net assets (BOY)
- $2,730,109
Income & contributions
- Employer contributions
- $105,113
- Participant contributions
- $127,054
- Total contributions
- $248,847
- Total income / additions
- $506,581
Expenses & distributions
- Benefits paid
- $1,684,564
- Administrative expenses
- $16,011
- Total expenses
- $1,725,935
- Net increase / (decrease)
- -$1,219,354
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Pension Consulants Inc | TPA | $37,065 | $12,423 | 2023 |
| Associated Pension Consultants Inc | TPA | $24,207 | $18,635 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $9,423 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $6,056 | $0 | 2023 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $5,788 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vintners Inn
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Rosa, CA
- Associated Pension Consulants Inc — Schedule C compensation
- Associated Pension Consultants Inc — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation