Plan5500

Mesa Vineyard 401(K) Retirement Plan — Form 5500 plan (Mesa Vineyard Management, 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, Mesa Vineyard 401(K) Retirement Plan is a benefit plan reported by Mesa Vineyard Management, Inc. under EIN 77-0202905 and plan number 001. The latest loaded filing year is 2023. The filing reports 422 participants and $18,371,895 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mesa Vineyard Management, Inc.
EIN
77-0202905
Plan number
001
Plan type
2
Location
Templeton, CA
Latest filing year
2023
Participants
422
End-of-year plan assets
$18,371,895

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023422H, C20240913174520NAL0011991665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,371,895
Total liabilities (EOY)
$0
Net assets (EOY)
$18,371,895
Net assets (BOY)
$16,271,061

Income & contributions

Employer contributions
$591,897
Participant contributions
$936,311
Total contributions
$1,534,585
Total income / additions
$3,640,733

Expenses & distributions

Benefits paid
$1,458,668
Administrative expenses
$81,231
Total expenses
$1,539,899
Net increase / (decrease)
$2,100,834

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Evolve Retirement Plan SolutionsRECORDKEEPER$41,670not reported in the loaded dataset2023
Corvus WealthADVISOR$25,231not reported in the loaded dataset2023
Hicks Pension ServicesTPA$8,525not reported in the loaded dataset2023

Related Form 5500 pages