Frasca Food And Wine, Inc. 401(K) Plan — Form 5500 plan (Frasca Food And Wine, 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, Frasca Food And Wine, Inc. 401(K) Plan is a benefit plan reported by Frasca Food And Wine, Inc. under EIN 77-0628243 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $3,198,146 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.2MPlan net assets, end of year$3,198,146
Participants176Covered participants reported
Assets / participant$18.2KComputed: assets ÷ participants$18,171 (computed)
Provider compensation$14.3K2 Schedule C provider row(s)$14,279
Plan sponsor
Frasca Food And Wine, Inc.
EIN
77-0628243
Plan number
001
Plan type
2
Location
Boulder, CO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023176H, C20241015151652NAL0016726099001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.2M total assets
Net assets$3.2MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$241.9K
Benefits paid / distributions$206.8K
Contributions
Employer$227.9K
Participant$400.5K
Full reported line items

Net assets

Total assets (EOY)
$3,198,146
Total liabilities (EOY)
$0
Net assets (EOY)
$3,198,146
Net assets (BOY)
$2,294,982

Income & contributions

Employer contributions
$227,859
Participant contributions
$400,459
Total contributions
$683,711
Total income / additions
$1,145,100

Expenses & distributions

Benefits paid
$206,765
Administrative expenses
$26,415
Total expenses
$241,936
Net increase / (decrease)
$903,164
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Millstone Evans Group LLCRIA$13,504not reported in the loaded dataset2023
John Hancock Life Ins. CompanyRECORDKEEPER$775not reported in the loaded dataset2023

Related Form 5500 pages