Wine World Companies, Inc. Employee Stock Ownership Plan — Form 5500 plan (Wine World Companies, 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, Wine World Companies, Inc. Employee Stock Ownership Plan is a benefit plan reported by Wine World Companies, Inc. under EIN 83-3273377 and plan number 002. The latest loaded filing year is 2023. The filing reports 152 participants and $8,080,301 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wine World Companies, Inc.
- EIN
- 83-3273377
- Plan number
- 002
- Plan type
- 2
- Location
- Destin, FL
- Latest filing year
- 2023
- Participants
- 152
- End-of-year plan assets
- $8,080,301
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H | 20250501110252NAL0002208195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,080,301
- Total liabilities (EOY)
- $12,587,140
- Net assets (EOY)
- -$4,506,839
- Net assets (BOY)
- -$3,746,929
Income & contributions
- Employer contributions
- $752,430
- Total contributions
- $752,430
- Total income / additions
- -$347,539
Expenses & distributions
- Benefits paid
- $36,167
- Administrative expenses
- $30
- Total expenses
- $412,371
- Net increase / (decrease)
- -$759,910
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.