Valensin Vineyard & Winery 401(K) Plan — Form 5500 plan (Valensin Vineyard & Winery)

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, Valensin Vineyard & Winery 401(K) Plan is a benefit plan reported by Valensin Vineyard & Winery under EIN 83-4134786 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $251,252 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$251.3KPlan net assets, end of year$251,252
Participants2Covered participants reported
Assets / participant$125.6KComputed: assets ÷ participants$125,626 (computed)
Provider compensationNone reported
Plan sponsor
Valensin Vineyard & Winery
EIN
83-4134786
Plan number
001
Plan type
2
Location
Elk Grove, CA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2 participants · 2Sch I
    View filing →
Schedule I · 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)$251.3K total assets
Net assets$251.3KLiabilities
Money in vs. money out
Total income / additions-$383.8K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$251,252
Net assets (EOY)
$251,252
Net assets (BOY)
$635,060

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
-$383,808

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
-$383,808
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages