Vino Farms, LLC Retirement Plan — Form 5500 plan (Vino Farms, LLC)

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, Vino Farms, LLC Retirement Plan is a benefit plan reported by Vino Farms, LLC under EIN 90-0393874 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $12,784,380 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vino Farms, LLC
EIN
90-0393874
Plan number
001
Plan type
2
Location
Lodi, CA
Latest filing year
2023
Participants
286
End-of-year plan assets
$12,784,380

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023286H, C20240926134632NAL0000459571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,784,380
Total liabilities (EOY)
$0
Net assets (EOY)
$12,784,380
Net assets (BOY)
$11,268,235

Income & contributions

Employer contributions
$102,878
Participant contributions
$609,930
Total contributions
$754,447
Total income / additions
$2,925,608

Expenses & distributions

Benefits paid
$1,320,282
Administrative expenses
$68,941
Total expenses
$1,409,463
Net increase / (decrease)
$1,516,145

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Co. Of AmRECORDKEEPER$67,342$02023
Mma Securities LLCINVESTMENT ADVISOR$23,312not reported in the loaded dataset2023
San Diego Pension ConsultantsCONTRACT ADMIN$3,120$5,8432023

Related Form 5500 pages