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, Ste. Michelle Wine Estates Ltd. 401(K) Plan is a benefit plan reported by Ste. Michelle Wine Estates, LLC under EIN 91-0897041 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,355 participants and $44,880,785 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,880,785
- Total liabilities (EOY)
- $28,573
- Net assets (EOY)
- $44,852,212
- Net assets (BOY)
- $28,684,468
Income & contributions
- Employer contributions
- $4,988,689
- Participant contributions
- $7,634,422
- Total contributions
- $16,200,396
- Total income / additions
- $21,973,553
Expenses & distributions
- Benefits paid
- $5,677,978
- Administrative expenses
- $114,089
- Total expenses
- $5,805,809
- Net increase / (decrease)
- $16,167,744