F. Korbel & Bros. 401(K) Retirement Plan — Form 5500 plan (F. Korbel & Bros.)
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, F. Korbel & Bros. 401(K) Retirement Plan is a benefit plan reported by F. Korbel & Bros. under EIN 94-0608865 and plan number 002. The latest loaded filing year is 2023. The filing reports 374 participants and $80,452,802 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$80.5MPlan net assets, end of year$80,452,802
Participants374Covered participants reported
Assets / participant$215.1KComputed: assets ÷ participants$215,114 (computed)
Provider compensation$15.6K1 Schedule C provider row(s)$15,584
- Plan sponsor
- F. Korbel & Bros.
- EIN
- 94-0608865
- Plan number
- 002
- Plan type
- 2
- Location
- Guerneville, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 374 | H, C | 20240711110835NAL0016067809001 |
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)$80.5M total assets
Net assets$80.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $80,452,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,452,802
- Net assets (BOY)
- $69,624,352
Income & contributions
- Employer contributions
- $1,163,179
- Participant contributions
- $1,980,133
- Total contributions
- $3,143,312
- Total income / additions
- $14,987,948
Expenses & distributions
- Benefits paid
- $4,143,914
- Administrative expenses
- $15,584
- Total expenses
- $4,159,498
- Net increase / (decrease)
- $10,828,450
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.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $15,584 | $0 | 2023 |