Wente Family Estates 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Wente Vineyards)
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, Wente Family Estates 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Wente Vineyards under EIN 94-1051349 and plan number 001. The latest loaded filing year is 2023. The filing reports 759 participants and $30,646,734 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$30.6MPlan net assets, end of year$30,646,734
Participants759Covered participants reported
Assets / participant$40.4KComputed: assets ÷ participants$40,378 (computed)
Provider compensation$183K2 Schedule C provider row(s)$182,964
- Plan sponsor
- Wente Vineyards
- EIN
- 94-1051349
- Plan number
- 001
- Plan type
- 2
- Location
- Livermore, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 759 | H, C | 20240905110636NAL0046330194001 |
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)$30.6M total assets
Net assets$30.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $30,646,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,646,734
- Net assets (BOY)
- $29,085,470
Income & contributions
- Employer contributions
- $785,745
- Participant contributions
- $1,488,874
- Total contributions
- $2,274,619
- Total income / additions
- $6,335,394
Expenses & distributions
- Benefits paid
- $4,622,883
- Administrative expenses
- $141,730
- Total expenses
- $4,774,130
- Net increase / (decrease)
- $1,561,264
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.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income73%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $117,795 | $0 | 2023 |
| Sbhu Life Agency Inc | BROKER/ADVISER | $0 | $65,169 | 2023 |