Sutter Home Winery, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Sutter Home Winery, Inc.)

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, Sutter Home Winery, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Sutter Home Winery, Inc. under EIN 94-1080860 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,591 participants and $331,554,744 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sutter Home Winery, Inc.
EIN
94-1080860
Plan number
001
Plan type
2
Location
St. Helena, CA
Latest filing year
2023
Participants
1,591
End-of-year plan assets
$331,554,744

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,591H, C20250411150912NAL0036268592001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$331,554,744
Total liabilities (EOY)
$0
Net assets (EOY)
$331,554,744
Net assets (BOY)
$319,187,547

Income & contributions

Employer contributions
$12,672,526
Participant contributions
$7,623,016
Total contributions
$20,666,190
Total income / additions
$52,109,324

Expenses & distributions

Benefits paid
$39,517,036
Administrative expenses
$225,091
Total expenses
$39,742,127
Net increase / (decrease)
$12,367,197

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$225,091$02023

Related Form 5500 pages