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, Treasury Wine Estates Retirement Savings Plan is a benefit plan reported by Treasury Wine Estates Americas Company under EIN 94-2227626 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,321 participants and $117,164,380 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,164,380
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,164,380
- Net assets (BOY)
- $105,947,761
Income & contributions
- Employer contributions
- $2,190,974
- Participant contributions
- $6,098,339
- Total contributions
- $10,313,670
- Total income / additions
- $23,496,791
Expenses & distributions
- Benefits paid
- $12,095,609
- Administrative expenses
- $172,385
- Total expenses
- $12,280,172
- Net increase / (decrease)
- $11,216,619