Bronco Wine Company 401(K) Profit Sharing Plan — Form 5500 plan (Bronco Wine Company)
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, Bronco Wine Company 401(K) Profit Sharing Plan is a benefit plan reported by Bronco Wine Company under EIN 94-2231905 and plan number 002. The latest loaded filing year is 2023. The filing reports 757 participants and $111,824,128 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$111.8MPlan net assets, end of year$111,824,128
Participants757Covered participants reported
Assets / participant$147.7KComputed: assets ÷ participants$147,720 (computed)
Provider compensation$26.4K2 Schedule C provider row(s)$26,407
- Plan sponsor
- Bronco Wine Company
- EIN
- 94-2231905
- Plan number
- 002
- Plan type
- 2
- Location
- Ceres, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 757 | H, C | 20241010160640NAL0010235859001 |
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)$111.8M total assets
Net assets$111.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $111,824,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,824,128
- Net assets (BOY)
- $103,067,674
Income & contributions
- Employer contributions
- $1,766,420
- Participant contributions
- $2,976,190
- Total contributions
- $4,848,518
- Total income / additions
- $25,225,095
Expenses & distributions
- Benefits paid
- $16,436,353
- Administrative expenses
- $23,518
- Total expenses
- $16,468,641
- Net increase / (decrease)
- $8,756,454
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 assets15%Computed ratio
Benefits paid ÷ total income65%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $22,970 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $3,437 | not reported in the loaded dataset | 2023 |