California Association Of Winegrape Growers Retirement Plan And Trust — Form 5500 plan (California Association Of Winegrape Growers)
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, California Association Of Winegrape Growers Retirement Plan And Trust is a benefit plan reported by California Association Of Winegrape Growers under EIN 94-2292593 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,150 participants and $22,926,709 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Association Of Winegrape Growers
- EIN
- 94-2292593
- Plan number
- 002
- Plan type
- 3
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 1,150
- End-of-year plan assets
- $22,926,709
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,150 | H, C | 20240930163126NAL0005792593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,926,709
- Total liabilities (EOY)
- $71,470
- Net assets (EOY)
- $22,855,239
- Net assets (BOY)
- $18,319,909
Income & contributions
- Employer contributions
- $568,781
- Participant contributions
- $1,940,998
- Total contributions
- $2,777,056
- Total income / additions
- $5,640,149
Expenses & distributions
- Benefits paid
- $1,935,392
- Administrative expenses
- $119,168
- Total expenses
- $2,126,030
- Net increase / (decrease)
- $3,514,119
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $55,698 | $0 | 2023 |
| Pentegra Services Inc | CONTRACT ADMIN | $35,403 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $29,540 | not reported in the loaded dataset | 2023 |
| Advised Assets Group LLC | INVESTMENT MANAGEMENT | $9,893 | not reported in the loaded dataset | 2023 |
| Plancheck(K) Cpas LLC | AUDITOR | $954 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for California Association Of Winegrape Growers
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sacramento, CA
- Great-West Life & Annuity Insurance — Schedule C compensation
- Pentegra Services Inc — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Advised Assets Group LLC — Schedule C compensation
- Plancheck(K) Cpas LLC — Schedule C compensation