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, Silver Oak Cellars 401(K) Profit Sharing Plan is a benefit plan reported by Silver Oak Wine Cellars, LLC under EIN 94-2327363 and plan number 333. The latest loaded filing year is 2023. The filing reports 228 participants and $43,250,617 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,250,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,250,617
- Net assets (BOY)
- $35,568,609
Income & contributions
- Employer contributions
- $2,460,877
- Participant contributions
- $1,395,634
- Total contributions
- $3,969,265
- Total income / additions
- $9,229,013
Expenses & distributions
- Benefits paid
- $1,451,787
- Administrative expenses
- $95,218
- Total expenses
- $1,547,005
- Net increase / (decrease)
- $7,682,008