Duckhorn Wine Company 401(K) Plan — Form 5500 plan (Duckhorn 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, Duckhorn Wine Company 401(K) Plan is a benefit plan reported by Duckhorn Wine Company under EIN 94-2345103 and plan number 001. The latest loaded filing year is 2023. The filing reports 704 participants and $71,341,626 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Duckhorn Wine Company
- EIN
- 94-2345103
- Plan number
- 001
- Plan type
- 2
- Location
- Saint Helena, CA
- Latest filing year
- 2023
- Participants
- 704
- End-of-year plan assets
- $71,341,626
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 704 | H, C | 20241015101347NAL0029222225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,341,626
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,341,626
- Net assets (BOY)
- $61,884,184
Income & contributions
- Employer contributions
- $5,130,387
- Participant contributions
- $3,891,505
- Total contributions
- $9,308,850
- Total income / additions
- $18,832,559
Expenses & distributions
- Benefits paid
- $9,159,395
- Administrative expenses
- $215,722
- Total expenses
- $9,375,117
- Net increase / (decrease)
- $9,457,442
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $61,187 | $0 | 2023 |
| Creative Planning Holdco LLC | INVESTMENT ADVISOR | $48,750 | not reported in the loaded dataset | 2023 |
| Entegra Services Inc | CONTRACT ADMIN | $43,409 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | AUDITOR | $0 | $35,800 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Duckhorn Wine Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Saint Helena, CA
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Creative Planning Holdco LLC — Schedule C compensation
- Entegra Services Inc — Schedule C compensation
- Moss Adams Llp — Schedule C compensation