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, The Wine Group Retirement & Savings Plan is a benefit plan reported by The Wine Group, Inc. under EIN 94-2756233 and plan number 001. The latest loaded filing year is 2023. The filing reports 948 participants and $127,793,251 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $127,793,251
- Net assets (EOY)
- $127,793,251
- Net assets (BOY)
- $116,173,285
Income & contributions
- Employer contributions
- $4,120,035
- Participant contributions
- $6,199,927
- Total contributions
- $11,662,617
- Total income / additions
- $29,444,539
Expenses & distributions
- Benefits paid
- $17,563,417
- Administrative expenses
- $281,287
- Total expenses
- $17,850,420
- Net increase / (decrease)
- $11,594,119