Plan5500

The Wine Group - Franzia Winery Retirement And Savings Plan — Form 5500 plan (The Wine Group, Inc.)

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 - Franzia Winery Retirement And Savings Plan is a benefit plan reported by The Wine Group, Inc. under EIN 94-2756233 and plan number 002. The latest loaded filing year is 2023. The filing reports 411 participants and $16,189,350 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Wine Group, Inc.
EIN
94-2756233
Plan number
002
Plan type
2
Location
Ripon, CA
Latest filing year
2023
Participants
411
End-of-year plan assets
$16,189,350

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023411H, C20241014150736NAL0026514977005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,189,350
Net assets (EOY)
$16,189,350
Net assets (BOY)
$14,277,998

Income & contributions

Employer contributions
$617,558
Participant contributions
$1,065,371
Total contributions
$1,682,929
Total income / additions
$3,776,873

Expenses & distributions

Benefits paid
$1,782,122
Administrative expenses
$57,552
Total expenses
$1,839,674
Net increase / (decrease)
$1,937,199

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$57,602not reported in the loaded dataset2023

Related Form 5500 pages