Nissen Vineyard Services, Inc. Profit Sharing Plan — Form 5500 plan (Nissen Vineyard Services, 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, Nissen Vineyard Services, Inc. Profit Sharing Plan is a benefit plan reported by Nissen Vineyard Services, Inc. under EIN 94-2890023 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $1,264,333 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nissen Vineyard Services, Inc.
EIN
94-2890023
Plan number
001
Plan type
2
Location
St. Helena, CA
Latest filing year
2023
Participants
246
End-of-year plan assets
$1,264,333

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023246H, C20250728132729NAL0000814931001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,264,333
Total liabilities (EOY)
$0
Net assets (EOY)
$1,264,333
Net assets (BOY)
$3,312,085

Income & contributions

Employer contributions
$14,922
Total contributions
$14,922
Total income / additions
$605,876

Expenses & distributions

Benefits paid
$2,626,356
Administrative expenses
$27,272
Total expenses
$2,653,628
Net increase / (decrease)
-$2,047,752

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance Co.NONE$8,560$38,3452023
Carlson Quinn And AssociatesNONE$15,525not reported in the loaded dataset2023

Related Form 5500 pages