Joseph Phelps Vineyards 401(K) Profit Sharing Plan — Form 5500 plan (Joseph Phelps Vineyards, LLC)
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, Joseph Phelps Vineyards 401(K) Profit Sharing Plan is a benefit plan reported by Joseph Phelps Vineyards, LLC under EIN 94-2899644 and plan number 001. The latest loaded filing year is 2023. The filing reports 226 participants and $17,171,798 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joseph Phelps Vineyards, LLC
- EIN
- 94-2899644
- Plan number
- 001
- Plan type
- 2
- Location
- St Helena, CA
- Latest filing year
- 2023
- Participants
- 226
- End-of-year plan assets
- $17,171,798
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H, C | 20240806174240NAL0001525523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,171,798
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,171,798
- Net assets (BOY)
- $16,001,379
Income & contributions
- Employer contributions
- $628,022
- Participant contributions
- $837,849
- Total contributions
- $1,865,105
- Total income / additions
- $4,449,367
Expenses & distributions
- Benefits paid
- $3,210,233
- Administrative expenses
- $60,552
- Total expenses
- $3,278,948
- Net increase / (decrease)
- $1,170,419
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $39,928 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,444 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,900 | not reported in the loaded dataset | 2023 |
| Bpm Llp | AUDITOR | $4,280 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joseph Phelps Vineyards, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in St Helena, CA
- Pensionmark Financial Group LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Bpm Llp — Schedule C compensation