Giumarra Vineyards Corporation Pension Plan — Form 5500 plan (Giumarra Vineyards Corporation)

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, Giumarra Vineyards Corporation Pension Plan is a benefit plan reported by Giumarra Vineyards Corporation under EIN 95-1496509 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,208 participants and $9,702,990 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Giumarra Vineyards Corporation
EIN
95-1496509
Plan number
002
Plan type
2
Location
Bakersfield, CA
Latest filing year
2023
Participants
1,208
End-of-year plan assets
$9,702,990

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,208H, C20250414160554NAL0000860035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,702,990
Total liabilities (EOY)
$0
Net assets (EOY)
$9,702,990
Net assets (BOY)
$10,649,958

Income & contributions

Employer contributions
$1,000,000
Total contributions
$1,000,000
Total income / additions
$1,396,445

Expenses & distributions

Benefits paid
$1,911,701
Administrative expenses
$431,712
Total expenses
$2,343,413
Net increase / (decrease)
-$946,968

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Retirement And Annuity Cnot reported in the loaded dataset$101,473not reported in the loaded dataset2023

Related Form 5500 pages