Plan5500

San Antonio Winery, Inc. 401(K) Plan — Form 5500 plan (San Antonio Winery, 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, San Antonio Winery, Inc. 401(K) Plan is a benefit plan reported by San Antonio Winery, Inc. under EIN 95-1824179 and plan number 001. The latest loaded filing year is 2023. The filing reports 443 participants and $26,885,620 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
San Antonio Winery, Inc.
EIN
95-1824179
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
443
End-of-year plan assets
$26,885,620

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023443H, C20241010132558NAL0035801184001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,885,620
Total liabilities (EOY)
$0
Net assets (EOY)
$26,885,620
Net assets (BOY)
$22,965,863

Income & contributions

Employer contributions
$0
Participant contributions
$1,609,489
Total contributions
$2,022,828
Total income / additions
$5,463,070

Expenses & distributions

Benefits paid
$1,462,037
Administrative expenses
$81,276
Total expenses
$1,543,313
Net increase / (decrease)
$3,919,757

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Snowden Capital Advisors LLCADVISOR$47,604not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$33,673not reported in the loaded dataset2023

Related Form 5500 pages