Scheid Vineyards California Inc. 401(K) Plan — Form 5500 plan (Scheid Vineyards California 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, Scheid Vineyards California Inc. 401(K) Plan is a benefit plan reported by Scheid Vineyards California Inc. under EIN 95-2766024 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $17,850,471 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scheid Vineyards California Inc.
- EIN
- 95-2766024
- Plan number
- 001
- Plan type
- 2
- Location
- Salinas, CA
- Latest filing year
- 2023
- Participants
- 232
- End-of-year plan assets
- $17,850,471
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H, C | 20241011153021NAL0022231457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,850,471
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,850,471
- Net assets (BOY)
- $14,735,517
Income & contributions
- Employer contributions
- $451,934
- Participant contributions
- $1,009,635
- Total contributions
- $1,852,980
- Total income / additions
- $4,515,438
Expenses & distributions
- Benefits paid
- $1,293,934
- Administrative expenses
- $83,590
- Total expenses
- $1,400,484
- Net increase / (decrease)
- $3,114,954
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | N/A | $586 | not reported in the loaded dataset | 2023 |