Scheid Vineyards California, Inc. Union 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. Union 401(K) Plan is a benefit plan reported by Scheid Vineyards California Inc. under EIN 95-2766024 and plan number 002. The latest loaded filing year is 2023. The filing reports 104 participants and $1,761,741 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.8MPlan net assets, end of year$1,761,741
Participants104Covered participants reported
Assets / participant$16.9KComputed: assets ÷ participants$16,940 (computed)
Provider compensationNone reported
Plan sponsor
Scheid Vineyards California Inc.
EIN
95-2766024
Plan number
002
Plan type
2
Location
Salinas, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023104H20241014132035NAL0027373297001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.8M total assets
Net assets$1.8MLiabilities$0
Money in vs. money out
Total income / additions$193.2K
Total expenses$53.2K
Benefits paid / distributions$51.8K
Contributions
Employer$41K
Participant$67K
Full reported line items

Net assets

Total assets (EOY)
$1,761,741
Total liabilities (EOY)
$0
Net assets (EOY)
$1,761,741
Net assets (BOY)
$1,621,749

Income & contributions

Employer contributions
$41,015
Participant contributions
$67,050
Total contributions
$108,065
Total income / additions
$193,223

Expenses & distributions

Benefits paid
$51,831
Administrative expenses
$1,400
Total expenses
$53,231
Net increase / (decrease)
$139,992
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 38%Participant 62%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income27%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages