Search public Form 5500 filings

Plans

• planThe Doctors Management Company 401(K) Savings PlanFinancial statementProvider compensation2023 filing
  $274.3Mreported assets (EOY)
  Sponsor: The Doctors Management CompanyEIN: 95-2958888Plan: 002Participants: 1,091Assets: $274,331,914Net assets: $274.3MAssets / participant: $251.4KLocation: Napa, CALatest: 2023
  View financial statement →
• planTreasury Wine Estates Retirement Savings PlanFinancial statementProvider compensation2023 filing
  $117.2Mreported assets (EOY)
  Sponsor: Treasury Wine Estates Americas CompanyEIN: 94-2227626Plan: 001Participants: 1,321Assets: $117,164,380Net assets: $117.2MAssets / participant: $88.7KLocation: Napa, CALatest: 2023
  View financial statement →
• planOle Health 403(B) PlanFinancial statementProvider compensation2023 filing
  $48.6Mreported assets (EOY)
  Sponsor: Ole HealthEIN: 23-7221695Plan: 001Participants: 921Assets: $48,552,490Net assets: $48.6MAssets / participant: $52.7KLocation: Napa, CALatest: 2023
  View financial statement →
• planBiagi Bros., Inc. 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $30.2Mreported assets (EOY)
  Sponsor: Biagi Bros., Inc.EIN: 91-1395542Plan: 001Participants: 826Assets: $30,173,469Net assets: $30.1MAssets / participant: $36.5KLocation: Napa, CALatest: 2023
  View financial statement →
• planThe Hess Collection 401(K) PlanFinancial statementProvider compensation2023 filing
  $20.9Mreported assets (EOY)
  Sponsor: The Hess Collection WineryEIN: 68-0071196Plan: 001Participants: 205Assets: $20,945,539Net assets: $20.9MAssets / participant: $102.2KLocation: Napa, CALatest: 2023
  View financial statement →
• planChambers & Chambers, Inc. Profit Sharing 401(K) PlanFinancial statementProvider compensation2023 filing
  $15.9Mreported assets (EOY)
  Sponsor: Chambers & Chambers, Inc.EIN: 94-2433509Plan: 001Participants: 140Assets: $15,940,447Net assets: $15.9MAssets / participant: $113.9KLocation: Napa, CALatest: 2023
  View financial statement →
• planCrimson Wine Group 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $13.9Mreported assets (EOY)
  Sponsor: Crimson Wine Group, LtdEIN: 90-0609506Plan: 001Participants: 298Assets: $13,858,105Net assets: $13.9MAssets / participant: $46.5KLocation: Napa, CALatest: 2023
  View financial statement →
• planFolio Wine Company, LLC 401(K) PlanFinancial statement2023 filing
  $11.7Mreported assets (EOY)
  Sponsor: Folio Wine Company, LLCEIN: 20-1713297Plan: 001Participants: 96Assets: $11,718,417Net assets: $11.7MAssets / participant: $122.1KLocation: Napa, CALatest: 2023
  View financial statement →