Search public Form 5500 filings

Plans

• planOpus One 401(K) PlanFinancial statementProvider compensation2023 filing
  $21.9Mreported assets (EOY)
  Sponsor: Opus One Winery, LLCEIN: 68-0235610Plan: 002Participants: 149Assets: $21,905,983Net assets: $21.9MAssets / participant: $147KLocation: Oakville, CALatest: 2023
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• planFar Niente Wine Estates 401(K) PlanFinancial statementProvider compensation2023 filing
  $19.7Mreported assets (EOY)
  Sponsor: Fn Cellars, LLCEIN: 46-3975808Plan: 003Participants: 262Assets: $19,670,049Net assets: $19.7MAssets / participant: $75.1KLocation: Oakville, CALatest: 2023
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• planPina Vineyard Management, LLC 401(K) PlanFinancial statementProvider compensation2023 filing
  $6.6Mreported assets (EOY)
  Sponsor: New Pina Vineyard Management, LLC Dba Pina Vineyard ManagementEIN: 47-2603457Plan: 101Participants: 166Assets: $6,649,026Net assets: $6.6MAssets / participant: $40.1KLocation: Oakville, CALatest: 2023
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• planFn Cellars Health And Welfare Plan2023 filing
  Sponsor: Fn Cellars, LLCEIN: 46-3975808Plan: 501Participants: 170Assets: not reported in the loaded datasetLocation: Oakville, CALatest: 2023
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• planOpus One Winery Health And Welfare Plan2023 filing
  Sponsor: Opus One Winery LLCEIN: 68-0235610Plan: 501Participants: 107Assets: not reported in the loaded datasetLocation: Oakville, CALatest: 2023
  View plan profile →