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Department of Labor filing

WENTE VINEYARDS

WENTE FAMILY ESTATES 401(K) PROFIT SHARING PLAN & TRUST · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Aug 1, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

64filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support
$4,186

Reported employer contributions per active participant.

Higher than about 78% of comparable plans
#People in the filing
178

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$179 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 32% of comparable plans
↗Investment performance
Not available

Plan assets changed 10.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202464out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions78th percentileTypical peer $2,299 · based on 108 comparable plans
Lower reported administrative expense32nd percentileTypical peer $103 · based on 112 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, WENTE VINEYARDS reported $745,087 in employer contributions across the plan and 178 active participants. That works out to $4,186 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy23%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 8.9%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 15.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context64/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$745,087
Participant contributions
$1,441,825
Other contributions
$783,259
Employer share of reported contributions
34.1%
Beginning assets
$30,646,734
Ending assets
$33,945,486
Ending net assets
$33,945,486
Ending liabilities
$0
Total income
$6,482,882
Total expenses
$3,184,130
Administrative expenses
$137,881
Participant loans
$267,442

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$3,845
2023
$4,136
2024
$4,186
Plan-paid administrative expenses per participant
2022
$212
2023
$187
2024
$179
Active participants
2022
211
2023
190
2024
178
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$4,18617833.9M20250801142039NAL0008401632001
2023$4,13619030.6M20240905110636NAL0046330194001
2022$3,84521129.1M20231004130636NAL0040682050001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.8%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
941051349-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Aug 1, 1976
Industry
Manufacturing
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2J2F2G2K3D3H2S2T

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20250801142039NAL0008401632001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗