Plan Ledger DOL Form 5500 · updated monthly

Nissen Vineyard Services, Inc.Profit-sharing plan

NISSEN VINEYARD SERVICES, INC. PROFIT SHARING PLAN · ST. HELENA, CA · plan year 2022

Reported admin expense ratio · 2022
0.00%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Nissen Vineyard Services, Inc. reported $160 in plan administrative expenses for 2022: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $956 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.00% to 1.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (7,698th of 9,483), and 723rd of 945 in agriculture, forestry & fishing.

Plan summary
Net assets, end of year$3,312,085
Participants with balances223
Active participants123
Employer contributions$117,640
Employee contributions—
Employer contribution per active participant$956
Average account balance$14,852
Benefits paid to participants$194,831
Plan auditUnmodified (clean) audit opinion
AuditorCOMYNS SMITH MCCLEARY & DEAVER LLP
Plan history2
Yearassets · accounts · employer contribution
2023$1.3M · 11 accts · $15K emplr
2022$3.3M · 223 accts · $118K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$160
Total administrative$160
Employer contributions to the Nissen Vineyard Services, Inc. plan · 2022
Employer contribution per active participant$956
Median for plans this size$1,114

Nissen Vineyard Services, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$27,272 · 1.19%
2022$160 · 0.00%
Similar plansAgriculture, Forestry & Fishing · California
Dick Peixoto Company CA$3.5M · 0.19%
Grapeman Farms, L.P. CA$3.5M · 0.02%
Ventura Pacific Company CA$3.4M · 0.08%
Jakov Dulcich and Sons CA$3.0M · 0.77%
Calplant 1 LLC CA$3.0M · 0.22%
J. Marchini & Son, Inc. CA$2.9M · 0.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942890023 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.