401(k)
2022 plan-year 401(k) DOL Form 5500

Pouring with Heart 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Pouring with Heart, LLC · California · Food Services & Accommodation

What the 2023 filing shows

Pouring with Heart 401(k) Plan holds $1M for 335 participants — about $3,174 per participant, up 39.2% over the 2022 plan year.

$1M
total plan assets (2022 EOY)
335
covered participants
$3,174
avg assets per participant
+39.2%
assets growth YoY
Total Assets (2023)
$1M
Participants
335
State
Industry
Food Services & Accommodation

What the Filing Says About Pouring with Heart 401(k) Plan

Pouring with Heart 401(k) Plan is a 401(k) retirement plan sponsored by Pouring with Heart, LLC, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 335 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 841914414, and the plan has been effective since 2019-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $764K at the beginning of 2022 to $1M at year-end — a gain of 39.2%. Net assets (after liabilities) closed the year at $1M, with reported net income of $300K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$764K
Total Assets (End of Year)$1M
Net Assets (End of Year)$1M
Net Income$300K
Plan Type401(k)
Employer EIN841914414
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the Pouring with Heart 401(k) Plan?
As of the 2022 Form 5500 filing, Pouring with Heart 401(k) Plan holds $1M in total assets with 335 participants. It is sponsored by Pouring with Heart, LLC.
What type of plan is Pouring with Heart 401(k) Plan?
Pouring with Heart 401(k) Plan is a 401(k) plan. It has been effective since 2019-01-01. The plan is filed with the U.S. Department of Labor under EIN 841914414.
Who sponsors the Pouring with Heart 401(k) Plan?
Pouring with Heart 401(k) Plan is sponsored by Pouring with Heart, LLC, located in California. The sponsor's EIN is 841914414 and the plan operates in the Food Services & Accommodation industry.
How did Pouring with Heart 401(k) Plan perform in 2022?
Pouring with Heart 401(k) Plan grew by 39.2% during 2022, moving from $764K to $1M in total assets. Net income was $300K.
Where can I find official filings for Pouring with Heart 401(k) Plan?
Official Form 5500 filings for Pouring with Heart 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 841914414 or plan name at efast.dol.gov.
How does Pouring with Heart 401(k) Plan compare to other plans?
You can compare Pouring with Heart 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 841914414.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.