How big is Wine Valley Insurance Services, Inc.'s plan?

Wine Valley Insurance Services, Inc.'s plan reported $3.1M in assets and 6 participants for 2025.

Original filing (PDF)20260410094455NAL0017272978001

Wine Valley Insurance Services, Inc.

Name: Wine Valley Insurance Services, Inc. — Wine Valley, Form 5500 (2025)
Creator: Wine Valley Insurance Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wine Valley Insurance Services, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Wine Valley Insurance Services, Inc.'s Wine Valley Insurance Services, Inc. 401(k) Profit Sharing Plan held $3.1M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Wine Valley Insurance Services, Inc.'s EIN is 01-0560478.

EIN 01-0560478

Plan number 001

Plan year 2025

ACK ID 20260410094455NAL0017272978001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wine Valley Insurance Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wine Valley Insurance Services, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINE VALLEY INSURANCE SERVICES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score