How big is Colonial Wine Associates, Inc.'s plan?

Colonial Wine Associates, Inc.'s plan reported $153K in assets and 13 participants for 2024.

Original filing (PDF)20250729154430NAL0006320514001

Colonial Wine Associates, Inc.

Name: Colonial Wine Associates, Inc. — Colonial Wine, Form 5500 (2024)
Creator: Colonial Wine Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Colonial Wine Associates Inc. Simplified 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Colonial Wine Associates, Inc.'s Colonial Wine Associates Inc. Simplified 401(k) Profit Sharing Plan & Trust held $153K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$153K

Net assets (EOY)

$153K

Plan identifiers

Colonial Wine Associates, Inc.'s EIN is 01-0709364.

EIN 01-0709364

Plan number 001

Plan year 2024

ACK ID 20250729154430NAL0006320514001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Colonial Wine Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Colonial Wine Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 COLONIAL WINE ASSOCIATES, INC..

Finding similar companies…

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