· 2022–2024 · DOL EFAST2

BANVILLE AND JONES WINE MERCHANT — BANVILLE AND JONES WINE MERCHANTS, INC. 401(K) PROFT SHA, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20250122050315NAL0004044433001

BANVILLE AND JONES WINE MERCHANT

Form 5500-SF

FILING_RECEIVED

BANVILLE AND JONES WINE MERCHANTS, INC. 401(K) PROFT SHA

401(k) retirement plan

Signals · 1

Late filing · 2.2 mo

Active participants

62

Accounts w/ balance

42

Plan assets (EOY)

$987K

Net assets (EOY)

$987K

Plan health score

Above-average plan

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

91

Total plan cost

n/a

Plan health

52

Vendor & structure

100

Knocking points off

Filed 2.2 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BANVILLE AND JONES WINE MERCHANT.

Plan sponsor

Name

BANVILLE AND JONES WINE MERCHANT

EIN

04-3134908

Address

126 EAST 38TH STREET · NEW YORK, NY · 10016

Phone

(917) 662-6280

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-01-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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