Original filing (PDF)20251010084254NAL0017443330001

AMAGANSETT VILLAGE WINES & SPIRITS, LTD.

Name: AMAGANSETT VILLAGE WINES & SPIRITS, LTD. — THE AMAGANSETT VILLAGE WINES & SPIRITS, LTD. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: AMAGANSETT VILLAGE WINES & SPIRITS, LTD.

Form 5500-SF

FILING_RECEIVED

THE AMAGANSETT VILLAGE WINES & SPIRITS, LTD. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMAGANSETT VILLAGE WINES & SPIRITS, LTD..

Plan sponsor

Name

AMAGANSETT VILLAGE WINES & SPIRITS, LTD.

EIN

11-2561161

Address

POST OFFICE BOX 1060 · AMAGANSETT, NY · 11930

Phone

(631) 267-3939

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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