Original filing (PDF)20250428060148NAL0011863745001

ZACHYS WINE & LIQUOR

Name: ZACHYS WINE & LIQUOR — ZACHYS WINE & LIQUOR 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ZACHYS WINE & LIQUOR

Form 5500-SF

FILING_RECEIVED

ZACHYS WINE & LIQUOR 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan health score

/ 100

Grade B

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

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZACHYS WINE & LIQUOR.

Plan sponsor

Name

ZACHYS WINE & LIQUOR

EIN

13-1924403

Address

34 MIDLAND AVENUE · PORT CHESTER, NY · 10573

Phone

(914) 874-8034

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-28

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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