Original filing (PDF)20250922112619NAL0005156401001

WOLFFER ESTATE VINEYARD, INC.

Name: WOLFFER ESTATE VINEYARD, INC. — THE WOLFFER ESTATE VINEYARD, INC. 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: WOLFFER ESTATE VINEYARD, INC.

Form 5500-SF

FILING_RECEIVED

THE WOLFFER ESTATE VINEYARD, INC. 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 WOLFFER ESTATE VINEYARD, INC..

Plan sponsor

Name

WOLFFER ESTATE VINEYARD, INC.

EIN

13-3458910

Address

139 SAGG ROAD · POST OFFICE BOX 9002 · SAGAPONACK, NY · 11962

Phone

(631) 537-5106

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

PEJU FAMILY OPERATING LP

PEJU FAMILY OPERATING PARTNERSHIP 401(K) PROFIT SHARING PLAN

$3.4M · 90 participants

DUNN VINEYARDS

DUNN VINEYARDS 401(K) PROFIT SHARING PLAN

$3.4M · 13 participants

HERITAGE WINE CELLARS, LTD.

HERITAGE WINE CELLARS, LTD. LOCAL 710 EMPLOYEES' 401(K) PLAN

$3.4M · 53 participants

WOODWARD CANYON WINERY, INC.

WOODWARD CANYON WINERY, INC. PROFIT SHARING PLAN

$3.5M · 11 participants

ONE TRUE VINE, LLC

ONE TRUE VINE, LLC RETIREMENT PLAN