Original filing (PDF)20250423104631NAL0009716240001

CLAY WINE & SPIRITS

Name: CLAY WINE & SPIRITS — CLAY WINE & SPIRITS 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: CLAY WINE & SPIRITS

Form 5500-SF

FILING_RECEIVED

CLAY WINE & SPIRITS 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 CLAY WINE & SPIRITS.

Plan sponsor

Name

CLAY WINE & SPIRITS

EIN

16-1565684

Address

3955 STATE ROUTE 31 · CLAY, NY · 13090

Phone

(315) 622-0501

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

2025-04-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

MID VALLEY WINE AND LIQUORS, INC.

MID VALLEY WINE AND LIQUORS, INC. 401(K) PROFIT SHARING PLAN

$1.1M

NICOLE'S WINE & SPIRITS, INC.

NICOLE'S WINE & SPIRITS, INC. 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 27 participants

GOMERS OF KANSAS, L.L.C.

GOMER'S OF KANSAS, L.L.C. PROFIT SHARING PLAN

$1.2M · 13 participants

QWE INC.

QWE INC. SAFE HARBOR 401(K) PLAN

$1.2M · 4 participants

JOHNSON FERRY BEVERAGE, INC.

JOHNSON FERRY BEVERAGE, INC. 401K PROFIT SHARING PLAN