· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CORKSCREW WINE AND CHEESE — CORKSCREW WINE AND CHEESE 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250911161402NAL0000341411001
CORKSCREW WINE AND CHEESE
Form 5500-SF
FILING_RECEIVED
CORKSCREW WINE AND CHEESE 401(K) PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
8
Plan assets (EOY)
$650K
Net assets (EOY)
$650K
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CORKSCREW WINE AND CHEESE
.
Find decision makers
Plan sponsor
Name
CORKSCREW WINE AND CHEESE
EIN
20-3985891
Address
10924 PRAIRIE BROOK ROAD · OMAHA, NE · 68144
Phone
(402) 991-2927
Industry
Retail Trade
see 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
2025-09-11
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
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
JOHNSON CITY WINE PARTNERS LLC
JOHNSON CITY WINE PARTNERS, LLC SIMPLIFIED 401(K) PROFIT SHARING PLAN & TRUST
$647K · 14 participants
BLICKER-PIERCE-WAGNER WINE MERCHANTS, LLC
BLICKER-PIERCE-WAGNER WINE MERCHANTS, LLC 401(K) P/S PLAN
$652K
TRIMIL, INC.
TRIMIL, INC. 401(K) PLAN
$645K · 2 participants
COX'S SMOKERS OUTLET
COX'S 401(K) RETIREMENT SAVINGS PLAN
$644K · 149 participants
WICOMICO COUNTY LIQUOR CONTROL BOARD
WICOMICO COUNTY LIQUOR CONTROL BOARD PROFIT SHARING PLAN AND TRUST
80
Knocking points off
57% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$663K · 25 participants
NEW MONTRACHET LLC DBA VINTAGE WINE MERCHANTS
VINTAGE WINE MERCHANTS 401(K) PLAN
$664K · 13 participants
Large plans in Nebraska
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BERKSHIRE HATHAWAY CREDIT CORPORATION
BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN
$5.2B · 7,732 participants
AMERITAS LIFE INSURANCE CORP
AMERITAS LIFE INSURANCE CORP SEPARATE ACCOUNT G
$4.9B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER TRUST
$4.7B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER RETIREMENT TRUST
$4.6B
UNION PACIFIC CORPORATION
PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES
$4.1B · 3,169 participants
