Original filing (PDF)20241103153634NAL0004200275001

Morlet Family Vineyards

Name: Morlet Family Vineyards — Morlet Selection, Form 5500 (2023)
Creator: Morlet Family Vineyards
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morlet Selection

401(k) retirement plan · Morlet Family Vineyards' Morlet Selection filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Shirley Horner signed Morlet Family Vineyards' 2023 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Morlet Family Vineyards' EIN is 20-8161128.

EIN 20-8161128

Plan number 001

Plan year 2023

ACK ID 20241103153634NAL0004200275001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Morlet Family Vineyards from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Morlet Family Vineyards' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORLET FAMILY VINEYARDS.

Finding similar companies…

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score