How big is Belmont Wine Exchange's plan?

Belmont Wine Exchange's plan reported $1.0M in assets and 7 participants for 2024.

Original filing (PDF)20250609161435NAL0014424513001

Belmont Wine Exchange

Name: Belmont Wine Exchange — Belmont Wine Exchange 401(k), Form 5500 (2024)
Creator: Belmont Wine Exchange
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Belmont Wine Exchange 401(k) Plan

401(k) retirement plan · Belmont Wine Exchange's Belmont Wine Exchange 401(k) Plan held $1.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Nick Rice signed Belmont Wine Exchange's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Belmont Wine Exchange's EIN is 20-8817829.

EIN 20-8817829

Plan number 001

Plan year 2024

ACK ID 20250609161435NAL0014424513001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Belmont Wine Exchange from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Belmont Wine Exchange's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BELMONT WINE EXCHANGE.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score