Original filing (PDF)20251015101316NAL0005765408001

VALENCA BAR & LIQUORS, INC.

Name: VALENCA BAR & LIQUORS, INC. — VALENCA BAR & LIQUORS, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: VALENCA BAR & LIQUORS, INC.

Form 5500-SF

FILING_RECEIVED

VALENCA BAR & LIQUORS, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

106

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALENCA BAR & LIQUORS, INC..

Plan sponsor

Name

VALENCA BAR & LIQUORS, INC.

EIN

22-2169190

Address

665 MONROE AVENUE · ELIZABETH, NJ · 07201

Phone

(908) 354-4024

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

NCP LIQUORS, INC.

NCP LIQUORS, INC. 401(K) PLAN

$2.9M · 10 participants

ROMULUS, INC. D/B/A BUSTERS LIQUOR

BUSTERS LIQUORS 401(K)PROFIT SHARING PLAN AND TRUST

$2.9M · 22 participants

GOETTLER DISTRIBUTING INC

GOETTLER DISTRIBUTING INC 401K RETIREMENT PLAN

$3.0M · 14 participants

HAPPY HARRY'S BOTTLE SHOP, INC

HAPPY HARRY'S BOTTLE SHOP INC. 401-K PLAN

$2.8M · 59 participants

ALLIED MANAGEMENT, INC.

BOTTLE KING 401(K) PLAN

$2.8M · 271 participants