Original filing (PDF)20230924162635NAL0004036755001

CELIA WELCH WINES

Name: CELIA WELCH WINES — CELIA WELCH WINES CASH BALANCE PENSION PLAN, Form 5500 (2022)
Creator: CELIA WELCH WINES

Form 5500-SF

FILING_RECEIVED

CELIA WELCH WINES CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 CELIA WELCH WINES.

Plan sponsor

Name

CELIA WELCH WINES

EIN

26-0392286

Address

1241 ADAMS STREET #1024 · SAINT HELENA, CA · 94574

Phone

(707) 479-1346

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-24

Pension benefit codes

1C · Cash balance or similar hybrid DB

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 All Other Professional Services plans

W. A. HENDRICKSON COMPANY, INC.

W. A. HENDRICKSON COMPANY, INC. PROFIT SHARING PLAN

$3.5M · 6 participants

FURNACE RECORD PRESSING, LLC

ASTOR ENTERPRISES, INC. DBA FURNACE MFG. 401(K) PROFIT SHARING PLAN AND TRUST

$3.5M · 50 participants

ARMADA, LTD.

ARMADA 401(K) PLAN

$3.5M · 107 participants

HOOTENANNY, LLC

HOOTENANNY, LLC 401(K) PROFIT SHARING PLAN

$3.5M · 12 participants

PERFORMANCE PRESS, INC.

PERFORMANCE PRESS, INC. 401(K) PROFIT SHARING PLAN & TRUST