How big is Bowlus Vineyards LLC's plan?

Bowlus Vineyards LLC's plan reported $3K in assets for 2024.

Original filing (PDF)20250722114953NAL0006789874001

Bowlus Vineyards LLC

Name: Bowlus Vineyards LLC — Form 5500 (2024)
Creator: Bowlus Vineyards LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Bowlus Vineyards LLC reported $3K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

Shirley Horner signed Bowlus Vineyards LLC's 2024 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

Bowlus Vineyards LLC's EIN is 26-4465818.

EIN 26-4465818

Plan number 001

Plan year 2024

ACK ID 20250722114953NAL0006789874001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bowlus Vineyards LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bowlus Vineyards LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BOWLUS VINEYARDS LLC

EIN

all filings

Address

8 SAN LUIS OBISPO ST · LADERA RANCH, CA · 92694

Phone

(714) 883-2000

Industry

Manufacturing

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

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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