How big is The Wine GUY, Inc.'s plan?

The Wine GUY, Inc.'s plan reported $2.4M in assets and 16 participants for 2024.

Original filing (PDF)20251002120658NAL0000295827001

The Wine GUY, Inc.

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

Form 5500-SF

FILING_RECEIVED

The Wine GUY, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · The Wine GUY, Inc.'s The Wine GUY, Inc. 401(k) Profit Sharing Plan held $2.4M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

The Wine GUY, Inc.'s EIN is 27-1727969.

EIN 27-1727969

Plan number 001

Plan year 2024

ACK ID 20251002120658NAL0000295827001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Wine GUY, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Wine GUY, Inc.'s plan includes profit-sharing, 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 THE WINE GUY, INC..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

THE WINE GUY, INC.

EIN

all filings

Address

220 WEST MAIN STREET · SMITHTOWN, NY · 11787

Phone

(631) 780-6199

Industry

Retail Trade

Plan administrator