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

The Wine GUY, Inc.'s plan reported $1.1M in assets and 15 participants for 2024.

Original filing (PDF)20251002115631NAL0000414913001

The Wine GUY, Inc.

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

Form 5500-SF

FILING_RECEIVED

The Wine GUY, Inc. Cash Balance Plan

Defined-benefit pension plan · The Wine GUY, Inc.'s The Wine GUY, Inc. Cash Balance Plan held $1.1M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

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

EIN 27-1727969

Plan number 002

Plan year 2024

ACK ID 20251002115631NAL0000414913001

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 a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score