Original filing (PDF)20230206165325NAL0055136866001

HALEWOOD WINE & SPIRITS INC.

Name: HALEWOOD WINE & SPIRITS INC. — HALEWOOD WINE & SPIRITS INC, Form 5500 (2022)
Creator: HALEWOOD WINE & SPIRITS INC.

Form 5500-SF

FILING_RECEIVED

HALEWOOD WINE & SPIRITS INC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 HALEWOOD WINE & SPIRITS INC..

Plan sponsor

Name

HALEWOOD WINE & SPIRITS INC.

EIN

32-0583023

Address

777 BRICKELL AVENUE STE 500 · MIAMI, FL · 33131

Phone

(786) 973-3212

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-05-31

Filed

2023-02-06

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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