How big is Bennett Lane Winery, LLC's plan?

Bennett Lane Winery, LLC's plan reported $217K in assets and 10 participants for 2024.

Original filing (PDF)20250609170431NAL0024648240001

Bennett Lane Winery, LLC

Name: Bennett Lane Winery, LLC — Bennett Lane Winery, Form 5500 (2024)
Creator: Bennett Lane Winery, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bennett Lane Winery 401(k) Plan

401(k) retirement plan · Bennett Lane Winery, LLC's Bennett Lane Winery 401(k) Plan held $217K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$217K

Net assets (EOY)

$217K

People on this filing

Shirley Horner signed Bennett Lane Winery, 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

Bennett Lane Winery, LLC's EIN is 35-2206042.

EIN 35-2206042

Plan number 001

Plan year 2024

ACK ID 20250609170431NAL0024648240001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bennett Lane Winery, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bennett Lane Winery, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BENNETT LANE WINERY, LLC.

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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 (85th percentile).

Plan sponsor

Name

BENNETT LANE WINERY, LLC

EIN

all filings

Address

3340 STATE HIGHWAY 128 · CALISTOGA, CA · 94515

Phone

(707) 942-6684

Industry

Wholesale Trade

Plan administrator