How big is Wine Lovers, LLC's plan?

Wine Lovers, LLC's plan reported $2.3M in assets and 11 participants for 2025.

Original filing (PDF)20260522104736NAL0003411203001

Wine Lovers, LLC

Name: Wine Lovers, LLC — Wine Lovers, LLC Cash Balance, Form 5500 (2025)
Creator: Wine Lovers, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wine Lovers, LLC Cash Balance Plan

Defined-benefit pension plan · Wine Lovers, LLC's Wine Lovers, LLC Cash Balance Plan held $2.3M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Shailesh Patel signed Wine Lovers, LLC's 2025 Form 5500 as plan administrator.

Shailesh Patel — 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

Wine Lovers, LLC's EIN is 41-2044851.

EIN 41-2044851

Plan number 002

Plan year 2025

ACK ID 20260522104736NAL0003411203001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wine Lovers, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wine Lovers, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINE LOVERS, 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 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