Original filing (PDF)20230719094904NAL0001165187001

JD WINE CONCEPTS LLC

Name: JD WINE CONCEPTS LLC — JD WINE CONCEPTS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: JD WINE CONCEPTS LLC

Form 5500-SF

FILING_RECEIVED

JD WINE CONCEPTS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JD WINE CONCEPTS LLC.

Plan sponsor

Name

JD WINE CONCEPTS LLC

EIN

45-2547098

Address

1312 WILFRED DRIVE · ORLANDO, FL · 32801

Phone

(407) 730-3082

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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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