Original filing (PDF)20240304184551NAL0023770753001

OPAL MOON WINERY, LLC

Name: OPAL MOON WINERY, LLC — OPAL MOON WINERY, LLC 401(K) RETIREMENT PLAN, Form 5500 (2023)
Creator: OPAL MOON WINERY, LLC

Form 5500-SF

FILING_RECEIVED

OPAL MOON WINERY, LLC 401(K) RETIREMENT PLAN

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 OPAL MOON WINERY, LLC.

Plan sponsor

Name

OPAL MOON WINERY, LLC

EIN

45-4079238

Address

21660 EIGHTH STREET EAST, SUITE A · SONOMA, CA · 95476

Phone

(925) 570-5317

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-28

Filed

2024-03-04

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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