How big is Applejack Wine & Spirits LLC's plan?

Applejack Wine & Spirits LLC's plan reported $2.3M in assets and 105 participants for 2024.

Original filing (PDF)20250703111325NAL0000949664001

Applejack Wine & Spirits LLC

Name: Applejack Wine & Spirits LLC — Applejack Wine &, Form 5500 (2024)
Creator: Applejack Wine & Spirits LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Applejack Wine & Spirits LLC 401(k) & Profit Sharing Plan

401(k) retirement plan · Applejack Wine & Spirits LLC's Applejack Wine & Spirits LLC 401(k) & Profit Sharing Plan held $2.3M in plan assets for 105 participants in 2024.

Active participants

105

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Elizabeth Simonsen signed Applejack Wine & Spirits LLC's 2024 Form 5500 as plan administrator.

Elizabeth Simonsen — 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

Applejack Wine & Spirits LLC's EIN is 47-1314946.

EIN 47-1314946

Plan number 001

Plan year 2024

ACK ID 20250703111325NAL0000949664001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Applejack Wine & Spirits LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Applejack Wine & Spirits LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score