How big is Theorem Vineyards' plan?

Theorem Vineyards' plan reported $146K in assets and 8 participants for 2023.

Original filing (PDF)20240905132206NAL0011842067001

Theorem Vineyards

Name: Theorem Vineyards — Theorem Vineyards 401(k) Plan, Form 5500 (2023)
Creator: Theorem Vineyards
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Theorem Vineyards 401(k) Plan

401(k) retirement plan · Theorem Vineyards' Theorem Vineyards 401(k) Plan held $146K in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$146K

Net assets (EOY)

$146K

People on this filing

Kisha Itkin signed Theorem Vineyards' 2023 Form 5500 as plan administrator.

Kisha Itkin — 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

Theorem Vineyards' EIN is 47-1873456.

EIN 47-1873456

Plan number 001

Plan year 2023

ACK ID 20240905132206NAL0011842067001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Theorem Vineyards from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Theorem Vineyards' plan includes 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 THEOREM VINEYARDS.

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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