Original filing (PDF)20241010133149NAL0020148449001

OLD VINES WINE BAR LLC

Name: OLD VINES WINE BAR LLC — OLD VINES WINE BAR LLC 401(K) P/S PLAN, Form 5500 (2023)
Creator: OLD VINES WINE BAR LLC

Form 5500-SF

FILING_RECEIVED

OLD VINES WINE BAR LLC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 OLD VINES WINE BAR LLC.

Plan sponsor

Name

OLD VINES WINE BAR LLC

EIN

47-2778478

Address

173 PORT RD · KENNEBUNK, ME · 04043

Phone

(508) 572-6889

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-10

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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