Original filing (PDF)20250528124126NAL0017542210001

BRUCE EMMONS DBA THE BOTTLE BARN

Name: BRUCE EMMONS DBA THE BOTTLE BARN — BOTTLE BARN 401(K) PLAN, Form 5500 (2024)
Creator: BRUCE EMMONS DBA THE BOTTLE BARN

Form 5500-SF

FILING_RECEIVED

BOTTLE BARN 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 BRUCE EMMONS DBA THE BOTTLE BARN.

Plan sponsor

Name

BRUCE EMMONS DBA THE BOTTLE BARN

EIN

47-3322837

Address

3331 INDUSTRIAL DRIVE A · SANTA ROSA, CA · 95403

Phone

(707) 528-1161

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

JSW WINE & SPIRITS, INC.

JSW WINE & SPIRITS, INC. SIMPLIFIED 401(K) PROFIT SHARING PLAN & TRUST

$1.7M · 43 participants

JDK LIQUORS, INC.

JDK LIQUORS, INC. 401(K) PLAN

$1.6M · 64 participants

BLANCHARD LIQUORS, INC.

BLANCHARD LIQUORS, INC. (JAMAICA PLAIN) 401(K) RETIREMENT PLAN

$1.7M · 11 participants

VERUTTI INC

VERUTTI INC 401(K) PLAN

$1.6M · 17 participants

M B RIVERSIDE INC

M B RIVERSIDE INC 401(K) PROFIT SHARING PLAN & TRUST

$1.7M · 11 participants