Original filing (PDF)20251002130901NAL0000530225001

THOMAS ALLEN VINEYARDS AND WINERY, LLC

Name: THOMAS ALLEN VINEYARDS AND WINERY, LLC — THOMAS ALLEN VINEYARDS AND WINERY, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THOMAS ALLEN VINEYARDS AND WINERY, LLC

Form 5500-SF

FILING_RECEIVED

THOMAS ALLEN VINEYARDS AND WINERY, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$988K

Net assets (EOY)

$988K

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 THOMAS ALLEN VINEYARDS AND WINERY, LLC.

Plan sponsor

Name

THOMAS ALLEN VINEYARDS AND WINERY, LLC

EIN

47-3453299

Address

5573 WEST WOODBRIDGE ROAD · LODI, CA · 95242

Phone

(209) 210-4029

Industry

Manufacturingsee 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

2025-10-02

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

BEVAN CELLARS LLC

BEVAN CELLARS LLC RETIREMENT PLAN

$984K · 6 participants

UNTI WINE COMPANY, LLC

UNTI WINE COMPANY, LLC 401K PROFIT SHARING PLAN

$993K · 9 participants

CHADDSFORD WINERY LTD

CHADDSFORD WINERY LTD 401(K) PROFIT SHARING PLAN & TRUST

$994K · 30 participants

DOMAINE DROUHIN OREGON INC

DOMAINE DROUHIN OREGON INC 401K PLAN

$996K · 26 participants

BROTHERHOOD, AMERICA'S OLDEST WINERY, LTD

BROTHERHOOD, AMERICA'S OLDEST WINERY, LTD 401(K) PROFIT SHARING PLAN