Original filing (PDF)20230403111845NAL0058657824001

Joullian Vineyards

Name: Joullian Vineyards — Joullian Vineyards 401(k) Plan, Form 5500 (2022)
Creator: Joullian Vineyards
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joullian Vineyards 401(k) Plan & Trust

401(k) retirement plan · Joullian Vineyards' Joullian Vineyards 401(k) Plan & Trust filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Thomas Lerum signed Joullian Vineyards' 2022 Form 5500 as plan administrator.

Thomas Lerum — 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

Joullian Vineyards' EIN is 47-4098546.

EIN 47-4098546

Plan number 001

Plan year 2022

ACK ID 20230403111845NAL0058657824001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Joullian Vineyards from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Joullian Vineyards' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOULLIAN 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score