Original filing (PDF)20230403111845NAL0058657824001

JOULLIAN VINEYARDS

Name: JOULLIAN VINEYARDS — JOULLIAN VINEYARDS 401(K) PLAN & TRUST, Form 5500 (2022)
Creator: JOULLIAN VINEYARDS

Form 5500-SF

FILING_RECEIVED

JOULLIAN VINEYARDS 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 JOULLIAN VINEYARDS.

Plan sponsor

Name

JOULLIAN VINEYARDS

EIN

47-4098546

Address

20300 CACHAGUA ROAD · CARMEL VALLEY, CA · 93924

Phone

(831) 659-2800

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-04-03

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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