Original filing (PDF)20251218094509NAL0011370818002

The Wine Source, Inc.

Name: The Wine Source, Inc. — The Wine Source, Inc. Cash, Form 5500 (2024)
Creator: The Wine Source, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Wine Source, Inc. Cash Balance Plan

Defined-benefit pension plan · The Wine Source, Inc.'s The Wine Source, Inc. Cash Balance Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Jeremy J. Schira signed The Wine Source, Inc.'s 2024 Form 5500 as plan administrator.

Jeremy J. Schira — 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

The Wine Source, Inc.'s EIN is 52-1681181.

EIN 52-1681181

Plan number 002

Plan year 2024

ACK ID 20251218094509NAL0011370818002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Wine Source, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Wine Source, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WINE SOURCE, INC..

Finding similar companies…

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