Original filing (PDF)20231128141546NAL0011370208001

SARAHS VINEYARD WINERY INC

Name: SARAHS VINEYARD WINERY INC — SARAHS VINEYARD WINERY INC SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: SARAHS VINEYARD WINERY INC

Form 5500-SF

FILING_RECEIVED

SARAHS VINEYARD WINERY INC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

SARAHS VINEYARD WINERY INC

EIN

57-1148361all filings

Address

1274 W. STEELS CORNERS RD · CUYAHOGA FALL, OH · 44223

Phone

(330) 929-8057

Industry

Manufacturingsee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-05-01

Tax period

2023-04-30

Filed

2023-11-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

THE RADIANT SPARKLING WINE COMPANY, LLC

RADIANT SPARKLING WINE 401(K) PLAN

ROMEO VINEYARDS & CELLARS, LLC

ROMEO VINEYARDS & CELLARS LLC PROFIT SHARING PLAN

$0 · 6 participants

AUBURN ROAD ENTERPRISES, LLC

AUBURN ROAD ENTERPRISES LLC 401 K PROFIT SHARING PLAN

BRENTWOOD CRAFT INC

BRENTWOOD CRAFT 401(K) PLAN

ARIDUS WINE COMPANY, LLC

FOCUS HR, INC. RETIREMENT PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.