Original filing (PDF)20250319100610NAL0004899313001

PRESTIGE WINES CORP

Name: PRESTIGE WINES CORP — NOTARIUS BROTHERS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PRESTIGE WINES CORP

Form 5500-SF

FILING_RECEIVED

NOTARIUS BROTHERS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

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 PRESTIGE WINES CORP.

Plan sponsor

Name

PRESTIGE WINES CORP

EIN

61-1408166

Address

7980 TRANSIT ROAD · WILLIAMSVILLE, NY · 14221

Phone

(716) 565-3020

Industry

Retail Tradesee 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

2025-03-19

Pension benefit codes

2A · Age/service weighted or new comparability

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)

2X · Other multiple-employer DC plan

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

B. P. LESKY DISTRIBUTING CO., INC.

B. P. LESKY DISTRIBUTING CO., INC. PROFIT SHARING PLAN

$6.3M · 22 participants

HASKELL'S, INC.

HASKELL'S, INC. EMPLOYEES PROFIT SHARING & 401(K) PLAN

$6.3M · 95 participants

TWIN PEAKS WINERY, INC.

TWIN PEAKS WINERY, INC. 401(K) PLAN

$6.3M · 65 participants

ASTOR WINES & SPIRITS, INC.

ASTOR 401(K)

$6.9M · 55 participants

ZACHYS WINE & LIQUOR

ZACHYS WINE & LIQUOR 401(K) PROFIT SHARING PLAN

$6.0M · 83 participants