How big is Turnbull Wine Cellars' plan?

Turnbull Wine Cellars' plan reported $1.7M in assets and 33 participants for 2024.

Original filing (PDF)20250808070850NAL0004246339001

Turnbull Wine Cellars

Name: Turnbull Wine Cellars — Turnbull Wine Cellars 401(k), Form 5500 (2024)
Creator: Turnbull Wine Cellars
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Turnbull Wine Cellars 401(k) Plan

401(k) retirement plan · Turnbull Wine Cellars' Turnbull Wine Cellars 401(k) Plan held $1.7M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Shirley Horner signed Turnbull Wine Cellars' 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Turnbull Wine Cellars' EIN is 68-0283940.

EIN 68-0283940

Plan number 001

Plan year 2024

ACK ID 20250808070850NAL0004246339001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Turnbull Wine Cellars from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off