Original filing (PDF)20250213122606NAL0022627249001

TURLEY WINE CELLARS, INC.

Name: TURLEY WINE CELLARS, INC. — TURLEY WINE CELLARS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: TURLEY WINE CELLARS, INC.

Form 5500-SF

FILING_RECEIVED

TURLEY WINE CELLARS, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.9M

Net assets (EOY)

$11.9M

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 TURLEY WINE CELLARS, INC..

Plan sponsor

Name

TURLEY WINE CELLARS, INC.

EIN

68-0325696

Address

3358 ST. HELENA HWY. · ST. HELENA, CA · 94574

Phone

(707) 963-0940

Industry

Manufacturingsee 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

2025-02-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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