How big is Joel GOTT Wines, LLC's plan?

Joel GOTT Wines, LLC's plan reported $835K in assets and 13 participants for 2025.

Original filing (PDF)20260505111633NAL0000886209001

Joel GOTT Wines, LLC

Name: Joel GOTT Wines, LLC — Joel GOTT Wines, LLC 401(k), Form 5500 (2025)
Creator: Joel GOTT Wines, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joel GOTT Wines, LLC 401(k) P/S Plan

401(k) retirement plan · Joel GOTT Wines, LLC's Joel GOTT Wines, LLC 401(k) P/S Plan held $835K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$835K

Net assets (EOY)

$835K

People on this filing

Shawn BLOM signed Joel GOTT Wines, LLC's 2025 Form 5500 as plan administrator.

Shawn BLOM — 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

Joel GOTT Wines, LLC's EIN is 68-0411377.

EIN 68-0411377

Plan number 001

Plan year 2025

ACK ID 20260505111633NAL0000886209001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Joel GOTT Wines, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Joel GOTT Wines, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOEL GOTT WINES, LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off