Original filing (PDF)20230728135059NAL0017946080001

LATITUDE WINES, INC.

Name: LATITUDE WINES, INC. — LATITUDE WINES, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2022)
Creator: LATITUDE WINES, INC.

Form 5500-SF

FILING_RECEIVED

LATITUDE WINES, INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LATITUDE WINES, INC..

Plan sponsor

Name

LATITUDE WINES, INC.

EIN

68-0459703

Address

3000-F DANVILLE BOULEVARD · SUITE 521 · ALAMO, CA · 94507

Phone

(925) 362-9751

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-05-01

Filed

2023-07-28

Pension benefit codes

1A · Pay-related DB formula

1H · PBGC-terminated and closed out

1I · Frozen plan — no new benefit accrual

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

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

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