· 2022–2024 · DOL EFAST2

WORLDWIDE WINE & SPIRITS, INC. — WORLDWIDE WINE & SPIRITS, INC. 401(K) RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20241230143644NAL0008709907001

WORLDWIDE WINE & SPIRITS, INC.

Form 5500-SF

FILING_RECEIVED

WORLDWIDE WINE & SPIRITS, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

51

Accounts w/ balance

39

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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

41

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

WORLDWIDE WINE & SPIRITS, INC.

EIN

76-0796740

Address

17501 WEST 98TH STREET · UNITS 17-62 · LENEXA, KS · 66219

Phone

(913) 859-9925

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2024-12-30

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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