How big is Phase 2 Cellars, LLC DBA Tolosa Winery's plan?

Phase 2 Cellars, LLC DBA Tolosa Winery's plan reported $3.8M in assets and 48 participants for 2024.

Original filing (PDF)20250508131744NAL0008856083001

Phase 2 Cellars, LLC DBA Tolosa Winery

Name: Phase 2 Cellars, LLC DBA Tolosa Winery — Form 5500 Plan 001 (2024)
Creator: Phase 2 Cellars, LLC DBA Tolosa Winery
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phase 2 Cellars, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Phase 2 Cellars, LLC DBA Tolosa Winery's Phase 2 Cellars, LLC 401(k) Profit Sharing Plan held $3.8M in plan assets for 48 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Phase 2 Cellars, LLC DBA Tolosa Winery's EIN is 77-0473707.

EIN 77-0473707

Plan number 001

Plan year 2024

ACK ID 20250508131744NAL0008856083001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phase 2 Cellars, LLC DBA Tolosa Winery from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phase 2 Cellars, LLC DBA Tolosa Winery's 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 PHASE 2 CELLARS, LLC DBA TOLOSA WINERY.

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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

Helping the score