How big is Stephan Vineyards, Inc.'s plan?

Stephan Vineyards, Inc.'s plan reported $782K in assets and 9 participants for 2024.

Original filing (PDF)20250710181040NAL0005793969001

Stephan Vineyards, Inc.

Name: Stephan Vineyards, Inc. — Stephan Vineyards, Inc., Form 5500 (2024)
Creator: Stephan Vineyards, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephan Vineyards, Inc. 401(k) Plan

401(k) retirement plan · Stephan Vineyards, Inc.'s Stephan Vineyards, Inc. 401(k) Plan held $782K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$782K

Net assets (EOY)

$782K

Plan identifiers

Stephan Vineyards, Inc.'s EIN is 77-0510317.

EIN 77-0510317

Plan number 001

Plan year 2024

ACK ID 20250710181040NAL0005793969001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephan Vineyards, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephan Vineyards, Inc.'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 STEPHAN VINEYARDS, INC.

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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