How big is Brookes-NOTE Wines LLC's plan?

Brookes-NOTE Wines LLC's plan reported $105K in assets and 15 participants for 2024.

Original filing (PDF)20250719130142NAL0004447296001

Brookes-NOTE Wines LLC

Name: Brookes-NOTE Wines LLC — Brookes-NOTE Wines LLC, Form 5500 (2024)
Creator: Brookes-NOTE Wines LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brookes-NOTE Wines LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Brookes-NOTE Wines LLC's Brookes-NOTE Wines LLC 401(k) Profit Sharing Plan & Trust held $105K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$105K

Net assets (EOY)

$105K

People on this filing

Shirley Horner signed Brookes-NOTE Wines LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Brookes-NOTE Wines LLC's EIN is 84-2071923.

EIN 84-2071923

Plan number 001

Plan year 2024

ACK ID 20250719130142NAL0004447296001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brookes-NOTE Wines LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brookes-NOTE Wines LLC'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 BROOKES-NOTE WINES LLC.

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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

Vendor & structure

100

Knocking points off