Original filing (PDF)20250702112418NAL0031492418001

AG VINTNERS CONSULTING

Name: AG VINTNERS CONSULTING — AG VINTNERS CONSULTING 401(K) P/S PLAN, Form 5500 (2024)
Creator: AG VINTNERS CONSULTING

Form 5500-SF

FILING_RECEIVED

AG VINTNERS CONSULTING 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$252K

Net assets (EOY)

$252K

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AG VINTNERS CONSULTING.

Plan sponsor

Name

AG VINTNERS CONSULTING

EIN

90-0713403

Address

6333 PACIFIC AVE # 357 · STOCKTON, CA · 95207

Phone

(209) 957-9630

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-02

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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