How big is Robert Young Vineyards, Incorporated's plan?

Robert Young Vineyards, Incorporated's plan reported $4.6M in assets and 62 participants for 2023.

Original filing (PDF)20250624135609NAL0009993792001

Robert Young Vineyards, Incorporated

Name: Robert Young Vineyards, Incorporated — Robert Young, Form 5500 (2023)
Creator: Robert Young Vineyards, Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert Young Vineyards, Incorporated 401(k) Plan

401(k) retirement plan · Robert Young Vineyards, Incorporated's Robert Young Vineyards, Incorporated 401(k) Plan held $4.6M in plan assets for 62 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

James Young signed Robert Young Vineyards, Incorporated's 2023 Form 5500 as plan administrator.

James Young — 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

Robert Young Vineyards, Incorporated's EIN is 94-2186716.

EIN 94-2186716

Plan number 001

Plan year 2023

ACK ID 20250624135609NAL0009993792001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Robert Young Vineyards, Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Robert Young Vineyards, Incorporated'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 ROBERT YOUNG VINEYARDS, INCORPORATED.

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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