Original filing (PDF)20250410183026NAL0022036417001

BBCK ENTERPRISES, INC. DBA K & L WINE MERCHANTS

Name: BBCK ENTERPRISES, INC. DBA K & L WINE MERCHANTS — BBCK ENTERPRISES, INC. 401(K) PLAN, Form 5500 (2023)
Creator: BBCK ENTERPRISES, INC. DBA K & L WINE MERCHANTS

Form 5500-SF

FILING_RECEIVED

BBCK ENTERPRISES, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

128

Accounts w/ balance

Plan assets (EOY)

$24.8M

Net assets (EOY)

$24.8M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BBCK ENTERPRISES, INC. DBA K & L WINE MERCHANTS.

Plan sponsor

Name

BBCK ENTERPRISES, INC. DBA K & L WINE MERCHANTS

EIN

94-2383456

Address

3005 EL CAMINO REAL · REDWOOD CITY, CA · 94061

Phone

(650) 364-8544

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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