How big is Shafer Vineyards' plan?

Shafer Vineyards' plan reported $5.8M in assets and 34 participants for 2024.

Original filing (PDF)20250919132622NAL0003606962001

Shafer Vineyards

Name: Shafer Vineyards — Shafer Vineyards 401(k) Profit, Form 5500 (2024)
Creator: Shafer Vineyards
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shafer Vineyards 401(k) Profit Sharing Plan

401(k) retirement plan · Shafer Vineyards' Shafer Vineyards 401(k) Profit Sharing Plan held $5.8M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

People on this filing

Amira Khalaf signed Shafer Vineyards' 2024 Form 5500 as plan administrator.

Amira Khalaf — 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

Shafer Vineyards' EIN is 94-2620001.

EIN 94-2620001

Plan number 001

Plan year 2024

ACK ID 20250919132622NAL0003606962001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shafer Vineyards' 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 SHAFER VINEYARDS.

Finding similar companies…

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