V. Sattui Winery, Inc.'s EIN is 94-2684602.
Download the official 2024 Form 5500 (PDF) for V. Sattui Winery, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)V. Sattui Winery, Inc.'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MSILF Government PTF Inst Mutual funds n/a | Other securities | — | — | $3.4M | 22.7% | |
| T. Rowe Price Total Equity Market Index Mutual funds n/a | Other securities | — | — | $921K | 6.2% | |
| T. Rowe Price Equity Index 500 Mutual funds n/a | Common Collective Trusts | — | — | $869K | 5.8% | |
| Microsoft Corp Common stock n/a | Common Stocks | — | — | $776K | 5.2% | |
| Health Care Fund Adm (VGHAX) Mutual funds n/a | Other securities | — | — | $670K | 4.5% | |
| Walmart Inc Common stock n/a | Common Stocks | — | — | $542K | 3.6% | |
| Home Depot Inc Common stock n/a | Common Stocks | — | — | $475K | 3.2% | |
| Eli Lilly & Co Common stock n/a | Common Stocks | — | — | $463K | 3.1% | |
| Current date | Other securities | — | — | $451K | 3.0% | |
| Amazon Com Inc Common stock n/a | Common Stocks | — | — | $404K | 2.7% | |
| Pepsico Inc NC Common stock n/a | Common Stocks | — | — | $383K | 2.6% | |
| Exxon Mobile Corp Common stock n/a | Common Stocks | — | — | $361K | 2.4% | |
| RTX Corp Common stock n/a | Common Stocks | — | — | $358K | 2.4% | |
| McDonalds Corp Common stock n/a | Common Stocks | — | — | $336K | 2.2% | |
| Explorer Fund Admiral (VEXRX) Mutual funds n/a | Other securities | — | — | $336K | 2.2% | |
| US Growth Fund Admiral (VWUAX) Mutual funds n/a | Other securities | — | — | $332K | 2.2% | |
| Bank of America Corp Common stock n/a | Common Stocks | — | — | $301K | 2.0% | |
| T. Rowe Price Government Money Mutual funds n/a | Other securities | — | — | $296K | 2.0% | |
| International Growth Adm (VWILX) Mutual funds n/a | Other securities | — | — | $285K | 1.9% | |
| Novo Nordisk A/S Adr Common stock n/a | Common Stocks | — | — | $258K | 1.7% | |
| Meta Platforms Inc Common stock n/a | Common Stocks | — | — | $234K | 1.6% | |
| Purchaseprice | Other securities | — | — | $224K | 1.5% | |
| Intl Business Machines Corps Common stock n/a | Common Stocks | — | — | $220K | 1.5% | |
| Notes receivable from participants 29 loans - 4.25% to 9.5% n/a | Bonds / Notes | — | — | $212K | 1.4% | |
| GE Aerospace New Common stock n/a | Common Stocks | — | — | $191K | 1.3% | |
| Boeing Co. Common stock n/a | Common Stocks | — | — | $189K | 1.3% | |
| Pfizer Inc Common stock n/a | Common Stocks | — | — | $159K | 1.1% | |
| Blackstone Inc Common stock n/a | Common Stocks | — | — | $159K | 1.1% | |
| Adobe Inc Common stock n/a | Common Stocks | — | — | $156K | 1.0% | |
| Uber Technologies Inc Common stock n/a | Common Stocks | — | — | $151K | 1.0% | |
| Gaming & Leisure PPTYS Inc Com Common stock n/a | Common Stocks | — | — | $144K | 1.0% | |
| Walt Disney Co Hldg Co Common stock n/a | Common Stocks | — | — | $136K | 0.9% | |
| AES Corp Common stock n/a | Common Stocks | — | — | $129K | 0.9% | |
| Bloom Energy Corp Common stock n/a | Common Stocks | — | — | $111K | 0.7% | |
| Morgan Stanley Bank Interest-bearing cash n/a | Cash / Money Market | — | — | $106K | 0.7% | |
| Honeywell Intl Inc Common stock n/a | Common Stocks | — | — | $104K | 0.7% | |
| Qualcomm Inc Common stock n/a | Common Stocks | — | — | $85K | 0.6% | |
| Chevron Corp Common stock n/a | Common Stocks | — | — | $67K | 0.4% | |
| Ally Financial Inc Common stock n/a | Common Stocks | — | — | $66K | 0.4% | |
| Coca Cola Co. Common stock n/a | Common Stocks | — | — | $34K | 0.2% | |
| $ - Expensewith incurred (f) transaction$ $ - Lease rental (e) $ Selling | Other securities | — | — | $23K | 0.2% | |
| (g) value of asset on transaction$ $ Cost of | Other securities | — | — | $21K | 0.1% | |
| Cash Reserve Money Market Admiral Fund Interest-bearing cash n/a | Cash / Money Market | — | — | $3K | <0.1% | |
| Umpqua Bank Interest-bearing cash n/a | Cash / Money Market | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
