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BOEGER WINERY — BOEGER WINERY 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250305124511NAL0008589153001
BOEGER WINERY
Form 5500-SF
FILING_RECEIVED
BOEGER WINERY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
45
Accounts w/ balance
10
Plan assets (EOY)
$434K
Net assets (EOY)
$434K
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BOEGER WINERY
.
Find decision makers
Plan sponsor
Name
BOEGER WINERY
EIN
94-2699934
Address
1709 CARSON ROAD · PLACERVILLE, CA · 95667
Phone
(530) 622-8094
Industry
Manufacturing
see 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
2025-03-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Manufacturing plans
RED CAR WINE COMPANY LLC
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DOMINICK CHIRICHILLO WINES LLC, DBA DOMENICO WINERY
DOMINICK CHIRICHILLO WINES LLC, DBA DOMENICO WINERY 401K PLAN
$439K · 25 participants
UNIVERSAL PORTFOLIO LTD
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CAIRDEAN VINEYARDS, LLC
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$441K · 96 participants
65
Knocking points off
Only 22% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
C AND C WINE SERVICES, INC.
C AND C WINE SERVICES 401(K) PLAN
$424K · 19 participants
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