How big is Peter Michael Winery's plan?

Peter Michael Winery's plan reported $11.2M in assets and 70 participants for 2024.

Original filing (PDF)20250910172723NAL0045576130001

Peter Michael Winery

Name: Peter Michael Winery — Peter Michael Winery 401(k), Form 5500 (2024)
Creator: Peter Michael Winery
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peter Michael Winery 401(k) Profit Sharing Plan

401(k) retirement plan · Peter Michael Winery's Peter Michael Winery 401(k) Profit Sharing Plan held $11.2M in plan assets for 70 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

People on this filing

RUTH Tavizon signed Peter Michael Winery's 2024 Form 5500 as plan administrator.

RUTH Tavizon — 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

Peter Michael Winery's EIN is 94-2847796.

EIN 94-2847796

Plan number 001

Plan year 2024

ACK ID 20250910172723NAL0045576130001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peter Michael Winery'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 PETER MICHAEL WINERY.

Finding similar companies…

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

Helping the score