How big is Kongsgaard Wine, LLC's plan?

Kongsgaard Wine, LLC's plan reported $131K in assets and 3 participants for 2022.

Original filing (PDF)20231013164527NAL0068566626001

Kongsgaard Wine, LLC

Name: Kongsgaard Wine, LLC — Kongsgaard Wine 401(k) Plan &, Form 5500 (2022)
Creator: Kongsgaard Wine, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kongsgaard Wine 401(k) Plan & Trust

401(k) retirement plan · Kongsgaard Wine, LLC's Kongsgaard Wine 401(k) Plan & Trust held $131K in plan assets for 3 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$131K

Net assets (EOY)

$131K

People on this filing

Evan Frazier signed Kongsgaard Wine, LLC's 2022 Form 5500 as plan administrator.

Evan Frazier — 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

Kongsgaard Wine, LLC's EIN is 94-3288670.

EIN 94-3288670

Plan number 001

Plan year 2022

ACK ID 20231013164527NAL0068566626001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Kongsgaard Wine, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Kongsgaard Wine, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KONGSGAARD WINE, LLC.

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