Original filing (PDF)20250516135448NAL0014101763001

PAPAPIETRO AND PERRY, INC.

Name: PAPAPIETRO AND PERRY, INC. — PAPAPIETRO AND PERRY, INC. 401(K) PLAN, Form 5500 (2024)
Creator: PAPAPIETRO AND PERRY, INC.

Form 5500-SF

FILING_RECEIVED

PAPAPIETRO AND PERRY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAPAPIETRO AND PERRY, INC..

Plan sponsor

Name

PAPAPIETRO AND PERRY, INC.

EIN

94-3319714

Address

4791 DRY CREEK RD · HEALDSBURG, CA · 95448

Phone

(707) 433-0422

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-16

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

CATAMOUNT LIQUID ASSETS, LLC

PREMIUM WINE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST

$2.4M · 29 participants

BERNARDUS, LLC

BERNARDUS 401(K) PLAN

$2.4M · 29 participants

BARGETTO WINERY

BARGETTO WINERY RETIREMENT 401(K) SAVINGS

$2.5M · 27 participants

LOWER FALLS WINE COMPANY

LOWER FALLS WINE COMPANY PROFIT-SHARING PLAN AND TRUST

$2.5M · 3 participants

CAIN VINEYARD AND WINERY

CAIN VINEYARD AND WINERY 401(K) PLAN

$2.4M · 14 participants