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GARVEY WHOLESALE BEVERAGE, INC. — GARVEY WHOLESALE BEVERAGE, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251210113916NAL0004938849001
GARVEY WHOLESALE BEVERAGE, INC.
Form 5500-SF
FILING_RECEIVED
GARVEY WHOLESALE BEVERAGE, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
40
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GARVEY WHOLESALE BEVERAGE, INC.
.
Find decision makers
Plan sponsor
Name
GARVEY WHOLESALE BEVERAGE, INC.
EIN
95-2913730
Address
2542 SAN GABRIEL BOULEVARD · ROSEMEAD, CA · 91770
Phone
(626) 280-2075
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2025-12-10
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
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
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CANNON WINES LIMITED
CANNON WINES LIMITED 401(K) PROFIT SHARING PLAN & TRUST
100
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.
$1.0M · 5 participants
BELMONT WINE EXCHANGE
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$88.3B
