Plan Snapshot
- Plan Sponsor: Berntsen Wine Investment
- Sponsor EIN: 821827547
- Sponsor Address: 60 BROWN ROAD, SAN JUAN BAUTISTA, CA, 95045
- Plan Type: DC
- Total Participants: 1
- Total Assets: $159,779
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $159,779 | $0 | $0 |
| 2023 | 1 | $187,272 | $0 | $0 |
| 2022 | 1 | $253,890 | $0 | $0 |