San Diego Wine Connection Co. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: San Diego Wine Connection Co.
  • Sponsor EIN: 833693205
  • Sponsor Address: 7770 REGENTS RD, STE 113 - 510, SAN DIEGO, CA, 92122
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 1
  • Total Assets: $105,618

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20251$105,618$0$0
20241$212,435$0$0
20233$130,915$0$0
20223$127,277$3,509$4,500
20213$248,306$4,421$26,000

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