Sutter Home Winery, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sutter Home Winery, INC.
  • Sponsor EIN: 941080860
  • Sponsor Address: 100 ST. HELENA HWY SOUTH, ST. HELENA, CA, 94574
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 1,140
  • Total Assets: $331.6M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20231,140$331.6M$12.7M$7.6M
20221,191$319.2M$8.4M$8.1M

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