Whiskytree INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Whiskytree INC.
  • Sponsor EIN: 208785820
  • Sponsor Address: 818 FIFTH AVENUE, SAN RAFAEL, CA, 94901
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 29
  • Total Assets: $4.9M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202529$4.9M$0$0
202420$3.9M$81,223$149,748
202316$2.2M$74,465$126,107
202218$1.9M$63,268$102,029

Similar Plans