WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN

[ EIN: 01-0560478 | Plan No. 001 ]

Form 5500 filing classifies WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN as a 401(k) plan, sponsored by WINE VALLEY INSURANCE SERVICES, INC.. The plan is a Small Plan with 7 participants and total assets of $2,589,099 reported for the 2024 plan year.


Plan Sponsor: WINE VALLEY INSURANCE SERVICES, INC.

Location: 2017 REDWOOD ROAD, NAPA, CA 94558

EIN: 010560478

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 7

Total Assets: $2,589,099


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