A current plan document is needed to verify the formula.
Department of Labor filing
Spot something wrong?HERITAGE VINEYARD MANAGEMENT, INC.
HERITAGE VINEYARD MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2025
Public filing 2025 · received May 28, 2026Verified current terms Not available
Plan summary
The numbers that matter first
The filing reports $9,934 in employer contributions.
37plan health
high confidence
high confidence
$414 was reported per active participant, but this is not a match limit.
A dated plan document is needed.
Plan-paid administrative cost per participant; fund and employee fees may be separate.
The public filing does not provide a current, complete fund menu.
A current plan document is needed.
The selected official filing does not establish a current default rate.
The reviewed official source does not establish current Roth availability.
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0% · loans 12.6% of assets
How the score works →What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
Filing comparison · 2025—There is not enough comparable filing data to calculate this yet.
How this filing compares
Reported employer contributions27th percentileTypical peer $1,196 · based on 3,018 comparable plans
Lower reported administrative expenseNot enough dataTypical peer $48 · based on 2,929 comparable plans
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. Limitations: administrative_cost_measure_unavailable_or_zero
The short version
What employees should know
For the year ended Dec 31, 2025, HERITAGE VINEYARD MANAGEMENT, INC. reported $9,934 in employer contributions across this plan, or $414 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
A fair peer score is not available yet.
What this public record cannot answer
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $9,934 $414 per active participant
- Participant contributions
- $16,500
- Other contributions
- Not reported Amounts not classified as employer or participant contributions
- Employer share of contributions
- 37.6%
- Active participants
- 24 Small plan
- Total participants
- 28 33 at the beginning of the year
- Ending assets
- $140,647 $5,023 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $96,295
- Ending net assets
- $140,647
- Beginning liabilities
- Not reported
- Ending liabilities
- Not reported
- Total income
- $44,352
- Total expenses
- $0
- Administrative expenses
- Not reported Not reported per active participant
- Participant loans
- $17,781 12.6% of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
2025
$414
2025
Not reported
2025
24
2025
$140,647
2025
12.6%
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $414 | 24 | 140.6K |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- 12.6%
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Yes · $5,329A “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 320235795-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Jan 1, 2014
- Industry
- Manufacturing
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2E2G2F2J2K3D2T
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.
Filing ACK_ID20260528081016NAL0008951632001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗