P 401(k) Plan Report

Stable plan record

HERITAGE VINEYARD MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

Sponsored by HERITAGE VINEYARD MANAGEMENT, INC. · EIN/PN 320235795-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$414
Administrative cost per participant
2025
Not reported
Active participants
2025
24
Total plan assets
2025
$140,647
Participant loans as a share of assets
2025
12.6%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260528081016NAL000895163200124$414
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.