P 401(k) Plan Report

Stable plan record

CAROL SHELTON WINES 401(K) PLAN & TRUST

Sponsored by SHELTON MACKENZIE WINE COMPANY · EIN/PN 943367161-001

Selected filing history

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

Employer money per active participant
2025
$1,806
Administrative cost per participant
2025
$105
Active participants
2025
7
Total plan assets
2025
$446,825
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260521180025NAL00027593770017$1,806
Public filing identifier

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