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R & A WINE WORLD INC. 401(K) PLAN 401k Plan overview

Plan NameR & A WINE WORLD INC. 401(K) PLAN
Plan identification number 001

R & A WINE WORLD INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

R & A WINE WORLD INC. has sponsored the creation of one or more 401k plans.

Company Name:R & A WINE WORLD INC.
Employer identification number (EIN):611539197
NAIC Classification:445310
NAIC Description:Beer, Wine, and Liquor Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R & A WINE WORLD INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CETERA RETIREMENT PLAN SPECIALISTS2024-07-24
0012022-01-01CETERA RETIREMENT PLAN SPECIALISTS2023-07-27
0012021-01-01CETERA RETIREMENT PLAN SPECIALISTS2022-09-28

Plan Statistics for R & A WINE WORLD INC. 401(K) PLAN

401k plan membership statisitcs for R & A WINE WORLD INC. 401(K) PLAN

Measure Date Value
2025: R & A WINE WORLD INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-267
Total number of particpants at end of year2025-06-267
Number of Participants With Account Balances2025-06-266
2024: R & A WINE WORLD INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-246
Total number of particpants at end of year2024-07-246
Number of Participants With Account Balances2024-07-246

Financial Data on R & A WINE WORLD INC. 401(K) PLAN

Measure Date Value
2025 : R & A WINE WORLD INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-260
Total liabilities as of the end of the plan year2025-06-260
Total liabilities as of the beginning of the plan year2025-06-260
Total expenses incurred by plan in this plan year2025-06-263187
Net assets as of the end of the plan year2025-06-26415518
Total assets as of the beginning of the plan year2025-06-26266105
Value of plan covered by a fidelity bond2025-06-2630000
Participant contributions to plan in this plan year2025-06-2670000
Other expenses paid from plan in this plan year2025-06-260
Other contributions to plan in this plan year2025-06-260
Other income to plan in this plan year2025-06-2626439
Plan net income in this plan year2025-06-26149413
Net assets as of the end of the plan year2025-06-26415518
Net assets as of the beginning of the plan year2025-06-26266105
Employer contributions to plan in this plan year2025-06-2656161
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-263187
2024 : R & A WINE WORLD INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-240
Total liabilities as of the end of the plan year2024-07-240
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-242756
Net assets as of the end of the plan year2024-07-24266105
Total assets as of the beginning of the plan year2024-07-24129295
Value of plan covered by a fidelity bond2024-07-2430000
Participant contributions to plan in this plan year2024-07-2459400
Other expenses paid from plan in this plan year2024-07-240
Other contributions to plan in this plan year2024-07-240
Other income to plan in this plan year2024-07-2427770
Plan net income in this plan year2024-07-24136810
Net assets as of the end of the plan year2024-07-24266105
Net assets as of the beginning of the plan year2024-07-24129295
Employer contributions to plan in this plan year2024-07-2452396
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-242756

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