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BLACKWELL WINES & SPIRITS RETIREMENT TRUST 401k Plan overview

Plan NameBLACKWELL WINES & SPIRITS RETIREMENT TRUST
Plan identification number 001

BLACKWELL WINES & SPIRITS RETIREMENT TRUST 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

BLACKWELL WINES & SPIRITS has sponsored the creation of one or more 401k plans.

Company Name:BLACKWELL WINES & SPIRITS
Employer identification number (EIN):200993489
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLACKWELL WINES & SPIRITS RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DITA BLACKWELL2024-08-01
0012022-01-01DITA BLACKWELL2023-07-02
0012021-01-01DITA BLACKWELL2022-07-27
0012020-01-01DITABLACKWELL2021-08-01
0012019-01-01DITA BLACKWELL2020-07-15
0012018-01-01DITA BLACKWELL2019-10-11
0012017-01-01DITA BLACKWELL2018-07-31
0012016-10-01PLAN SPONSOR2017-10-10

Plan Statistics for BLACKWELL WINES & SPIRITS RETIREMENT TRUST

401k plan membership statisitcs for BLACKWELL WINES & SPIRITS RETIREMENT TRUST

Measure Date Value
2025: BLACKWELL WINES & SPIRITS RETIREMENT TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-308
Total number of particpants at end of year2025-07-306
Number of Participants With Account Balances2025-07-306
2024: BLACKWELL WINES & SPIRITS RETIREMENT TRUST 2024 401k membership
Total number of particpants at beginning of year2024-08-0110
Total number of particpants at end of year2024-08-018
Number of Participants With Account Balances2024-08-018

Financial Data on BLACKWELL WINES & SPIRITS RETIREMENT TRUST

Measure Date Value
2025 : BLACKWELL WINES & SPIRITS RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-309159
Net assets as of the end of the plan year2025-07-30761675
Total assets as of the beginning of the plan year2025-07-30621644
Value of plan covered by a fidelity bond2025-07-300
Participant contributions to plan in this plan year2025-07-3057452
Value of participant loans at end of plan year2025-07-300
Other contributions to plan in this plan year2025-07-300
Other income to plan in this plan year2025-07-3072074
Plan net income in this plan year2025-07-30140031
Net assets as of the end of the plan year2025-07-30761675
Net assets as of the beginning of the plan year2025-07-30621644
Employer contributions to plan in this plan year2025-07-3019664
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-30664
2024 : BLACKWELL WINES & SPIRITS RETIREMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-016096
Net assets as of the end of the plan year2024-08-01621644
Total assets as of the beginning of the plan year2024-08-01429617
Value of plan covered by a fidelity bond2024-08-010
Participant contributions to plan in this plan year2024-08-0189539
Value of participant loans at end of plan year2024-08-010
Other contributions to plan in this plan year2024-08-010
Other income to plan in this plan year2024-08-0183792
Plan net income in this plan year2024-08-01192027
Net assets as of the end of the plan year2024-08-01621644
Net assets as of the beginning of the plan year2024-08-01429617
Employer contributions to plan in this plan year2024-08-0124792
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-01795

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