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  1. Companies/
  2. Joseph Phelps Vineyards, LLC

Filings through Oct 24, 2026.

Joseph Phelps Vineyards, LLC

EIN 94-2899644-wine and spirits-Latest filing 2025
Plans
1
Retirement
1
$21.5M assets
Health & Benefits
0
Participants
239
200 TAPLIN ROAD - ST HELENA, CA 94574707-967-3732josephphelps.comLinkedIn51-200 employeeswine and spirits
Plans on this EIN
1 filing
#001401(k)-$21.5M - 239 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

JOSEPH PHELPS VINEYARDS 401(K) PROFIT SHARING PLAN

401(k)

Assets$21.5M
Participants239
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001JOSEPH PHELPS VINEYARDS 401(K) PROFIT SHARING PLAN401(k)$21.5M2392025
  • JOSEPH PHELPS VINEYARDS 401(K) PROFIT SHARING PLAN$21.5M
    #001 · 401(k) · 2025239
Retirement plans
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