International Wine Associates

Form 5500

INTERNATIONAL WINE ASSOCIATES, INC.

625 Healdsburg Avenue, Healdsburg, Ca 95448 (707) 433-8122 EIN:94-3177369 Plan Admin:Robert M. Nicholson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameINTERNATIONAL WINE ASSOCIATES, INC. CASH BALANCE PENSION PLAN Plan #005 Participants BOY/EOY4 / 0 Assets BOY/EOY$517,231 / $0	2023	INTERNATIONAL WINE ASSOCIATES, INC. CASH BALANCE PENSION PLAN - Plan #005	4 / 0	$517,231 / $0
2022	Plan NameINTERNATIONAL WINE ASSOCIATES, INC. PROFIT SHARING PLAN Plan #004 Participants BOY/EOY7 / 7 Assets BOY/EOY$4,700,920 / $4,158,200	2022	INTERNATIONAL WINE ASSOCIATES, INC. PROFIT SHARING PLAN - Plan #004	7 / 7	$4,700,920 / $4,158,200
2022	Plan NameINTERNATIONAL WINE ASSOCIATES, INC. CASH BALANCE PENSION PLAN Plan #005 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,387,617 / $517,231	2022	INTERNATIONAL WINE ASSOCIATES, INC. CASH BALANCE PENSION PLAN - Plan #005	4 / 4	$1,387,617 / $517,231
2021	Plan NameINTERNATIONAL WINE ASSOCIATES, INC. PROFIT SHARING PLAN Plan #004 Participants BOY/EOY7 / 7 Assets BOY/EOY$3,762,039 / $4,700,920	2021	INTERNATIONAL WINE ASSOCIATES, INC. PROFIT SHARING PLAN - Plan #004	7 / 7	$3,762,039 / $4,700,920
2021	Plan NameINTERNATIONAL WINE ASSOCIATES, INC. CASH BALANCE PENSION PLAN Plan #005 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,190,983 / $1,387,617	2021	INTERNATIONAL WINE ASSOCIATES, INC. CASH BALANCE PENSION PLAN - Plan #005	4 / 4	$1,190,983 / $1,387,617
2020	Plan NameINTERNATIONAL WINE ASSOCIATES, INC. PROFIT SHARING PLAN Plan #004 Participants BOY/EOY7 / 7 Assets BOY/EOY$3,738,181 / $3,762,039	2020	INTERNATIONAL WINE ASSOCIATES, INC. PROFIT SHARING PLAN - Plan #004	7 / 7	$3,738,181 / $3,762,039
2020	Plan NameINTERNATIONAL WINE ASSOCIATES, INC. CASH BALANCE PENSION PLAN Plan #005 Participants BOY/EOY4 / 4 Assets BOY/EOY$5,074,667 / $1,190,983	2020	INTERNATIONAL WINE ASSOCIATES, INC. CASH BALANCE PENSION PLAN - Plan #005	4 / 4	$5,074,667 / $1,190,983
2019	Plan NameINTERNATIONAL WINE ASSOCIATES, INC. CASH BALANCE PENSION PLAN Plan #005 Participants BOY/EOY4 / 4 Assets BOY/EOY$4,181,868 / $5,074,667	2019	INTERNATIONAL WINE ASSOCIATES, INC. CASH BALANCE PENSION PLAN - Plan #005	4 / 4	$4,181,868 / $5,074,667
2019	Plan NameINTERNATIONAL WINE ASSOCIATES, INC. PROFIT SHARING PLAN Plan #004 Participants BOY/EOY6 / 6 Assets BOY/EOY$2,874,581 / $3,738,181	2019	INTERNATIONAL WINE ASSOCIATES, INC. PROFIT SHARING PLAN - Plan #004	6 / 6	$2,874,581 / $3,738,181