Southwest Wine And Spirits Llc Dba Wally's Wine An 401(k) Plan: Login, Facts & Contact Information
Southwest Wine And Spirits Llc Dba Wally's Wine An 401(k) Login
35 former Southwest Wine And Spirits Llc Dba Wally's Wine An employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Southwest Wine And Spirits Llc Dba Wally's Wine An 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $149,756 went into the plan in contributions, $24,380 of it from the employer (16%).
- $23,162 was paid out to participants.
- Investment and other income added $243,768.
How the Southwest Wine And Spirits Llc Dba Wally's Wine An 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 366 | $1.28 million | $14,036 | $42,017 |
| 2020 | 437 | $1.48 million | $11,020 | $87,322 |
| 2021 | 816 | $1.80 million | $22,869 | $25,934 |
| 2022 | 404 | $1.40 million | $20,350 | $125,861 |
| 2023 | 339 | $1.67 million | $19,779 | $117,684 |
| 2024 | 882 | $2.03 million | $24,380 | $23,162 |
Southwest Wine And Spirits Llc Dba Wally's Wine An 401(k) Contact Information
Questions about the Southwest Wine And Spirits Llc Dba Wally's Wine An 401(k)
Does Southwest Wine And Spirits Llc Dba Wally's Wine An contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $24,380, 16% of all contributions.
Does the Southwest Wine And Spirits Llc Dba Wally's Wine An 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Southwest Wine And Spirits Llc Dba Wally's Wine An 401(k) plan?
882 participants at the start of plan year 2024, 855 of them active employees, and 35 former employees who still had money in the plan.
What is the average 401(k) balance at Southwest Wine And Spirits Llc Dba Wally's Wine An?
About $28,933 per account: $2.03 million in plan assets across 70 accounts with a balance at the end of plan year 2024.
Who manages the Southwest Wine And Spirits Llc Dba Wally's Wine An 401(k) accounts?
Fidelity NetBenefits is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Southwest Wine And Spirits Llc Dba Wally's Wine An. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.