OAK RIDGE WINERY LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OAK RIDGE WINERY LLC 401K PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : OAK RIDGE WINERY LLC 401K PLAN & TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-08 | 91355 |
| Net assets as of the end of the plan year | 2025-09-08 | 2703754 |
| Total assets as of the beginning of the plan year | 2025-09-08 | 1936725 |
| Value of plan covered by a fidelity bond | 2025-09-08 | 100000 |
| Participant contributions to plan in this plan year | 2025-09-08 | 338585 |
| Other contributions to plan in this plan year | 2025-09-08 | 46120 |
| Other income to plan in this plan year | 2025-09-08 | 305598 |
| Plan net income in this plan year | 2025-09-08 | 767029 |
| Net assets as of the end of the plan year | 2025-09-08 | 2703754 |
| Net assets as of the beginning of the plan year | 2025-09-08 | 1936725 |
| Value of contributions failed to transmitted timely | 2025-09-08 | 12178 |
| Employer contributions to plan in this plan year | 2025-09-08 | 168081 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-08 | 20993 |
| 2024 : OAK RIDGE WINERY LLC 401K PLAN & TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-01 | 148157 |
| Net assets as of the end of the plan year | 2024-10-01 | 1936725 |
| Total assets as of the beginning of the plan year | 2024-10-01 | 1262986 |
| Value of plan covered by a fidelity bond | 2024-10-01 | 100000 |
| Participant contributions to plan in this plan year | 2024-10-01 | 319884 |
| Other contributions to plan in this plan year | 2024-10-01 | 61825 |
| Other income to plan in this plan year | 2024-10-01 | 277164 |
| Plan net income in this plan year | 2024-10-01 | 673739 |
| Net assets as of the end of the plan year | 2024-10-01 | 1936725 |
| Net assets as of the beginning of the plan year | 2024-10-01 | 1262986 |
| Value of contributions failed to transmitted timely | 2024-10-01 | 968 |
| Employer contributions to plan in this plan year | 2024-10-01 | 163023 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-01 | 14425 |
| 2022 : OAK RIDGE WINERY LLC 401K PLAN & TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-03 | 349836 |
| Net assets as of the end of the plan year | 2022-10-03 | 1080883 |
| Total assets as of the beginning of the plan year | 2022-10-03 | 926494 |
| Value of plan covered by a fidelity bond | 2022-10-03 | 100000 |
| Participant contributions to plan in this plan year | 2022-10-03 | 185128 |
| Other contributions to plan in this plan year | 2022-10-03 | 71000 |
| Other income to plan in this plan year | 2022-10-03 | 144521 |
| Plan net income in this plan year | 2022-10-03 | 154389 |
| Net assets as of the end of the plan year | 2022-10-03 | 1080883 |
| Net assets as of the beginning of the plan year | 2022-10-03 | 926494 |
| Employer contributions to plan in this plan year | 2022-10-03 | 103576 |
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