J & L WINES, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J & L WINES, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : J & L WINES, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-07-21 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-21 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-21 | 70268 |
| Net assets as of the end of the plan year | 2025-07-21 | 3421053 |
| Total assets as of the beginning of the plan year | 2025-07-21 | 2949945 |
| Value of plan covered by a fidelity bond | 2025-07-21 | 200000 |
| Participant contributions to plan in this plan year | 2025-07-21 | 174720 |
| Value of participant loans at end of plan year | 2025-07-21 | 140223 |
| Other expenses paid from plan in this plan year | 2025-07-21 | 0 |
| Other contributions to plan in this plan year | 2025-07-21 | 0 |
| Other income to plan in this plan year | 2025-07-21 | 321418 |
| Plan net income in this plan year | 2025-07-21 | 471108 |
| Net assets as of the end of the plan year | 2025-07-21 | 3421053 |
| Net assets as of the beginning of the plan year | 2025-07-21 | 2949945 |
| Employer contributions to plan in this plan year | 2025-07-21 | 45238 |
| Fees paid to broker by Benefit Provider | 2025-07-21 | 608 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-21 | 48985 |
| 2024 : J & L WINES, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-30 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-30 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-30 | 43335 |
| Net assets as of the end of the plan year | 2024-07-30 | 2949945 |
| Total assets as of the beginning of the plan year | 2024-07-30 | 2393751 |
| Value of plan covered by a fidelity bond | 2024-07-30 | 200000 |
| Participant contributions to plan in this plan year | 2024-07-30 | 164175 |
| Value of participant loans at end of plan year | 2024-07-30 | 118743 |
| Other expenses paid from plan in this plan year | 2024-07-30 | 0 |
| Other contributions to plan in this plan year | 2024-07-30 | 0 |
| Other income to plan in this plan year | 2024-07-30 | 376598 |
| Plan net income in this plan year | 2024-07-30 | 556194 |
| Net assets as of the end of the plan year | 2024-07-30 | 2949945 |
| Net assets as of the beginning of the plan year | 2024-07-30 | 2393751 |
| Employer contributions to plan in this plan year | 2024-07-30 | 58756 |
| Fees paid to broker by Benefit Provider | 2024-07-30 | 1269 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-30 | 41235 |
| 2022 : J & L WINES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-06 | 89300 |
| Net assets as of the end of the plan year | 2022-10-06 | 2751786 |
| Total assets as of the beginning of the plan year | 2022-10-06 | 2300669 |
| Value of plan covered by a fidelity bond | 2022-10-06 | 250000 |
| Participant contributions to plan in this plan year | 2022-10-06 | 138373 |
| Value of participant loans at end of plan year | 2022-10-06 | 69695 |
| Other income to plan in this plan year | 2022-10-06 | 285066 |
| Plan net income in this plan year | 2022-10-06 | 451117 |
| Net assets as of the end of the plan year | 2022-10-06 | 2751786 |
| Net assets as of the beginning of the plan year | 2022-10-06 | 2300669 |
| Employer contributions to plan in this plan year | 2022-10-06 | 116978 |
| Fees paid to broker by Benefit Provider | 2022-10-06 | 1222 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-06 | 39673 |
| 2014 : J & L WINES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $164,560 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $8,670 |
| Total plan assets at end of year | 2014-12-31 | $967,433 |
| Total plan assets at beginning of year | 2014-12-31 | $811,543 |
| Value of fidelity bond covering the plan | 2014-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $82,222 |
| Other income received | 2014-12-31 | $48,641 |
| Net income (gross income less expenses) | 2014-12-31 | $155,890 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $967,433 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $811,543 |
| Assets. Value of participant loans | 2014-12-31 | $80,386 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $33,697 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $8,670 |
| 2013 : J & L WINES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $205,952 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $22,309 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $14,593 |
| Total plan assets at end of year | 2013-12-31 | $811,543 |
| Total plan assets at beginning of year | 2013-12-31 | $627,900 |
| Value of fidelity bond covering the plan | 2013-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $81,065 |
| Other income received | 2013-12-31 | $92,470 |
| Net income (gross income less expenses) | 2013-12-31 | $183,643 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $811,543 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $627,900 |
| Assets. Value of participant loans | 2013-12-31 | $87,391 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $32,417 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $7,716 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : J & L WINES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $164,377 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $24,374 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $17,140 |
| Total plan assets at end of year | 2012-12-31 | $627,900 |
| Total plan assets at beginning of year | 2012-12-31 | $487,897 |
| Value of fidelity bond covering the plan | 2012-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $78,961 |
| Other income received | 2012-12-31 | $54,801 |
| Net income (gross income less expenses) | 2012-12-31 | $140,003 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $627,900 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $487,897 |
| Assets. Value of participant loans | 2012-12-31 | $93,938 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $30,615 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $7,234 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : J & L WINES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $101,656 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $100 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $487,897 |
| Total plan assets at beginning of year | 2011-12-31 | $386,341 |
| Value of fidelity bond covering the plan | 2011-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $75,637 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $100 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-3,727 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $101,556 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $487,897 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $386,341 |
| Assets. Value of participant loans | 2011-12-31 | $95,532 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $29,746 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| 2010 : J & L WINES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $127,100 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $19,180 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $18,880 |
| Total plan assets at end of year | 2010-12-31 | $386,341 |
| Total plan assets at beginning of year | 2010-12-31 | $278,421 |
| Value of fidelity bond covering the plan | 2010-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $65,550 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $300 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $33,059 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $107,920 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $386,341 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $278,421 |
| Assets. Value of participant loans | 2010-12-31 | $72,955 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $28,491 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : J & L WINES, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2014: J & L WINES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: J & L WINES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: J & L WINES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: J & L WINES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: J & L WINES, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: J & L WINES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
