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BLUE RIDGE WINERY LLC, 401(K) PLAN 401k Plan overview

Plan NameBLUE RIDGE WINERY LLC, 401(K) PLAN
Plan identification number 001

BLUE RIDGE WINERY LLC, 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BLUE RIDGE WINERY LLC has sponsored the creation of one or more 401k plans.

Company Name:BLUE RIDGE WINERY LLC
Employer identification number (EIN):455091250
NAIC Classification:312130
NAIC Description:Wineries

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE RIDGE WINERY LLC, 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TIFFANY DETRICK2024-07-26 TIFFANY DETRICK2024-07-26
0012022-01-01TIFFANY DETRICK2023-05-19 TIFFANY DETRICK2023-05-19
0012021-01-01TIFFANY DETRICK2022-07-07 TIFFANY DETRICK2022-07-07

Plan Statistics for BLUE RIDGE WINERY LLC, 401(K) PLAN

401k plan membership statisitcs for BLUE RIDGE WINERY LLC, 401(K) PLAN

Measure Date Value
2025: BLUE RIDGE WINERY LLC, 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-2523
Total number of particpants at end of year2025-07-2522
Number of Participants With Account Balances2025-07-2522
2024: BLUE RIDGE WINERY LLC, 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-2620
Total number of particpants at end of year2024-07-2622
Number of Participants With Account Balances2024-07-2620
2022: BLUE RIDGE WINERY LLC, 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-0711
Total number of particpants at end of year2022-07-0711
Number of Participants With Account Balances2022-07-0711

Financial Data on BLUE RIDGE WINERY LLC, 401(K) PLAN

Measure Date Value
2025 : BLUE RIDGE WINERY LLC, 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-250
Total liabilities as of the beginning of the plan year2025-07-250
Total expenses incurred by plan in this plan year2025-07-2522476
Net assets as of the end of the plan year2025-07-25770776
Total assets as of the beginning of the plan year2025-07-25544001
Value of plan covered by a fidelity bond2025-07-2576767
Participant contributions to plan in this plan year2025-07-2513939
Other income to plan in this plan year2025-07-2534180
Plan net income in this plan year2025-07-25226775
Net assets as of the end of the plan year2025-07-25770776
Net assets as of the beginning of the plan year2025-07-25544001
Employer contributions to plan in this plan year2025-07-25201132
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-254551
2024 : BLUE RIDGE WINERY LLC, 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-260
Total expenses incurred by plan in this plan year2024-07-267769
Net assets as of the end of the plan year2024-07-26544001
Total assets as of the beginning of the plan year2024-07-26317859
Value of plan covered by a fidelity bond2024-07-2654400
Participant contributions to plan in this plan year2024-07-2615921
Other income to plan in this plan year2024-07-2618680
Plan net income in this plan year2024-07-26226142
Net assets as of the end of the plan year2024-07-26544001
Net assets as of the beginning of the plan year2024-07-26317859
Employer contributions to plan in this plan year2024-07-26199310
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-263269
2022 : BLUE RIDGE WINERY LLC, 401(K) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-070
Total liabilities as of the beginning of the plan year2022-07-070
Total expenses incurred by plan in this plan year2022-07-070
Net assets as of the end of the plan year2022-07-07146183
Total assets as of the beginning of the plan year2022-07-070
Plan net income in this plan year2022-07-07146183
Net assets as of the end of the plan year2022-07-07146183
Net assets as of the beginning of the plan year2022-07-070
Employer contributions to plan in this plan year2022-07-07146183

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