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WILLAMETTE VALLEY ALCHEMY LLC 401(K) PLAN 401k Plan overview

Plan NameWILLAMETTE VALLEY ALCHEMY LLC 401(K) PLAN
Plan identification number 001

WILLAMETTE VALLEY ALCHEMY LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

WILLAMETTE VALLEY ALCHEMY LLC has sponsored the creation of one or more 401k plans.

Company Name:WILLAMETTE VALLEY ALCHEMY LLC
Employer identification number (EIN):810840358
NAIC Classification:312140
NAIC Description:Distilleries

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLAMETTE VALLEY ALCHEMY LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ADAM CHASE2024-05-20
0012022-01-01PAUL SHERMAN2023-05-25
0012021-01-01PAUL SHERMAN2022-06-29
0012020-01-01PAUL SHERMAN2021-09-29

Financial Data on WILLAMETTE VALLEY ALCHEMY LLC 401(K) PLAN

Measure Date Value
2025 : WILLAMETTE VALLEY ALCHEMY LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-080
Total expenses incurred by plan in this plan year2025-07-0812130
Net assets as of the end of the plan year2025-07-08225383
Total assets as of the beginning of the plan year2025-07-08182437
Value of plan covered by a fidelity bond2025-07-0850000
Participant contributions to plan in this plan year2025-07-0829591
Value of participant loans at end of plan year2025-07-0818504
Other contributions to plan in this plan year2025-07-080
Other income to plan in this plan year2025-07-0825485
Plan net income in this plan year2025-07-0842946
Net assets as of the end of the plan year2025-07-08225383
Net assets as of the beginning of the plan year2025-07-08182437
Value of contributions failed to transmitted timely2025-07-08791
Employer contributions to plan in this plan year2025-07-080
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-081258
Total transfers to/from plan in this plan year2025-05-190
Total expenses incurred by plan in this plan year2025-05-1912130
Net assets as of the end of the plan year2025-05-19225383
Total assets as of the beginning of the plan year2025-05-19182437
Value of plan covered by a fidelity bond2025-05-1950000
Participant contributions to plan in this plan year2025-05-1929591
Value of participant loans at end of plan year2025-05-1918504
Other contributions to plan in this plan year2025-05-190
Other income to plan in this plan year2025-05-1925485
Plan net income in this plan year2025-05-1942946
Net assets as of the end of the plan year2025-05-19225383
Net assets as of the beginning of the plan year2025-05-19182437
Value of contributions failed to transmitted timely2025-05-19791
Employer contributions to plan in this plan year2025-05-190
Fees paid to broker by Benefit Provider2025-05-190
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-191258
2024 : WILLAMETTE VALLEY ALCHEMY LLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-200
Total expenses incurred by plan in this plan year2024-05-20-3191
Net assets as of the end of the plan year2024-05-20182437
Total assets as of the beginning of the plan year2024-05-20104700
Value of plan covered by a fidelity bond2024-05-2050000
Participant contributions to plan in this plan year2024-05-2041080
Value of participant loans at end of plan year2024-05-200
Other contributions to plan in this plan year2024-05-200
Other income to plan in this plan year2024-05-2019365
Plan net income in this plan year2024-05-2077737
Net assets as of the end of the plan year2024-05-20182437
Net assets as of the beginning of the plan year2024-05-20104700
Value of contributions failed to transmitted timely2024-05-20997
Employer contributions to plan in this plan year2024-05-2014101
Fees paid to broker by Benefit Provider2024-05-200
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-20682
2022 : WILLAMETTE VALLEY ALCHEMY LLC 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-290
Total liabilities as of the end of the plan year2022-06-290
Total liabilities as of the beginning of the plan year2022-06-290
Total expenses incurred by plan in this plan year2022-06-2910761
Net assets as of the end of the plan year2022-06-29120317
Total assets as of the beginning of the plan year2022-06-2950533
Value of plan covered by a fidelity bond2022-06-2950000
Participant contributions to plan in this plan year2022-06-2950901
Other expenses paid from plan in this plan year2022-06-290
Other contributions to plan in this plan year2022-06-290
Other income to plan in this plan year2022-06-2913004
Plan net income in this plan year2022-06-2969784
Net assets as of the end of the plan year2022-06-29120317
Net assets as of the beginning of the plan year2022-06-2950533
Value of contributions failed to transmitted timely2022-06-297439
Employer contributions to plan in this plan year2022-06-2916640
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-29325

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