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NAPA VALLEY GRAPEGROWERS FOUNDATION 401(K) PLAN & TRUST 401k Plan overview

Plan NameNAPA VALLEY GRAPEGROWERS FOUNDATION 401(K) PLAN & TRUST
Plan identification number 001

NAPA VALLEY GRAPEGROWERS FOUNDATION 401(K) PLAN & TRUST 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.
  • 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.
  • 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

NAPA VALLEY GRAPEGROWERS FOUND has sponsored the creation of one or more 401k plans.

Company Name:NAPA VALLEY GRAPEGROWERS FOUND
Employer identification number (EIN):822012860
NAIC Classification:115110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NAPA VALLEY GRAPEGROWERS FOUNDATION 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CALEB MOSLEY2024-10-15
0012022-12-01ERISA FIDUCIARY SERVICES2023-04-08
0012020-12-01SONYA DELUCA2022-09-12
0012019-12-01SONYA DELUCA2021-09-13 SONYA DELUCA2021-09-13

Financial Data on NAPA VALLEY GRAPEGROWERS FOUNDATION 401(K) PLAN & TRUST

Measure Date Value
2025 : NAPA VALLEY GRAPEGROWERS FOUNDATION 401(K) PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-220
Total liabilities as of the end of the plan year2025-04-220
Total liabilities as of the beginning of the plan year2025-04-220
Total expenses incurred by plan in this plan year2025-04-2223985
Net assets as of the end of the plan year2025-04-22883655
Total assets as of the beginning of the plan year2025-04-22692327
Value of plan covered by a fidelity bond2025-04-22500000
Participant contributions to plan in this plan year2025-04-2296693
Value of participant loans at end of plan year2025-04-2224472
Other expenses paid from plan in this plan year2025-04-220
Other contributions to plan in this plan year2025-04-220
Other income to plan in this plan year2025-04-2288046
Plan net income in this plan year2025-04-22191328
Net assets as of the end of the plan year2025-04-22883655
Net assets as of the beginning of the plan year2025-04-22692327
Employer contributions to plan in this plan year2025-04-2230574
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-221515
2024 : NAPA VALLEY GRAPEGROWERS FOUNDATION 401(K) PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-150
Net assets as of the end of the plan year2024-10-15692327
Total assets as of the beginning of the plan year2024-10-15436940
Participant contributions to plan in this plan year2024-10-15113776
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-152438
Other income to plan in this plan year2024-10-1594948
Plan net income in this plan year2024-10-15255387
Net assets as of the end of the plan year2024-10-15692327
Net assets as of the beginning of the plan year2024-10-15436940
Employer contributions to plan in this plan year2024-10-1544225
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-150

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