YAMHILL COUNTY WINERIES ASSOCIATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLAMETTE VALLEY WINERIES ASS 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : WILLAMETTE VALLEY WINERIES ASS 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-30 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-30 | 10299 |
| Net assets as of the end of the plan year | 2025-07-30 | 776302 |
| Total assets as of the beginning of the plan year | 2025-07-30 | 640447 |
| Value of plan covered by a fidelity bond | 2025-07-30 | 64045 |
| Participant contributions to plan in this plan year | 2025-07-30 | 29209 |
| Value of participant loans at end of plan year | 2025-07-30 | 36477 |
| Other expenses paid from plan in this plan year | 2025-07-30 | 0 |
| Other contributions to plan in this plan year | 2025-07-30 | 0 |
| Other income to plan in this plan year | 2025-07-30 | 105401 |
| Plan net income in this plan year | 2025-07-30 | 135855 |
| Net assets as of the end of the plan year | 2025-07-30 | 776302 |
| Net assets as of the beginning of the plan year | 2025-07-30 | 640447 |
| Employer contributions to plan in this plan year | 2025-07-30 | 11544 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-30 | 10299 |
| 2024 : WILLAMETTE VALLEY WINERIES ASS 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-15 | 8170 |
| Net assets as of the end of the plan year | 2024-10-15 | 640447 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 489628 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 48963 |
| Participant contributions to plan in this plan year | 2024-10-15 | 39823 |
| Value of participant loans at end of plan year | 2024-10-15 | 22355 |
| Other expenses paid from plan in this plan year | 2024-10-15 | 0 |
| Other contributions to plan in this plan year | 2024-10-15 | 0 |
| Other income to plan in this plan year | 2024-10-15 | 106402 |
| Plan net income in this plan year | 2024-10-15 | 150819 |
| Net assets as of the end of the plan year | 2024-10-15 | 640447 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 489628 |
| Employer contributions to plan in this plan year | 2024-10-15 | 12764 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 8170 |
| 2022 : WILLAMETTE VALLEY WINERIES ASS 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-08-01 | 0 |
| Total liabilities as of the end of the plan year | 2022-08-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-08-01 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-01 | 31829 |
| Net assets as of the end of the plan year | 2022-08-01 | 564839 |
| Total assets as of the beginning of the plan year | 2022-08-01 | 453802 |
| Value of plan covered by a fidelity bond | 2022-08-01 | 45380 |
| Participant contributions to plan in this plan year | 2022-08-01 | 47132 |
| Value of participant loans at end of plan year | 2022-08-01 | 8251 |
| Other expenses paid from plan in this plan year | 2022-08-01 | 0 |
| Other contributions to plan in this plan year | 2022-08-01 | 0 |
| Other income to plan in this plan year | 2022-08-01 | 84858 |
| Plan net income in this plan year | 2022-08-01 | 111037 |
| Net assets as of the end of the plan year | 2022-08-01 | 564839 |
| Net assets as of the beginning of the plan year | 2022-08-01 | 453802 |
| Employer contributions to plan in this plan year | 2022-08-01 | 10876 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-01 | 7475 |
