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Plan Name | E. & J. GALLO WINERY UNION RETIREMENT PLAN |
Plan identification number | 015 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | E. & J. GALLO WINERY |
Employer identification number (EIN): | 941009696 |
NAIC Classification: | 312130 |
NAIC Description: | Wineries |
Additional information about E. & J. GALLO WINERY
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1990-09-13 |
Company Identification Number: | 0008520206 |
Legal Registered Office Address: |
PO BOX 1130 MODESTO United States of America (USA) 95353 |
More information about E. & J. GALLO WINERY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
015 | 2022-01-01 | ||||
015 | 2021-01-01 | ||||
015 | 2021-01-01 | ||||
015 | 2020-01-01 | ||||
015 | 2019-01-01 | ||||
015 | 2018-01-01 | DAVID PIERCE | ALLEN DOTY | 2019-07-10 | |
015 | 2017-01-01 | DAVID PIERCE | ALLEN DOTY | 2018-07-11 | |
015 | 2016-01-01 | DAVID M PIERCE | ALLEN DOTY | 2017-07-06 | |
015 | 2015-01-01 | DAVID PIERCE | ALLEN DOTY | 2016-07-21 | |
015 | 2014-01-01 | DAVID PIERCE | ALLEN DOTY | 2015-07-20 | |
015 | 2013-01-01 | DAVID PIERCE | ALLEN DOTY | 2014-09-03 | |
015 | 2012-01-01 | DOUG VILAS | ALLEN DOTY | 2013-07-15 | |
015 | 2011-01-01 | DOUG VILAS | ALLEN DOTY | 2012-07-25 | |
015 | 2009-01-01 | DOUG VILAS | ALLEN DOTY | 2010-07-30 |
Measure | Date | Value |
---|---|---|
2022: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 2,969 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2,484 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 75 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 600 |
Total of all active and inactive participants | 2022-01-01 | 3,159 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 21 |
Total participants | 2022-01-01 | 3,180 |
Number of participants with account balances | 2022-01-01 | 3,142 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 27 |
2021: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 2,749 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2,365 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 63 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 523 |
Total of all active and inactive participants | 2021-01-01 | 2,951 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 18 |
Total participants | 2021-01-01 | 2,969 |
Number of participants with account balances | 2021-01-01 | 2,940 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 33 |
2020: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 2,514 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2,335 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 53 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 348 |
Total of all active and inactive participants | 2020-01-01 | 2,736 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 13 |
Total participants | 2020-01-01 | 2,749 |
Number of participants with account balances | 2020-01-01 | 2,720 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 48 |
2019: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 2,509 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2,124 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 54 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 323 |
Total of all active and inactive participants | 2019-01-01 | 2,501 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 13 |
Total participants | 2019-01-01 | 2,514 |
Number of participants with account balances | 2019-01-01 | 2,492 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 7 |
2018: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 2,452 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2,155 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 52 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 292 |
Total of all active and inactive participants | 2018-01-01 | 2,499 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 10 |
Total participants | 2018-01-01 | 2,509 |
Number of participants with account balances | 2018-01-01 | 2,494 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 5 |
2017: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 2,438 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2,156 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 39 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 250 |
Total of all active and inactive participants | 2017-01-01 | 2,445 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 7 |
Total participants | 2017-01-01 | 2,452 |
Number of participants with account balances | 2017-01-01 | 2,424 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 5 |
2016: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 2,383 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2,179 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 27 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 227 |
Total of all active and inactive participants | 2016-01-01 | 2,433 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 5 |
Total participants | 2016-01-01 | 2,438 |
Number of participants with account balances | 2016-01-01 | 2,395 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 2,359 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2,164 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 190 |
Total of all active and inactive participants | 2015-01-01 | 2,377 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 6 |
Total participants | 2015-01-01 | 2,383 |
Number of participants with account balances | 2015-01-01 | 2,360 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 6 |
2014: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 2,346 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2,162 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 170 |
Total of all active and inactive participants | 2014-01-01 | 2,351 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 8 |
Total participants | 2014-01-01 | 2,359 |
Number of participants with account balances | 2014-01-01 | 2,313 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 4 |
2013: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 2,341 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2,190 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 138 |
Total of all active and inactive participants | 2013-01-01 | 2,340 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 6 |
Total participants | 2013-01-01 | 2,346 |
Number of participants with account balances | 2013-01-01 | 2,303 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 8 |
2012: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2,188 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2,207 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 121 |
Total of all active and inactive participants | 2012-01-01 | 2,337 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 4 |
Total participants | 2012-01-01 | 2,341 |
Number of participants with account balances | 2012-01-01 | 2,248 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
2011: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,283 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,071 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 106 |
Total of all active and inactive participants | 2011-01-01 | 2,185 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 2,188 |
Number of participants with account balances | 2011-01-01 | 2,146 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 22 |
2009: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,404 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,227 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 45 |
Total of all active and inactive participants | 2009-01-01 | 1,273 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 1,273 |
Number of participants with account balances | 2009-01-01 | 1,273 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : E. & J. GALLO WINERY UNION RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $497,181 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-13,316,397 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $15,456,504 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $15,059,907 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $85,553 |
Value of total corrective distributions | 2022-12-31 | $44,407 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $23,263,409 |
Value of total assets at end of year | 2022-12-31 | $228,364,412 |
Value of total assets at beginning of year | 2022-12-31 | $257,634,494 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $266,637 |
Total interest from all sources | 2022-12-31 | $304,480 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $12,620,279 |
Participant contributions at end of year | 2022-12-31 | $6,548,995 |
Participant contributions at beginning of year | 2022-12-31 | $6,556,184 |
Participant contributions at end of year | 2022-12-31 | $74 |
Participant contributions at beginning of year | 2022-12-31 | $59,869 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $915,411 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $12,945 |
Other income not declared elsewhere | 2022-12-31 | $242,433 |
Administrative expenses (other) incurred | 2022-12-31 | $266,637 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-28,772,901 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $228,364,412 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $257,634,494 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Interest on participant loans | 2022-12-31 | $304,480 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $221,065,490 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $250,193,377 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $9,727,719 |
Employer contributions (assets) at end of year | 2022-12-31 | $749,853 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $825,064 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $15,046,962 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2022-12-31 | 953705481 |
2021 : E. & J. GALLO WINERY UNION RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $1,610 |
Total transfer of assets from this plan | 2021-12-31 | $746,496 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $48,612,364 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $12,499,097 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $12,221,102 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $11,764 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $19,759,173 |
Value of total assets at end of year | 2021-12-31 | $257,634,494 |
Value of total assets at beginning of year | 2021-12-31 | $222,266,113 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $266,231 |
Total interest from all sources | 2021-12-31 | $328,120 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $12,364,389 |
Participant contributions at end of year | 2021-12-31 | $6,556,184 |
Participant contributions at beginning of year | 2021-12-31 | $6,936,428 |
Participant contributions at end of year | 2021-12-31 | $59,869 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $188,273 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $9,243 |
Other income not declared elsewhere | 2021-12-31 | $8,944 |
Administrative expenses (other) incurred | 2021-12-31 | $266,231 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $36,113,267 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $257,634,494 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $222,266,113 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Interest on participant loans | 2021-12-31 | $328,120 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $250,193,377 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $214,627,116 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $7,206,511 |
Employer contributions (assets) at end of year | 2021-12-31 | $825,064 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $702,569 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $12,211,859 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2021-12-31 | 953705481 |
2020 : E. & J. GALLO WINERY UNION RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $46,653 |
Total transfer of assets from this plan | 2020-12-31 | $437,935 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $43,361,600 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $19,763,091 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $19,416,713 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $118,832 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $17,525,983 |
Value of total assets at end of year | 2020-12-31 | $222,266,113 |
Value of total assets at beginning of year | 2020-12-31 | $199,058,886 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $227,546 |
Total interest from all sources | 2020-12-31 | $380,964 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $10,853,948 |
Participant contributions at end of year | 2020-12-31 | $6,936,428 |
Participant contributions at beginning of year | 2020-12-31 | $7,049,828 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $269,647 |
Other income not declared elsewhere | 2020-12-31 | $41,622 |
Administrative expenses (other) incurred | 2020-12-31 | $227,546 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $23,598,509 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $222,266,113 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $199,058,886 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Interest on participant loans | 2020-12-31 | $380,964 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $214,627,116 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $191,469,592 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $6,402,388 |
Employer contributions (assets) at end of year | 2020-12-31 | $702,569 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $539,466 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $19,416,713 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2020-12-31 | 953705481 |
2019 : E. & J. GALLO WINERY UNION RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $99,449 |
Total transfer of assets from this plan | 2019-12-31 | $184,088 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $47,902,776 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $8,757,678 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $8,504,790 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $42,925 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $15,632,349 |
Value of total assets at end of year | 2019-12-31 | $199,058,886 |
Value of total assets at beginning of year | 2019-12-31 | $159,998,427 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $209,963 |
Total interest from all sources | 2019-12-31 | $365,719 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $9,612,752 |
Participant contributions at end of year | 2019-12-31 | $7,049,828 |
Participant contributions at beginning of year | 2019-12-31 | $6,754,167 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $287 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $140,490 |
Administrative expenses (other) incurred | 2019-12-31 | $209,963 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $39,145,098 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $199,058,886 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $159,998,427 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Interest on participant loans | 2019-12-31 | $365,719 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $191,469,592 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $152,406,469 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $5,879,107 |
Employer contributions (assets) at end of year | 2019-12-31 | $539,466 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $837,504 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $8,504,790 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2019-12-31 | 953705481 |
2018 : E. & J. GALLO WINERY UNION RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $2,295 |
Total transfer of assets from this plan | 2018-12-31 | $319,633 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $7,035,773 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $9,911,979 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $9,694,712 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $21,684 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $14,628,672 |
Value of total assets at end of year | 2018-12-31 | $159,998,427 |
Value of total assets at beginning of year | 2018-12-31 | $163,191,971 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $195,583 |
Total interest from all sources | 2018-12-31 | $315,776 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $8,790,942 |
Participant contributions at end of year | 2018-12-31 | $6,754,167 |
Participant contributions at beginning of year | 2018-12-31 | $5,700,259 |
Participant contributions at end of year | 2018-12-31 | $287 |
Participant contributions at beginning of year | 2018-12-31 | $238,692 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $287,362 |
Other income not declared elsewhere | 2018-12-31 | $181 |
Administrative expenses (other) incurred | 2018-12-31 | $195,583 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,876,206 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $159,998,427 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $163,191,971 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Interest on participant loans | 2018-12-31 | $315,776 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $152,406,469 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $152,425,722 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $5,550,368 |
Employer contributions (assets) at end of year | 2018-12-31 | $837,504 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $4,827,298 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $9,694,712 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2018-12-31 | 953705481 |
2017 : E. & J. GALLO WINERY UNION RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $93,116 |
Total transfer of assets from this plan | 2017-12-31 | $271,320 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $35,656,470 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $7,158,405 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $7,012,685 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $18,959 |
Value of total corrective distributions | 2017-12-31 | $76 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $14,576,585 |
Value of total assets at end of year | 2017-12-31 | $163,191,971 |
Value of total assets at beginning of year | 2017-12-31 | $134,872,110 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $126,685 |
Total interest from all sources | 2017-12-31 | $233,254 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $8,657,383 |
Participant contributions at end of year | 2017-12-31 | $5,700,259 |
Participant contributions at beginning of year | 2017-12-31 | $5,031,286 |
Participant contributions at end of year | 2017-12-31 | $238,692 |
Participant contributions at beginning of year | 2017-12-31 | $3,062 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $439,312 |
Administrative expenses (other) incurred | 2017-12-31 | $126,685 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $28,498,065 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $163,191,971 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $134,872,110 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Interest on participant loans | 2017-12-31 | $233,254 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $152,425,722 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $125,355,861 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $5,479,890 |
Employer contributions (assets) at end of year | 2017-12-31 | $4,827,298 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $4,481,901 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $7,012,685 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2017-12-31 | 953705481 |
2016 : E. & J. GALLO WINERY UNION RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $149,025 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $22,140,119 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $8,468,631 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $8,365,360 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $8,886 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $13,066,212 |
Value of total assets at end of year | 2016-12-31 | $134,872,110 |
Value of total assets at beginning of year | 2016-12-31 | $121,349,647 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $94,385 |
Total interest from all sources | 2016-12-31 | $198,911 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $7,733,125 |
Participant contributions at end of year | 2016-12-31 | $5,031,286 |
Participant contributions at beginning of year | 2016-12-31 | $4,759,998 |
Participant contributions at end of year | 2016-12-31 | $3,062 |
Participant contributions at beginning of year | 2016-12-31 | $150 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $208,764 |
Administrative expenses (other) incurred | 2016-12-31 | $94,385 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $13,671,488 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $134,872,110 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $121,349,647 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Interest on participant loans | 2016-12-31 | $198,911 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $125,355,861 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $112,151,641 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $5,124,323 |
Employer contributions (assets) at end of year | 2016-12-31 | $4,481,901 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $4,437,858 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $8,365,360 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2016-12-31 | 953705481 |
2015 : E. & J. GALLO WINERY UNION RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $6,169 |
Total transfer of assets from this plan | 2015-12-31 | $187,884 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $12,896,287 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $6,554,905 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $6,449,432 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $5,699 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $12,535,564 |
Value of total assets at end of year | 2015-12-31 | $121,349,647 |
Value of total assets at beginning of year | 2015-12-31 | $115,189,980 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $99,774 |
Total interest from all sources | 2015-12-31 | $191,549 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $7,304,569 |
Participant contributions at end of year | 2015-12-31 | $4,759,998 |
Participant contributions at beginning of year | 2015-12-31 | $4,591,271 |
Participant contributions at end of year | 2015-12-31 | $150 |
Participant contributions at beginning of year | 2015-12-31 | $83,707 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $184,116 |
Administrative expenses (other) incurred | 2015-12-31 | $99,774 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $6,341,382 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $121,349,647 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $115,189,980 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Interest on participant loans | 2015-12-31 | $191,549 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $112,151,641 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $106,274,485 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $169,174 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $5,046,879 |
Employer contributions (assets) at end of year | 2015-12-31 | $4,437,858 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $4,240,517 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $6,449,432 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2015-12-31 | 953705481 |
2014 : E. & J. GALLO WINERY UNION RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $2,710 |
Total transfer of assets from this plan | 2014-12-31 | $530,494 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $19,006,934 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $5,949,847 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $5,838,899 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $25,783 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $11,570,544 |
Value of total assets at end of year | 2014-12-31 | $115,189,980 |
Value of total assets at beginning of year | 2014-12-31 | $102,660,677 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $85,165 |
Total interest from all sources | 2014-12-31 | $167,117 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $6,648,001 |
Participant contributions at end of year | 2014-12-31 | $4,591,271 |
Participant contributions at beginning of year | 2014-12-31 | $3,619,735 |
Participant contributions at end of year | 2014-12-31 | $83,707 |
Participant contributions at beginning of year | 2014-12-31 | $3,124 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $112,794 |
Other income not declared elsewhere | 2014-12-31 | $58 |
Administrative expenses (other) incurred | 2014-12-31 | $85,165 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $13,057,087 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $115,189,980 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $102,660,677 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Interest on participant loans | 2014-12-31 | $167,117 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $106,274,485 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $95,243,265 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $4,809,749 |
Employer contributions (assets) at end of year | 2014-12-31 | $4,240,517 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $3,794,553 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $5,838,899 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2014-12-31 | 953705481 |
2013 : E. & J. GALLO WINERY UNION RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $33,905 |
Total transfer of assets from this plan | 2013-12-31 | $288,423 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $24,831,690 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,748,144 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,655,673 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $15,806 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $10,529,640 |
Value of total assets at end of year | 2013-12-31 | $102,660,677 |
Value of total assets at beginning of year | 2013-12-31 | $81,831,649 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $76,665 |
Total interest from all sources | 2013-12-31 | $126,351 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $5,852,424 |
Participant contributions at end of year | 2013-12-31 | $3,619,735 |
Participant contributions at beginning of year | 2013-12-31 | $2,776,566 |
Participant contributions at end of year | 2013-12-31 | $3,124 |
Participant contributions at beginning of year | 2013-12-31 | $199,348 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $313,489 |
Other income not declared elsewhere | 2013-12-31 | $10,850 |
Administrative expenses (other) incurred | 2013-12-31 | $76,665 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $21,083,546 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $102,660,677 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $81,831,649 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Interest on participant loans | 2013-12-31 | $126,351 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $95,243,265 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $74,714,457 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $4,363,727 |
Employer contributions (assets) at end of year | 2013-12-31 | $3,794,553 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $4,141,278 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,655,673 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2013-12-31 | 953705481 |
2012 : E. & J. GALLO WINERY UNION RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $118,279 |
Total transfer of assets from this plan | 2012-12-31 | $473,108 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $17,722,443 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,494,403 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,422,569 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $12,507 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $10,072,364 |
Value of total assets at end of year | 2012-12-31 | $81,831,649 |
Value of total assets at beginning of year | 2012-12-31 | $67,958,438 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $59,327 |
Total interest from all sources | 2012-12-31 | $94,078 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $5,267,219 |
Participant contributions at end of year | 2012-12-31 | $2,776,566 |
Participant contributions at beginning of year | 2012-12-31 | $1,592,218 |
Participant contributions at end of year | 2012-12-31 | $199,348 |
Participant contributions at beginning of year | 2012-12-31 | $1,902 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $126,819 |
Other income not declared elsewhere | 2012-12-31 | $1,059 |
Administrative expenses (other) incurred | 2012-12-31 | $59,327 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $14,228,040 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $81,831,649 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $67,958,438 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Interest on participant loans | 2012-12-31 | $94,078 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $74,714,457 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $62,597,521 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $4,678,326 |
Employer contributions (assets) at end of year | 2012-12-31 | $4,141,278 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $3,766,797 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,422,569 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2012-12-31 | 953705481 |
2011 : E. & J. GALLO WINERY UNION RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $38,495,087 |
Total transfer of assets from this plan | 2011-12-31 | $65,788 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $6,473,416 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,164,861 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,134,650 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $855 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $6,145,234 |
Value of total assets at end of year | 2011-12-31 | $67,958,438 |
Value of total assets at beginning of year | 2011-12-31 | $24,220,584 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $29,356 |
Total interest from all sources | 2011-12-31 | $47,060 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,358,307 |
Participant contributions at end of year | 2011-12-31 | $1,592,218 |
Participant contributions at beginning of year | 2011-12-31 | $909,448 |
Participant contributions at end of year | 2011-12-31 | $1,902 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Other income not declared elsewhere | 2011-12-31 | $140 |
Administrative expenses (other) incurred | 2011-12-31 | $29,356 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $5,308,555 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $67,958,438 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $24,220,584 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Interest on participant loans | 2011-12-31 | $47,060 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $62,597,521 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $20,108,053 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $3,786,927 |
Employer contributions (assets) at end of year | 2011-12-31 | $3,766,797 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $3,203,083 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,134,650 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2011-12-31 | 953705481 |
2010 : E. & J. GALLO WINERY UNION RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $7,374,072 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $469,757 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $448,589 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,086,887 |
Value of total assets at end of year | 2010-12-31 | $24,220,584 |
Value of total assets at beginning of year | 2010-12-31 | $17,316,269 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $21,168 |
Total interest from all sources | 2010-12-31 | $39,646 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,802,311 |
Participant contributions at end of year | 2010-12-31 | $909,448 |
Participant contributions at beginning of year | 2010-12-31 | $677,838 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $247 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $81,493 |
Other income not declared elsewhere | 2010-12-31 | $55 |
Administrative expenses (other) incurred | 2010-12-31 | $21,168 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $6,904,315 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $24,220,584 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $17,316,269 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Interest on participant loans | 2010-12-31 | $39,646 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $20,108,053 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $13,513,550 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $3,203,083 |
Employer contributions (assets) at end of year | 2010-12-31 | $3,203,083 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $3,124,634 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $448,589 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BARBICH HOOPER KING HILL HOFFMAN AC |
Accountancy firm EIN | 2010-12-31 | 953705481 |
2022: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
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 | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: E. & J. GALLO WINERY UNION RETIREMENT 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 | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: E. & J. GALLO WINERY UNION RETIREMENT 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 | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: E. & J. GALLO WINERY UNION RETIREMENT 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 | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |