Logo

SONOMA VALLEY VINTNERS & GROWERS ALLIANCE 401(K) PLAN 401k Plan overview

Plan NameSONOMA VALLEY VINTNERS & GROWERS ALLIANCE 401(K) PLAN
Plan identification number 001

SONOMA VALLEY VINTNERS & GROWERS ALLIANCE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

SONOMA VALLEY VINTNERS & GROWERS ALLIANCE has sponsored the creation of one or more 401k plans.

Company Name:SONOMA VALLEY VINTNERS & GROWERS ALLIANCE
Employer identification number (EIN):942326273
NAIC Classification:115110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SONOMA VALLEY VINTNERS & GROWERS ALLIANCE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01FIDUCIARY SERVICES2024-06-05
0012022-01-01FIDUCIARY SERVICES2023-07-12
0012021-01-01FIDUCIARY SERVICES2022-09-08
0012020-01-01ERICH BRADLEY2022-03-21
0012019-01-01MAUREEN COTTINGHAM2020-10-06
0012018-01-01MAUREEN COTTINGHAM2019-08-08
0012017-01-01MAUREEN COTTINGHAM2018-09-25
0012016-01-01MAUREEN COTTINGHAM2017-06-28
0012015-01-01MAUREEN COTTINGHAM2016-08-22
0012014-01-01MAUREEN COTTINGHAM2015-07-22
0012013-01-01MAUREEN COTTINGHAM2014-07-22
0012012-01-01MAUREEN COTTINGHAM
0012011-01-01MAUREEN COTTINGHAM
0012009-01-01
0012009-01-01MAUREEN COTTINGHAM

Financial Data on SONOMA VALLEY VINTNERS & GROWERS ALLIANCE 401(K) PLAN

Measure Date Value
2025 : SONOMA VALLEY VINTNERS & GROWERS ALLIANCE 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-02-060
Net assets as of the end of the plan year2025-02-0692501
Total assets as of the beginning of the plan year2025-02-0684860
Other income to plan in this plan year2025-02-067641
Plan net income in this plan year2025-02-067641
Net assets as of the end of the plan year2025-02-0692501
Net assets as of the beginning of the plan year2025-02-0684860
2024 : SONOMA VALLEY VINTNERS & GROWERS ALLIANCE 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-050
Net assets as of the end of the plan year2024-06-0584860
Total assets as of the beginning of the plan year2024-06-0572571
Participant contributions to plan in this plan year2024-06-052260
Other income to plan in this plan year2024-06-0510029
Plan net income in this plan year2024-06-0512289
Net assets as of the end of the plan year2024-06-0584860
Net assets as of the beginning of the plan year2024-06-0572571
2012 : SONOMA VALLEY VINTNERS & GROWERS ALLIANCE 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$18,182
Expenses. Total of all expenses incurred2012-12-31$66
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$40,346
Total plan assets at beginning of year2012-12-31$22,230
Total contributions received or receivable from participants2012-12-31$13,740
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$4,442
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$18,116
Net plan assets at end of year (total assets less liabilities)2012-12-31$40,346
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$22,230
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$66
2011 : SONOMA VALLEY VINTNERS & GROWERS ALLIANCE 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$6,844
Expenses. Total of all expenses incurred2011-12-31$27,874
Benefits paid (including direct rollovers)2011-12-31$27,716
Total plan assets at end of year2011-12-31$22,230
Total plan assets at beginning of year2011-12-31$43,260
Total contributions received or receivable from participants2011-12-31$5,894
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$950
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-21,030
Net plan assets at end of year (total assets less liabilities)2011-12-31$22,230
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$43,260
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$2,563
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$158
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SONOMA VALLEY VINTNERS & GROWERS ALLIANCE 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$14,442
Expenses. Total of all expenses incurred2010-12-31$140
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$43,260
Total plan assets at beginning of year2010-12-31$28,958
Total contributions received or receivable from participants2010-12-31$9,058
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$5,384
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$14,302
Net plan assets at end of year (total assets less liabilities)2010-12-31$43,260
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$28,958
Assets. Value of participant loans2010-12-31$9,209
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$140
2009 : SONOMA VALLEY VINTNERS & GROWERS ALLIANCE 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SONOMA VALLEY VINTNERS & GROWERS ALLIANCE 401(K) PLAN

2012: SONOMA VALLEY VINTNERS & GROWERS ALLIANCE 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SONOMA VALLEY VINTNERS & GROWERS ALLIANCE 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SONOMA VALLEY VINTNERS & GROWERS ALLIANCE 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1