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Plan Name | COSTELLO WINES LLC 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | COSTELLO WINES LLC |
Employer identification number (EIN): | 133989840 |
NAIC Classification: | 541990 |
NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about COSTELLO WINES LLC
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1998-02-26 |
Company Identification Number: | 2232640 |
Legal Registered Office Address: |
350 FIFTH AVENUE SUITE 7218 NEW YORK United States of America (USA) 10118 |
More information about COSTELLO WINES LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2015-01-01 | GREG COSTELLO | 2016-09-06 | ||
001 | 2014-01-01 | GREG COSTELLO | 2015-07-15 | ||
001 | 2013-01-01 | GREG COSTELLO | 2014-10-07 | ||
001 | 2012-01-01 | GREG COSTELLO | 2013-09-27 | ||
001 | 2011-01-01 | DANIEL DEVER | |||
001 | 2009-01-01 | GREGORY COSTELLO |
Measure | Date | Value |
---|---|---|
2011: COSTELLO WINES LLC 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 5 |
Number of participants with account balances | 2011-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: COSTELLO WINES LLC 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 5 |
Number of participants with account balances | 2009-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : COSTELLO WINES LLC 401(K) PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $-612 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $471,963 |
Total plan assets at beginning of year | 2011-12-31 | $472,575 |
Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
Total contributions received or receivable from participants | 2011-12-31 | $3,690 |
Other income received | 2011-12-31 | $-4,302 |
Net income (gross income less expenses) | 2011-12-31 | $-612 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $471,963 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $472,575 |
Assets. Value of participant loans | 2011-12-31 | $34,052 |
2010 : COSTELLO WINES LLC 401(K) PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $168,859 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,545 |
Total plan assets at end of year | 2010-12-31 | $472,575 |
Total plan assets at beginning of year | 2010-12-31 | $305,261 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Total contributions received or receivable from participants | 2010-12-31 | $9,301 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,545 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $95,487 |
Other income received | 2010-12-31 | $62,729 |
Net income (gross income less expenses) | 2010-12-31 | $167,314 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $472,575 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $305,261 |
Assets. Value of participant loans | 2010-12-31 | $33,693 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $1,342 |
2011: COSTELLO WINES LLC 401(K) 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 | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: COSTELLO WINES LLC 401(K) 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 | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |