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MESA WINES 401(K) PLAN 401k Plan overview

Plan NameMESA WINES 401(K) PLAN
Plan identification number 001

MESA WINES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

MESA GP LLC has sponsored the creation of one or more 401k plans.

Company Name:MESA GP LLC
Employer identification number (EIN):270128020
NAIC Classification:312130
NAIC Description:Wineries

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MESA WINES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01RHONDA LUERA2020-10-15
0012018-01-01RHONDA LUERA2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01RHONDA LUERA
0012013-01-01RHONDA LUERA RHONDA LUERA2014-05-02
0012012-01-01RHONDA LUERA RHONDA LUERA2013-09-23

Plan Statistics for MESA WINES 401(K) PLAN

401k plan membership statisitcs for MESA WINES 401(K) PLAN

Measure Date Value
2017: MESA WINES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0135
Total number of active participants reported on line 7a of the Form 55002017-01-0128
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0134
Number of participants with account balances2017-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MESA WINES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0132
Total number of active participants reported on line 7a of the Form 55002016-01-0132
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0135
Number of participants with account balances2016-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MESA WINES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0129
Total number of active participants reported on line 7a of the Form 55002015-01-0130
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0134
Number of participants with account balances2015-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MESA WINES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0136
Total number of active participants reported on line 7a of the Form 55002014-01-0125
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0128
Number of participants with account balances2014-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MESA WINES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0131
Total number of active participants reported on line 7a of the Form 55002013-01-0131
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0135
Number of participants with account balances2013-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MESA WINES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0138
Total number of active participants reported on line 7a of the Form 55002012-01-0126
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0131
Number of participants with account balances2012-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on MESA WINES 401(K) PLAN

Measure Date Value
2017 : MESA WINES 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$162,812
Expenses. Total of all expenses incurred2017-12-31$33,862
Benefits paid (including direct rollovers)2017-12-31$29,723
Total plan assets at end of year2017-12-31$877,424
Total plan assets at beginning of year2017-12-31$748,474
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$30,319
Other income received2017-12-31$106,710
Net income (gross income less expenses)2017-12-31$128,950
Net plan assets at end of year (total assets less liabilities)2017-12-31$877,424
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$748,474
Assets. Value of participant loans2017-12-31$84,227
Total contributions received or receivable from employer(s)2017-12-31$25,783
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,139
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : MESA WINES 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$121,739
Expenses. Total of all expenses incurred2016-12-31$69,077
Benefits paid (including direct rollovers)2016-12-31$65,758
Total plan assets at end of year2016-12-31$748,474
Total plan assets at beginning of year2016-12-31$695,812
Value of fidelity bond covering the plan2016-12-31$74,900
Total contributions received or receivable from participants2016-12-31$31,596
Other income received2016-12-31$66,774
Net income (gross income less expenses)2016-12-31$52,662
Net plan assets at end of year (total assets less liabilities)2016-12-31$748,474
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$695,812
Assets. Value of participant loans2016-12-31$68,951
Total contributions received or receivable from employer(s)2016-12-31$23,369
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,319
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MESA WINES 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$33,438
Expenses. Total of all expenses incurred2015-12-31$134,822
Benefits paid (including direct rollovers)2015-12-31$99,005
Total plan assets at end of year2015-12-31$695,812
Total plan assets at beginning of year2015-12-31$797,196
Value of fidelity bond covering the plan2015-12-31$69,600
Total contributions received or receivable from participants2015-12-31$29,342
Other income received2015-12-31$-13,546
Net income (gross income less expenses)2015-12-31$-101,384
Net plan assets at end of year (total assets less liabilities)2015-12-31$695,812
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$797,196
Assets. Value of participant loans2015-12-31$53,151
Total contributions received or receivable from employer(s)2015-12-31$17,642
Value of certain deemed distributions of participant loans2015-12-31$32,384
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,433
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : MESA WINES 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$116,912
Expenses. Total of all expenses incurred2014-12-31$24,813
Benefits paid (including direct rollovers)2014-12-31$17,376
Total plan assets at end of year2014-12-31$797,196
Total plan assets at beginning of year2014-12-31$705,097
Total contributions received or receivable from participants2014-12-31$41,673
Other income received2014-12-31$48,517
Net income (gross income less expenses)2014-12-31$92,099
Net plan assets at end of year (total assets less liabilities)2014-12-31$797,196
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$705,097
Assets. Value of participant loans2014-12-31$96,623
Total contributions received or receivable from employer(s)2014-12-31$26,722
Value of certain deemed distributions of participant loans2014-12-31$3,893
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,544
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : MESA WINES 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$156,905
Expenses. Total of all expenses incurred2013-12-31$4,536
Benefits paid (including direct rollovers)2013-12-31$1,675
Total plan assets at end of year2013-12-31$705,097
Total plan assets at beginning of year2013-12-31$552,728
Total contributions received or receivable from participants2013-12-31$37,211
Other income received2013-12-31$91,000
Net income (gross income less expenses)2013-12-31$152,369
Net plan assets at end of year (total assets less liabilities)2013-12-31$705,097
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$552,728
Assets. Value of participant loans2013-12-31$96,021
Total contributions received or receivable from employer(s)2013-12-31$28,694
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,861
2012 : MESA WINES 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$118,768
Expenses. Total of all expenses incurred2012-12-31$78,632
Benefits paid (including direct rollovers)2012-12-31$76,625
Total plan assets at end of year2012-12-31$552,728
Total plan assets at beginning of year2012-12-31$512,592
Total contributions received or receivable from participants2012-12-31$42,657
Other income received2012-12-31$44,095
Net income (gross income less expenses)2012-12-31$40,136
Net plan assets at end of year (total assets less liabilities)2012-12-31$552,728
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$512,592
Assets. Value of participant loans2012-12-31$57,485
Total contributions received or receivable from employer(s)2012-12-31$32,016
Value of certain deemed distributions of participant loans2012-12-31$571
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,436
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for MESA WINES 401(K) PLAN

2017: MESA WINES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MESA WINES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MESA WINES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MESA WINES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MESA WINES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MESA WINES 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number105338
Policy instance 1
Insurance contract or identification number105338
Number of Individuals Covered35
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,946
Total amount of fees paid to insurance companyUSD $675
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,854
Insurance broker organization code?3
Amount paid for insurance broker fees675
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameMORGAN STANLEY SMITH BARNEY, LLC

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