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| Plan Name | KELEVI CELLARS INDIVIDUAL 401K PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | KELEVI CELLARS LESLIE G. ROBERTS |
| Employer identification number (EIN): | 770408772 |
| NAIC Classification: | 312130 |
| NAIC Description: | Wineries |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ||||
| 002 | 2022-01-01 | ||||
| 002 | 2021-01-01 | ||||
| 002 | 2020-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2024 : KELEVI CELLARS INDIVIDUAL 401K PLAN 2024 401k financial data | ||
| Net assets as of the end of the plan year | 2024-07-12 | 867246 |
| Total assets as of the beginning of the plan year | 2024-07-12 | 642670 |
| Other income to plan in this plan year | 2024-07-12 | 106604 |
| Plan net income in this plan year | 2024-07-12 | 224576 |
| Net assets as of the end of the plan year | 2024-07-12 | 867246 |
| Net assets as of the beginning of the plan year | 2024-07-12 | 642670 |
| Employer contributions to plan in this plan year | 2024-07-12 | 117972 |
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