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E. & J. GALLO WINERY RETIREMENT PLAN 401k Plan overview

Plan NameE. & J. GALLO WINERY RETIREMENT PLAN
Plan identification number 011

E. & J. GALLO WINERY RETIREMENT 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

E. & J. GALLO WINERY has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan E. & J. GALLO WINERY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0112022-01-01
0112021-01-01
0112021-01-01
0112020-01-01
0112019-01-01
0112018-01-01DAVID PIERCE ALLEN DOTY2019-07-10
0112017-01-01DAVID PIERCE ALLEN DOTY2018-07-11
0112016-01-01DAVID M. PIERCE ALLEN DOTY2017-07-06
0112015-01-01DAVID PIERCE ALLEN DOTY2016-07-21
0112014-01-01DAVID PIERCE ALLEN DOTY2015-07-20
0112013-01-01DAVID PIERCE ALLEN DOTY2014-09-03
0112012-01-01DOUG VILAS ALLEN DOTY2013-07-15
0112011-01-01DOUG VILAS ALLEN DOTY2012-07-17
0112010-01-01DOUG VILAS ALLEN DOTY2011-07-14
0112009-01-01DOUG VILAS ALLEN DOTY2010-08-18

Plan Statistics for E. & J. GALLO WINERY RETIREMENT PLAN

401k plan membership statisitcs for E. & J. GALLO WINERY RETIREMENT PLAN

Measure Date Value
2022: E. & J. GALLO WINERY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016,676
Total number of active participants reported on line 7a of the Form 55002022-01-014,689
Number of retired or separated participants receiving benefits2022-01-01140
Number of other retired or separated participants entitled to future benefits2022-01-012,438
Total of all active and inactive participants2022-01-017,267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0135
Total participants2022-01-017,302
Number of participants with account balances2022-01-017,192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01126
2021: E. & J. GALLO WINERY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,024
Total number of active participants reported on line 7a of the Form 55002021-01-014,394
Number of retired or separated participants receiving benefits2021-01-01127
Number of other retired or separated participants entitled to future benefits2021-01-012,127
Total of all active and inactive participants2021-01-016,648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0128
Total participants2021-01-016,676
Number of participants with account balances2021-01-016,608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01211
2020: E. & J. GALLO WINERY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,850
Total number of active participants reported on line 7a of the Form 55002020-01-014,353
Number of retired or separated participants receiving benefits2020-01-01121
Number of other retired or separated participants entitled to future benefits2020-01-011,526
Total of all active and inactive participants2020-01-016,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0124
Total participants2020-01-016,024
Number of participants with account balances2020-01-015,979
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0196
2019: E. & J. GALLO WINERY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,653
Total number of active participants reported on line 7a of the Form 55002019-01-014,230
Number of retired or separated participants receiving benefits2019-01-01115
Number of other retired or separated participants entitled to future benefits2019-01-011,486
Total of all active and inactive participants2019-01-015,831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0119
Total participants2019-01-015,850
Number of participants with account balances2019-01-015,806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01144
2018: E. & J. GALLO WINERY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,410
Total number of active participants reported on line 7a of the Form 55002018-01-014,213
Number of retired or separated participants receiving benefits2018-01-01111
Number of other retired or separated participants entitled to future benefits2018-01-011,312
Total of all active and inactive participants2018-01-015,636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0117
Total participants2018-01-015,653
Number of participants with account balances2018-01-015,539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01150
2017: E. & J. GALLO WINERY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,137
Total number of active participants reported on line 7a of the Form 55002017-01-014,142
Number of retired or separated participants receiving benefits2017-01-0197
Number of other retired or separated participants entitled to future benefits2017-01-011,157
Total of all active and inactive participants2017-01-015,396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0114
Total participants2017-01-015,410
Number of participants with account balances2017-01-015,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01108
2016: E. & J. GALLO WINERY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,845
Total number of active participants reported on line 7a of the Form 55002016-01-013,985
Number of retired or separated participants receiving benefits2016-01-0195
Number of other retired or separated participants entitled to future benefits2016-01-011,046
Total of all active and inactive participants2016-01-015,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0111
Total participants2016-01-015,137
Number of participants with account balances2016-01-015,094
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01114
2015: E. & J. GALLO WINERY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,493
Total number of active participants reported on line 7a of the Form 55002015-01-013,802
Number of retired or separated participants receiving benefits2015-01-0166
Number of other retired or separated participants entitled to future benefits2015-01-01965
Total of all active and inactive participants2015-01-014,833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-014,845
Number of participants with account balances2015-01-014,714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0178
2014: E. & J. GALLO WINERY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,206
Total number of active participants reported on line 7a of the Form 55002014-01-013,539
Number of retired or separated participants receiving benefits2014-01-0157
Number of other retired or separated participants entitled to future benefits2014-01-01885
Total of all active and inactive participants2014-01-014,481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0112
Total participants2014-01-014,493
Number of participants with account balances2014-01-014,440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0164
2013: E. & J. GALLO WINERY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,034
Total number of active participants reported on line 7a of the Form 55002013-01-013,351
Number of retired or separated participants receiving benefits2013-01-0148
Number of other retired or separated participants entitled to future benefits2013-01-01799
Total of all active and inactive participants2013-01-014,198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-014,206
Number of participants with account balances2013-01-014,148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0187
2012: E. & J. GALLO WINERY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,916
Total number of active participants reported on line 7a of the Form 55002012-01-013,226
Number of retired or separated participants receiving benefits2012-01-0141
Number of other retired or separated participants entitled to future benefits2012-01-01760
Total of all active and inactive participants2012-01-014,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-014,034
Number of participants with account balances2012-01-013,991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0173
2011: E. & J. GALLO WINERY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,164
Total number of active participants reported on line 7a of the Form 55002011-01-013,093
Number of retired or separated participants receiving benefits2011-01-0139
Number of other retired or separated participants entitled to future benefits2011-01-01776
Total of all active and inactive participants2011-01-013,908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-018
Total participants2011-01-013,916
Number of participants with account balances2011-01-013,870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01143
2010: E. & J. GALLO WINERY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,150
Total number of active participants reported on line 7a of the Form 55002010-01-012,546
Number of retired or separated participants receiving benefits2010-01-0132
Number of other retired or separated participants entitled to future benefits2010-01-01580
Total of all active and inactive participants2010-01-013,158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-016
Total participants2010-01-013,164
Number of participants with account balances2010-01-013,116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01127
2009: E. & J. GALLO WINERY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,471
Total number of active participants reported on line 7a of the Form 55002009-01-012,587
Number of retired or separated participants receiving benefits2009-01-0128
Number of other retired or separated participants entitled to future benefits2009-01-01527
Total of all active and inactive participants2009-01-013,142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-013,150
Number of participants with account balances2009-01-013,106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0179

Financial Data on E. & J. GALLO WINERY RETIREMENT PLAN

Measure Date Value
2022 : E. & J. GALLO WINERY RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-155,236,884
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$82,785,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$81,948,594
Expenses. Certain deemed distributions of participant loans2022-12-31$14,283
Value of total corrective distributions2022-12-31$5,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$83,121,499
Value of total assets at end of year2022-12-31$1,384,205,679
Value of total assets at beginning of year2022-12-31$1,621,730,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$816,820
Total interest from all sources2022-12-31$501,118
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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$42,939,357
Participant contributions at end of year2022-12-31$10,307,198
Participant contributions at beginning of year2022-12-31$10,867,699
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$8,916
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,233,110
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$32,904
Other income not declared elsewhere2022-12-31$33,901
Administrative expenses (other) incurred2022-12-31$816,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-238,022,045
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,384,205,679
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,621,730,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Interest on participant loans2022-12-31$501,118
Value of interest in master investment trust accounts at end of year2022-12-31$1,350,083,150
Value of interest in master investment trust accounts at beginning of year2022-12-31$1,587,291,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$35,949,032
Employer contributions (assets) at end of year2022-12-31$23,815,331
Employer contributions (assets) at beginning of year2022-12-31$23,562,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$81,915,690
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BARBICH HOOPER KING DILL HOFFMAN AC
Accountancy firm EIN2022-12-31953705481
2021 : E. & J. GALLO WINERY RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1,519,345
Total transfer of assets from this plan2021-12-31$31,040
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$297,828,310
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$70,168,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$69,338,916
Value of total corrective distributions2021-12-31$15,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$101,005,924
Value of total assets at end of year2021-12-31$1,621,730,543
Value of total assets at beginning of year2021-12-31$1,392,582,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$814,397
Total interest from all sources2021-12-31$556,496
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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$41,749,596
Participant contributions at end of year2021-12-31$10,867,699
Participant contributions at beginning of year2021-12-31$10,678,151
Participant contributions at end of year2021-12-31$8,916
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$23,996,450
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$94,918
Other income not declared elsewhere2021-12-31$101,783
Administrative expenses (other) incurred2021-12-31$814,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$227,659,889
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,621,730,543
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,392,582,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest on participant loans2021-12-31$556,496
Value of interest in master investment trust accounts at end of year2021-12-31$1,587,291,649
Value of interest in master investment trust accounts at beginning of year2021-12-31$1,359,797,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$35,259,878
Employer contributions (assets) at end of year2021-12-31$23,562,279
Employer contributions (assets) at beginning of year2021-12-31$22,106,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$69,243,998
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BARBICH HOOPER KING DILL HOFFMAN AC
Accountancy firm EIN2021-12-31953705481
2020 : E. & J. GALLO WINERY RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$437,935
Total transfer of assets from this plan2020-12-31$46,653
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$237,730,794
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$62,386,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$61,628,526
Expenses. Certain deemed distributions of participant loans2020-12-31$73,134
Value of total corrective distributions2020-12-31$949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$73,120,373
Value of total assets at end of year2020-12-31$1,392,582,349
Value of total assets at beginning of year2020-12-31$1,216,846,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$683,875
Total interest from all sources2020-12-31$588,314
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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$37,368,184
Participant contributions at end of year2020-12-31$10,678,151
Participant contributions at beginning of year2020-12-31$10,989,957
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$4,119
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,957,140
Other income not declared elsewhere2020-12-31$67,654
Administrative expenses (other) incurred2020-12-31$683,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$175,344,310
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,392,582,349
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,216,846,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Interest on participant loans2020-12-31$588,314
Value of interest in master investment trust accounts at end of year2020-12-31$1,359,797,337
Value of interest in master investment trust accounts at beginning of year2020-12-31$1,185,197,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$32,795,049
Employer contributions (assets) at end of year2020-12-31$22,106,861
Employer contributions (assets) at beginning of year2020-12-31$20,655,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$61,628,526
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BARBICH HOOPER KING DILL HOFFMAN AC
Accountancy firm EIN2020-12-31953705481
2019 : E. & J. GALLO WINERY RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$188,552
Total transfer of assets from this plan2019-12-31$99,449
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$279,826,525
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$58,664,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$58,012,648
Expenses. Certain deemed distributions of participant loans2019-12-31$22,715
Value of total corrective distributions2019-12-31$5,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$69,093,894
Value of total assets at end of year2019-12-31$1,216,846,757
Value of total assets at beginning of year2019-12-31$995,595,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$623,360
Total interest from all sources2019-12-31$578,243
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 year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$34,450,681
Participant contributions at end of year2019-12-31$10,989,957
Participant contributions at beginning of year2019-12-31$10,532,136
Participant contributions at end of year2019-12-31$4,119
Participant contributions at beginning of year2019-12-31$606
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,852,472
Administrative expenses (other) incurred2019-12-31$623,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$221,162,524
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,216,846,757
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$995,595,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest on participant loans2019-12-31$578,243
Value of interest in master investment trust accounts at end of year2019-12-31$1,185,197,650
Value of interest in master investment trust accounts at beginning of year2019-12-31$964,596,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$30,790,741
Employer contributions (assets) at end of year2019-12-31$20,655,031
Employer contributions (assets) at beginning of year2019-12-31$20,465,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$58,012,648
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BARBICH HOOPER KING DILL HOFFMAN AC
Accountancy firm EIN2019-12-31953705481
2018 : E. & J. GALLO WINERY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$319,633
Total transfer of assets from this plan2018-12-31$2,295
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$14,794,306
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$60,882,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$60,273,353
Expenses. Certain deemed distributions of participant loans2018-12-31$32,089
Value of total corrective distributions2018-12-31$7
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$64,697,776
Value of total assets at end of year2018-12-31$995,595,130
Value of total assets at beginning of year2018-12-31$1,041,365,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$576,707
Total interest from all sources2018-12-31$516,371
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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$31,719,694
Participant contributions at end of year2018-12-31$10,532,136
Participant contributions at beginning of year2018-12-31$10,178,660
Participant contributions at end of year2018-12-31$606
Participant contributions at beginning of year2018-12-31$856,138
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,822,433
Administrative expenses (other) incurred2018-12-31$576,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-46,087,850
Value of net assets at end of year (total assets less liabilities)2018-12-31$995,595,130
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,041,365,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest on participant loans2018-12-31$516,371
Value of interest in master investment trust accounts at end of year2018-12-31$964,596,913
Value of interest in master investment trust accounts at beginning of year2018-12-31$1,010,790,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$29,155,649
Employer contributions (assets) at end of year2018-12-31$20,465,475
Employer contributions (assets) at beginning of year2018-12-31$19,540,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$60,273,353
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BARBICH HOOPER KING DILL HOFFMAN AC
Accountancy firm EIN2018-12-31953705481
2017 : E. & J. GALLO WINERY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$280,643
Total transfer of assets from this plan2017-12-31$243,636
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$203,751,421
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$64,591,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$64,167,696
Expenses. Certain deemed distributions of participant loans2017-12-31$15,744
Value of total corrective distributions2017-12-31$165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$58,593,438
Value of total assets at end of year2017-12-31$1,041,365,642
Value of total assets at beginning of year2017-12-31$902,168,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$407,595
Total interest from all sources2017-12-31$410,352
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$28,665,592
Participant contributions at end of year2017-12-31$10,178,660
Participant contributions at beginning of year2017-12-31$9,514,650
Participant contributions at end of year2017-12-31$856,138
Participant contributions at beginning of year2017-12-31$1,545
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,585,312
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$263
Other income not declared elsewhere2017-12-31$204
Administrative expenses (other) incurred2017-12-31$407,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$139,160,221
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,041,365,642
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$902,168,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest on participant loans2017-12-31$410,352
Value of interest in master investment trust accounts at end of year2017-12-31$1,010,790,818
Value of interest in master investment trust accounts at beginning of year2017-12-31$874,902,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$27,342,534
Employer contributions (assets) at end of year2017-12-31$19,540,026
Employer contributions (assets) at beginning of year2017-12-31$17,750,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$64,167,433
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BARBICH HOOPER KING DILL HOFFMAN AC
Accountancy firm EIN2017-12-31953705481
2016 : E. & J. GALLO WINERY RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$299,973
Total transfer of assets from this plan2016-12-31$718,753
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$116,247,092
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$37,771,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$37,456,770
Expenses. Certain deemed distributions of participant loans2016-12-31$25,096
Value of total corrective distributions2016-12-31$1,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$52,789,698
Value of total assets at end of year2016-12-31$902,168,414
Value of total assets at beginning of year2016-12-31$824,111,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$287,606
Total interest from all sources2016-12-31$404,410
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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$25,643,415
Participant contributions at end of year2016-12-31$9,514,650
Participant contributions at beginning of year2016-12-31$9,638,115
Participant contributions at end of year2016-12-31$1,545
Participant contributions at beginning of year2016-12-31$4
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,993,609
Other income not declared elsewhere2016-12-31$324
Administrative expenses (other) incurred2016-12-31$287,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$78,475,661
Value of net assets at end of year (total assets less liabilities)2016-12-31$902,168,414
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$824,111,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest on participant loans2016-12-31$404,410
Value of interest in master investment trust accounts at end of year2016-12-31$874,902,207
Value of interest in master investment trust accounts at beginning of year2016-12-31$798,080,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$25,152,674
Employer contributions (assets) at end of year2016-12-31$17,750,012
Employer contributions (assets) at beginning of year2016-12-31$16,393,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$37,456,770
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BARBICH HOOPER KING DILL HOFFMAN AC
Accountancy firm EIN2016-12-31953705481
2015 : E. & J. GALLO WINERY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$218,067
Total transfer of assets from this plan2015-12-31$181,618
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$56,844,064
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$48,208,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$47,842,976
Expenses. Certain deemed distributions of participant loans2015-12-31$40,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$51,247,528
Value of total assets at end of year2015-12-31$824,111,533
Value of total assets at beginning of year2015-12-31$815,439,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$324,794
Total interest from all sources2015-12-31$419,004
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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$23,742,101
Participant contributions at end of year2015-12-31$9,638,115
Participant contributions at beginning of year2015-12-31$9,967,118
Participant contributions at end of year2015-12-31$4
Participant contributions at beginning of year2015-12-31$1,800
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,180,014
Other income not declared elsewhere2015-12-31$90
Administrative expenses (other) incurred2015-12-31$324,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$8,636,037
Value of net assets at end of year (total assets less liabilities)2015-12-31$824,111,533
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$815,439,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest on participant loans2015-12-31$419,004
Value of interest in master investment trust accounts at end of year2015-12-31$798,080,280
Value of interest in master investment trust accounts at beginning of year2015-12-31$790,415,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$23,325,413
Employer contributions (assets) at end of year2015-12-31$16,393,134
Employer contributions (assets) at beginning of year2015-12-31$15,054,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$47,842,976
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BARBICH HOOPER KING DILL HOFFMAN AC
Accountancy firm EIN2015-12-31953705481
2014 : E. & J. GALLO WINERY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$908,302
Total transfer of assets from this plan2014-12-31$65,182
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$100,376,168
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$43,334,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$42,965,183
Expenses. Certain deemed distributions of participant loans2014-12-31$106,730
Value of total corrective distributions2014-12-31$224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$45,777,111
Value of total assets at end of year2014-12-31$815,439,047
Value of total assets at beginning of year2014-12-31$757,554,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$262,543
Total interest from all sources2014-12-31$402,985
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$21,604,389
Participant contributions at end of year2014-12-31$9,967,118
Participant contributions at beginning of year2014-12-31$9,205,985
Participant contributions at end of year2014-12-31$1,800
Participant contributions at beginning of year2014-12-31$292
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,684,349
Other income not declared elsewhere2014-12-31$942
Administrative expenses (other) incurred2014-12-31$262,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$57,041,488
Value of net assets at end of year (total assets less liabilities)2014-12-31$815,439,047
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$757,554,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest on participant loans2014-12-31$402,985
Value of interest in master investment trust accounts at end of year2014-12-31$790,415,722
Value of interest in master investment trust accounts at beginning of year2014-12-31$734,124,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$21,488,373
Employer contributions (assets) at end of year2014-12-31$15,054,407
Employer contributions (assets) at beginning of year2014-12-31$14,223,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$42,965,183
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BARBICH HOOPER KING DILL HOFFMAN AC
Accountancy firm EIN2014-12-31953705481
2013 : E. & J. GALLO WINERY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$288,423
Total transfer of assets from this plan2013-12-31$1,483,672
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$156,122,861
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$39,810,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$39,507,893
Expenses. Certain deemed distributions of participant loans2013-12-31$52,550
Value of total corrective distributions2013-12-31$1,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$42,144,560
Value of total assets at end of year2013-12-31$757,554,439
Value of total assets at beginning of year2013-12-31$642,437,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$248,413
Total interest from all sources2013-12-31$356,166
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$20,062,579
Participant contributions at end of year2013-12-31$9,205,985
Participant contributions at beginning of year2013-12-31$8,221,777
Participant contributions at end of year2013-12-31$292
Participant contributions at beginning of year2013-12-31$4,565
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,931,600
Other income not declared elsewhere2013-12-31$2,722
Administrative expenses (other) incurred2013-12-31$248,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$116,312,470
Value of net assets at end of year (total assets less liabilities)2013-12-31$757,554,439
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$642,437,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest on participant loans2013-12-31$356,166
Value of interest in master investment trust accounts at end of year2013-12-31$734,124,866
Value of interest in master investment trust accounts at beginning of year2013-12-31$620,640,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$20,150,381
Employer contributions (assets) at end of year2013-12-31$14,223,296
Employer contributions (assets) at beginning of year2013-12-31$13,570,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$39,507,893
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BARBICH HOOPER KING DILL HOFFMAN AC
Accountancy firm EIN2013-12-31953705481
2012 : E. & J. GALLO WINERY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$1,026,348
Total transfer of assets from this plan2012-12-31$3,232,877
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$106,251,320
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$34,953,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$34,697,961
Expenses. Certain deemed distributions of participant loans2012-12-31$29,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$40,433,252
Value of total assets at end of year2012-12-31$642,437,218
Value of total assets at beginning of year2012-12-31$573,345,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$225,637
Total interest from all sources2012-12-31$350,226
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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$18,733,134
Participant contributions at end of year2012-12-31$8,221,777
Participant contributions at beginning of year2012-12-31$7,985,378
Participant contributions at end of year2012-12-31$4,565
Participant contributions at beginning of year2012-12-31$1,811
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,522,729
Other income not declared elsewhere2012-12-31$3,314
Administrative expenses (other) incurred2012-12-31$225,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$71,298,095
Value of net assets at end of year (total assets less liabilities)2012-12-31$642,437,218
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$573,345,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$350,226
Value of interest in master investment trust accounts at end of year2012-12-31$620,640,125
Value of interest in master investment trust accounts at beginning of year2012-12-31$552,657,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$19,177,389
Employer contributions (assets) at end of year2012-12-31$13,570,751
Employer contributions (assets) at beginning of year2012-12-31$12,700,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$34,697,961
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BARBICH HOOPER KING DILL HOFFMAN AC
Accountancy firm EIN2012-12-31953705481
2011 : E. & J. GALLO WINERY RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$36,276,923
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$38,370,043
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$28,003,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$27,723,928
Expenses. Certain deemed distributions of participant loans2011-12-31$6,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$34,379,486
Value of total assets at end of year2011-12-31$573,345,652
Value of total assets at beginning of year2011-12-31$526,702,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$273,545
Total interest from all sources2011-12-31$310,058
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$15,801,101
Participant contributions at end of year2011-12-31$7,985,378
Participant contributions at beginning of year2011-12-31$6,572,806
Participant contributions at end of year2011-12-31$1,811
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$667,617
Other income not declared elsewhere2011-12-31$8,609
Administrative expenses (other) incurred2011-12-31$273,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$10,366,301
Value of net assets at end of year (total assets less liabilities)2011-12-31$573,345,652
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$526,702,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest on participant loans2011-12-31$310,058
Value of interest in master investment trust accounts at end of year2011-12-31$552,657,480
Value of interest in master investment trust accounts at beginning of year2011-12-31$509,639,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$17,910,768
Employer contributions (assets) at end of year2011-12-31$12,700,983
Employer contributions (assets) at beginning of year2011-12-31$10,489,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$27,723,928
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BARBICH HOOPER KING DILL HOFFMAN AC
Accountancy firm EIN2011-12-31953705481
2010 : E. & J. GALLO WINERY RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$83,502,551
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$43,712,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$43,453,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$31,284,101
Value of total assets at end of year2010-12-31$526,702,428
Value of total assets at beginning of year2010-12-31$486,912,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$258,638
Total interest from all sources2010-12-31$309,639
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$15,125,455
Participant contributions at end of year2010-12-31$6,572,806
Participant contributions at beginning of year2010-12-31$5,883,103
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$95
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$564,762
Other income not declared elsewhere2010-12-31$4,901
Administrative expenses (other) incurred2010-12-31$258,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$39,789,990
Value of net assets at end of year (total assets less liabilities)2010-12-31$526,702,428
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$486,912,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$309,639
Value of interest in master investment trust accounts at end of year2010-12-31$509,639,675
Value of interest in master investment trust accounts at beginning of year2010-12-31$470,375,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$15,593,884
Employer contributions (assets) at end of year2010-12-31$10,489,947
Employer contributions (assets) at beginning of year2010-12-31$10,653,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$43,453,923
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BARBICH HOOPER KING DILL HOFFMAN AC
Accountancy firm EIN2010-12-31953705481

Form 5500 Responses for E. & J. GALLO WINERY RETIREMENT PLAN

2022: E. & J. GALLO WINERY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: E. & J. GALLO WINERY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: E. & J. GALLO WINERY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: E. & J. GALLO WINERY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: E. & J. GALLO WINERY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: E. & J. GALLO WINERY RETIREMENT 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: E. & J. GALLO WINERY RETIREMENT 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: E. & J. GALLO WINERY RETIREMENT 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: E. & J. GALLO WINERY RETIREMENT 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: E. & J. GALLO WINERY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: E. & J. GALLO WINERY RETIREMENT 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: E. & J. GALLO WINERY RETIREMENT 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
2010: E. & J. GALLO WINERY RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: E. & J. GALLO WINERY RETIREMENT 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

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