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Plan Name | E. & J. GALLO WINERY RETIREMENT PLAN |
Plan identification number | 011 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
011 | 2022-01-01 | ||||
011 | 2021-01-01 | ||||
011 | 2021-01-01 | ||||
011 | 2020-01-01 | ||||
011 | 2019-01-01 | ||||
011 | 2018-01-01 | DAVID PIERCE | ALLEN DOTY | 2019-07-10 | |
011 | 2017-01-01 | DAVID PIERCE | ALLEN DOTY | 2018-07-11 | |
011 | 2016-01-01 | DAVID M. PIERCE | ALLEN DOTY | 2017-07-06 | |
011 | 2015-01-01 | DAVID PIERCE | ALLEN DOTY | 2016-07-21 | |
011 | 2014-01-01 | DAVID PIERCE | ALLEN DOTY | 2015-07-20 | |
011 | 2013-01-01 | DAVID PIERCE | ALLEN DOTY | 2014-09-03 | |
011 | 2012-01-01 | DOUG VILAS | ALLEN DOTY | 2013-07-15 | |
011 | 2011-01-01 | DOUG VILAS | ALLEN DOTY | 2012-07-17 | |
011 | 2010-01-01 | DOUG VILAS | ALLEN DOTY | 2011-07-14 | |
011 | 2009-01-01 | DOUG VILAS | ALLEN DOTY | 2010-08-18 |
Measure | Date | Value |
---|---|---|
2022: E. & J. GALLO WINERY RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 6,676 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4,689 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 140 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 2,438 |
Total of all active and inactive participants | 2022-01-01 | 7,267 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 35 |
Total participants | 2022-01-01 | 7,302 |
Number of participants with account balances | 2022-01-01 | 7,192 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 126 |
2021: E. & J. GALLO WINERY RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 6,024 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4,394 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 127 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2,127 |
Total of all active and inactive participants | 2021-01-01 | 6,648 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 28 |
Total participants | 2021-01-01 | 6,676 |
Number of participants with account balances | 2021-01-01 | 6,608 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 211 |
2020: E. & J. GALLO WINERY RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 5,850 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4,353 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 121 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1,526 |
Total of all active and inactive participants | 2020-01-01 | 6,000 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 24 |
Total participants | 2020-01-01 | 6,024 |
Number of participants with account balances | 2020-01-01 | 5,979 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 96 |
2019: E. & J. GALLO WINERY RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 5,653 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4,230 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 115 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1,486 |
Total of all active and inactive participants | 2019-01-01 | 5,831 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 19 |
Total participants | 2019-01-01 | 5,850 |
Number of participants with account balances | 2019-01-01 | 5,806 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 144 |
2018: E. & J. GALLO WINERY RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 5,410 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4,213 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 111 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1,312 |
Total of all active and inactive participants | 2018-01-01 | 5,636 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 17 |
Total participants | 2018-01-01 | 5,653 |
Number of participants with account balances | 2018-01-01 | 5,539 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 150 |
2017: E. & J. GALLO WINERY RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 5,137 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4,142 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 97 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1,157 |
Total of all active and inactive participants | 2017-01-01 | 5,396 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 14 |
Total participants | 2017-01-01 | 5,410 |
Number of participants with account balances | 2017-01-01 | 5,359 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 108 |
2016: E. & J. GALLO WINERY RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 4,845 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3,985 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 95 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1,046 |
Total of all active and inactive participants | 2016-01-01 | 5,126 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 11 |
Total participants | 2016-01-01 | 5,137 |
Number of participants with account balances | 2016-01-01 | 5,094 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 114 |
2015: E. & J. GALLO WINERY RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 4,493 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3,802 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 66 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 965 |
Total of all active and inactive participants | 2015-01-01 | 4,833 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 12 |
Total participants | 2015-01-01 | 4,845 |
Number of participants with account balances | 2015-01-01 | 4,714 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 78 |
2014: E. & J. GALLO WINERY RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 4,206 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3,539 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 57 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 885 |
Total of all active and inactive participants | 2014-01-01 | 4,481 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 12 |
Total participants | 2014-01-01 | 4,493 |
Number of participants with account balances | 2014-01-01 | 4,440 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 64 |
2013: E. & J. GALLO WINERY RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 4,034 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3,351 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 48 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 799 |
Total of all active and inactive participants | 2013-01-01 | 4,198 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 8 |
Total participants | 2013-01-01 | 4,206 |
Number of participants with account balances | 2013-01-01 | 4,148 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 87 |
2012: E. & J. GALLO WINERY RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 3,916 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3,226 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 41 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 760 |
Total of all active and inactive participants | 2012-01-01 | 4,027 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 7 |
Total participants | 2012-01-01 | 4,034 |
Number of participants with account balances | 2012-01-01 | 3,991 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 73 |
2011: E. & J. GALLO WINERY RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 3,164 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3,093 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 39 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 776 |
Total of all active and inactive participants | 2011-01-01 | 3,908 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 8 |
Total participants | 2011-01-01 | 3,916 |
Number of participants with account balances | 2011-01-01 | 3,870 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 143 |
2010: E. & J. GALLO WINERY RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 3,150 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2,546 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 32 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 580 |
Total of all active and inactive participants | 2010-01-01 | 3,158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 6 |
Total participants | 2010-01-01 | 3,164 |
Number of participants with account balances | 2010-01-01 | 3,116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 127 |
2009: E. & J. GALLO WINERY RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 3,471 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2,587 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 28 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 527 |
Total of all active and inactive participants | 2009-01-01 | 3,142 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 8 |
Total participants | 2009-01-01 | 3,150 |
Number of participants with account balances | 2009-01-01 | 3,106 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 79 |
Measure | Date | Value |
---|---|---|
2022 : E. & J. GALLO WINERY RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $82,785,161 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $81,948,594 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $14,283 |
Value of total corrective distributions | 2022-12-31 | $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 year | 2022-12-31 | $1,384,205,679 |
Value of total assets at beginning of year | 2022-12-31 | $1,621,730,543 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $816,820 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $42,939,357 |
Participant contributions at end of year | 2022-12-31 | $10,307,198 |
Participant contributions at beginning of year | 2022-12-31 | $10,867,699 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $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 elsewhere | 2022-12-31 | $33,901 |
Administrative expenses (other) incurred | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Interest on participant loans | 2022-12-31 | $501,118 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $1,350,083,150 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $1,587,291,649 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $35,949,032 |
Employer contributions (assets) at end of year | 2022-12-31 | $23,815,331 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $23,562,279 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $81,915,690 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2022-12-31 | 953705481 |
2021 : E. & J. GALLO WINERY RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $1,519,345 |
Total transfer of assets from this plan | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $70,168,421 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $69,338,916 |
Value of total corrective distributions | 2021-12-31 | $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 year | 2021-12-31 | $1,621,730,543 |
Value of total assets at beginning of year | 2021-12-31 | $1,392,582,349 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $814,397 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $41,749,596 |
Participant contributions at end of year | 2021-12-31 | $10,867,699 |
Participant contributions at beginning of year | 2021-12-31 | $10,678,151 |
Participant contributions at end of year | 2021-12-31 | $8,916 |
Participant contributions at beginning of year | 2021-12-31 | $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 elsewhere | 2021-12-31 | $101,783 |
Administrative expenses (other) incurred | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Interest on participant loans | 2021-12-31 | $556,496 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $1,587,291,649 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $1,359,797,337 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $35,259,878 |
Employer contributions (assets) at end of year | 2021-12-31 | $23,562,279 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $22,106,861 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $69,243,998 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2021-12-31 | 953705481 |
2020 : E. & J. GALLO WINERY RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $437,935 |
Total transfer of assets from this plan | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $62,386,484 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $61,628,526 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $73,134 |
Value of total corrective distributions | 2020-12-31 | $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 year | 2020-12-31 | $1,392,582,349 |
Value of total assets at beginning of year | 2020-12-31 | $1,216,846,757 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $683,875 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $37,368,184 |
Participant contributions at end of year | 2020-12-31 | $10,678,151 |
Participant contributions at beginning of year | 2020-12-31 | $10,989,957 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $4,119 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $2,957,140 |
Other income not declared elsewhere | 2020-12-31 | $67,654 |
Administrative expenses (other) incurred | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Interest on participant loans | 2020-12-31 | $588,314 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $1,359,797,337 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $1,185,197,650 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $32,795,049 |
Employer contributions (assets) at end of year | 2020-12-31 | $22,106,861 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $20,655,031 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $61,628,526 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2020-12-31 | 953705481 |
2019 : E. & J. GALLO WINERY RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $188,552 |
Total transfer of assets from this plan | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $58,664,001 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $58,012,648 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $22,715 |
Value of total corrective distributions | 2019-12-31 | $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 year | 2019-12-31 | $1,216,846,757 |
Value of total assets at beginning of year | 2019-12-31 | $995,595,130 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $623,360 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $34,450,681 |
Participant contributions at end of year | 2019-12-31 | $10,989,957 |
Participant contributions at beginning of year | 2019-12-31 | $10,532,136 |
Participant contributions at end of year | 2019-12-31 | $4,119 |
Participant contributions at beginning of year | 2019-12-31 | $606 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,852,472 |
Administrative expenses (other) incurred | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Interest on participant loans | 2019-12-31 | $578,243 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $1,185,197,650 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $964,596,913 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $30,790,741 |
Employer contributions (assets) at end of year | 2019-12-31 | $20,655,031 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $20,465,475 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $58,012,648 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2019-12-31 | 953705481 |
2018 : E. & J. GALLO WINERY RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $319,633 |
Total transfer of assets from this plan | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $60,882,156 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $60,273,353 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $32,089 |
Value of total corrective distributions | 2018-12-31 | $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 year | 2018-12-31 | $995,595,130 |
Value of total assets at beginning of year | 2018-12-31 | $1,041,365,642 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $576,707 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $31,719,694 |
Participant contributions at end of year | 2018-12-31 | $10,532,136 |
Participant contributions at beginning of year | 2018-12-31 | $10,178,660 |
Participant contributions at end of year | 2018-12-31 | $606 |
Participant contributions at beginning of year | 2018-12-31 | $856,138 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $3,822,433 |
Administrative expenses (other) incurred | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Interest on participant loans | 2018-12-31 | $516,371 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $964,596,913 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $1,010,790,818 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $29,155,649 |
Employer contributions (assets) at end of year | 2018-12-31 | $20,465,475 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $19,540,026 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $60,273,353 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2018-12-31 | 953705481 |
2017 : E. & J. GALLO WINERY RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $280,643 |
Total transfer of assets from this plan | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $64,591,200 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $64,167,696 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $15,744 |
Value of total corrective distributions | 2017-12-31 | $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 year | 2017-12-31 | $1,041,365,642 |
Value of total assets at beginning of year | 2017-12-31 | $902,168,414 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $407,595 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $28,665,592 |
Participant contributions at end of year | 2017-12-31 | $10,178,660 |
Participant contributions at beginning of year | 2017-12-31 | $9,514,650 |
Participant contributions at end of year | 2017-12-31 | $856,138 |
Participant contributions at beginning of year | 2017-12-31 | $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 elsewhere | 2017-12-31 | $204 |
Administrative expenses (other) incurred | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Interest on participant loans | 2017-12-31 | $410,352 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $1,010,790,818 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $874,902,207 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $27,342,534 |
Employer contributions (assets) at end of year | 2017-12-31 | $19,540,026 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $17,750,012 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $64,167,433 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2017-12-31 | 953705481 |
2016 : E. & J. GALLO WINERY RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $299,973 |
Total transfer of assets from this plan | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $37,771,431 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $37,456,770 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $25,096 |
Value of total corrective distributions | 2016-12-31 | $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 year | 2016-12-31 | $902,168,414 |
Value of total assets at beginning of year | 2016-12-31 | $824,111,533 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $287,606 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $25,643,415 |
Participant contributions at end of year | 2016-12-31 | $9,514,650 |
Participant contributions at beginning of year | 2016-12-31 | $9,638,115 |
Participant contributions at end of year | 2016-12-31 | $1,545 |
Participant contributions at beginning of year | 2016-12-31 | $4 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,993,609 |
Other income not declared elsewhere | 2016-12-31 | $324 |
Administrative expenses (other) incurred | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Interest on participant loans | 2016-12-31 | $404,410 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $874,902,207 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $798,080,280 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $25,152,674 |
Employer contributions (assets) at end of year | 2016-12-31 | $17,750,012 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $16,393,134 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $37,456,770 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2016-12-31 | 953705481 |
2015 : E. & J. GALLO WINERY RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $218,067 |
Total transfer of assets from this plan | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $48,208,027 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $47,842,976 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $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 year | 2015-12-31 | $824,111,533 |
Value of total assets at beginning of year | 2015-12-31 | $815,439,047 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $324,794 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $23,742,101 |
Participant contributions at end of year | 2015-12-31 | $9,638,115 |
Participant contributions at beginning of year | 2015-12-31 | $9,967,118 |
Participant contributions at end of year | 2015-12-31 | $4 |
Participant contributions at beginning of year | 2015-12-31 | $1,800 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $4,180,014 |
Other income not declared elsewhere | 2015-12-31 | $90 |
Administrative expenses (other) incurred | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Interest on participant loans | 2015-12-31 | $419,004 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $798,080,280 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $790,415,722 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $23,325,413 |
Employer contributions (assets) at end of year | 2015-12-31 | $16,393,134 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $15,054,407 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $47,842,976 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2015-12-31 | 953705481 |
2014 : E. & J. GALLO WINERY RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $908,302 |
Total transfer of assets from this plan | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $43,334,680 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $42,965,183 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $106,730 |
Value of total corrective distributions | 2014-12-31 | $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 year | 2014-12-31 | $815,439,047 |
Value of total assets at beginning of year | 2014-12-31 | $757,554,439 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $262,543 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $21,604,389 |
Participant contributions at end of year | 2014-12-31 | $9,967,118 |
Participant contributions at beginning of year | 2014-12-31 | $9,205,985 |
Participant contributions at end of year | 2014-12-31 | $1,800 |
Participant contributions at beginning of year | 2014-12-31 | $292 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $2,684,349 |
Other income not declared elsewhere | 2014-12-31 | $942 |
Administrative expenses (other) incurred | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Interest on participant loans | 2014-12-31 | $402,985 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $790,415,722 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $734,124,866 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $21,488,373 |
Employer contributions (assets) at end of year | 2014-12-31 | $15,054,407 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $14,223,296 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $42,965,183 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2014-12-31 | 953705481 |
2013 : E. & J. GALLO WINERY RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $288,423 |
Total transfer of assets from this plan | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $39,810,391 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $39,507,893 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $52,550 |
Value of total corrective distributions | 2013-12-31 | $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 year | 2013-12-31 | $757,554,439 |
Value of total assets at beginning of year | 2013-12-31 | $642,437,218 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $248,413 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $20,062,579 |
Participant contributions at end of year | 2013-12-31 | $9,205,985 |
Participant contributions at beginning of year | 2013-12-31 | $8,221,777 |
Participant contributions at end of year | 2013-12-31 | $292 |
Participant contributions at beginning of year | 2013-12-31 | $4,565 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,931,600 |
Other income not declared elsewhere | 2013-12-31 | $2,722 |
Administrative expenses (other) incurred | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Interest on participant loans | 2013-12-31 | $356,166 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $734,124,866 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $620,640,125 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $20,150,381 |
Employer contributions (assets) at end of year | 2013-12-31 | $14,223,296 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $13,570,751 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $39,507,893 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2013-12-31 | 953705481 |
2012 : E. & J. GALLO WINERY RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $1,026,348 |
Total transfer of assets from this plan | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $34,953,225 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $34,697,961 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $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 year | 2012-12-31 | $642,437,218 |
Value of total assets at beginning of year | 2012-12-31 | $573,345,652 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $225,637 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $18,733,134 |
Participant contributions at end of year | 2012-12-31 | $8,221,777 |
Participant contributions at beginning of year | 2012-12-31 | $7,985,378 |
Participant contributions at end of year | 2012-12-31 | $4,565 |
Participant contributions at beginning of year | 2012-12-31 | $1,811 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $2,522,729 |
Other income not declared elsewhere | 2012-12-31 | $3,314 |
Administrative expenses (other) incurred | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Interest on participant loans | 2012-12-31 | $350,226 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $620,640,125 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $552,657,480 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $19,177,389 |
Employer contributions (assets) at end of year | 2012-12-31 | $13,570,751 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $12,700,983 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $34,697,961 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2012-12-31 | 953705481 |
2011 : E. & J. GALLO WINERY RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $28,003,742 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $27,723,928 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $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 year | 2011-12-31 | $573,345,652 |
Value of total assets at beginning of year | 2011-12-31 | $526,702,428 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $273,545 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $15,801,101 |
Participant contributions at end of year | 2011-12-31 | $7,985,378 |
Participant contributions at beginning of year | 2011-12-31 | $6,572,806 |
Participant contributions at end of year | 2011-12-31 | $1,811 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $667,617 |
Other income not declared elsewhere | 2011-12-31 | $8,609 |
Administrative expenses (other) incurred | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Interest on participant loans | 2011-12-31 | $310,058 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $552,657,480 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $509,639,675 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $17,910,768 |
Employer contributions (assets) at end of year | 2011-12-31 | $12,700,983 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $10,489,947 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $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 2520.101-3 | 2011-12-31 | Yes |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2011-12-31 | 953705481 |
2010 : E. & J. GALLO WINERY RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $43,712,561 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $526,702,428 |
Value of total assets at beginning of year | 2010-12-31 | $486,912,438 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $258,638 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $15,125,455 |
Participant contributions at end of year | 2010-12-31 | $6,572,806 |
Participant contributions at beginning of year | 2010-12-31 | $5,883,103 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $95 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $564,762 |
Other income not declared elsewhere | 2010-12-31 | $4,901 |
Administrative expenses (other) incurred | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Interest on participant loans | 2010-12-31 | $309,639 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $509,639,675 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $470,375,349 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $15,593,884 |
Employer contributions (assets) at end of year | 2010-12-31 | $10,489,947 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $10,653,891 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $43,453,923 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BARBICH HOOPER KING DILL HOFFMAN AC |
Accountancy firm EIN | 2010-12-31 | 953705481 |
2022: E. & J. GALLO WINERY RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: E. & J. GALLO WINERY RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: E. & J. GALLO WINERY RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: E. & J. GALLO WINERY RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: E. & J. GALLO WINERY RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: E. & J. GALLO WINERY RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: E. & J. GALLO WINERY RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: E. & J. GALLO WINERY RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: E. & J. GALLO WINERY RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: E. & J. GALLO WINERY RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: E. & J. GALLO WINERY RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: E. & J. GALLO WINERY RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: E. & J. GALLO WINERY RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: E. & J. GALLO WINERY RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |