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

Plan NameE. & J. GALLO WINERY UNION RETIREMENT PLAN
Plan identification number 015

E. & J. GALLO WINERY UNION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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)).

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 UNION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0152022-01-01
0152021-01-01
0152021-01-01
0152020-01-01
0152019-01-01
0152018-01-01DAVID PIERCE ALLEN DOTY2019-07-10
0152017-01-01DAVID PIERCE ALLEN DOTY2018-07-11
0152016-01-01DAVID M PIERCE ALLEN DOTY2017-07-06
0152015-01-01DAVID PIERCE ALLEN DOTY2016-07-21
0152014-01-01DAVID PIERCE ALLEN DOTY2015-07-20
0152013-01-01DAVID PIERCE ALLEN DOTY2014-09-03
0152012-01-01DOUG VILAS ALLEN DOTY2013-07-15
0152011-01-01DOUG VILAS ALLEN DOTY2012-07-25
0152009-01-01DOUG VILAS ALLEN DOTY2010-07-30

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

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

Measure Date Value
2022: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,969
Total number of active participants reported on line 7a of the Form 55002022-01-012,484
Number of retired or separated participants receiving benefits2022-01-0175
Number of other retired or separated participants entitled to future benefits2022-01-01600
Total of all active and inactive participants2022-01-013,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0121
Total participants2022-01-013,180
Number of participants with account balances2022-01-013,142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0127
2021: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,749
Total number of active participants reported on line 7a of the Form 55002021-01-012,365
Number of retired or separated participants receiving benefits2021-01-0163
Number of other retired or separated participants entitled to future benefits2021-01-01523
Total of all active and inactive participants2021-01-012,951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0118
Total participants2021-01-012,969
Number of participants with account balances2021-01-012,940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0133
2020: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,514
Total number of active participants reported on line 7a of the Form 55002020-01-012,335
Number of retired or separated participants receiving benefits2020-01-0153
Number of other retired or separated participants entitled to future benefits2020-01-01348
Total of all active and inactive participants2020-01-012,736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-012,749
Number of participants with account balances2020-01-012,720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0148
2019: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,509
Total number of active participants reported on line 7a of the Form 55002019-01-012,124
Number of retired or separated participants receiving benefits2019-01-0154
Number of other retired or separated participants entitled to future benefits2019-01-01323
Total of all active and inactive participants2019-01-012,501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0113
Total participants2019-01-012,514
Number of participants with account balances2019-01-012,492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,452
Total number of active participants reported on line 7a of the Form 55002018-01-012,155
Number of retired or separated participants receiving benefits2018-01-0152
Number of other retired or separated participants entitled to future benefits2018-01-01292
Total of all active and inactive participants2018-01-012,499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0110
Total participants2018-01-012,509
Number of participants with account balances2018-01-012,494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,438
Total number of active participants reported on line 7a of the Form 55002017-01-012,156
Number of retired or separated participants receiving benefits2017-01-0139
Number of other retired or separated participants entitled to future benefits2017-01-01250
Total of all active and inactive participants2017-01-012,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-012,452
Number of participants with account balances2017-01-012,424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,383
Total number of active participants reported on line 7a of the Form 55002016-01-012,179
Number of retired or separated participants receiving benefits2016-01-0127
Number of other retired or separated participants entitled to future benefits2016-01-01227
Total of all active and inactive participants2016-01-012,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-012,438
Number of participants with account balances2016-01-012,395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,359
Total number of active participants reported on line 7a of the Form 55002015-01-012,164
Number of retired or separated participants receiving benefits2015-01-0123
Number of other retired or separated participants entitled to future benefits2015-01-01190
Total of all active and inactive participants2015-01-012,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-012,383
Number of participants with account balances2015-01-012,360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,346
Total number of active participants reported on line 7a of the Form 55002014-01-012,162
Number of retired or separated participants receiving benefits2014-01-0119
Number of other retired or separated participants entitled to future benefits2014-01-01170
Total of all active and inactive participants2014-01-012,351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-012,359
Number of participants with account balances2014-01-012,313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,341
Total number of active participants reported on line 7a of the Form 55002013-01-012,190
Number of retired or separated participants receiving benefits2013-01-0112
Number of other retired or separated participants entitled to future benefits2013-01-01138
Total of all active and inactive participants2013-01-012,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-012,346
Number of participants with account balances2013-01-012,303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,188
Total number of active participants reported on line 7a of the Form 55002012-01-012,207
Number of retired or separated participants receiving benefits2012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-01121
Total of all active and inactive participants2012-01-012,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-012,341
Number of participants with account balances2012-01-012,248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,283
Total number of active participants reported on line 7a of the Form 55002011-01-012,071
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-01106
Total of all active and inactive participants2011-01-012,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-012,188
Number of participants with account balances2011-01-012,146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122
2009: E. & J. GALLO WINERY UNION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,404
Total number of active participants reported on line 7a of the Form 55002009-01-011,227
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0145
Total of all active and inactive participants2009-01-011,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,273
Number of participants with account balances2009-01-011,273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

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

Measure Date Value
2022 : E. & J. GALLO WINERY UNION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from 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$0
Total income from all sources (including contributions)2022-12-31$-13,316,397
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$15,456,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,059,907
Expenses. Certain deemed distributions of participant loans2022-12-31$85,553
Value of total corrective distributions2022-12-31$44,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$23,263,409
Value of total assets at end of year2022-12-31$228,364,412
Value of total assets at beginning of year2022-12-31$257,634,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$266,637
Total interest from all sources2022-12-31$304,480
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$12,620,279
Participant contributions at end of year2022-12-31$6,548,995
Participant contributions at beginning of year2022-12-31$6,556,184
Participant contributions at end of year2022-12-31$74
Participant contributions at beginning of year2022-12-31$59,869
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$915,411
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$12,945
Other income not declared elsewhere2022-12-31$242,433
Administrative expenses (other) incurred2022-12-31$266,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-28,772,901
Value of net assets at end of year (total assets less liabilities)2022-12-31$228,364,412
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$257,634,494
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$304,480
Value of interest in master investment trust accounts at end of year2022-12-31$221,065,490
Value of interest in master investment trust accounts at beginning of year2022-12-31$250,193,377
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$9,727,719
Employer contributions (assets) at end of year2022-12-31$749,853
Employer contributions (assets) at beginning of year2022-12-31$825,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$15,046,962
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 UNION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1,610
Total transfer of assets from this plan2021-12-31$746,496
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$48,612,364
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$12,499,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,221,102
Expenses. Certain deemed distributions of participant loans2021-12-31$11,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$19,759,173
Value of total assets at end of year2021-12-31$257,634,494
Value of total assets at beginning of year2021-12-31$222,266,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$266,231
Total interest from all sources2021-12-31$328,120
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$12,364,389
Participant contributions at end of year2021-12-31$6,556,184
Participant contributions at beginning of year2021-12-31$6,936,428
Participant contributions at end of year2021-12-31$59,869
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$188,273
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$9,243
Other income not declared elsewhere2021-12-31$8,944
Administrative expenses (other) incurred2021-12-31$266,231
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$36,113,267
Value of net assets at end of year (total assets less liabilities)2021-12-31$257,634,494
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$222,266,113
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$328,120
Value of interest in master investment trust accounts at end of year2021-12-31$250,193,377
Value of interest in master investment trust accounts at beginning of year2021-12-31$214,627,116
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$7,206,511
Employer contributions (assets) at end of year2021-12-31$825,064
Employer contributions (assets) at beginning of year2021-12-31$702,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,211,859
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 UNION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$46,653
Total transfer of assets from this plan2020-12-31$437,935
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$43,361,600
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$19,763,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$19,416,713
Expenses. Certain deemed distributions of participant loans2020-12-31$118,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$17,525,983
Value of total assets at end of year2020-12-31$222,266,113
Value of total assets at beginning of year2020-12-31$199,058,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$227,546
Total interest from all sources2020-12-31$380,964
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$10,853,948
Participant contributions at end of year2020-12-31$6,936,428
Participant contributions at beginning of year2020-12-31$7,049,828
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$269,647
Other income not declared elsewhere2020-12-31$41,622
Administrative expenses (other) incurred2020-12-31$227,546
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$23,598,509
Value of net assets at end of year (total assets less liabilities)2020-12-31$222,266,113
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$199,058,886
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$380,964
Value of interest in master investment trust accounts at end of year2020-12-31$214,627,116
Value of interest in master investment trust accounts at beginning of year2020-12-31$191,469,592
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$6,402,388
Employer contributions (assets) at end of year2020-12-31$702,569
Employer contributions (assets) at beginning of year2020-12-31$539,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$19,416,713
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 UNION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$99,449
Total transfer of assets from this plan2019-12-31$184,088
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$47,902,776
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,757,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,504,790
Expenses. Certain deemed distributions of participant loans2019-12-31$42,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,632,349
Value of total assets at end of year2019-12-31$199,058,886
Value of total assets at beginning of year2019-12-31$159,998,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$209,963
Total interest from all sources2019-12-31$365,719
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$9,612,752
Participant contributions at end of year2019-12-31$7,049,828
Participant contributions at beginning of year2019-12-31$6,754,167
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$287
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$140,490
Administrative expenses (other) incurred2019-12-31$209,963
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$39,145,098
Value of net assets at end of year (total assets less liabilities)2019-12-31$199,058,886
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$159,998,427
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$365,719
Value of interest in master investment trust accounts at end of year2019-12-31$191,469,592
Value of interest in master investment trust accounts at beginning of year2019-12-31$152,406,469
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$5,879,107
Employer contributions (assets) at end of year2019-12-31$539,466
Employer contributions (assets) at beginning of year2019-12-31$837,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,504,790
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 UNION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$2,295
Total transfer of assets from this plan2018-12-31$319,633
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$7,035,773
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,911,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,694,712
Expenses. Certain deemed distributions of participant loans2018-12-31$21,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,628,672
Value of total assets at end of year2018-12-31$159,998,427
Value of total assets at beginning of year2018-12-31$163,191,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$195,583
Total interest from all sources2018-12-31$315,776
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$8,790,942
Participant contributions at end of year2018-12-31$6,754,167
Participant contributions at beginning of year2018-12-31$5,700,259
Participant contributions at end of year2018-12-31$287
Participant contributions at beginning of year2018-12-31$238,692
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$287,362
Other income not declared elsewhere2018-12-31$181
Administrative expenses (other) incurred2018-12-31$195,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,876,206
Value of net assets at end of year (total assets less liabilities)2018-12-31$159,998,427
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$163,191,971
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$315,776
Value of interest in master investment trust accounts at end of year2018-12-31$152,406,469
Value of interest in master investment trust accounts at beginning of year2018-12-31$152,425,722
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$5,550,368
Employer contributions (assets) at end of year2018-12-31$837,504
Employer contributions (assets) at beginning of year2018-12-31$4,827,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,694,712
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 UNION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$93,116
Total transfer of assets from this plan2017-12-31$271,320
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$35,656,470
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,158,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,012,685
Expenses. Certain deemed distributions of participant loans2017-12-31$18,959
Value of total corrective distributions2017-12-31$76
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,576,585
Value of total assets at end of year2017-12-31$163,191,971
Value of total assets at beginning of year2017-12-31$134,872,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$126,685
Total interest from all sources2017-12-31$233,254
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$8,657,383
Participant contributions at end of year2017-12-31$5,700,259
Participant contributions at beginning of year2017-12-31$5,031,286
Participant contributions at end of year2017-12-31$238,692
Participant contributions at beginning of year2017-12-31$3,062
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$439,312
Administrative expenses (other) incurred2017-12-31$126,685
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$28,498,065
Value of net assets at end of year (total assets less liabilities)2017-12-31$163,191,971
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$134,872,110
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$233,254
Value of interest in master investment trust accounts at end of year2017-12-31$152,425,722
Value of interest in master investment trust accounts at beginning of year2017-12-31$125,355,861
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$5,479,890
Employer contributions (assets) at end of year2017-12-31$4,827,298
Employer contributions (assets) at beginning of year2017-12-31$4,481,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,012,685
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 UNION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$149,025
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$22,140,119
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,468,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,365,360
Expenses. Certain deemed distributions of participant loans2016-12-31$8,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$13,066,212
Value of total assets at end of year2016-12-31$134,872,110
Value of total assets at beginning of year2016-12-31$121,349,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$94,385
Total interest from all sources2016-12-31$198,911
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$7,733,125
Participant contributions at end of year2016-12-31$5,031,286
Participant contributions at beginning of year2016-12-31$4,759,998
Participant contributions at end of year2016-12-31$3,062
Participant contributions at beginning of year2016-12-31$150
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$208,764
Administrative expenses (other) incurred2016-12-31$94,385
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$13,671,488
Value of net assets at end of year (total assets less liabilities)2016-12-31$134,872,110
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$121,349,647
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$198,911
Value of interest in master investment trust accounts at end of year2016-12-31$125,355,861
Value of interest in master investment trust accounts at beginning of year2016-12-31$112,151,641
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$5,124,323
Employer contributions (assets) at end of year2016-12-31$4,481,901
Employer contributions (assets) at beginning of year2016-12-31$4,437,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,365,360
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 UNION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$6,169
Total transfer of assets from this plan2015-12-31$187,884
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$12,896,287
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,554,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,449,432
Expenses. Certain deemed distributions of participant loans2015-12-31$5,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,535,564
Value of total assets at end of year2015-12-31$121,349,647
Value of total assets at beginning of year2015-12-31$115,189,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$99,774
Total interest from all sources2015-12-31$191,549
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$7,304,569
Participant contributions at end of year2015-12-31$4,759,998
Participant contributions at beginning of year2015-12-31$4,591,271
Participant contributions at end of year2015-12-31$150
Participant contributions at beginning of year2015-12-31$83,707
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$184,116
Administrative expenses (other) incurred2015-12-31$99,774
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$6,341,382
Value of net assets at end of year (total assets less liabilities)2015-12-31$121,349,647
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$115,189,980
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$191,549
Value of interest in master investment trust accounts at end of year2015-12-31$112,151,641
Value of interest in master investment trust accounts at beginning of year2015-12-31$106,274,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$169,174
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$5,046,879
Employer contributions (assets) at end of year2015-12-31$4,437,858
Employer contributions (assets) at beginning of year2015-12-31$4,240,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,449,432
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 UNION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$2,710
Total transfer of assets from this plan2014-12-31$530,494
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$19,006,934
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,949,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,838,899
Expenses. Certain deemed distributions of participant loans2014-12-31$25,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,570,544
Value of total assets at end of year2014-12-31$115,189,980
Value of total assets at beginning of year2014-12-31$102,660,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$85,165
Total interest from all sources2014-12-31$167,117
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$6,648,001
Participant contributions at end of year2014-12-31$4,591,271
Participant contributions at beginning of year2014-12-31$3,619,735
Participant contributions at end of year2014-12-31$83,707
Participant contributions at beginning of year2014-12-31$3,124
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$112,794
Other income not declared elsewhere2014-12-31$58
Administrative expenses (other) incurred2014-12-31$85,165
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$13,057,087
Value of net assets at end of year (total assets less liabilities)2014-12-31$115,189,980
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$102,660,677
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$167,117
Value of interest in master investment trust accounts at end of year2014-12-31$106,274,485
Value of interest in master investment trust accounts at beginning of year2014-12-31$95,243,265
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$4,809,749
Employer contributions (assets) at end of year2014-12-31$4,240,517
Employer contributions (assets) at beginning of year2014-12-31$3,794,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,838,899
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 UNION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$33,905
Total transfer of assets from this plan2013-12-31$288,423
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$24,831,690
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,748,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,655,673
Expenses. Certain deemed distributions of participant loans2013-12-31$15,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,529,640
Value of total assets at end of year2013-12-31$102,660,677
Value of total assets at beginning of year2013-12-31$81,831,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$76,665
Total interest from all sources2013-12-31$126,351
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$5,852,424
Participant contributions at end of year2013-12-31$3,619,735
Participant contributions at beginning of year2013-12-31$2,776,566
Participant contributions at end of year2013-12-31$3,124
Participant contributions at beginning of year2013-12-31$199,348
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$313,489
Other income not declared elsewhere2013-12-31$10,850
Administrative expenses (other) incurred2013-12-31$76,665
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$21,083,546
Value of net assets at end of year (total assets less liabilities)2013-12-31$102,660,677
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$81,831,649
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$126,351
Value of interest in master investment trust accounts at end of year2013-12-31$95,243,265
Value of interest in master investment trust accounts at beginning of year2013-12-31$74,714,457
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$4,363,727
Employer contributions (assets) at end of year2013-12-31$3,794,553
Employer contributions (assets) at beginning of year2013-12-31$4,141,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,655,673
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 UNION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$118,279
Total transfer of assets from this plan2012-12-31$473,108
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$17,722,443
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,494,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,422,569
Expenses. Certain deemed distributions of participant loans2012-12-31$12,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,072,364
Value of total assets at end of year2012-12-31$81,831,649
Value of total assets at beginning of year2012-12-31$67,958,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$59,327
Total interest from all sources2012-12-31$94,078
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$5,267,219
Participant contributions at end of year2012-12-31$2,776,566
Participant contributions at beginning of year2012-12-31$1,592,218
Participant contributions at end of year2012-12-31$199,348
Participant contributions at beginning of year2012-12-31$1,902
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$126,819
Other income not declared elsewhere2012-12-31$1,059
Administrative expenses (other) incurred2012-12-31$59,327
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$14,228,040
Value of net assets at end of year (total assets less liabilities)2012-12-31$81,831,649
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$67,958,438
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$94,078
Value of interest in master investment trust accounts at end of year2012-12-31$74,714,457
Value of interest in master investment trust accounts at beginning of year2012-12-31$62,597,521
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$4,678,326
Employer contributions (assets) at end of year2012-12-31$4,141,278
Employer contributions (assets) at beginning of year2012-12-31$3,766,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,422,569
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 UNION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$38,495,087
Total transfer of assets from this plan2011-12-31$65,788
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$6,473,416
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,164,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,134,650
Expenses. Certain deemed distributions of participant loans2011-12-31$855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,145,234
Value of total assets at end of year2011-12-31$67,958,438
Value of total assets at beginning of year2011-12-31$24,220,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,356
Total interest from all sources2011-12-31$47,060
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
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,358,307
Participant contributions at end of year2011-12-31$1,592,218
Participant contributions at beginning of year2011-12-31$909,448
Participant contributions at end of year2011-12-31$1,902
Participant contributions at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$140
Administrative expenses (other) incurred2011-12-31$29,356
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$5,308,555
Value of net assets at end of year (total assets less liabilities)2011-12-31$67,958,438
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,220,584
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$47,060
Value of interest in master investment trust accounts at end of year2011-12-31$62,597,521
Value of interest in master investment trust accounts at beginning of year2011-12-31$20,108,053
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$3,786,927
Employer contributions (assets) at end of year2011-12-31$3,766,797
Employer contributions (assets) at beginning of year2011-12-31$3,203,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,134,650
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 UNION 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$7,374,072
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$469,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$448,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,086,887
Value of total assets at end of year2010-12-31$24,220,584
Value of total assets at beginning of year2010-12-31$17,316,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,168
Total interest from all sources2010-12-31$39,646
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$1,802,311
Participant contributions at end of year2010-12-31$909,448
Participant contributions at beginning of year2010-12-31$677,838
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$247
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$81,493
Other income not declared elsewhere2010-12-31$55
Administrative expenses (other) incurred2010-12-31$21,168
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$6,904,315
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,220,584
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,316,269
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$39,646
Value of interest in master investment trust accounts at end of year2010-12-31$20,108,053
Value of interest in master investment trust accounts at beginning of year2010-12-31$13,513,550
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$3,203,083
Employer contributions (assets) at end of year2010-12-31$3,203,083
Employer contributions (assets) at beginning of year2010-12-31$3,124,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$448,589
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 HILL HOFFMAN AC
Accountancy firm EIN2010-12-31953705481

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

2022: E. & J. GALLO WINERY UNION 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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: E. & J. GALLO WINERY UNION 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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: E. & J. GALLO WINERY UNION 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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: E. & J. GALLO WINERY UNION 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: E. & J. GALLO WINERY UNION 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: E. & J. GALLO WINERY UNION 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: E. & J. GALLO WINERY UNION 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: E. & J. GALLO WINERY UNION 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: E. & J. GALLO WINERY UNION 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: E. & J. GALLO WINERY UNION 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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: E. & J. GALLO WINERY UNION 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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: E. & J. GALLO WINERY UNION 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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: E. & J. GALLO WINERY UNION 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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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