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Plan Name | E & J GALLO WINERY SONOMA WINERY WORKERS' PROFIT SHARING PLAN |
Plan identification number | 016 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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 |
---|---|---|---|---|---|
016 | 2011-01-01 | DOUG VILAS | ALLEN DOTY | 2012-07-17 | |
016 | 2010-01-01 | DOUG VILAS | ALLEN DOTY | 2011-07-14 | |
016 | 2009-01-01 | DOUG VILAS | ALLEN DOTY | 2010-08-18 |
Measure | Date | Value |
---|---|---|
2011: E & J GALLO WINERY SONOMA WINERY WORKERS' PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 176 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 0 |
Number of participants with account balances | 2011-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: E & J GALLO WINERY SONOMA WINERY WORKERS' PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 181 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 17 |
Total of all active and inactive participants | 2010-01-01 | 176 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 176 |
Number of participants with account balances | 2010-01-01 | 170 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 9 |
2009: E & J GALLO WINERY SONOMA WINERY WORKERS' PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 286 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 171 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 10 |
Total of all active and inactive participants | 2009-01-01 | 181 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 181 |
Number of participants with account balances | 2009-01-01 | 172 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 10 |
Measure | Date | Value |
---|---|---|
2011 : E & J GALLO WINERY SONOMA WINERY WORKERS' PROFIT SHARING PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-01 | $0 |
Total transfer of assets from this plan | 2011-12-01 | $2,046,730 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-01 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-01 | $0 |
Total income from all sources (including contributions) | 2011-12-01 | $105,188 |
Total loss/gain on sale of assets | 2011-12-01 | $0 |
Total of all expenses incurred | 2011-12-01 | $136,475 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-01 | $134,768 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-01 | $122,698 |
Value of total assets at end of year | 2011-12-01 | $0 |
Value of total assets at beginning of year | 2011-12-01 | $2,078,017 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-01 | $1,707 |
Total interest from all sources | 2011-12-01 | $3,367 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-01 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-01 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2011-12-01 | $0 |
Was this plan covered by a fidelity bond | 2011-12-01 | Yes |
Value of fidelity bond cover | 2011-12-01 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-01 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-01 | No |
Contributions received from participants | 2011-12-01 | $122,698 |
Participant contributions at end of year | 2011-12-01 | $0 |
Participant contributions at beginning of year | 2011-12-01 | $96,890 |
Other income not declared elsewhere | 2011-12-01 | $10 |
Administrative expenses (other) incurred | 2011-12-01 | $1,707 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-01 | No |
Value of net income/loss | 2011-12-01 | $-31,287 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-01 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-01 | $2,078,017 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-01 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-01 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-01 | No |
Interest on participant loans | 2011-12-01 | $3,367 |
Value of interest in master investment trust accounts at end of year | 2011-12-01 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-01 | $1,810,691 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-01 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-01 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-01 | No |
Employer contributions (assets) at end of year | 2011-12-01 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-01 | $170,436 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-01 | $134,768 |
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 | 2011-12-01 | Yes |
Did the plan have assets held for investment | 2011-12-01 | No |
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 | 2011-12-01 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-01 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-01 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-01 | Disclaimer |
Accountancy firm name | 2011-12-01 | BARBICH HOOPER KING DILL HOFFMAN AZ |
Accountancy firm EIN | 2011-12-01 | 953705481 |
2010 : E & J GALLO WINERY SONOMA WINERY WORKERS' PROFIT SHARING 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 | $499,038 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $74,414 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $72,571 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $309,403 |
Value of total assets at end of year | 2010-12-31 | $2,078,017 |
Value of total assets at beginning of year | 2010-12-31 | $1,653,393 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,843 |
Total interest from all sources | 2010-12-31 | $5,600 |
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 | $139,052 |
Participant contributions at end of year | 2010-12-31 | $96,890 |
Participant contributions at beginning of year | 2010-12-31 | $83,235 |
Other income not declared elsewhere | 2010-12-31 | $96 |
Administrative expenses (other) incurred | 2010-12-31 | $1,843 |
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 | $424,624 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,078,017 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,653,393 |
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 | $5,600 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $1,810,691 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $1,393,691 |
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 | $170,351 |
Employer contributions (assets) at end of year | 2010-12-31 | $170,436 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $176,467 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $72,571 |
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 | 2010-12-31 | No |
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 |
2011: E & J GALLO WINERY SONOMA WINERY WORKERS' PROFIT SHARING 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 | Yes |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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 SONOMA WINERY WORKERS' PROFIT SHARING 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 SONOMA WINERY WORKERS' PROFIT SHARING 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 |