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ALEXANDER VALLEY WINERY CO., LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameALEXANDER VALLEY WINERY CO., LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

ALEXANDER VALLEY WINERY CO., LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ALEXANDER VALLEY WINERY CO., LLC has sponsored the creation of one or more 401k plans.

Company Name:ALEXANDER VALLEY WINERY CO., LLC
Employer identification number (EIN):942284009
NAIC Classification:312130
NAIC Description:Wineries

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER VALLEY WINERY CO., LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HARRY WETZEL2024-10-06
0012022-01-01HARRY WETZEL2023-10-16
0012021-01-01HARRY WETZEL2022-10-14
0012020-01-01HARRY WETZEL2021-09-22
0012019-01-01HARRY WETZEL2020-09-24
0012018-01-01HARRY WETZEL2019-10-13
0012017-01-01HARRY WETZEL2018-10-15
0012016-01-01HARRY WETZEL2017-10-07
0012015-01-01HARRY WETZEL2016-06-16
0012014-01-01HARRY WETZEL2015-07-15
0012013-01-01HARRY WETZEL2014-09-26
0012012-01-01HARRY WETZEL2013-05-17
0012011-01-01HARRY H. WETZEL, III2012-05-01 HARRY H. WETZEL, III2012-05-01
0012010-01-01HARRY H. WETZEL, III2011-09-26 HARRY H. WETZEL, III2011-09-26
0012009-01-01HARRY H. WETZEL, III HARRY H. WETZEL, III2010-09-21

Financial Data on ALEXANDER VALLEY WINERY CO., LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : ALEXANDER VALLEY WINERY CO., LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-150
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-152549340
Net assets as of the end of the plan year2025-10-157604902
Total assets as of the beginning of the plan year2025-10-158631364
Value of plan covered by a fidelity bond2025-10-15500000
Participant contributions to plan in this plan year2025-10-15223888
Other income to plan in this plan year2025-10-151201743
Plan net income in this plan year2025-10-15-1026462
Net assets as of the end of the plan year2025-10-157604902
Net assets as of the beginning of the plan year2025-10-158631364
Employer contributions to plan in this plan year2025-10-1597247
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1522893
2024 : ALEXANDER VALLEY WINERY CO., LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-060
Total liabilities as of the beginning of the plan year2024-10-060
Total expenses incurred by plan in this plan year2024-10-061307423
Net assets as of the end of the plan year2024-10-068631364
Total assets as of the beginning of the plan year2024-10-068279332
Value of plan covered by a fidelity bond2024-10-06500000
Participant contributions to plan in this plan year2024-10-06216113
Other income to plan in this plan year2024-10-061350910
Plan net income in this plan year2024-10-06352032
Net assets as of the end of the plan year2024-10-068631364
Net assets as of the beginning of the plan year2024-10-068279332
Employer contributions to plan in this plan year2024-10-0692432
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0612554

Form 5500 Responses for ALEXANDER VALLEY WINERY CO., LLC 401(K) PROFIT SHARING PLAN

2009: ALEXANDER VALLEY WINERY CO., LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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