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GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 401k Plan overview

Plan NameGIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN
Plan identification number 001

GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.

401k Sponsoring company profile

GIUMARRA VINEYARDS CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:GIUMARRA VINEYARDS CORPORATION
Employer identification number (EIN):951496509
NAIC Classification:111300
NAIC Description:Fruit and Tree Nut Farming

Additional information about GIUMARRA VINEYARDS CORPORATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0207858

More information about GIUMARRA VINEYARDS CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-07-01
0012016-07-01KENNETH BOWLES
0012015-07-01KENNETH BOWLES
0012014-07-01KENNETH BOWLES
0012013-07-01KENNETH BOWLES
0012012-07-01KENNETH BOWLES
0012011-07-01KENNETH BOWLES
0012010-07-01KENNETH BOWLES
0012009-07-01KENNETH BOWLES

Plan Statistics for GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN

401k plan membership statisitcs for GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN

Measure Date Value
2017: GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-010
Total number of active participants reported on line 7a of the Form 55002017-07-010
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-303,806,545
Acturial value of plan assets2017-06-303,806,545
Funding target for retired participants and beneficiaries receiving payment2017-06-300
Number of terminated vested participants2017-06-3033
Fundng target for terminated vested participants2017-06-30366,292
Active participant vested funding target2017-06-303,903,813
Number of active participants2017-06-30118
Total funding liabilities for active participants2017-06-303,995,935
Total participant count2017-06-30151
Total funding target for all participants2017-06-304,362,227
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-309,852
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3010,479
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-30780,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30678,291
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30558,327
Net shortfall amortization installment of oustanding balance2017-06-30555,682
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-30676,072
Additional cash requirement2017-06-30676,072
Contributions allocatedtoward minimum required contributions for current year2017-06-30678,291
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01151
Total number of active participants reported on line 7a of the Form 55002016-07-01118
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0133
Total of all active and inactive participants2016-07-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01151
Total number of active participants reported on line 7a of the Form 55002015-07-01120
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0131
Total of all active and inactive participants2015-07-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01151
Total number of active participants reported on line 7a of the Form 55002014-07-01118
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0128
Total of all active and inactive participants2014-07-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01151
Total number of active participants reported on line 7a of the Form 55002013-07-01120
Number of retired or separated participants receiving benefits2013-07-0131
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01151
Number of participants with account balances2013-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01152
Total number of active participants reported on line 7a of the Form 55002012-07-01151
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01151
Number of participants with account balances2012-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01151
Total number of active participants reported on line 7a of the Form 55002011-07-01152
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01152
Number of participants with account balances2011-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01147
Total number of active participants reported on line 7a of the Form 55002010-07-01126
Number of other retired or separated participants entitled to future benefits2010-07-0125
Total of all active and inactive participants2010-07-01151
Total participants2010-07-01151
Number of participants with account balances2010-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01144
Total number of active participants reported on line 7a of the Form 55002009-07-01123
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0124
Total of all active and inactive participants2009-07-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01147
Number of participants with account balances2009-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN

Measure Date Value
2018 : GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
2017 : GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$902,933
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,144,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,050,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$780,000
Value of total assets at end of year2017-06-30$3,587,739
Value of total assets at beginning of year2017-06-30$3,829,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$94,042
Total interest from all sources2017-06-30$122,933
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$400,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-241,823
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,587,739
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,829,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$122,933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$2,807,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$3,259,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$780,000
Employer contributions (assets) at end of year2017-06-30$780,000
Employer contributions (assets) at beginning of year2017-06-30$570,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,050,714
Contract administrator fees2017-06-30$94,042
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BAKER, CHI & PARKEY ACCOUNTANCY COR
Accountancy firm EIN2017-06-30942259577
2016 : GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$703,683
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$925,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$814,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$570,000
Value of total assets at end of year2016-06-30$3,829,562
Value of total assets at beginning of year2016-06-30$4,051,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$111,705
Total interest from all sources2016-06-30$133,683
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$400,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-222,023
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,829,562
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,051,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$133,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$3,259,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$3,551,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$570,000
Employer contributions (assets) at end of year2016-06-30$570,000
Employer contributions (assets) at beginning of year2016-06-30$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$814,001
Contract administrator fees2016-06-30$111,705
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BAKER, CHI & PARKEY ACCOUNTANCY COR
Accountancy firm EIN2016-06-30942259577
2015 : GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$632,860
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$340,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$280,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$500,000
Value of total assets at end of year2015-06-30$4,051,585
Value of total assets at beginning of year2015-06-30$3,759,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$60,521
Total interest from all sources2015-06-30$132,860
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$400,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$292,093
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,051,585
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$3,759,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$132,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$3,551,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$3,309,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$500,000
Employer contributions (assets) at end of year2015-06-30$500,000
Employer contributions (assets) at beginning of year2015-06-30$450,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$280,246
Contract administrator fees2015-06-30$60,521
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BAKER, CHI & PARKEY ACCOUNTANCY COR
Accountancy firm EIN2015-06-30942259577
2014 : GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$605,046
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$581,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$534,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$450,000
Value of total assets at end of year2014-06-30$3,759,492
Value of total assets at beginning of year2014-06-30$3,735,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$47,497
Total interest from all sources2014-06-30$155,046
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$400,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$23,494
Value of net assets at end of year (total assets less liabilities)2014-06-30$3,759,492
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,735,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$155,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$3,309,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$3,485,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$450,000
Employer contributions (assets) at end of year2014-06-30$450,000
Employer contributions (assets) at beginning of year2014-06-30$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$534,055
Contract administrator fees2014-06-30$47,497
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BEAN HUNT HARRIS & COMPANY
Accountancy firm EIN2014-06-30263649864
2013 : GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$427,650
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$278,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$241,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$250,000
Value of total assets at end of year2013-06-30$3,735,998
Value of total assets at beginning of year2013-06-30$3,587,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$37,123
Total interest from all sources2013-06-30$177,650
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$400,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Total non interest bearing cash at end of year2013-06-30$0
Total non interest bearing cash at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$148,897
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,735,998
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,587,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$177,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$3,485,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$3,357,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$250,000
Employer contributions (assets) at end of year2013-06-30$250,000
Employer contributions (assets) at beginning of year2013-06-30$230,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$241,630
Contract administrator fees2013-06-30$37,123
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BEAN HUNT HARRIS & COMPANY
Accountancy firm EIN2013-06-30263649864
2012 : GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$411,618
Total of all expenses incurred2012-06-30$149,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$118,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$230,000
Value of total assets at end of year2012-06-30$3,587,101
Value of total assets at beginning of year2012-06-30$3,324,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$30,979
Total interest from all sources2012-06-30$181,618
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Total non interest bearing cash at end of year2012-06-30$0
Total non interest bearing cash at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$262,386
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,587,101
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,324,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$181,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$3,357,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$3,324,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$230,000
Employer contributions (assets) at end of year2012-06-30$230,000
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$118,253
Contract administrator fees2012-06-30$30,979
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BEAN HUNT HARRIS & COMPANY
Accountancy firm EIN2012-06-30263649864
2011 : GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$195,791
Total of all expenses incurred2011-06-30$577,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$539,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$0
Value of total assets at end of year2011-06-30$3,324,715
Value of total assets at beginning of year2011-06-30$3,706,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$37,912
Total interest from all sources2011-06-30$195,791
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Total non interest bearing cash at end of year2011-06-30$0
Total non interest bearing cash at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$-381,648
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,324,715
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,706,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$195,791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$3,324,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$3,706,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$0
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$539,527
Contract administrator fees2011-06-30$37,912
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BEAN HUNT HARRIS & COMPANY
Accountancy firm EIN2011-06-30263649864

Form 5500 Responses for GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN

2017: GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingYes
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: GIUMARRA VINEYARDS CORPORATION SALARIED PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number
Policy instance 1
Number of Individuals Covered0
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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