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GIUMARRA VINEYARDS CORPORATION HOURLY PENSION PLAN 401k Plan overview

Plan NameGIUMARRA VINEYARDS CORPORATION HOURLY PENSION PLAN
Plan identification number 002

GIUMARRA VINEYARDS CORPORATION HOURLY 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 HOURLY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01KENNETH BOWLES
0022015-07-01KENNETH BOWLES
0022014-07-01KENNETH BOWLES
0022013-07-01KENNETH BOWLES
0022012-07-01KENNETH BOWLES
0022011-07-01KENNETH BOWLES
0022010-07-01KENNETH BOWLES
0022009-07-01KENNETH BOWLES

Plan Statistics for GIUMARRA VINEYARDS CORPORATION HOURLY PENSION PLAN

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

Measure Date Value
2022: GIUMARRA VINEYARDS CORPORATION HOURLY PENSION PLAN 2022 401k membership
Market value of plan assets2022-06-3012,045,347
Acturial value of plan assets2022-06-3012,045,347
Funding target for retired participants and beneficiaries receiving payment2022-06-300
Number of terminated vested participants2022-06-30628
Fundng target for terminated vested participants2022-06-304,358,591
Active participant vested funding target2022-06-309,106,452
Number of active participants2022-06-30718
Total funding liabilities for active participants2022-06-309,107,459
Total participant count2022-06-301,346
Total funding target for all participants2022-06-3013,466,050
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-30634,997
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-30671,001
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-301,000,000
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-30926,946
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30294,122
Net shortfall amortization installment of oustanding balance2022-06-301,420,701
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-30432,728
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-30432,728
Contributions allocatedtoward minimum required contributions for current year2022-06-30926,946
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: GIUMARRA VINEYARDS CORPORATION HOURLY PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011,551
Total number of active participants reported on line 7a of the Form 55002021-07-01718
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01628
Total of all active and inactive participants2021-07-011,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-011,346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-3012,530,820
Acturial value of plan assets2021-06-3012,530,820
Funding target for retired participants and beneficiaries receiving payment2021-06-300
Number of terminated vested participants2021-06-30815
Fundng target for terminated vested participants2021-06-304,799,083
Active participant vested funding target2021-06-309,186,933
Number of active participants2021-06-30736
Total funding liabilities for active participants2021-06-309,187,983
Total participant count2021-06-301,551
Total funding target for all participants2021-06-3013,987,066
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-307,606
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-308,030
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-301,400,000
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-301,293,610
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30521,891
Net shortfall amortization installment of oustanding balance2021-06-301,456,246
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-30658,613
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-30658,613
Contributions allocatedtoward minimum required contributions for current year2021-06-301,293,610
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: GIUMARRA VINEYARDS CORPORATION HOURLY PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011,714
Total number of active participants reported on line 7a of the Form 55002020-07-011,551
Total of all active and inactive participants2020-07-011,551
Total participants2020-07-011,551
Market value of plan assets2020-06-3013,027,956
Acturial value of plan assets2020-06-3013,027,956
Funding target for retired participants and beneficiaries receiving payment2020-06-300
Number of terminated vested participants2020-06-30956
Fundng target for terminated vested participants2020-06-306,770,017
Active participant vested funding target2020-06-308,999,414
Number of active participants2020-06-30740
Total funding liabilities for active participants2020-06-309,160,302
Total participant count2020-06-301,696
Total funding target for all participants2020-06-3015,930,319
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-30213,743
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-30225,969
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-301,539,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-301,402,337
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-30645,710
Net shortfall amortization installment of oustanding balance2020-06-302,902,363
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-301,394,731
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-301,394,731
Contributions allocatedtoward minimum required contributions for current year2020-06-301,402,337
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: GIUMARRA VINEYARDS CORPORATION HOURLY PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011,763
Total number of active participants reported on line 7a of the Form 55002019-07-011,714
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-011,714
Total participants2019-07-011,714
Market value of plan assets2019-06-3013,411,186
Acturial value of plan assets2019-06-3013,411,186
Funding target for retired participants and beneficiaries receiving payment2019-06-300
Number of terminated vested participants2019-06-30782
Fundng target for terminated vested participants2019-06-305,837,366
Active participant vested funding target2019-06-309,656,083
Number of active participants2019-06-30904
Total funding liabilities for active participants2019-06-309,915,954
Total participant count2019-06-301,686
Total funding target for all participants2019-06-3015,753,320
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-301,654,866
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-301,752,503
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-301,475,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-301,378,709
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30586,590
Net shortfall amortization installment of oustanding balance2019-06-302,342,134
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-301,164,966
Additional cash requirement2019-06-301,164,966
Contributions allocatedtoward minimum required contributions for current year2019-06-301,378,709
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: GIUMARRA VINEYARDS CORPORATION HOURLY PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011,683
Total number of active participants reported on line 7a of the Form 55002018-07-011,763
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-011,763
Total participants2018-07-011,763
Market value of plan assets2018-06-3011,453,216
Acturial value of plan assets2018-06-3011,453,216
Funding target for retired participants and beneficiaries receiving payment2018-06-300
Number of terminated vested participants2018-06-30693
Fundng target for terminated vested participants2018-06-303,698,596
Active participant vested funding target2018-06-3011,675,197
Number of active participants2018-06-30912
Total funding liabilities for active participants2018-06-3011,949,915
Total participant count2018-06-301,605
Total funding target for all participants2018-06-3015,648,511
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-303,551
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-303,771
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-303,125,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-302,840,506
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30399,713
Net shortfall amortization installment of oustanding balance2018-06-304,195,295
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-301,185,640
Additional cash requirement2018-06-301,185,640
Contributions allocatedtoward minimum required contributions for current year2018-06-302,840,506
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: GIUMARRA VINEYARDS CORPORATION HOURLY PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-011,817
Total number of active participants reported on line 7a of the Form 55002017-07-011,683
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 participants2017-07-011,683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-011,683
Market value of plan assets2017-06-307,828,017
Acturial value of plan assets2017-06-307,828,017
Funding target for retired participants and beneficiaries receiving payment2017-06-300
Number of terminated vested participants2017-06-30877
Fundng target for terminated vested participants2017-06-303,866,097
Active participant vested funding target2017-06-304,790,903
Number of active participants2017-06-30940
Total funding liabilities for active participants2017-06-304,914,626
Total participant count2017-06-301,817
Total funding target for all participants2017-06-308,780,723
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 contributions2017-06-303,823
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-304,063
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-301,170,000
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 date2017-06-301,027,805
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 cost2017-06-30836,179
Net shortfall amortization installment of oustanding balance2017-06-30952,706
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-301,024,254
Additional cash requirement2017-06-301,024,254
Contributions allocatedtoward minimum required contributions for current year2017-06-301,027,805
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: GIUMARRA VINEYARDS CORPORATION HOURLY PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-011,783
Total number of active participants reported on line 7a of the Form 55002016-07-011,817
Total of all active and inactive participants2016-07-011,817
Total participants2016-07-011,817
2015: GIUMARRA VINEYARDS CORPORATION HOURLY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-011,793
Total number of active participants reported on line 7a of the Form 55002015-07-011,783
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-011,783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-011,783
Number of participants with account balances2015-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: GIUMARRA VINEYARDS CORPORATION HOURLY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011,760
Total number of active participants reported on line 7a of the Form 55002014-07-011,793
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-011,793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-011,793
Number of participants with account balances2014-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: GIUMARRA VINEYARDS CORPORATION HOURLY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-011,843
Total number of active participants reported on line 7a of the Form 55002013-07-011,760
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-011,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-011,760
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 HOURLY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-011,704
Total number of active participants reported on line 7a of the Form 55002012-07-011,843
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-011,843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-011,843
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 HOURLY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-011,843
Total number of active participants reported on line 7a of the Form 55002011-07-011,704
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-011,704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-011,704
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 HOURLY PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-011,934
Total number of active participants reported on line 7a of the Form 55002010-07-011,141
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-01702
Total of all active and inactive participants2010-07-011,843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-011,843
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 HOURLY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-011,953
Total number of active participants reported on line 7a of the Form 55002009-07-011,286
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01648
Total of all active and inactive participants2009-07-011,934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-011,934
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 HOURLY PENSION PLAN

Measure Date Value
2022 : GIUMARRA VINEYARDS CORPORATION HOURLY PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$0
Total transfer of assets from this plan2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$1,350,654
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,767,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,123,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,000,000
Value of total assets at end of year2022-06-30$11,646,939
Value of total assets at beginning of year2022-06-30$12,064,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$644,759
Total interest from all sources2022-06-30$350,654
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Assets. Other investments not covered elsewhere at end of year2022-06-30$10,646,939
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$10,664,257
Administrative expenses (other) incurred2022-06-30$644,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-417,318
Value of net assets at end of year (total assets less liabilities)2022-06-30$11,646,939
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$12,064,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$350,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,000,000
Employer contributions (assets) at end of year2022-06-30$1,000,000
Employer contributions (assets) at beginning of year2022-06-30$1,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,123,213
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30FINCH, ROWLAND & SHOOPMAN, LLP
Accountancy firm EIN2022-06-30770183229
2021 : GIUMARRA VINEYARDS CORPORATION HOURLY PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total transfer of assets to this plan2021-06-30$0
Total transfer of assets from this plan2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,828,848
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,917,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,623,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,410,009
Value of total assets at end of year2021-06-30$12,064,257
Value of total assets at beginning of year2021-06-30$12,152,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$294,122
Total interest from all sources2021-06-30$418,839
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$400,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Assets. Other investments not covered elsewhere at end of year2021-06-30$10,664,257
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$10,613,986
Administrative expenses (other) incurred2021-06-30$294,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$-88,729
Value of net assets at end of year (total assets less liabilities)2021-06-30$12,064,257
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$12,152,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$418,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,410,009
Employer contributions (assets) at end of year2021-06-30$1,400,000
Employer contributions (assets) at beginning of year2021-06-30$1,539,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,623,455
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BAKER, CHI, & PARKEY ACCOUNTANCY
Accountancy firm EIN2021-06-30942259577
2020 : GIUMARRA VINEYARDS CORPORATION HOURLY PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,914,588
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$2,806,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,630,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,539,000
Value of total assets at end of year2020-06-30$12,152,986
Value of total assets at beginning of year2020-06-30$13,045,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,176,857
Total interest from all sources2020-06-30$375,588
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$400,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Assets. Other investments not covered elsewhere at end of year2020-06-30$10,613,986
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$11,570,385
Administrative expenses (other) incurred2020-06-30$1,176,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-892,399
Value of net assets at end of year (total assets less liabilities)2020-06-30$12,152,986
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$13,045,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$375,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,539,000
Employer contributions (assets) at end of year2020-06-30$1,539,000
Employer contributions (assets) at beginning of year2020-06-30$1,475,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,630,130
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BAKER, CHI, & PARKEY ACCOUNTANCY
Accountancy firm EIN2020-06-30942259577
2019 : GIUMARRA VINEYARDS CORPORATION HOURLY PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,795,274
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$2,206,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,561,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,475,000
Value of total assets at end of year2019-06-30$13,045,385
Value of total assets at beginning of year2019-06-30$13,456,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$645,710
Total interest from all sources2019-06-30$320,274
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$400,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Assets. Other investments not covered elsewhere at end of year2019-06-30$11,570,385
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$10,331,982
Administrative expenses (other) incurred2019-06-30$645,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-411,597
Value of net assets at end of year (total assets less liabilities)2019-06-30$13,045,385
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$13,456,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$320,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$1,475,000
Employer contributions (assets) at end of year2019-06-30$1,475,000
Employer contributions (assets) at beginning of year2019-06-30$3,125,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,561,161
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BAKER, CHI, & PARKEY ACCOUNTANCY
Accountancy firm EIN2019-06-30942259577
2018 : GIUMARRA VINEYARDS CORPORATION HOURLY PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$3,587,739
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$3,456,375
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,629,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,042,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$3,125,000
Value of total assets at end of year2018-06-30$13,456,982
Value of total assets at beginning of year2018-06-30$8,041,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$586,590
Total interest from all sources2018-06-30$331,375
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$400,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Assets. Other investments not covered elsewhere at end of year2018-06-30$10,331,982
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$6,871,945
Administrative expenses (other) incurred2018-06-30$586,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,827,298
Value of net assets at end of year (total assets less liabilities)2018-06-30$13,456,982
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$8,041,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$331,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$3,125,000
Employer contributions (assets) at end of year2018-06-30$3,125,000
Employer contributions (assets) at beginning of year2018-06-30$1,170,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,042,487
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BAKER, CHI, & PARKEY ACCOUNTANCY
Accountancy firm EIN2018-06-30942259577
2017 : GIUMARRA VINEYARDS CORPORATION HOURLY 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$1,421,317
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,241,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$935,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,170,000
Value of total assets at end of year2017-06-30$8,041,945
Value of total assets at beginning of year2017-06-30$7,862,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$305,671
Total interest from all sources2017-06-30$251,317
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$500,000
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
Assets. Other investments not covered elsewhere at end of year2017-06-30$6,871,945
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$7,002,276
Administrative expenses (other) incurred2017-06-30$305,671
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$179,669
Value of net assets at end of year (total assets less liabilities)2017-06-30$8,041,945
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,862,276
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$251,317
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$1,170,000
Employer contributions (assets) at end of year2017-06-30$1,170,000
Employer contributions (assets) at beginning of year2017-06-30$860,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$935,977
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 HOURLY 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$1,116,419
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$801,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$540,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$860,000
Value of total assets at end of year2016-06-30$7,862,276
Value of total assets at beginning of year2016-06-30$7,547,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$261,019
Total interest from all sources2016-06-30$256,419
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$500,000
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
Assets. Other investments not covered elsewhere at end of year2016-06-30$7,002,276
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$6,647,168
Administrative expenses (other) incurred2016-06-30$261,019
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$315,108
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,862,276
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$7,547,168
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$256,419
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$860,000
Employer contributions (assets) at end of year2016-06-30$860,000
Employer contributions (assets) at beginning of year2016-06-30$900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$540,292
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 & PARKER ACCOUNTANCY COR
Accountancy firm EIN2016-06-30942259577
2015 : GIUMARRA VINEYARDS CORPORATION HOURLY 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$1,144,850
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$871,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$707,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$900,000
Value of total assets at end of year2015-06-30$7,547,168
Value of total assets at beginning of year2015-06-30$7,274,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$163,861
Total interest from all sources2015-06-30$244,850
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$500,000
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
Assets. Other investments not covered elsewhere at end of year2015-06-30$6,647,168
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$6,524,177
Administrative expenses (other) incurred2015-06-30$163,861
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$272,991
Value of net assets at end of year (total assets less liabilities)2015-06-30$7,547,168
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$7,274,177
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$244,850
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$900,000
Employer contributions (assets) at end of year2015-06-30$900,000
Employer contributions (assets) at beginning of year2015-06-30$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$707,998
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 & PARKER ACCOUNTANCY COR
Accountancy firm EIN2015-06-30942259577
2014 : GIUMARRA VINEYARDS CORPORATION HOURLY 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$1,034,573
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$820,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$653,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$750,000
Value of total assets at end of year2014-06-30$7,274,177
Value of total assets at beginning of year2014-06-30$7,060,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$167,427
Total interest from all sources2014-06-30$284,573
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$500,000
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
Assets. Other investments not covered elsewhere at end of year2014-06-30$6,524,177
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$6,560,071
Administrative expenses (other) incurred2014-06-30$167,427
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$214,106
Value of net assets at end of year (total assets less liabilities)2014-06-30$7,274,177
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$7,060,071
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$284,573
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$750,000
Employer contributions (assets) at end of year2014-06-30$750,000
Employer contributions (assets) at beginning of year2014-06-30$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$653,040
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 HOURLY 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$809,021
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$719,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$581,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$500,000
Value of total assets at end of year2013-06-30$7,060,071
Value of total assets at beginning of year2013-06-30$6,970,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$137,761
Total interest from all sources2013-06-30$309,021
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$500,000
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
Assets. Other investments not covered elsewhere at end of year2013-06-30$6,560,071
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$6,298,768
Administrative expenses (other) incurred2013-06-30$137,761
Total non interest bearing cash at beginning of year2013-06-30$1
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$89,303
Value of net assets at end of year (total assets less liabilities)2013-06-30$7,060,071
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$6,970,769
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$309,021
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$500,000
Employer contributions (assets) at end of year2013-06-30$500,000
Employer contributions (assets) at beginning of year2013-06-30$672,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$581,957
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 HOURLY PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$978,696
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$433,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$268,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$672,000
Value of total assets at end of year2012-06-30$6,970,768
Value of total assets at beginning of year2012-06-30$6,425,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$165,176
Total interest from all sources2012-06-30$306,696
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
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
Assets. Other investments not covered elsewhere at end of year2012-06-30$6,298,768
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$5,825,705
Administrative expenses (other) incurred2012-06-30$165,176
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$545,063
Value of net assets at end of year (total assets less liabilities)2012-06-30$6,970,768
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$6,425,705
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$306,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
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$672,000
Employer contributions (assets) at end of year2012-06-30$672,000
Employer contributions (assets) at beginning of year2012-06-30$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$268,457
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 HOURLY PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$879,534
Total of all expenses incurred2011-06-30$498,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$356,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$600,000
Value of total assets at end of year2011-06-30$6,425,705
Value of total assets at beginning of year2011-06-30$6,044,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$142,161
Total interest from all sources2011-06-30$279,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
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
Administrative expenses (other) incurred2011-06-30$142,161
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$381,158
Value of net assets at end of year (total assets less liabilities)2011-06-30$6,425,705
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$6,044,547
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$279,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$5,825,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$5,544,547
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$600,000
Employer contributions (assets) at end of year2011-06-30$600,000
Employer contributions (assets) at beginning of year2011-06-30$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$356,215
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 HOURLY PENSION PLAN

2021: GIUMARRA VINEYARDS CORPORATION HOURLY PENSION PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: GIUMARRA VINEYARDS CORPORATION HOURLY PENSION PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: GIUMARRA VINEYARDS CORPORATION HOURLY PENSION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: GIUMARRA VINEYARDS CORPORATION HOURLY PENSION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: GIUMARRA VINEYARDS CORPORATION HOURLY 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 filingNo
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 HOURLY 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 HOURLY 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 HOURLY 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 HOURLY 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 HOURLY 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 HOURLY 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 HOURLY 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 HOURLY 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 number004332 & 004333
Policy instance 1
Insurance contract or identification number004332 & 004333
Number of Individuals Covered134
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004332 & 004333
Policy instance 1
Insurance contract or identification number004332 & 004333
Number of Individuals Covered1551
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004332 & 004333
Policy instance 1
Insurance contract or identification number004332 & 004333
Number of Individuals Covered1714
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004332
Policy instance 1
Insurance contract or identification number004332
Number of Individuals Covered1763
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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
Commission paid to Insurance BrokerUSD $35,100
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004332
Policy instance 1
Insurance contract or identification number004332
Number of Individuals Covered1683
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $25,800
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004332
Policy instance 1
Insurance contract or identification number004332
Number of Individuals Covered1783
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameRAY KNIGHT
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004332
Policy instance 1
Insurance contract or identification number004332
Number of Individuals Covered1843
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameRAY KNIGHT
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004332
Policy instance 1
Insurance contract or identification number004332
Number of Individuals Covered1843
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker nameRAY KNIGHT
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004332
Policy instance 1
Insurance contract or identification number004332
Number of Individuals Covered1843
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $18,000
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,000
Insurance broker nameRAY KNIGHT
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004332
Policy instance 1
Insurance contract or identification number004332
Number of Individuals Covered1704
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $15,000
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number004332
Policy instance 1
Insurance contract or identification number004332
Number of Individuals Covered1843
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $18,000
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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