401k Plan data: GRETZ BEER COMPANY 401K PLAN plan

GRETZ BEER COMPANY 401K PLAN 401k Plan overview

Plan Name	GRETZ BEER COMPANY 401K PLAN
Plan identification number	001

GRETZ BEER COMPANY 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GRETZ BEVERAGE MONTCO, INC. has sponsored the creation of one or more 401k plans.

Company Name: GRETZ BEVERAGE MONTCO, INC.

Employer identification number (EIN): 232829301

NAIC Classification: 312120
NAIC Description: Breweries

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRETZ BEER COMPANY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 ROBERT J. GRETZ JR 2017-09-18 ROBERT J. GRETZ JR. 2017-09-18
001 2015-01-01 ROBERT J. GRETZ JR.
001 2014-01-01 ROBERT J. GRETZ JR. ROBERT J. GRETZ JR. 2015-09-03
001 2014-01-01 ROBERT J. GRETZ JR. ROBERT J. GRETZ JR. 2015-10-12
001 2013-01-01 ROBERT J. GRETZ JR. ROBERT J. GRETZ JR. 2014-07-24
001 2012-01-01 ROBERT J. GRETZ JR. ROBERT J. GRETZ JR. 2014-01-14
001 2011-01-01 ROBERT J. GRETZ JR
001 2010-01-01 ROBERT J GRETZ JR 2011-05-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	ROBERT J. GRETZ JR	2017-09-18	ROBERT J. GRETZ JR.	2017-09-18
001	2015-01-01	ROBERT J. GRETZ JR.
001	2014-01-01	ROBERT J. GRETZ JR.		ROBERT J. GRETZ JR.	2015-09-03
001	2014-01-01	ROBERT J. GRETZ JR.		ROBERT J. GRETZ JR.	2015-10-12
001	2013-01-01	ROBERT J. GRETZ JR.		ROBERT J. GRETZ JR.	2014-07-24
001	2012-01-01	ROBERT J. GRETZ JR.		ROBERT J. GRETZ JR.	2014-01-14
001	2011-01-01	ROBERT J. GRETZ JR
001	2010-01-01	ROBERT J GRETZ JR	2011-05-27

Plan Statistics for GRETZ BEER COMPANY 401K PLAN

401k plan membership statisitcs for GRETZ BEER COMPANY 401K PLAN

Measure Date Value
2015: GRETZ BEER COMPANY 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 67
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 21
Total of all active and inactive participants 2015-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 88
Number of participants with account balances 2015-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: GRETZ BEER COMPANY 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 78
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 8
Total of all active and inactive participants 2014-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 86
Number of participants with account balances 2014-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GRETZ BEER COMPANY 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 66
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 74
Number of participants with account balances 2013-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: GRETZ BEER COMPANY 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 58
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 25
Total of all active and inactive participants 2012-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 83
Number of participants with account balances 2012-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: GRETZ BEER COMPANY 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 49
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 25
Total of all active and inactive participants 2011-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 74
Number of participants with account balances 2011-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 6

Measure	Date	Value
2015: GRETZ BEER COMPANY 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	67
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	21
Total of all active and inactive participants	2015-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	88
Number of participants with account balances	2015-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: GRETZ BEER COMPANY 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	78
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	8
Total of all active and inactive participants	2014-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	86
Number of participants with account balances	2014-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GRETZ BEER COMPANY 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	66
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	74
Number of participants with account balances	2013-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: GRETZ BEER COMPANY 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	58
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	25
Total of all active and inactive participants	2012-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	83
Number of participants with account balances	2012-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: GRETZ BEER COMPANY 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	49
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	25
Total of all active and inactive participants	2011-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	74
Number of participants with account balances	2011-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	6

Financial Data on GRETZ BEER COMPANY 401K PLAN

Measure	Date	Value
2015 : GRETZ BEER COMPANY 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$454,274
Expenses. Total of all expenses incurred	2015-12-31	$1,104,962
Benefits paid (including direct rollovers)	2015-12-31	$1,104,612
Total plan assets at end of year	2015-12-31	$6,594,965
Total plan assets at beginning of year	2015-12-31	$7,245,653
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$236,939
Contributions received from other sources (not participants or employers)	2015-12-31	$12,893
Other income received	2015-12-31	$-79,371
Net income (gross income less expenses)	2015-12-31	$-650,688
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,594,965
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,245,653
Assets. Value of participant loans	2015-12-31	$120,199
Total contributions received or receivable from employer(s)	2015-12-31	$283,813
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$350
2014 : GRETZ BEER COMPANY 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$896,054
Expenses. Total of all expenses incurred	2014-12-31	$1,776,613
Benefits paid (including direct rollovers)	2014-12-31	$1,775,838
Total plan assets at end of year	2014-12-31	$7,245,653
Total plan assets at beginning of year	2014-12-31	$8,126,212
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$215,431
Other income received	2014-12-31	$407,079
Net income (gross income less expenses)	2014-12-31	$-880,559
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,245,653
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$8,126,212
Assets. Value of participant loans	2014-12-31	$188,020
Total contributions received or receivable from employer(s)	2014-12-31	$273,544
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$775
2013 : GRETZ BEER COMPANY 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,611,355
Expenses. Total of all expenses incurred	2013-12-31	$331,847
Benefits paid (including direct rollovers)	2013-12-31	$331,372
Total plan assets at end of year	2013-12-31	$8,126,212
Total plan assets at beginning of year	2013-12-31	$6,846,704
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$193,102
Contributions received from other sources (not participants or employers)	2013-12-31	$34,359
Other income received	2013-12-31	$1,135,939
Net income (gross income less expenses)	2013-12-31	$1,279,508
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$8,126,212
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,846,704
Assets. Value of participant loans	2013-12-31	$196,487
Total contributions received or receivable from employer(s)	2013-12-31	$247,955
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$475
2012 : GRETZ BEER COMPANY 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,210,561
Expenses. Total of all expenses incurred	2012-12-31	$157,089
Benefits paid (including direct rollovers)	2012-12-31	$156,289
Total plan assets at end of year	2012-12-31	$6,846,704
Total plan assets at beginning of year	2012-12-31	$5,793,232
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$198,448
Contributions received from other sources (not participants or employers)	2012-12-31	$69,211
Other income received	2012-12-31	$698,661
Net income (gross income less expenses)	2012-12-31	$1,053,472
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,846,704
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,793,232
Assets. Value of participant loans	2012-12-31	$205,447
Total contributions received or receivable from employer(s)	2012-12-31	$244,241
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$800
2011 : GRETZ BEER COMPANY 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$451,705
Expenses. Total of all expenses incurred	2011-12-31	$246,079
Benefits paid (including direct rollovers)	2011-12-31	$245,879
Total plan assets at end of year	2011-12-31	$5,793,232
Total plan assets at beginning of year	2011-12-31	$5,587,606
Total contributions received or receivable from participants	2011-12-31	$202,368
Expenses. Other expenses not covered elsewhere	2011-12-31	$200
Other income received	2011-12-31	$30,224
Net income (gross income less expenses)	2011-12-31	$205,626
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,793,232
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,587,606
Assets. Value of participant loans	2011-12-31	$184,975
Total contributions received or receivable from employer(s)	2011-12-31	$219,113

Form 5500 Responses for GRETZ BEER COMPANY 401K PLAN

2015: GRETZ BEER COMPANY 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GRETZ BEER COMPANY 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GRETZ BEER COMPANY 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GRETZ BEER COMPANY 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GRETZ BEER COMPANY 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

DH1037

Policy instance

Insurance contract or identification number	DH1037
Number of Individuals Covered	74
Insurance policy start date	2011-09-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $27,906
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

995114-000

Policy instance

Insurance contract or identification number	995114-000
Number of Individuals Covered	74
Insurance policy start date	2011-01-01
Insurance policy end date	2011-08-31
Total amount of commissions paid to insurance broker	USD $14,860
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

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Company Name:	GRETZ BEVERAGE MONTCO, INC.
Employer identification number (EIN):	232829301
NAIC Classification:	312120
NAIC Description:	Breweries