CLOS LACHANCE WINES LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CLOS LACHANCE WINES, INC 401-K PROFIT SHARING PLAN
401k plan membership statisitcs for CLOS LACHANCE WINES, INC 401-K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: CLOS LACHANCE WINES, INC 401-K PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 60 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 12 |
| Total of all active and inactive participants | 2023-01-01 | 72 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 72 |
| Number of participants with account balances | 2023-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 1 |
| 2022: CLOS LACHANCE WINES, INC 401-K PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 39 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 12 |
| Total of all active and inactive participants | 2022-01-01 | 51 |
| Total participants | 2022-01-01 | 51 |
| Number of participants with account balances | 2022-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
| 2021: CLOS LACHANCE WINES, INC 401-K PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 58 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 7 |
| Total of all active and inactive participants | 2021-01-01 | 65 |
| Total participants | 2021-01-01 | 65 |
| Number of participants with account balances | 2021-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : CLOS LACHANCE WINES, INC 401-K PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $181,039 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $156 |
| Total plan assets at end of year | 2023-12-31 | $807,078 |
| Total plan assets at beginning of year | 2023-12-31 | $626,195 |
| Total contributions received or receivable from participants | 2023-12-31 | $48,749 |
| Other income received | 2023-12-31 | $123,046 |
| Net income (gross income less expenses) | 2023-12-31 | $180,883 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $807,078 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $626,195 |
| Assets. Value of participant loans | 2023-12-31 | $7,698 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $9,244 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $156 |
| 2022 : CLOS LACHANCE WINES, INC 401-K PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-51,202 |
| Total plan assets at end of year | 2022-12-31 | $626,195 |
| Total plan assets at beginning of year | 2022-12-31 | $677,397 |
| Value of fidelity bond covering the plan | 2022-12-31 | $65,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $56,712 |
| Other income received | 2022-12-31 | $-119,946 |
| Net income (gross income less expenses) | 2022-12-31 | $-51,202 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $626,195 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $677,397 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $12,032 |
| 2021 : CLOS LACHANCE WINES, INC 401-K PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $139,201 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $16,470 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $16,242 |
| Total plan assets at end of year | 2021-12-31 | $677,397 |
| Total plan assets at beginning of year | 2021-12-31 | $554,666 |
| Value of fidelity bond covering the plan | 2021-12-31 | $65,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $31,882 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $100,972 |
| Net income (gross income less expenses) | 2021-12-31 | $122,731 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $677,397 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $554,666 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $6,347 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $228 |
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