401k Plan data: WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN plan

WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN
Plan identification number	001

WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ORCHARD AND VINEYARD SUPPLY, LLC has sponsored the creation of one or more 401k plans.

Company Name: ORCHARD AND VINEYARD SUPPLY, LLC

Employer identification number (EIN): 814632490

NAIC Classification: 444200
NAIC Description: Lawn and Garden Equipment and Supplies Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ADAM BERTRAM 2024-10-14 ADAM BERTRAM 2024-10-14
001 2022-01-01 JAMES M ROBERTS 2023-10-12
001 2021-01-01 JAMES M. ROBERTS 2023-06-29
001 2020-01-01 JAMES M. ROBERTS 2021-10-15 JAMES M. ROBERTS 2021-10-15
001 2020-01-01 JAMES M. ROBERTS 2022-09-01 JAMES M. ROBERTS 2022-09-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ADAM BERTRAM	2024-10-14	ADAM BERTRAM	2024-10-14
001	2022-01-01	JAMES M ROBERTS	2023-10-12
001	2021-01-01	JAMES M. ROBERTS	2023-06-29
001	2020-01-01	JAMES M. ROBERTS	2021-10-15	JAMES M. ROBERTS	2021-10-15
001	2020-01-01	JAMES M. ROBERTS	2022-09-01	JAMES M. ROBERTS	2022-09-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01

Plan Statistics for WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN

Measure Date Value
2023: WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 439
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 301
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 117
Total of all active and inactive participants 2023-01-01 418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 419
Number of participants with account balances 2023-01-01 330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 4
2022: WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 399
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 252
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 106
Total of all active and inactive participants 2022-01-01 358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 358
Number of participants with account balances 2022-01-01 291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 13
2021: WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 413
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 259
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 131
Total of all active and inactive participants 2021-01-01 390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 390
Number of participants with account balances 2021-01-01 311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 11
2020: WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 679
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 288
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 71
Total of all active and inactive participants 2020-01-01 359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 359
Number of participants with account balances 2020-01-01 266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 11

Measure	Date	Value
2023: WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	439
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	301
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	117
Total of all active and inactive participants	2023-01-01	418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	419
Number of participants with account balances	2023-01-01	330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	4
2022: WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	399
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	252
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	106
Total of all active and inactive participants	2022-01-01	358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	358
Number of participants with account balances	2022-01-01	291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	13
2021: WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	413
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	259
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	131
Total of all active and inactive participants	2021-01-01	390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	390
Number of participants with account balances	2021-01-01	311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	11
2020: WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	679
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	288
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	71
Total of all active and inactive participants	2020-01-01	359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	359
Number of participants with account balances	2020-01-01	266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	11

Financial Data on WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN

Measure	Date	Value
2023 : WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$7,520
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$3,725,769
Total of all expenses incurred	2023-12-31	$4,160,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$3,998,066
Value of total corrective distributions	2023-12-31	$65,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,830,921
Value of total assets at end of year	2023-12-31	$10,984,310
Value of total assets at beginning of year	2023-12-31	$11,411,942
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$97,769
Total interest from all sources	2023-12-31	$24,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,026,937
Participant contributions at end of year	2023-12-31	$393,921
Participant contributions at beginning of year	2023-12-31	$322,013
Participant contributions at end of year	2023-12-31	$229
Participant contributions at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$177,898
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$0
Liabilities. Value of operating payables at end of year	2023-12-31	$7,520
Liabilities. Value of operating payables at beginning of year	2023-12-31	$0
Total non interest bearing cash at end of year	2023-12-31	$6,986
Total non interest bearing cash at beginning of year	2023-12-31	$4,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$-435,152
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$10,976,790
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$11,411,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$10,582,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$11,082,108
Interest on participant loans	2023-12-31	$24,296
Income. Interest from US Government securities	2023-12-31	$0
Value of interest in common/collective trusts at end of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,870,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$626,086
Employer contributions (assets) at end of year	2023-12-31	$413
Employer contributions (assets) at beginning of year	2023-12-31	$2,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$3,998,066
Contract administrator fees	2023-12-31	$14,020
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	JONES & ROTH PC
Accountancy firm EIN	2023-12-31	930819646
2022 : WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$6,969
Total income from all sources (including contributions)	2022-12-31	$-795,855
Total of all expenses incurred	2022-12-31	$2,405,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,237,926
Value of total corrective distributions	2022-12-31	$58,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,568,563
Value of total assets at end of year	2022-12-31	$11,411,942
Value of total assets at beginning of year	2022-12-31	$14,619,853
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$108,344
Total interest from all sources	2022-12-31	$14,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$23,536
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$250,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$956,162
Participant contributions at end of year	2022-12-31	$322,013
Participant contributions at beginning of year	2022-12-31	$235,226
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$10,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$6,969
Total non interest bearing cash at end of year	2022-12-31	$4,990
Total non interest bearing cash at beginning of year	2022-12-31	$9,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,200,942
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,411,942
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$14,612,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,082,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$14,364,115
Interest on participant loans	2022-12-31	$14,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,379,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$612,401
Employer contributions (assets) at end of year	2022-12-31	$2,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,237,926
Contract administrator fees	2022-12-31	$84,808
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JONES & ROTH PC
Accountancy firm EIN	2022-12-31	930819646
2021 : WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$6,969
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$6,437
Total income from all sources (including contributions)	2021-12-31	$2,980,492
Total of all expenses incurred	2021-12-31	$1,546,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,409,323
Value of total corrective distributions	2021-12-31	$38,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,512,511
Value of total assets at end of year	2021-12-31	$14,619,853
Value of total assets at beginning of year	2021-12-31	$13,185,789
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$98,933
Total interest from all sources	2021-12-31	$11,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$3,503
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$943,616
Participant contributions at end of year	2021-12-31	$235,226
Participant contributions at beginning of year	2021-12-31	$220,999
Participant contributions at end of year	2021-12-31	$10,709
Participant contributions at beginning of year	2021-12-31	$15,044
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$6,457
Liabilities. Value of operating payables at end of year	2021-12-31	$6,969
Liabilities. Value of operating payables at beginning of year	2021-12-31	$6,437
Total non interest bearing cash at end of year	2021-12-31	$9,803
Total non interest bearing cash at beginning of year	2021-12-31	$6,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,433,532
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$14,612,884
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$13,179,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$14,364,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$12,887,493
Interest on participant loans	2021-12-31	$11,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,456,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$562,438
Employer contributions (assets) at beginning of year	2021-12-31	$55,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,409,323
Contract administrator fees	2021-12-31	$95,430
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JONES & ROTH INC
Accountancy firm EIN	2021-12-31	930819646
2020 : WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN 2020 401k financial data
Total transfer of assets to this plan	2020-12-31	$8,902,869
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$6,437
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$374
Total income from all sources (including contributions)	2020-12-31	$2,950,344
Total of all expenses incurred	2020-12-31	$702,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$582,845
Value of total corrective distributions	2020-12-31	$24,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,590,800
Value of total assets at end of year	2020-12-31	$13,185,789
Value of total assets at beginning of year	2020-12-31	$2,029,278
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$95,540
Total interest from all sources	2020-12-31	$12,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$6,379
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$205,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$846,487
Participant contributions at end of year	2020-12-31	$220,999
Participant contributions at end of year	2020-12-31	$15,044
Participant contributions at beginning of year	2020-12-31	$307
Liabilities. Value of operating payables at end of year	2020-12-31	$6,437
Liabilities. Value of operating payables at beginning of year	2020-12-31	$374
Total non interest bearing cash at end of year	2020-12-31	$6,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,247,579
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$13,179,352
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,028,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$12,887,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,028,971
Interest on participant loans	2020-12-31	$12,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,346,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$744,313
Employer contributions (assets) at end of year	2020-12-31	$55,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$582,845
Contract administrator fees	2020-12-31	$89,161
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	JONES & ROTH INC
Accountancy firm EIN	2020-12-31	930819646

Form 5500 Responses for WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN

2023: WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WILSON ORCHARD AND VINEYARD SUPPLY, LLC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

132510

Policy instance

Insurance contract or identification number	132510
Number of Individuals Covered	363
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $12,616
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

132510

Policy instance

Insurance contract or identification number	132510
Number of Individuals Covered	315
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $34,649
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	34649
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

132510

Policy instance

Insurance contract or identification number	132510
Number of Individuals Covered	325
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $11,280
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	11280
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

132510

Policy instance

Insurance contract or identification number	132510
Number of Individuals Covered	288
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $23,213
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	23213
Insurance broker organization code?	5

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Company Name:	ORCHARD AND VINEYARD SUPPLY, LLC
Employer identification number (EIN):	814632490
NAIC Classification:	444200
NAIC Description:	Lawn and Garden Equipment and Supplies Stores