401k Plan data: VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN plan

VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN 401k Plan overview

Plan Name	VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN
Plan identification number	004

VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	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 sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GALLO SALES CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: GALLO SALES CO., INC.

Employer identification number (EIN): 941231811

NAIC Classification: 424800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01 DAVID PIERCE 2024-09-24 BRANT SCOTT 2024-09-23
004 2022-01-01 DAVID PIERCE 2023-10-03 BRANT SCOTT 2023-10-03
004 2021-01-01 DAVID PIERCE 2022-08-03 BRANT SCOTT 2022-08-04
004 2020-01-01 DAVID PIERCE 2021-07-22 BRANT SCOTT 2021-07-22
004 2019-01-01 DAVID PIERCE 2020-10-06 BRANT SCOTT 2020-10-06
004 2018-01-01 DAVID PIERCE 2019-07-29 ALLEN DOTY 2019-07-29
004 2017-01-01 DAVID PIERCE 2018-07-26 ALLEN DOTY 2018-07-23
004 2016-01-01 DAVID PIERCE 2017-07-11 ALLEN DOTY 2017-07-14
004 2015-01-01 DAVID PIERCE 2016-07-20 ALLEN DOTY 2016-07-21
004 2013-01-01 DAVID PIERCE 2014-07-11 ALLEN DOTY 2014-07-11
004 2012-01-01 DOUG VILAS 2013-09-10 ALLEN DOTY 2013-09-10
004 2011-01-01 DOUG VILAS 2012-07-18 ALLEN DOTY 2012-07-17
004 2010-01-01 DOUG VILAS 2011-07-08 ALLEN DOTY 2011-07-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2023-01-01	DAVID PIERCE	2024-09-24	BRANT SCOTT	2024-09-23
004	2022-01-01	DAVID PIERCE	2023-10-03	BRANT SCOTT	2023-10-03
004	2021-01-01	DAVID PIERCE	2022-08-03	BRANT SCOTT	2022-08-04
004	2020-01-01	DAVID PIERCE	2021-07-22	BRANT SCOTT	2021-07-22
004	2019-01-01	DAVID PIERCE	2020-10-06	BRANT SCOTT	2020-10-06
004	2018-01-01	DAVID PIERCE	2019-07-29	ALLEN DOTY	2019-07-29
004	2017-01-01	DAVID PIERCE	2018-07-26	ALLEN DOTY	2018-07-23
004	2016-01-01	DAVID PIERCE	2017-07-11	ALLEN DOTY	2017-07-14
004	2015-01-01	DAVID PIERCE	2016-07-20	ALLEN DOTY	2016-07-21
004	2013-01-01	DAVID PIERCE	2014-07-11	ALLEN DOTY	2014-07-11
004	2012-01-01	DOUG VILAS	2013-09-10	ALLEN DOTY	2013-09-10
004	2011-01-01	DOUG VILAS	2012-07-18	ALLEN DOTY	2012-07-17
004	2010-01-01	DOUG VILAS	2011-07-08	ALLEN DOTY	2011-07-14

Plan Statistics for VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN

401k plan membership statisitcs for VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN

Measure Date Value
2024: VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-09-24 41
Total number of particpants at end of year 2024-09-24 0
2022: VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN 2022 401k membership
Market value of plan assets 2022-12-31 3,586,129
Acturial value of plan assets 2022-12-31 3,586,129
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 800,979
Number of terminated vested participants 2022-12-31 29
Fundng target for terminated vested participants 2022-12-31 863,355
Active participant vested funding target 2022-12-31 129,201
Number of active participants 2022-12-31 5
Total funding liabilities for active participants 2022-12-31 129,201
Total participant count 2022-12-31 42
Total funding target for all participants 2022-12-31 1,793,535
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 1,041,102
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 1,041,102
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 1,149,585
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 14,000
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total number of particpants at beginning of year 2022-08-04 46
Total number of particpants at end of year 2022-08-04 42
2021: VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,404,191
Acturial value of plan assets 2021-12-31 3,404,191
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 815,698
Number of terminated vested participants 2021-12-31 12
Fundng target for terminated vested participants 2021-12-31 384,664
Active participant vested funding target 2021-12-31 705,249
Number of active participants 2021-12-31 26
Total funding liabilities for active participants 2021-12-31 705,249
Total participant count 2021-12-31 46
Total funding target for all participants 2021-12-31 1,905,611
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 896,111
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 896,111
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 1,041,102
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 14,684
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,124,347
Acturial value of plan assets 2020-12-31 3,124,347
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 862,096
Number of terminated vested participants 2020-12-31 12
Fundng target for terminated vested participants 2020-12-31 204,396
Active participant vested funding target 2020-12-31 978,974
Number of active participants 2020-12-31 27
Total funding liabilities for active participants 2020-12-31 978,974
Total participant count 2020-12-31 48
Total funding target for all participants 2020-12-31 2,045,466
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 769,253
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 25,469
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 743,784
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 896,111
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 12,761
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,681,428
Acturial value of plan assets 2019-12-31 2,681,428
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 876,919
Number of terminated vested participants 2019-12-31 11
Fundng target for terminated vested participants 2019-12-31 172,623
Active participant vested funding target 2019-12-31 940,579
Number of active participants 2019-12-31 28
Total funding liabilities for active participants 2019-12-31 940,579
Total participant count 2019-12-31 48
Total funding target for all participants 2019-12-31 1,990,121
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 804,237
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 804,237
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 769,253
Total employer contributions 2019-12-31 0
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 12,804
Net shortfall amortization installment of oustanding balance 2019-12-31 77,946
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 25,469
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 25,469
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,978,341
Acturial value of plan assets 2018-12-31 2,978,341
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 891,347
Number of terminated vested participants 2018-12-31 12
Fundng target for terminated vested participants 2018-12-31 214,847
Active participant vested funding target 2018-12-31 929,104
Number of active participants 2018-12-31 30
Total funding liabilities for active participants 2018-12-31 929,104
Total participant count 2018-12-31 51
Total funding target for all participants 2018-12-31 2,035,298
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 688,147
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 688,147
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 804,237
Total employer contributions 2018-12-31 0
Total employee contributions 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 9,177
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,633,786
Acturial value of plan assets 2017-12-31 2,633,786
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 868,863
Number of terminated vested participants 2017-12-31 12
Fundng target for terminated vested participants 2017-12-31 192,549
Active participant vested funding target 2017-12-31 828,505
Number of active participants 2017-12-31 30
Total funding liabilities for active participants 2017-12-31 828,505
Total participant count 2017-12-31 51
Total funding target for all participants 2017-12-31 1,889,917
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 658,777
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 15,829
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 642,948
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 688,147
Total employer contributions 2017-12-31 0
Total employee contributions 2017-12-31 0
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 8,096
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Additional cash requirement 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,587,055
Acturial value of plan assets 2016-12-31 2,587,055
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 832,863
Number of terminated vested participants 2016-12-31 10
Fundng target for terminated vested participants 2016-12-31 165,257
Active participant vested funding target 2016-12-31 965,946
Number of active participants 2016-12-31 35
Total funding liabilities for active participants 2016-12-31 965,946
Total participant count 2016-12-31 53
Total funding target for all participants 2016-12-31 1,964,066
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 655,434
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 655,434
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 658,777
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 9,916
Net shortfall amortization installment of oustanding balance 2016-12-31 35,788
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 15,829
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 15,829
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2024: VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-09-24	41
Total number of particpants at end of year	2024-09-24	0
2022: VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,586,129
Acturial value of plan assets	2022-12-31	3,586,129
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	800,979
Number of terminated vested participants	2022-12-31	29
Fundng target for terminated vested participants	2022-12-31	863,355
Active participant vested funding target	2022-12-31	129,201
Number of active participants	2022-12-31	5
Total funding liabilities for active participants	2022-12-31	129,201
Total participant count	2022-12-31	42
Total funding target for all participants	2022-12-31	1,793,535
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	1,041,102
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	1,041,102
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	1,149,585
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	14,000
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total number of particpants at beginning of year	2022-08-04	46
Total number of particpants at end of year	2022-08-04	42
2021: VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,404,191
Acturial value of plan assets	2021-12-31	3,404,191
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	815,698
Number of terminated vested participants	2021-12-31	12
Fundng target for terminated vested participants	2021-12-31	384,664
Active participant vested funding target	2021-12-31	705,249
Number of active participants	2021-12-31	26
Total funding liabilities for active participants	2021-12-31	705,249
Total participant count	2021-12-31	46
Total funding target for all participants	2021-12-31	1,905,611
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	896,111
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	896,111
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	1,041,102
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	14,684
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,124,347
Acturial value of plan assets	2020-12-31	3,124,347
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	862,096
Number of terminated vested participants	2020-12-31	12
Fundng target for terminated vested participants	2020-12-31	204,396
Active participant vested funding target	2020-12-31	978,974
Number of active participants	2020-12-31	27
Total funding liabilities for active participants	2020-12-31	978,974
Total participant count	2020-12-31	48
Total funding target for all participants	2020-12-31	2,045,466
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	769,253
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	25,469
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	743,784
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	896,111
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	12,761
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,681,428
Acturial value of plan assets	2019-12-31	2,681,428
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	876,919
Number of terminated vested participants	2019-12-31	11
Fundng target for terminated vested participants	2019-12-31	172,623
Active participant vested funding target	2019-12-31	940,579
Number of active participants	2019-12-31	28
Total funding liabilities for active participants	2019-12-31	940,579
Total participant count	2019-12-31	48
Total funding target for all participants	2019-12-31	1,990,121
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	804,237
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	804,237
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	769,253
Total employer contributions	2019-12-31	0
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	12,804
Net shortfall amortization installment of oustanding balance	2019-12-31	77,946
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	25,469
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	25,469
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,978,341
Acturial value of plan assets	2018-12-31	2,978,341
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	891,347
Number of terminated vested participants	2018-12-31	12
Fundng target for terminated vested participants	2018-12-31	214,847
Active participant vested funding target	2018-12-31	929,104
Number of active participants	2018-12-31	30
Total funding liabilities for active participants	2018-12-31	929,104
Total participant count	2018-12-31	51
Total funding target for all participants	2018-12-31	2,035,298
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	688,147
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	688,147
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	804,237
Total employer contributions	2018-12-31	0
Total employee contributions	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	9,177
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,633,786
Acturial value of plan assets	2017-12-31	2,633,786
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	868,863
Number of terminated vested participants	2017-12-31	12
Fundng target for terminated vested participants	2017-12-31	192,549
Active participant vested funding target	2017-12-31	828,505
Number of active participants	2017-12-31	30
Total funding liabilities for active participants	2017-12-31	828,505
Total participant count	2017-12-31	51
Total funding target for all participants	2017-12-31	1,889,917
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	658,777
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	15,829
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	642,948
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	688,147
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	8,096
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,587,055
Acturial value of plan assets	2016-12-31	2,587,055
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	832,863
Number of terminated vested participants	2016-12-31	10
Fundng target for terminated vested participants	2016-12-31	165,257
Active participant vested funding target	2016-12-31	965,946
Number of active participants	2016-12-31	35
Total funding liabilities for active participants	2016-12-31	965,946
Total participant count	2016-12-31	53
Total funding target for all participants	2016-12-31	1,964,066
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	655,434
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	655,434
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	658,777
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	9,916
Net shortfall amortization installment of oustanding balance	2016-12-31	35,788
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	15,829
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	15,829
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN

Measure	Date	Value
2024 : VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-09-24	-2922146
Total liabilities as of the end of the plan year	2024-09-24	0
Total liabilities as of the beginning of the plan year	2024-09-24	8542
Total expenses incurred by plan in this plan year	2024-09-24	62909
Net assets as of the end of the plan year	2024-09-24	0
Total assets as of the beginning of the plan year	2024-09-24	2903854
Value of plan covered by a fidelity bond	2024-09-24	15000000
Other income to plan in this plan year	2024-09-24	89743
Plan net income in this plan year	2024-09-24	26834
Net assets as of the end of the plan year	2024-09-24	0
Net assets as of the beginning of the plan year	2024-09-24	2895312
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-24	62909
2022 : VALLEY VINTNERS, INC. GALLO WINE COMPANY UNION SALES RETIREMENT INCOME PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-08-04	162181
Net assets as of the end of the plan year	2022-08-04	3586129
Total assets as of the beginning of the plan year	2022-08-04	3404191
Value of plan covered by a fidelity bond	2022-08-04	15000000
Other expenses paid from plan in this plan year	2022-08-04	14292
Other income to plan in this plan year	2022-08-04	344119
Plan net income in this plan year	2022-08-04	181938
Net assets as of the end of the plan year	2022-08-04	3586129
Net assets as of the beginning of the plan year	2022-08-04	3404191

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Company Name:	GALLO SALES CO., INC.
Employer identification number (EIN):	941231811
NAIC Classification:	424800