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JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameJOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN
Plan identification number 001

JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

JOSEPH GALLO FARMS has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH GALLO FARMS
Employer identification number (EIN):941352652
NAIC Classification:311500
NAIC Description: Dairy Product Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAMES BROADLEY JAMES BROADLEY2018-10-12
0012016-01-01JAMES BROADLEY JAMES BROADLEY2017-09-29
0012015-01-01JAMES BROADLEY
0012014-01-01JAMES BROADLEY
0012013-01-01JAMES BROADLEY
0012012-01-01JAMES BROADLEY
0012011-01-01MARV BENNETT
0012010-01-01MARVIN BENNETT
0012009-01-01MARVIN BENNETT

Plan Statistics for JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01273
Total number of active participants reported on line 7a of the Form 55002022-01-01222
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01276
Number of participants with account balances2022-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01286
Total number of active participants reported on line 7a of the Form 55002021-01-01216
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0156
Total of all active and inactive participants2021-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01273
Number of participants with account balances2021-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01323
Total number of active participants reported on line 7a of the Form 55002020-01-01233
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0152
Total of all active and inactive participants2020-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01286
Number of participants with account balances2020-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01356
Total number of active participants reported on line 7a of the Form 55002019-01-01271
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0151
Total of all active and inactive participants2019-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01323
Number of participants with account balances2019-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01364
Total number of active participants reported on line 7a of the Form 55002018-01-01316
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01357
Number of participants with account balances2018-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01419
Total number of active participants reported on line 7a of the Form 55002017-01-01359
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01383
Number of participants with account balances2017-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01423
Total number of active participants reported on line 7a of the Form 55002016-01-01375
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0144
Total of all active and inactive participants2016-01-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01421
Number of participants with account balances2016-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01409
Total number of active participants reported on line 7a of the Form 55002015-01-01363
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01410
Number of participants with account balances2015-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01386
Total number of active participants reported on line 7a of the Form 55002014-01-01334
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01366
Number of participants with account balances2014-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01360
Total number of active participants reported on line 7a of the Form 55002013-01-01310
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01342
Number of participants with account balances2013-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01340
Total number of active participants reported on line 7a of the Form 55002012-01-01302
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01330
Number of participants with account balances2012-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01348
Total number of active participants reported on line 7a of the Form 55002011-01-01282
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01316
Number of participants with account balances2011-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01380
Total number of active participants reported on line 7a of the Form 55002010-01-01306
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0125
Total of all active and inactive participants2010-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01332
Number of participants with account balances2010-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01391
Total number of active participants reported on line 7a of the Form 55002009-01-01321
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01348
Number of participants with account balances2009-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022 : JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-514,699
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$577,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$520,492
Expenses. Certain deemed distributions of participant loans2022-12-31$4,863
Value of total corrective distributions2022-12-31$3,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,479,526
Value of total assets at end of year2022-12-31$11,624,000
Value of total assets at beginning of year2022-12-31$12,716,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$49,416
Total interest from all sources2022-12-31$15,416
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$22,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$22,421
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,200,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$638,020
Participant contributions at end of year2022-12-31$418,478
Participant contributions at beginning of year2022-12-31$393,415
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$531,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,092,500
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,624,000
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,716,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$819,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,128,787
Value of interest in pooled separate accounts at end of year2022-12-31$1,513,715
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,743,253
Interest on participant loans2022-12-31$15,416
Value of interest in common/collective trusts at end of year2022-12-31$8,871,869
Value of interest in common/collective trusts at beginning of year2022-12-31$9,451,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-236,468
Net investment gain/loss from pooled separate accounts2022-12-31$-292,162
Net investment gain or loss from common/collective trusts2022-12-31$-1,503,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$310,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$520,492
Contract administrator fees2022-12-31$49,416
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,824,638
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$729,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$674,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,322,750
Value of total assets at end of year2021-12-31$12,716,500
Value of total assets at beginning of year2021-12-31$10,621,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$55,353
Total interest from all sources2021-12-31$14,860
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$20,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$20,035
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$580,453
Participant contributions at end of year2021-12-31$393,415
Participant contributions at beginning of year2021-12-31$358,744
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$452,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,095,106
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,716,500
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,621,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,128,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,036,764
Value of interest in pooled separate accounts at end of year2021-12-31$1,743,253
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,218,054
Interest on participant loans2021-12-31$14,860
Value of interest in common/collective trusts at end of year2021-12-31$9,451,045
Value of interest in common/collective trusts at beginning of year2021-12-31$8,007,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$89,988
Net investment gain/loss from pooled separate accounts2021-12-31$344,781
Net investment gain or loss from common/collective trusts2021-12-31$1,032,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$290,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$674,179
Contract administrator fees2021-12-31$55,353
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,105,015
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,276,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,210,741
Expenses. Certain deemed distributions of participant loans2020-12-31$12,143
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,002,419
Value of total assets at end of year2020-12-31$10,621,394
Value of total assets at beginning of year2020-12-31$9,792,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,659
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$15,301
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$12,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$12,310
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$580,756
Participant contributions at end of year2020-12-31$358,744
Participant contributions at beginning of year2020-12-31$377,144
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$18
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$122,941
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$828,472
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,621,394
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,792,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,036,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$856,568
Value of interest in pooled separate accounts at end of year2020-12-31$1,218,054
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,179,816
Interest on participant loans2020-12-31$15,301
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$8,007,832
Value of interest in common/collective trusts at beginning of year2020-12-31$7,379,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$51,742
Net investment gain/loss from pooled separate accounts2020-12-31$142,166
Net investment gain or loss from common/collective trusts2020-12-31$881,077
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$298,722
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$18
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,210,741
Contract administrator fees2020-12-31$53,659
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,758,780
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,718,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,663,095
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,054,027
Value of total assets at end of year2019-12-31$9,792,922
Value of total assets at beginning of year2019-12-31$8,752,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$55,299
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$14,945
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$15,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$15,234
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$659,781
Participant contributions at end of year2019-12-31$377,144
Participant contributions at beginning of year2019-12-31$344,992
Participant contributions at end of year2019-12-31$18
Participant contributions at beginning of year2019-12-31$27,712
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$64,478
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,040,386
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,792,922
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,752,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$856,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$768,321
Value of interest in pooled separate accounts at end of year2019-12-31$1,179,816
Value of interest in pooled separate accounts at beginning of year2019-12-31$889,060
Interest on participant loans2019-12-31$14,945
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$7,379,358
Value of interest in common/collective trusts at beginning of year2019-12-31$6,711,765
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$172,983
Net investment gain/loss from pooled separate accounts2019-12-31$213,978
Net investment gain or loss from common/collective trusts2019-12-31$1,287,613
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$329,768
Employer contributions (assets) at end of year2019-12-31$18
Employer contributions (assets) at beginning of year2019-12-31$10,686
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,663,095
Contract administrator fees2019-12-31$55,299
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$641,986
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$758,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$705,322
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,284,965
Value of total assets at end of year2018-12-31$8,752,536
Value of total assets at beginning of year2018-12-31$8,869,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$53,425
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$11,335
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$16,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$16,565
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$754,749
Participant contributions at end of year2018-12-31$344,992
Participant contributions at beginning of year2018-12-31$260,990
Participant contributions at end of year2018-12-31$27,712
Participant contributions at beginning of year2018-12-31$28,373
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$187,863
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$55
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-116,761
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,752,536
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,869,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$768,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,150,274
Value of interest in pooled separate accounts at end of year2018-12-31$889,060
Value of interest in pooled separate accounts at beginning of year2018-12-31$458,950
Interest on participant loans2018-12-31$11,335
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$6,711,765
Value of interest in common/collective trusts at beginning of year2018-12-31$6,958,765
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-76,752
Net investment gain/loss from pooled separate accounts2018-12-31$-103,795
Net investment gain or loss from common/collective trusts2018-12-31$-490,387
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$342,353
Employer contributions (assets) at end of year2018-12-31$10,686
Employer contributions (assets) at beginning of year2018-12-31$11,945
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$705,322
Contract administrator fees2018-12-31$53,425
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,439,315
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$921,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$872,911
Expenses. Certain deemed distributions of participant loans2017-12-31$618
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,366,409
Value of total assets at end of year2017-12-31$8,869,297
Value of total assets at beginning of year2017-12-31$7,351,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$47,867
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$11,441
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$13,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$13,468
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$610,760
Participant contributions at end of year2017-12-31$260,990
Participant contributions at beginning of year2017-12-31$280,315
Participant contributions at end of year2017-12-31$28,373
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$435,878
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,517,919
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,869,297
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,351,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,150,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$458,950
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,291,233
Interest on participant loans2017-12-31$10,805
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$636
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$6,958,765
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$779,830
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$92,390
Net investment gain/loss from pooled separate accounts2017-12-31$173,869
Net investment gain or loss from common/collective trusts2017-12-31$781,738
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$319,771
Employer contributions (assets) at end of year2017-12-31$11,945
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$872,911
Contract administrator fees2017-12-31$47,867
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,438,130
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$411,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$409,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$948,564
Value of total assets at end of year2016-12-31$7,351,378
Value of total assets at beginning of year2016-12-31$6,324,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,075
Total interest from all sources2016-12-31$20,902
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$603,509
Participant contributions at end of year2016-12-31$280,315
Participant contributions at beginning of year2016-12-31$233,484
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$33,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,026,695
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,351,378
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,324,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$6,291,233
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,395,551
Interest on participant loans2016-12-31$8,783
Interest earned on other investments2016-12-31$12,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$779,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$695,648
Net investment gain/loss from pooled separate accounts2016-12-31$468,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$311,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$409,360
Contract administrator fees2016-12-31$2,075
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$950,718
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$860,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$859,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$973,017
Value of total assets at end of year2015-12-31$6,324,683
Value of total assets at beginning of year2015-12-31$6,234,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,453
Total interest from all sources2015-12-31$19,449
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,453
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$510,424
Participant contributions at end of year2015-12-31$233,484
Participant contributions at beginning of year2015-12-31$170,108
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$19,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$90,119
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,324,683
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,234,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$5,395,551
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,015,957
Interest on participant loans2015-12-31$6,391
Interest earned on other investments2015-12-31$13,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$695,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,048,499
Net investment gain/loss from pooled separate accounts2015-12-31$-41,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$443,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$859,146
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GALLINA, LLP
Accountancy firm EIN2015-12-31942147510
2014 : JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$951,347
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$644,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$642,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$662,185
Value of total assets at end of year2014-12-31$6,234,564
Value of total assets at beginning of year2014-12-31$5,927,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,345
Total interest from all sources2014-12-31$22,533
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$361,989
Participant contributions at end of year2014-12-31$170,108
Participant contributions at beginning of year2014-12-31$184,938
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$128,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$307,016
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,234,564
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,927,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$5,015,957
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,752,378
Interest on participant loans2014-12-31$5,770
Interest earned on other investments2014-12-31$16,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,048,499
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$990,232
Net investment gain/loss from pooled separate accounts2014-12-31$266,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$171,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$642,986
Contract administrator fees2014-12-31$1,345
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GALLINA LLP
Accountancy firm EIN2014-12-31942147510
2013 : JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,206,672
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$206,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$205,326
Value of total corrective distributions2013-12-31$420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$444,074
Value of total assets at end of year2013-12-31$5,927,548
Value of total assets at beginning of year2013-12-31$4,927,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,169
Total interest from all sources2013-12-31$23,265
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$298,880
Participant contributions at end of year2013-12-31$184,938
Participant contributions at beginning of year2013-12-31$168,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$999,757
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,927,548
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,927,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$4,752,378
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,891,363
Interest on participant loans2013-12-31$6,700
Interest earned on other investments2013-12-31$16,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$990,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$867,802
Net investment gain/loss from pooled separate accounts2013-12-31$739,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$145,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$205,326
Contract administrator fees2013-12-31$1,169
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GALLINA LLP
Accountancy firm EIN2013-12-31942147510
2012 : JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$816,387
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$281,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$279,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$367,218
Value of total assets at end of year2012-12-31$4,927,791
Value of total assets at beginning of year2012-12-31$4,392,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,273
Total interest from all sources2012-12-31$23,996
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$245,079
Participant contributions at end of year2012-12-31$168,626
Participant contributions at beginning of year2012-12-31$207,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$535,205
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,927,791
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,392,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$3,891,363
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,366,405
Interest on participant loans2012-12-31$6,165
Interest earned on other investments2012-12-31$17,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$867,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$818,836
Net investment gain/loss from pooled separate accounts2012-12-31$425,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$122,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$279,909
Contract administrator fees2012-12-31$1,273
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GALLINA LLP
Accountancy firm EIN2012-12-31942147510
2011 : JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$193,173
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$181,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$180,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$192,348
Value of total assets at end of year2011-12-31$4,392,586
Value of total assets at beginning of year2011-12-31$4,381,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,416
Total interest from all sources2011-12-31$25,780
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$192,348
Participant contributions at end of year2011-12-31$207,345
Participant contributions at beginning of year2011-12-31$211,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$11,334
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,392,586
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,381,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,366,405
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,393,327
Interest on participant loans2011-12-31$7,253
Interest earned on other investments2011-12-31$18,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$818,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$776,361
Net investment gain/loss from pooled separate accounts2011-12-31$-24,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$180,423
Contract administrator fees2011-12-31$1,416
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GALLINA LLP
Accountancy firm EIN2011-12-31942147510
2010 : JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$741,313
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$533,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$531,616
Expenses. Certain deemed distributions of participant loans2010-12-31$452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$309,784
Value of total assets at end of year2010-12-31$4,381,252
Value of total assets at beginning of year2010-12-31$4,173,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,700
Total interest from all sources2010-12-31$33,141
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$233,510
Participant contributions at end of year2010-12-31$211,564
Participant contributions at beginning of year2010-12-31$194,504
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$207,545
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,381,252
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,173,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,393,327
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,189,826
Interest on participant loans2010-12-31$7,760
Interest earned on other investments2010-12-31$25,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$776,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$789,377
Net investment gain/loss from pooled separate accounts2010-12-31$398,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$66,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$531,616
Contract administrator fees2010-12-31$1,700
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BAKER PETERSON & FRANKLIN CPAS, LLP
Accountancy firm EIN2010-12-31941743187
2009 : JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN

2022: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOSEPH GALLO FARMS 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number813829
Policy instance 1
Insurance contract or identification number813829
Number of Individuals Covered276
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number813829
Policy instance 1
Insurance contract or identification number813829
Number of Individuals Covered273
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,308
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,308
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number813829
Policy instance 1
Insurance contract or identification number813829
Number of Individuals Covered286
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,050
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,050
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number813829
Policy instance 1
Insurance contract or identification number813829
Number of Individuals Covered323
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,488
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,488
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number813829
Policy instance 1
Insurance contract or identification number813829
Number of Individuals Covered357
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,348
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,348
Amount paid for insurance broker fees0
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066395
Policy instance 2
Insurance contract or identification number066395
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-01-23
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number813829
Policy instance 1
Insurance contract or identification number813829
Number of Individuals Covered383
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $987
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $987
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameAMERIPRISE FINANCIAL SVCS INC - 205
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066395
Policy instance 1
Insurance contract or identification number066395
Number of Individuals Covered375
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $15,254
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,254
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS, LLC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066395
Policy instance 1
Insurance contract or identification number066395
Number of Individuals Covered366
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $14,649
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,649
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS, LLC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066395
Policy instance 1
Insurance contract or identification number066395
Number of Individuals Covered342
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,307
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,307
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS, LLC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066395
Policy instance 1
Insurance contract or identification number066395
Number of Individuals Covered330
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,396
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,606
Insurance broker organization code?3
Insurance broker nameDEBORAH A ENFIELD
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066395
Policy instance 1
Insurance contract or identification number066395
Number of Individuals Covered316
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,373
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066395
Policy instance 1
Insurance contract or identification number066395
Number of Individuals Covered332
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,975
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $5,486
Insurance broker organization code?3
Insurance broker nameDEBORAH A ENFIELD

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