401k Plan data: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN plan

LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 401k Plan overview

Plan Name	LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN
Plan identification number	001

LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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

LAETITIA VINEYARD & WINERY, INC. has sponsored the creation of one or more 401k plans.

Company Name: LAETITIA VINEYARD & WINERY, INC.

Employer identification number (EIN): 954464519

NAIC Classification: 312130
NAIC Description: Wineries

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 WILLIAM C. PARKS 2020-03-11
001 2018-01-01 WILLIAM C. PARKS 2019-10-15
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 WENDELL COTTLE
001 2012-01-01 WENDELL COTTLE
001 2011-01-01 WENDELL COTTLE
001 2010-01-01 DOUGLAS S. HENDRY
001 2009-01-01 DAVID PECKHAM

Plan Statistics for LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN

401k plan membership statisitcs for LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN

Measure Date Value
2017: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 50
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 18
Total of all active and inactive participants 2017-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 68
Number of participants with account balances 2017-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 62
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 73
Total participants 2016-01-01 73
Number of participants with account balances 2016-01-01 49
2015: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 63
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 73
Number of participants with account balances 2015-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 91
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 91
Number of participants with account balances 2014-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 62
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 67
Number of participants with account balances 2013-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 56
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 61
Number of participants with account balances 2012-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 53
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 57
Number of participants with account balances 2011-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 50
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 10
Total of all active and inactive participants 2010-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 60
Number of participants with account balances 2010-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 25
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 25
Number of participants with account balances 2009-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	50
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	18
Total of all active and inactive participants	2017-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	68
Number of participants with account balances	2017-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	62
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	73
Total participants	2016-01-01	73
Number of participants with account balances	2016-01-01	49
2015: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	63
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	73
Number of participants with account balances	2015-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	91
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	91
Number of participants with account balances	2014-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	62
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	67
Number of participants with account balances	2013-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	56
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	61
Number of participants with account balances	2012-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	53
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	57
Number of participants with account balances	2011-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	50
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	10
Total of all active and inactive participants	2010-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	60
Number of participants with account balances	2010-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	25
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	25
Number of participants with account balances	2009-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN

Measure	Date	Value
2017 : LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$571,726
Expenses. Total of all expenses incurred	2017-12-31	$495,469
Benefits paid (including direct rollovers)	2017-12-31	$491,361
Total plan assets at end of year	2017-12-31	$2,428,044
Total plan assets at beginning of year	2017-12-31	$2,351,787
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$209,995
Expenses. Other expenses not covered elsewhere	2017-12-31	$4,108
Other income received	2017-12-31	$273,666
Net income (gross income less expenses)	2017-12-31	$76,257
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,428,044
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,351,787
Assets. Value of participant loans	2017-12-31	$56,725
Total contributions received or receivable from employer(s)	2017-12-31	$88,065
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$469,053
Expenses. Total of all expenses incurred	2016-12-31	$113,465
Benefits paid (including direct rollovers)	2016-12-31	$111,715
Total plan assets at end of year	2016-12-31	$2,351,787
Total plan assets at beginning of year	2016-12-31	$1,996,199
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$203,983
Expenses. Other expenses not covered elsewhere	2016-12-31	$1,750
Contributions received from other sources (not participants or employers)	2016-12-31	$45,579
Other income received	2016-12-31	$134,886
Net income (gross income less expenses)	2016-12-31	$355,588
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,351,787
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,996,199
Assets. Value of participant loans	2016-12-31	$64,378
Total contributions received or receivable from employer(s)	2016-12-31	$84,605
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$317
Total income from all sources	2015-12-31	$288,021
Expenses. Total of all expenses incurred	2015-12-31	$56,372
Benefits paid (including direct rollovers)	2015-12-31	$55,971
Total plan assets at end of year	2015-12-31	$1,996,199
Total plan assets at beginning of year	2015-12-31	$1,764,867
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$218,030
Expenses. Other expenses not covered elsewhere	2015-12-31	$401
Other income received	2015-12-31	$-21,610
Net income (gross income less expenses)	2015-12-31	$231,649
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,996,199
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,764,550
Assets. Value of participant loans	2015-12-31	$59,504
Total contributions received or receivable from employer(s)	2015-12-31	$91,601
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$317
Total plan liabilities at beginning of year	2014-12-31	$329
Total income from all sources	2014-12-31	$361,941
Expenses. Total of all expenses incurred	2014-12-31	$109,212
Benefits paid (including direct rollovers)	2014-12-31	$108,555
Total plan assets at end of year	2014-12-31	$1,764,867
Total plan assets at beginning of year	2014-12-31	$1,512,150
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$188,848
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$74,159
Net income (gross income less expenses)	2014-12-31	$252,729
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,764,550
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,511,821
Assets. Value of participant loans	2014-12-31	$74,702
Total contributions received or receivable from employer(s)	2014-12-31	$98,934
Value of certain deemed distributions of participant loans	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$657
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$329
Total plan liabilities at beginning of year	2013-12-31	$5,440
Total income from all sources	2013-12-31	$365,568
Expenses. Total of all expenses incurred	2013-12-31	$41,961
Benefits paid (including direct rollovers)	2013-12-31	$41,508
Total plan assets at end of year	2013-12-31	$1,512,150
Total plan assets at beginning of year	2013-12-31	$1,193,654
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$179,550
Expenses. Other expenses not covered elsewhere	2013-12-31	$453
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$104,391
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$323,607
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,511,821
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,188,214
Assets. Value of participant loans	2013-12-31	$107,186
Total contributions received or receivable from employer(s)	2013-12-31	$81,627
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$5,440
Total plan liabilities at beginning of year	2012-12-31	$14,170
Total income from all sources	2012-12-31	$320,704
Expenses. Total of all expenses incurred	2012-12-31	$237,904
Benefits paid (including direct rollovers)	2012-12-31	$202,050
Total plan assets at end of year	2012-12-31	$1,193,654
Total plan assets at beginning of year	2012-12-31	$1,119,584
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$153,351
Expenses. Other expenses not covered elsewhere	2012-12-31	$10,467
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$96,260
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$82,800
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,188,214
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,105,414
Assets. Value of participant loans	2012-12-31	$64,712
Total contributions received or receivable from employer(s)	2012-12-31	$71,093
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$25,387
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$14,170
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$174,061
Expenses. Total of all expenses incurred	2011-12-31	$129,429
Benefits paid (including direct rollovers)	2011-12-31	$57,035
Total plan assets at end of year	2011-12-31	$1,119,584
Total plan assets at beginning of year	2011-12-31	$1,060,782
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$111,305
Expenses. Other expenses not covered elsewhere	2011-12-31	$14,345
Contributions received from other sources (not participants or employers)	2011-12-31	$3,196
Other income received	2011-12-31	$4,322
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$44,632
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,105,414
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,060,782
Assets. Value of participant loans	2011-12-31	$22,539
Total contributions received or receivable from employer(s)	2011-12-31	$55,238
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$58,049
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$286,406
Expenses. Total of all expenses incurred	2010-12-31	$7,434
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,060,782
Total plan assets at beginning of year	2010-12-31	$781,810
Total contributions received or receivable from participants	2010-12-31	$106,074
Expenses. Other expenses not covered elsewhere	2010-12-31	$7,434
Contributions received from other sources (not participants or employers)	2010-12-31	$10,000
Other income received	2010-12-31	$115,246
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$278,972
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,060,782
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$781,810
Assets. Value of participant loans	2010-12-31	$53,326
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$304
Total contributions received or receivable from employer(s)	2010-12-31	$55,086
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN

2017: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LAETITIA VINEYARD & WINERY, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

824506

Policy instance

Insurance contract or identification number	824506
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $9,730
Total amount of fees paid to insurance company	USD $1,431
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,730
Insurance broker organization code?	3
Amount paid for insurance broker fees	1431
Insurance broker name	PENSYS, INC.

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

824506

Policy instance

Insurance contract or identification number	824506
Number of Individuals Covered	50
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $5,933
Total amount of fees paid to insurance company	USD $390
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,933
Insurance broker organization code?	3
Amount paid for insurance broker fees	390
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker name	PENSYS, INC.

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

824506

Policy instance

Insurance contract or identification number	824506
Number of Individuals Covered	51
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $5,002
Commission paid to Insurance Broker	USD $5,002
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC.

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

824506

Policy instance

Insurance contract or identification number	824506
Number of Individuals Covered	46
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $4,313
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,313
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

824506

Policy instance

Insurance contract or identification number	824506
Number of Individuals Covered	44
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $3,472
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,472
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

824506

Policy instance

Insurance contract or identification number	824506
Number of Individuals Covered	28
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $8,464
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

63948

Policy instance

Insurance contract or identification number	63948
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	LAETITIA VINEYARD & WINERY, INC.
Employer identification number (EIN):	954464519
NAIC Classification:	312130
NAIC Description:	Wineries

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01	WILLIAM C. PARKS	2020-03-11
001	2018-01-01	WILLIAM C. PARKS	2019-10-15
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	WENDELL COTTLE
001	2012-01-01	WENDELL COTTLE
001	2011-01-01	WENDELL COTTLE
001	2010-01-01	DOUGLAS S. HENDRY
001	2009-01-01	DAVID PECKHAM