Joseph Gallo Farms 401(K) Plan — Form 5500 plan (Gallo Cattle Company Dba Joseph Gallo Farms)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Joseph Gallo Farms 401(K) Plan is a benefit plan reported by Gallo Cattle Company Dba Joseph Gallo Farms under EIN 88-1723741 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $14,145,835 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gallo Cattle Company Dba Joseph Gallo Farms
- EIN
- 88-1723741
- Plan number
- 001
- Plan type
- 2
- Location
- Atwater, CA
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $14,145,835
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20241015184835NAL0049414096001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,145,835
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,145,835
- Net assets (BOY)
- $11,624,000
Income & contributions
- Employer contributions
- $343,812
- Participant contributions
- $763,327
- Total contributions
- $1,270,978
- Total income / additions
- $3,212,758
Expenses & distributions
- Benefits paid
- $635,468
- Administrative expenses
- $55,455
- Total expenses
- $690,923
- Net increase / (decrease)
- $2,521,835
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $55,454 | $0 | 2023 |
| Wells Fargo Clearing Svcs (Wf Advs) | INVESTMENT ADVISORY | $0 | $24,219 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gallo Cattle Company Dba Joseph Gallo Farms
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Atwater, CA
- Principal Life Insurance Company — Schedule C compensation
- Wells Fargo Clearing Svcs (Wf Advs) — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation