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Plan Name | LEGACY FRUIT PACKERS, LLC 401(K) PLAN AND TRUST |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LEGACY FRUIT PACKERS, LLC |
Employer identification number (EIN): | 471934897 |
NAIC Classification: | 111900 |
NAIC Description: | Other Crop Farming |
Additional information about LEGACY FRUIT PACKERS, LLC
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 2014-09-25 |
Company Identification Number: | 603439041 |
Legal Registered Office Address: |
471 SAGEBRUSH HEIGHTS RD YAKIMA United States of America (USA) 989039166 |
More information about LEGACY FRUIT PACKERS, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2021-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | BARBARA WALKENHAUER | 2020-10-12 | ||
003 | 2018-01-01 | CINDY FLUAITT | 2019-10-11 | ||
003 | 2017-01-01 | ||||
003 | 2016-01-01 | ||||
003 | 2015-01-01 | MICAH DUNSTAN |
Measure | Date | Value |
---|---|---|
2019: LEGACY FRUIT PACKERS, LLC 401(K) PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 359 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 41 |
Total of all active and inactive participants | 2019-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 41 |
Number of participants with account balances | 2019-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: LEGACY FRUIT PACKERS, LLC 401(K) PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 743 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 734 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 108 |
Total of all active and inactive participants | 2018-01-01 | 842 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 842 |
Number of participants with account balances | 2018-01-01 | 359 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: LEGACY FRUIT PACKERS, LLC 401(K) PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 687 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 637 |
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 | 61 |
Total of all active and inactive participants | 2017-01-01 | 698 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 698 |
Number of participants with account balances | 2017-01-01 | 305 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 5 |
2016: LEGACY FRUIT PACKERS, LLC 401(K) PLAN AND TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 874 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 765 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 78 |
Total of all active and inactive participants | 2016-01-01 | 843 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 843 |
Number of participants with account balances | 2016-01-01 | 339 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 4 |
2015: LEGACY FRUIT PACKERS, LLC 401(K) PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 734 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 912 |
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 | 37 |
Total of all active and inactive participants | 2015-01-01 | 949 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 949 |
Number of participants with account balances | 2015-01-01 | 319 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 9 |
Measure | Date | Value |
---|---|---|
2019 : LEGACY FRUIT PACKERS, LLC 401(K) PLAN AND TRUST 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $5,181 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $38,819 |
Total income from all sources (including contributions) | 2019-12-31 | $1,151,632 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $11,007,891 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $10,946,262 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $154,596 |
Value of total assets at beginning of year | 2019-12-31 | $10,044,493 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $61,629 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $65,716 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $65,716 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $193 |
Other income not declared elsewhere | 2019-12-31 | $-194 |
Administrative expenses (other) incurred | 2019-12-31 | $39,707 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $4,988 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $38,819 |
Total non interest bearing cash at end of year | 2019-12-31 | $5,181 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $38,819 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $-9,856,259 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $149,415 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,005,674 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $21,922 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $125,732 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $9,848,465 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $23,683 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $75,857 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,084,888 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,222 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $81,159 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $10,946,262 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $193 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HOMCHICK, SMITH & ASSOCIATES PLLC |
Accountancy firm EIN | 2019-12-31 | 910626552 |
2018 : LEGACY FRUIT PACKERS, LLC 401(K) PLAN AND TRUST 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $38,819 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $32,214 |
Total income from all sources (including contributions) | 2018-12-31 | $535,762 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,946,945 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,866,062 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $930,419 |
Value of total assets at end of year | 2018-12-31 | $10,044,493 |
Value of total assets at beginning of year | 2018-12-31 | $11,449,071 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $80,883 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $361,543 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $361,543 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $533,291 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $29 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $67,306 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $193 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $36,507 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $38,819 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $32,214 |
Total non interest bearing cash at end of year | 2018-12-31 | $38,819 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $32,214 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,411,183 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,005,674 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,416,857 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $44,376 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $9,848,465 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $11,254,140 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $75,857 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $73,993 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-757,824 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $1,624 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $329,822 |
Employer contributions (assets) at end of year | 2018-12-31 | $81,159 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $88,695 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,866,062 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | HOMCHICK, SMITH & ASSOCIATES LLC |
Accountancy firm EIN | 2018-12-31 | 910626552 |
2017 : LEGACY FRUIT PACKERS, LLC 401(K) PLAN AND TRUST 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $32,214 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $31,858 |
Total income from all sources (including contributions) | 2017-12-31 | $2,213,876 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $689,879 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $613,390 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $884,130 |
Value of total assets at end of year | 2017-12-31 | $11,449,071 |
Value of total assets at beginning of year | 2017-12-31 | $9,924,718 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $76,489 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $338,202 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $338,202 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $543,307 |
Participant contributions at end of year | 2017-12-31 | $29 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $17 |
Administrative expenses (other) incurred | 2017-12-31 | $35,012 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $32,214 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $31,841 |
Total non interest bearing cash at end of year | 2017-12-31 | $32,214 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $31,841 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,523,997 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $11,416,857 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,892,860 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $41,477 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $11,254,140 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $9,724,964 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $73,993 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $76,393 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $990,175 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,369 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $340,823 |
Employer contributions (assets) at end of year | 2017-12-31 | $88,695 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $91,520 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $613,390 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | HOMCHICK, SMITH & ASSOCIATES LLC |
Accountancy firm EIN | 2017-12-31 | 910626552 |
2016 : LEGACY FRUIT PACKERS, LLC 401(K) PLAN AND TRUST 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $31,858 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $34,604 |
Total income from all sources (including contributions) | 2016-12-31 | $1,571,483 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,111,526 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,041,033 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $976,050 |
Value of total assets at end of year | 2016-12-31 | $9,924,718 |
Value of total assets at beginning of year | 2016-12-31 | $9,467,507 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $70,493 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $247,216 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $247,216 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $614,508 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $26,725 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $17 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $170 |
Other income not declared elsewhere | 2016-12-31 | $1,150 |
Administrative expenses (other) incurred | 2016-12-31 | $42,811 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $31,841 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $34,434 |
Total non interest bearing cash at end of year | 2016-12-31 | $31,841 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $34,604 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $459,957 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $9,892,860 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,432,903 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $27,682 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $9,724,964 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,013,777 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $76,393 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $282,029 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $345,380 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $1,687 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $361,542 |
Employer contributions (assets) at end of year | 2016-12-31 | $91,520 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $110,372 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,041,033 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HOMCHICK, SMITH & ASSOCIATES LLC |
Accountancy firm EIN | 2016-12-31 | 910626552 |
2015 : LEGACY FRUIT PACKERS, LLC 401(K) PLAN AND TRUST 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $6,585,974 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $34,604 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $4,614 |
Total income from all sources (including contributions) | 2015-12-31 | $1,386,465 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $816,541 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $754,791 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,312,930 |
Value of total assets at end of year | 2015-12-31 | $9,467,507 |
Value of total assets at beginning of year | 2015-12-31 | $2,281,619 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $61,750 |
Total interest from all sources | 2015-12-31 | $239 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $251,391 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $251,391 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $210,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $693,902 |
Participant contributions at end of year | 2015-12-31 | $26,725 |
Participant contributions at beginning of year | 2015-12-31 | $8,645 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $31,188 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $170 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $17 |
Other income not declared elsewhere | 2015-12-31 | $77 |
Administrative expenses (other) incurred | 2015-12-31 | $25,954 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $34,434 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $4,597 |
Total non interest bearing cash at end of year | 2015-12-31 | $34,604 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $4,615 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $569,924 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $9,432,903 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,277,005 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $35,796 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $9,013,777 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,222,923 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $282,029 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $2,552 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $239 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-184,143 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $5,971 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $587,840 |
Employer contributions (assets) at end of year | 2015-12-31 | $110,372 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $42,884 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $754,791 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | HOMCHICK, SMITH & ASSOCIATES LLC |
Accountancy firm EIN | 2015-12-31 | 910626552 |
2019: LEGACY FRUIT PACKERS, LLC 401(K) PLAN AND TRUST 2019 form 5500 responses | ||
---|---|---|
2019-01-01 | Type of plan entity | Mulitple employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: LEGACY FRUIT PACKERS, LLC 401(K) PLAN AND TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Mulitple employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: LEGACY FRUIT PACKERS, LLC 401(K) PLAN AND TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Mulitple employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: LEGACY FRUIT PACKERS, LLC 401(K) PLAN AND TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: LEGACY FRUIT PACKERS, LLC 401(K) PLAN AND TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |