401k Plan data: ANDERSEN & SONS SHELLING 401(K) PLAN plan

ANDERSEN & SONS SHELLING 401(K) PLAN 401k Plan overview

Plan Name	ANDERSEN & SONS SHELLING 401(K) PLAN
Plan identification number	001

ANDERSEN & SONS SHELLING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ANDERSEN & SONS SHELLING has sponsored the creation of one or more 401k plans.

Company Name: ANDERSEN & SONS SHELLING

Employer identification number (EIN): 760730660

NAIC Classification: 111300
NAIC Description: Fruit and Tree Nut Farming

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANDERSEN & SONS SHELLING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 PATRICK ANDERSEN 2023-10-13 PATRICK ANDERSEN 2023-10-13
001 2021-01-01 PATRICK ANDERSEN 2022-08-19 PATRICK ANDERSEN 2022-08-19
001 2020-01-01 PATRICK ANDERSEN 2021-10-07 PATRICK ANDERSEN 2021-10-07
001 2019-01-01 PATRICK ANDERSEN 2020-10-14 PATRICK ANDERSEN 2020-10-14
001 2018-01-01 PATRICK ANDERSEN 2019-10-11 PATRICK ANDERSEN 2019-10-11
001 2018-01-01 PATRICK ANDERSEN 2020-10-14 PATRICK ANDERSEN 2020-10-14
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 PATRICK ANDERSEN 2014-05-02
001 2012-01-01 PATRICK ANDERSEN 2013-06-10
001 2011-01-01 PATRICK ANDERSEN 2012-05-07
001 2010-01-01 PATRICK ANDERSEN 2011-05-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	PATRICK ANDERSEN	2023-10-13	PATRICK ANDERSEN	2023-10-13
001	2021-01-01	PATRICK ANDERSEN	2022-08-19	PATRICK ANDERSEN	2022-08-19
001	2020-01-01	PATRICK ANDERSEN	2021-10-07	PATRICK ANDERSEN	2021-10-07
001	2019-01-01	PATRICK ANDERSEN	2020-10-14	PATRICK ANDERSEN	2020-10-14
001	2018-01-01	PATRICK ANDERSEN	2019-10-11	PATRICK ANDERSEN	2019-10-11
001	2018-01-01	PATRICK ANDERSEN	2020-10-14	PATRICK ANDERSEN	2020-10-14
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	PATRICK ANDERSEN	2014-05-02
001	2012-01-01	PATRICK ANDERSEN	2013-06-10
001	2011-01-01	PATRICK ANDERSEN	2012-05-07
001	2010-01-01	PATRICK ANDERSEN	2011-05-03

Plan Statistics for ANDERSEN & SONS SHELLING 401(K) PLAN

401k plan membership statisitcs for ANDERSEN & SONS SHELLING 401(K) PLAN

Measure Date Value
2022: ANDERSEN & SONS SHELLING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 194
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 28
Total of all active and inactive participants 2022-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 222
Number of participants with account balances 2022-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ANDERSEN & SONS SHELLING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 151
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 21
Total of all active and inactive participants 2021-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 172
Number of participants with account balances 2021-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ANDERSEN & SONS SHELLING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 161
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 16
Total of all active and inactive participants 2020-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 177
Number of participants with account balances 2020-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ANDERSEN & SONS SHELLING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 124
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 22
Total of all active and inactive participants 2019-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 146
Number of participants with account balances 2019-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ANDERSEN & SONS SHELLING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 124
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 14
Total of all active and inactive participants 2018-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 138
Number of participants with account balances 2018-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: ANDERSEN & SONS SHELLING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	194
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	28
Total of all active and inactive participants	2022-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	222
Number of participants with account balances	2022-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ANDERSEN & SONS SHELLING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	151
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	21
Total of all active and inactive participants	2021-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	172
Number of participants with account balances	2021-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ANDERSEN & SONS SHELLING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	161
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	16
Total of all active and inactive participants	2020-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	177
Number of participants with account balances	2020-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ANDERSEN & SONS SHELLING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	124
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	22
Total of all active and inactive participants	2019-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	146
Number of participants with account balances	2019-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ANDERSEN & SONS SHELLING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	124
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	14
Total of all active and inactive participants	2018-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	138
Number of participants with account balances	2018-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on ANDERSEN & SONS SHELLING 401(K) PLAN

Measure	Date	Value
2022 : ANDERSEN & SONS SHELLING 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$541,920
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$1,903
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$1,885
Total income from all sources (including contributions)	2022-12-31	$174,740
Total loss/gain on sale of assets	2022-12-31	$-727,216
Total of all expenses incurred	2022-12-31	$103,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$98,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$735,591
Value of total assets at end of year	2022-12-31	$3,870,743
Value of total assets at beginning of year	2022-12-31	$3,257,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$4,955
Total interest from all sources	2022-12-31	$8,757
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$157,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$157,608
Administrative expenses professional fees incurred	2022-12-31	$3,040
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$386,884
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$445,209
Participant contributions at end of year	2022-12-31	$229,499
Participant contributions at beginning of year	2022-12-31	$128,352
Participant contributions at end of year	2022-12-31	$27,917
Participant contributions at beginning of year	2022-12-31	$1,043
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$1,903
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$1,885
Administrative expenses (other) incurred	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$71,435
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,868,840
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,255,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$1,915
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,209,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,866,920
Interest on participant loans	2022-12-31	$8,757
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$274,809
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$73,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$73,092
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$290,382
Employer contributions (assets) at end of year	2022-12-31	$128,879
Employer contributions (assets) at beginning of year	2022-12-31	$187,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$98,350
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$-727,216
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2022-12-31	300840934
2021 : ANDERSEN & SONS SHELLING 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,885
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,885
Total income from all sources (including contributions)	2021-12-31	$849,242
Total loss/gain on sale of assets	2021-12-31	$228,148
Total of all expenses incurred	2021-12-31	$44,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$41,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$480,337
Value of total assets at end of year	2021-12-31	$3,257,370
Value of total assets at beginning of year	2021-12-31	$2,452,493
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,530
Total interest from all sources	2021-12-31	$7,127
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$133,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$133,630
Administrative expenses professional fees incurred	2021-12-31	$1,250
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$325,548
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$292,374
Participant contributions at end of year	2021-12-31	$128,352
Participant contributions at beginning of year	2021-12-31	$153,564
Participant contributions at end of year	2021-12-31	$1,043
Participant contributions at beginning of year	2021-12-31	$1,043
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$1,885
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$1,885
Administrative expenses (other) incurred	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$804,877
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,255,485
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,450,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$1,280
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,866,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,115,444
Interest on participant loans	2021-12-31	$7,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$73,092
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$53,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$53,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$187,963
Employer contributions (assets) at end of year	2021-12-31	$187,963
Employer contributions (assets) at beginning of year	2021-12-31	$129,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$41,835
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$228,148
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2021-12-31	300840934
2020 : ANDERSEN & SONS SHELLING 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,885
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,883
Total income from all sources (including contributions)	2020-12-31	$665,277
Total loss/gain on sale of assets	2020-12-31	$260,275
Total of all expenses incurred	2020-12-31	$86,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$81,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$335,587
Value of total assets at end of year	2020-12-31	$2,452,493
Value of total assets at beginning of year	2020-12-31	$1,873,317
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,535
Total interest from all sources	2020-12-31	$6,853
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$62,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$62,562
Administrative expenses professional fees incurred	2020-12-31	$3,125
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$187,143
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$206,252
Participant contributions at end of year	2020-12-31	$153,564
Participant contributions at beginning of year	2020-12-31	$132,281
Participant contributions at end of year	2020-12-31	$1,043
Participant contributions at beginning of year	2020-12-31	$8,122
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$1,885
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$1,883
Administrative expenses (other) incurred	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$579,174
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,450,608
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,871,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$1,410
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,115,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,580,430
Interest on participant loans	2020-12-31	$6,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$53,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$36,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$36,502
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$43
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$129,335
Employer contributions (assets) at end of year	2020-12-31	$129,335
Employer contributions (assets) at beginning of year	2020-12-31	$115,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$81,568
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$260,275
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2020-12-31	300840934
2019 : ANDERSEN & SONS SHELLING 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,883
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,883
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,860
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,860
Total income from all sources (including contributions)	2019-12-31	$567,017
Total income from all sources (including contributions)	2019-12-31	$567,017
Total loss/gain on sale of assets	2019-12-31	$206,027
Total loss/gain on sale of assets	2019-12-31	$206,027
Total of all expenses incurred	2019-12-31	$62,134
Total of all expenses incurred	2019-12-31	$62,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$57,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$57,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$289,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$289,749
Value of total assets at end of year	2019-12-31	$1,873,317
Value of total assets at end of year	2019-12-31	$1,873,317
Value of total assets at beginning of year	2019-12-31	$1,368,411
Value of total assets at beginning of year	2019-12-31	$1,368,411
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,502
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,502
Total interest from all sources	2019-12-31	$8,282
Total interest from all sources	2019-12-31	$8,282
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$62,959
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$62,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$62,959
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$62,959
Administrative expenses professional fees incurred	2019-12-31	$2,500
Administrative expenses professional fees incurred	2019-12-31	$2,500
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$150,000
Value of fidelity bond cover	2019-12-31	$150,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$173,767
Participant contributions at end of year	2019-12-31	$132,281
Participant contributions at end of year	2019-12-31	$132,281
Participant contributions at beginning of year	2019-12-31	$109,985
Participant contributions at beginning of year	2019-12-31	$109,985
Participant contributions at end of year	2019-12-31	$8,122
Participant contributions at end of year	2019-12-31	$8,122
Participant contributions at beginning of year	2019-12-31	$5,246
Participant contributions at beginning of year	2019-12-31	$5,246
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$1,883
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$1,883
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$1,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$1,860
Administrative expenses (other) incurred	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
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	$504,883
Value of net income/loss	2019-12-31	$504,883
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,871,434
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,871,434
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,366,551
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,366,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$2,002
Investment advisory and management fees	2019-12-31	$2,002
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,580,430
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,580,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,114,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,114,164
Interest on participant loans	2019-12-31	$7,977
Interest on participant loans	2019-12-31	$7,977
Income. Interest from loans (other than to participants)	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$36,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$36,502
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$18,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$18,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$18,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$18,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$115,982
Contributions received in cash from employer	2019-12-31	$115,982
Employer contributions (assets) at end of year	2019-12-31	$115,982
Employer contributions (assets) at end of year	2019-12-31	$115,982
Employer contributions (assets) at beginning of year	2019-12-31	$120,751
Employer contributions (assets) at beginning of year	2019-12-31	$120,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$57,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$57,632
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
Aggregate proceeds on sale of assets	2019-12-31	$206,027
Aggregate proceeds on sale of assets	2019-12-31	$206,027
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PENSION ASSURANCE LLP
Accountancy firm name	2019-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2019-12-31	300840934
Accountancy firm EIN	2019-12-31	300840934
2018 : ANDERSEN & SONS SHELLING 401(K) PLAN 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	$1,860
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,843
Total income from all sources (including contributions)	2018-12-31	$254,330
Total loss/gain on sale of assets	2018-12-31	$-121,693
Total of all expenses incurred	2018-12-31	$50,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$36,329
Expenses. Certain deemed distributions of participant loans	2018-12-31	$10,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$316,918
Value of total assets at end of year	2018-12-31	$1,368,411
Value of total assets at beginning of year	2018-12-31	$1,164,320
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,140
Total interest from all sources	2018-12-31	$4,159
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$54,946
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	$54,946
Administrative expenses professional fees incurred	2018-12-31	$1,725
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$150,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$179,885
Participant contributions at end of year	2018-12-31	$109,985
Participant contributions at beginning of year	2018-12-31	$72,082
Participant contributions at end of year	2018-12-31	$5,246
Participant contributions at beginning of year	2018-12-31	$3,050
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$16,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$1,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$1,843
Administrative expenses (other) incurred	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$204,074
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,366,551
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,162,477
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	$1,415
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,114,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,006,023
Interest on participant loans	2018-12-31	$4,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$18,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$8,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$8,017
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	$120,751
Employer contributions (assets) at end of year	2018-12-31	$120,751
Employer contributions (assets) at beginning of year	2018-12-31	$75,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$36,329
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
Aggregate proceeds on sale of assets	2018-12-31	$-121,693
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	PENSION ASSURANCE LLP
Accountancy firm EIN	2018-12-31	300840934

Form 5500 Responses for ANDERSEN & SONS SHELLING 401(K) PLAN

2022: ANDERSEN & SONS SHELLING 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ANDERSEN & SONS SHELLING 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ANDERSEN & SONS SHELLING 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ANDERSEN & SONS SHELLING 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single 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: ANDERSEN & SONS SHELLING 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single 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

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Company Name:	ANDERSEN & SONS SHELLING
Employer identification number (EIN):	760730660
NAIC Classification:	111300
NAIC Description:	Fruit and Tree Nut Farming