?>
| Plan Name | FAMILY TREE FARMS, INC. 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | FAMILY TREE FARMS, INC. |
| Employer identification number (EIN): | 770515996 |
| NAIC Classification: | 115110 |
Additional information about FAMILY TREE FARMS, INC.
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 1999-05-14 |
| Company Identification Number: | C2164107 |
| Legal Registered Office Address: |
3464 Avenue 408 Kingsburg United States of America (USA) 93631 |
More information about FAMILY TREE FARMS, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | LILA VASCONCELLOS | 2018-10-08 | ||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | ||||
| 001 | 2013-01-01 | ||||
| 001 | 2012-01-01 | RICHARD AUNE | |||
| 001 | 2011-01-01 | RICHARD AUNE | |||
| 001 | 2009-01-01 | DAN CLENNEY |
| Measure | Date | Value |
|---|---|---|
| 2025: FAMILY TREE FARMS, INC. 401(K) PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-06-12 | 120 |
| Total number of particpants at end of year | 2025-06-12 | 115 |
| Number of Participants With Account Balances | 2025-06-12 | 109 |
| 2024: FAMILY TREE FARMS, INC. 401(K) PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-05-14 | 101 |
| Total number of particpants at end of year | 2024-05-14 | 113 |
| Number of Participants With Account Balances | 2024-05-14 | 104 |
| 2023: FAMILY TREE FARMS, INC. 401(K) PLAN 2023 401k membership | ||
| Total number of particpants at beginning of year | 2023-05-26 | 77 |
| Total number of particpants at end of year | 2023-05-26 | 78 |
| Number of Participants With Account Balances | 2023-05-26 | 68 |
| 2012: FAMILY TREE FARMS, INC. 401(K) PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-01-01 | 151 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 50 |
| 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 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 52 |
| Number of participants with account balances | 2012-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: FAMILY TREE FARMS, INC. 401(K) PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 150 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 166 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 169 |
| Total participants | 2011-01-01 | 169 |
| Number of participants with account balances | 2011-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: FAMILY TREE FARMS, INC. 401(K) PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 153 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 149 |
| 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 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 150 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 150 |
| 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 |
|---|---|---|
| 2025 : FAMILY TREE FARMS, INC. 401(K) PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-06-12 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-12 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-12 | 661763 |
| Net assets as of the end of the plan year | 2025-06-12 | 9657912 |
| Total assets as of the beginning of the plan year | 2025-06-12 | 8135250 |
| Value of plan covered by a fidelity bond | 2025-06-12 | 400000 |
| Participant contributions to plan in this plan year | 2025-06-12 | 568905 |
| Value of participant loans at end of plan year | 2025-06-12 | 161178 |
| Other expenses paid from plan in this plan year | 2025-06-12 | 0 |
| Other contributions to plan in this plan year | 2025-06-12 | 172490 |
| Other income to plan in this plan year | 2025-06-12 | 1100937 |
| Plan net income in this plan year | 2025-06-12 | 1522662 |
| Net assets as of the end of the plan year | 2025-06-12 | 9657912 |
| Net assets as of the beginning of the plan year | 2025-06-12 | 8135250 |
| Employer contributions to plan in this plan year | 2025-06-12 | 342093 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-12 | 2990 |
| 2024 : FAMILY TREE FARMS, INC. 401(K) PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-05-14 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-14 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-14 | 452639 |
| Net assets as of the end of the plan year | 2024-05-14 | 8135250 |
| Total assets as of the beginning of the plan year | 2024-05-14 | 6695277 |
| Value of plan covered by a fidelity bond | 2024-05-14 | 400000 |
| Participant contributions to plan in this plan year | 2024-05-14 | 468832 |
| Value of participant loans at end of plan year | 2024-05-14 | 46242 |
| Other expenses paid from plan in this plan year | 2024-05-14 | 0 |
| Other contributions to plan in this plan year | 2024-05-14 | 0 |
| Other income to plan in this plan year | 2024-05-14 | 1042680 |
| Plan net income in this plan year | 2024-05-14 | 1439973 |
| Net assets as of the end of the plan year | 2024-05-14 | 8135250 |
| Net assets as of the beginning of the plan year | 2024-05-14 | 6695277 |
| Employer contributions to plan in this plan year | 2024-05-14 | 381100 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-14 | 1355 |
| 2023 : FAMILY TREE FARMS, INC. 401(K) PLAN 2023 401k financial data | ||
| Total transfers to/from plan in this plan year | 2023-05-26 | 0 |
| Total liabilities as of the end of the plan year | 2023-05-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2023-05-26 | 0 |
| Total expenses incurred by plan in this plan year | 2023-05-26 | 554106 |
| Net assets as of the end of the plan year | 2023-05-26 | 8054042 |
| Total assets as of the beginning of the plan year | 2023-05-26 | 6974888 |
| Value of plan covered by a fidelity bond | 2023-05-26 | 400000 |
| Participant contributions to plan in this plan year | 2023-05-26 | 468828 |
| Value of participant loans at end of plan year | 2023-05-26 | 82149 |
| Other expenses paid from plan in this plan year | 2023-05-26 | 0 |
| Other contributions to plan in this plan year | 2023-05-26 | 0 |
| Other income to plan in this plan year | 2023-05-26 | 906796 |
| Plan net income in this plan year | 2023-05-26 | 1079154 |
| Net assets as of the end of the plan year | 2023-05-26 | 8054042 |
| Net assets as of the beginning of the plan year | 2023-05-26 | 6974888 |
| Employer contributions to plan in this plan year | 2023-05-26 | 257636 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2023-05-26 | 740 |
| 2012 : FAMILY TREE FARMS, INC. 401(K) PLAN 2012 401k financial data | ||
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $101,487 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $101,487 |
| Total income from all sources (including contributions) | 2012-12-31 | $376,850 |
| Total of all expenses incurred | 2012-12-31 | $50,431 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $49,906 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $254,256 |
| Value of total assets at end of year | 2012-12-31 | $1,520,737 |
| Value of total assets at beginning of year | 2012-12-31 | $1,194,318 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $525 |
| Total interest from all sources | 2012-12-31 | $926 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $525 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $150,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $161,796 |
| Participant contributions at end of year | 2012-12-31 | $20,800 |
| Participant contributions at beginning of year | 2012-12-31 | $13,494 |
| Participant contributions at end of year | 2012-12-31 | $119 |
| Participant contributions at beginning of year | 2012-12-31 | $13,910 |
| Other income not declared elsewhere | 2012-12-31 | $86 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $326,419 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,520,737 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,194,318 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Interest on participant loans | 2012-12-31 | $926 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,498,747 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,154,541 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $20,095 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $92,460 |
| Employer contributions (assets) at end of year | 2012-12-31 | $1,071 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $12,373 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $49,906 |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | MORSE WITTWER SAMPSON, LLP |
| Accountancy firm EIN | 2012-12-31 | 262521787 |
| 2011 : FAMILY TREE FARMS, INC. 401(K) PLAN 2011 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $344,800 |
| Total of all expenses incurred | 2011-12-31 | $525 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $390,287 |
| Value of total assets at end of year | 2011-12-31 | $1,194,318 |
| Value of total assets at beginning of year | 2011-12-31 | $850,043 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $525 |
| Total interest from all sources | 2011-12-31 | $107 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $525 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $150,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $149,514 |
| Participant contributions at end of year | 2011-12-31 | $13,494 |
| Participant contributions at beginning of year | 2011-12-31 | $3,177 |
| Participant contributions at end of year | 2011-12-31 | $13,910 |
| Participant contributions at beginning of year | 2011-12-31 | $4,067 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $159,071 |
| Other income not declared elsewhere | 2011-12-31 | $5,804 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $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 | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $344,275 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,194,318 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $850,043 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Interest on participant loans | 2011-12-31 | $107 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,154,541 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $834,562 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $-51,398 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $81,702 |
| Employer contributions (assets) at end of year | 2011-12-31 | $12,373 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $8,237 |
| Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | PINE, PEDRONCELLI & AGUILAR, INC. |
| Accountancy firm EIN | 2011-12-31 | 770051886 |
| 2010 : FAMILY TREE FARMS, INC. 401(K) PLAN 2010 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $3,400 |
| Total income from all sources (including contributions) | 2010-12-31 | $341,555 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $274,992 |
| Value of total assets at end of year | 2010-12-31 | $850,043 |
| Value of total assets at beginning of year | 2010-12-31 | $511,888 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
| Total interest from all sources | 2010-12-31 | $273 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $75,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $114,705 |
| Participant contributions at end of year | 2010-12-31 | $3,177 |
| Participant contributions at beginning of year | 2010-12-31 | $2,500 |
| Participant contributions at end of year | 2010-12-31 | $4,067 |
| Participant contributions at beginning of year | 2010-12-31 | $55 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $84,877 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $3,400 |
| Total non interest bearing cash at end of year | 2010-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $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 | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $341,555 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $850,043 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $508,488 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Interest on participant loans | 2010-12-31 | $273 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $834,562 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $508,883 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $66,290 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $75,410 |
| Employer contributions (assets) at end of year | 2010-12-31 | $8,237 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $450 |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | PINE, PEDRONCELLI & AGUILAR, INC. |
| Accountancy firm EIN | 2010-12-31 | 770051886 |
| 2012: FAMILY TREE FARMS, 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 | No |
| 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 – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: FAMILY TREE FARMS, 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 | No |
| 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 – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: FAMILY TREE FARMS, 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |