401k Plan data: UBG 401(K)

UBG 401(K) - PEETZ 401k Plan overview

Plan Name	UBG 401(K) - PEETZ
Plan identification number	002

UBG 401(K) - PEETZ Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PEETZ FARMERS COOPERATIVE COMPANY has sponsored the creation of one or more 401k plans.

Company Name: PEETZ FARMERS COOPERATIVE COMPANY

Employer identification number (EIN): 840288955

NAIC Classification: 115110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UBG 401(K) - PEETZ

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-07-01 BRENT EVANS 2024-11-06
002 2022-07-01 BRENT EVANS 2023-09-08
002 2021-07-01 BRENT EVANS 2022-09-21
002 2020-07-01 BRENT EVANS 2021-10-27 PHILLIP SCHUMACHER 2021-10-26
002 2019-07-01 BRENT A EVANS 2020-08-26 PHILLIP SCHUMACHER 2020-08-26
002 2018-07-01 BRENT A EVANS 2019-12-30 PHILLIP SCHUMACHER 2019-12-26
002 2017-07-01 BRENT EVANS 2018-11-27 PHILLIP SCHUMACHER 2018-11-26
002 2016-07-01 PHILLIP M. SCHUMACHER 2018-01-17
002 2015-07-01 PHILLIP M SCHUMACHER 2017-01-18
002 2014-07-01 PHILLIP M SCHUMACHER 2016-03-29 PHILLIP M SCHUMACHER 2016-03-29
002 2013-07-01 PHILLIP M SCHUMACHER 2014-12-10 PEETZ FARMERS COOPERATIVE COMPANY 2014-12-10
002 2012-07-01 PHILLIP M SCHUMACHER 2013-08-22
002 2011-07-01 PHILLIP M SCHUMACHER 2012-11-08
002 2010-07-01 PHILLIP M SCHUMACHER 2011-10-06
002 2009-07-01 PHILLIP SCHUMACHER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-07-01	BRENT EVANS	2024-11-06
002	2022-07-01	BRENT EVANS	2023-09-08
002	2021-07-01	BRENT EVANS	2022-09-21
002	2020-07-01	BRENT EVANS	2021-10-27	PHILLIP SCHUMACHER	2021-10-26
002	2019-07-01	BRENT A EVANS	2020-08-26	PHILLIP SCHUMACHER	2020-08-26
002	2018-07-01	BRENT A EVANS	2019-12-30	PHILLIP SCHUMACHER	2019-12-26
002	2017-07-01	BRENT EVANS	2018-11-27	PHILLIP SCHUMACHER	2018-11-26
002	2016-07-01	PHILLIP M. SCHUMACHER	2018-01-17
002	2015-07-01	PHILLIP M SCHUMACHER	2017-01-18
002	2014-07-01	PHILLIP M SCHUMACHER	2016-03-29	PHILLIP M SCHUMACHER	2016-03-29
002	2013-07-01	PHILLIP M SCHUMACHER	2014-12-10	PEETZ FARMERS COOPERATIVE COMPANY	2014-12-10
002	2012-07-01	PHILLIP M SCHUMACHER	2013-08-22
002	2011-07-01	PHILLIP M SCHUMACHER	2012-11-08
002	2010-07-01	PHILLIP M SCHUMACHER	2011-10-06
002	2009-07-01	PHILLIP SCHUMACHER

Financial Data on UBG 401(K) - PEETZ

Measure	Date	Value
2025 : UBG 401(K) - PEETZ 2025 401k financial data
Total transfers to/from plan in this plan year	2025-10-27	0
Total liabilities as of the end of the plan year	2025-10-27	0
Total liabilities as of the beginning of the plan year	2025-10-27	0
Total expenses incurred by plan in this plan year	2025-10-27	275286
Net assets as of the end of the plan year	2025-10-27	2422413
Total assets as of the beginning of the plan year	2025-10-27	2384802
Value of plan covered by a fidelity bond	2025-10-27	1000000
Participant contributions to plan in this plan year	2025-10-27	50658
Other expenses paid from plan in this plan year	2025-10-27	0
Other contributions to plan in this plan year	2025-10-27	0
Other income to plan in this plan year	2025-10-27	248450
Plan net income in this plan year	2025-10-27	37611
Net assets as of the end of the plan year	2025-10-27	2422413
Net assets as of the beginning of the plan year	2025-10-27	2384802
Employer contributions to plan in this plan year	2025-10-27	13789
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-27	9521
2024 : UBG 401(K) - PEETZ 2024 401k financial data
Total transfers to/from plan in this plan year	2024-11-06	0
Total liabilities as of the end of the plan year	2024-11-06	0
Total liabilities as of the beginning of the plan year	2024-11-06	0
Total expenses incurred by plan in this plan year	2024-11-06	275330
Net assets as of the end of the plan year	2024-11-06	2384802
Total assets as of the beginning of the plan year	2024-11-06	2319402
Value of plan covered by a fidelity bond	2024-11-06	1000000
Participant contributions to plan in this plan year	2024-11-06	58001
Other expenses paid from plan in this plan year	2024-11-06	0
Other contributions to plan in this plan year	2024-11-06	0
Other income to plan in this plan year	2024-11-06	266381
Plan net income in this plan year	2024-11-06	65400
Net assets as of the end of the plan year	2024-11-06	2384802
Net assets as of the beginning of the plan year	2024-11-06	2319402
Employer contributions to plan in this plan year	2024-11-06	16348
Expensese paid to adminstrative service provicers from plan in this plan year	2024-11-06	9361

Form 5500 Responses for UBG 401(K) - PEETZ

2009: UBG 401(K) - PEETZ 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	PEETZ FARMERS COOPERATIVE COMPANY
Employer identification number (EIN):	840288955
NAIC Classification:	115110