?>
Logo

WESTERN GROWERS EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameWESTERN GROWERS EMPLOYEE SAVINGS PLAN
Plan identification number 335

WESTERN GROWERS EMPLOYEE SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

WESTERN GROWERS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:WESTERN GROWERS ASSOCIATION
Employer identification number (EIN):951362030
NAIC Classification:115110

Additional information about WESTERN GROWERS ASSOCIATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0117955

More information about WESTERN GROWERS ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN GROWERS EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3352022-01-01
3352021-01-01
3352020-01-01
3352019-01-01
3352018-01-01
3352017-01-01KAREN TIMMINS
3352016-01-01KAREN TIMMINS
3352015-01-01KAREN TIMMINS
3352014-01-01KAREN TIMMINS, SVP
3352013-01-01KAREN TIMMINS, VP
3352012-01-01KAREN TIMMINS, VP
3352011-01-01KAREN TIMMINS, VP
3352010-01-01KAREN TIMMINS, VP
3352009-01-01KAREN TIMMINS, VP

Plan Statistics for WESTERN GROWERS EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for WESTERN GROWERS EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01565
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01549
Total number of active participants reported on line 7a of the Form 55002021-01-01431
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01134
Total of all active and inactive participants2021-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01565
Number of participants with account balances2021-01-01554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0117
2020: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01541
Total number of active participants reported on line 7a of the Form 55002020-01-01443
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01104
Total of all active and inactive participants2020-01-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01549
Number of participants with account balances2020-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01517
Total number of active participants reported on line 7a of the Form 55002019-01-01432
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01102
Total of all active and inactive participants2019-01-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01541
Number of participants with account balances2019-01-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0129
2018: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01503
Total number of active participants reported on line 7a of the Form 55002018-01-01430
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0185
Total of all active and inactive participants2018-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01517
Number of participants with account balances2018-01-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0144
2017: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01512
Total number of active participants reported on line 7a of the Form 55002017-01-01429
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0173
Total of all active and inactive participants2017-01-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01503
Number of participants with account balances2017-01-01488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0126
2016: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01442
Total number of active participants reported on line 7a of the Form 55002016-01-01425
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0185
Total of all active and inactive participants2016-01-01512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01512
Number of participants with account balances2016-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0129
2015: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01454
Total number of active participants reported on line 7a of the Form 55002015-01-01381
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0160
Total of all active and inactive participants2015-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01442
Number of participants with account balances2015-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01382
Total number of active participants reported on line 7a of the Form 55002014-01-01393
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0158
Total of all active and inactive participants2014-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01454
Number of participants with account balances2014-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01317
Total number of active participants reported on line 7a of the Form 55002013-01-01318
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0162
Total of all active and inactive participants2013-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01382
Number of participants with account balances2013-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01314
Total number of active participants reported on line 7a of the Form 55002012-01-01264
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0151
Total of all active and inactive participants2012-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01317
Number of participants with account balances2012-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01325
Total number of active participants reported on line 7a of the Form 55002011-01-01257
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01314
Number of participants with account balances2011-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2010: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01342
Total number of active participants reported on line 7a of the Form 55002010-01-01274
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0150
Total of all active and inactive participants2010-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01325
Number of participants with account balances2010-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0118
2009: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01341
Total number of active participants reported on line 7a of the Form 55002009-01-01291
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0150
Total of all active and inactive participants2009-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01342
Number of participants with account balances2009-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on WESTERN GROWERS EMPLOYEE SAVINGS PLAN

Measure Date Value
2022 : WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-10$0
Total transfer of assets from this plan2022-06-10$73,953,217
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-10$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-10$8,975
Total income from all sources (including contributions)2022-06-10$0
Total loss/gain on sale of assets2022-06-10$0
Total of all expenses incurred2022-06-10$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-10$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-10$0
Value of total assets at end of year2022-06-10$0
Value of total assets at beginning of year2022-06-10$73,962,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-10$0
Total interest from all sources2022-06-10$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-10$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-10No
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-06-10$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-06-10$0
Was this plan covered by a fidelity bond2022-06-10Yes
Value of fidelity bond cover2022-06-10$500,000
If this is an individual account plan, was there a blackout period2022-06-10No
Were there any nonexempt tranactions with any party-in-interest2022-06-10No
Participant contributions at end of year2022-06-10$0
Participant contributions at beginning of year2022-06-10$1,128,950
Participant contributions at end of year2022-06-10$0
Participant contributions at beginning of year2022-06-10$-245
Assets. Other investments not covered elsewhere at end of year2022-06-10$0
Assets. Other investments not covered elsewhere at beginning of year2022-06-10$-20,702
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-10$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-10$417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-10No
Value of net income/loss2022-06-10$0
Value of net assets at end of year (total assets less liabilities)2022-06-10$0
Value of net assets at beginning of year (total assets less liabilities)2022-06-10$73,953,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-10No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-10No
Were any leases to which the plan was party in default or uncollectible2022-06-10No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-10$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-10$49,585,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-10$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-10$4,674,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-10$4,674,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-10$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-10$2,515,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-10No
Was there a failure to transmit to the plan any participant contributions2022-06-10No
Has the plan failed to provide any benefit when due under the plan2022-06-10No
Employer contributions (assets) at end of year2022-06-10$0
Employer contributions (assets) at beginning of year2022-06-10$3,015,052
Asset. Corporate debt instrument preferred debt at end of year2022-06-10$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-06-10$0
Asset. Corporate debt instrument debt (other) at end of year2022-06-10$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-10$626,905
Assets. Corporate common stocks other than exployer securities at end of year2022-06-10$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-10$12,437,236
Liabilities. Value of benefit claims payable at end of year2022-06-10$0
Liabilities. Value of benefit claims payable at beginning of year2022-06-10$8,558
Did the plan have assets held for investment2022-06-10No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-10No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-10Yes
Opinion of an independent qualified public accountant for this plan2022-06-10Unqualified
Accountancy firm name2022-06-10MOSS ADAMS
Accountancy firm EIN2022-06-10910189318
2021 : WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,913,424
Total unrealized appreciation/depreciation of assets2021-12-31$1,913,424
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$8,975
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$15,594,345
Total loss/gain on sale of assets2021-12-31$372,792
Total of all expenses incurred2021-12-31$3,201,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,954,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,895,208
Value of total assets at end of year2021-12-31$73,962,192
Value of total assets at beginning of year2021-12-31$61,560,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$247,108
Total interest from all sources2021-12-31$138,961
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,875,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,414,264
Administrative expenses professional fees incurred2021-12-31$54,764
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$399,427
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,400,717
Participant contributions at end of year2021-12-31$1,128,950
Participant contributions at beginning of year2021-12-31$1,125,656
Participant contributions at end of year2021-12-31$-245
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$-20,702
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,538,034
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$479,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,392,716
Value of net assets at end of year (total assets less liabilities)2021-12-31$73,953,217
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$61,560,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$52,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$49,585,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$39,201,030
Interest on participant loans2021-12-31$69,137
Income. Interest from corporate debt instruments2021-12-31$30,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,674,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,134,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,134,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$39,033
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,515,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,219,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,398,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,015,052
Employer contributions (assets) at end of year2021-12-31$3,015,052
Employer contributions (assets) at beginning of year2021-12-31$2,783,955
Income. Dividends from common stock2021-12-31$461,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,954,521
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$77,325
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$626,905
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$307,125
Contract administrator fees2021-12-31$140,336
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$12,437,236
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$8,774,294
Liabilities. Value of benefit claims payable at end of year2021-12-31$8,558
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$372,792
2020 : WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,658,534
Total unrealized appreciation/depreciation of assets2020-12-31$1,658,534
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$12,257,582
Total loss/gain on sale of assets2020-12-31$-33,908
Total of all expenses incurred2020-12-31$5,228,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,936,457
Value of total corrective distributions2020-12-31$27,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,084,758
Value of total assets at end of year2020-12-31$61,560,501
Value of total assets at beginning of year2020-12-31$54,530,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$264,385
Total interest from all sources2020-12-31$78,018
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,465,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,334,977
Administrative expenses professional fees incurred2020-12-31$88,012
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$399,427
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$461,130
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,989,488
Participant contributions at end of year2020-12-31$1,125,656
Participant contributions at beginning of year2020-12-31$1,115,739
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,538,034
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,091,060
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$311,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,029,579
Value of net assets at end of year (total assets less liabilities)2020-12-31$61,560,501
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$54,530,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$113,624
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$39,201,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$35,342,574
Interest on participant loans2020-12-31$66,272
Income. Interest from corporate debt instruments2020-12-31$8,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,134,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,646,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,646,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,219,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,535,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,004,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,783,955
Employer contributions (assets) at end of year2020-12-31$2,783,955
Employer contributions (assets) at beginning of year2020-12-31$2,504,332
Income. Dividends from preferred stock2020-12-31$23,391
Income. Dividends from common stock2020-12-31$107,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,936,457
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$77,325
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$165,728
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$307,125
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$299,621
Contract administrator fees2020-12-31$62,749
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$8,774,294
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$7,368,956
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$8,156,219
Aggregate carrying amount (costs) on sale of assets2020-12-31$8,190,127
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WRIGHT FORD YOUNG & COMPANY
Accountancy firm EIN2020-12-31953288054
2019 : WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,379,335
Total unrealized appreciation/depreciation of assets2019-12-31$2,379,335
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$14,948,753
Total loss/gain on sale of assets2019-12-31$380,837
Total of all expenses incurred2019-12-31$8,718,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,465,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,548,064
Value of total assets at end of year2019-12-31$54,530,922
Value of total assets at beginning of year2019-12-31$48,300,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$253,160
Total interest from all sources2019-12-31$100,808
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,603,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,482,913
Administrative expenses professional fees incurred2019-12-31$83,433
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$461,130
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$486,196
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,977,820
Participant contributions at end of year2019-12-31$1,115,739
Participant contributions at beginning of year2019-12-31$1,274,831
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,091,060
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,507,881
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$65,912
Other income not declared elsewhere2019-12-31$68
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$6,230,520
Value of net assets at end of year (total assets less liabilities)2019-12-31$54,530,922
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$48,300,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$105,378
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$35,342,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,729,911
Interest on participant loans2019-12-31$77,465
Income. Interest from corporate debt instruments2019-12-31$21,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,646,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,982,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,982,043
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,535,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,975,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,936,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,504,332
Employer contributions (assets) at end of year2019-12-31$2,504,332
Employer contributions (assets) at beginning of year2019-12-31$2,558,488
Income. Dividends from preferred stock2019-12-31$27,164
Income. Dividends from common stock2019-12-31$93,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,465,073
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$165,728
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$230,388
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$299,621
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$369,433
Contract administrator fees2019-12-31$64,349
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$7,368,956
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$7,186,084
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$3,671,453
Aggregate carrying amount (costs) on sale of assets2019-12-31$3,290,616
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WRIGHT FORD YOUNG & COMPANY
Accountancy firm EIN2019-12-31953288054
2018 : WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-583,990
Total unrealized appreciation/depreciation of assets2018-12-31$-583,990
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,698,970
Total loss/gain on sale of assets2018-12-31$-247,156
Total of all expenses incurred2018-12-31$4,330,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,085,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,395,793
Value of total assets at end of year2018-12-31$48,300,402
Value of total assets at beginning of year2018-12-31$49,931,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$244,970
Total interest from all sources2018-12-31$99,001
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,652,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,529,711
Administrative expenses professional fees incurred2018-12-31$81,277
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$486,196
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$593,916
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,798,664
Participant contributions at end of year2018-12-31$1,274,831
Participant contributions at beginning of year2018-12-31$1,041,019
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,507,881
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,435,382
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$38,641
Other income not declared elsewhere2018-12-31$10,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-1,631,450
Value of net assets at end of year (total assets less liabilities)2018-12-31$48,300,402
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$49,931,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$229,920
Investment advisory and management fees2018-12-31$98,197
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$28,729,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$32,884,365
Interest on participant loans2018-12-31$63,018
Income. Interest from US Government securities2018-12-31$1,822
Income. Interest from corporate debt instruments2018-12-31$32,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,982,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,310,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,310,378
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,975,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,554,761
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$38,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,627,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,558,488
Employer contributions (assets) at end of year2018-12-31$2,558,488
Employer contributions (assets) at beginning of year2018-12-31$2,373,246
Income. Dividends from preferred stock2018-12-31$29,772
Income. Dividends from common stock2018-12-31$93,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,085,450
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$230,388
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$369,433
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$832,650
Contract administrator fees2018-12-31$65,496
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$7,186,084
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$4,637,629
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$5,011,682
Aggregate carrying amount (costs) on sale of assets2018-12-31$5,258,838
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WRIGHT FORD YOUNG & COMPANY
Accountancy firm EIN2018-12-31953288054
2017 : WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,068,522
Total unrealized appreciation/depreciation of assets2017-12-31$1,068,522
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$10,605,658
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,553,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,337,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,172,752
Value of total assets at end of year2017-12-31$49,931,852
Value of total assets at beginning of year2017-12-31$42,879,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$216,356
Total interest from all sources2017-12-31$100,284
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,324,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,208,568
Administrative expenses professional fees incurred2017-12-31$64,828
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$593,916
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$627,928
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,685,589
Participant contributions at end of year2017-12-31$1,041,019
Participant contributions at beginning of year2017-12-31$880,222
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,435,382
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,446,938
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$113,917
Other income not declared elsewhere2017-12-31$5,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,051,948
Value of net assets at end of year (total assets less liabilities)2017-12-31$49,931,852
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$42,879,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$229,920
Assets. partnership/joint venture interests at beginning of year2017-12-31$203,043
Investment advisory and management fees2017-12-31$87,405
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$32,884,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$26,495,314
Interest on participant loans2017-12-31$51,199
Income. Interest from US Government securities2017-12-31$1,875
Income. Interest from corporate debt instruments2017-12-31$29,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,310,378
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$6,549,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$6,549,434
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$18,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,554,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$38,586
Asset value of US Government securities at beginning of year2017-12-31$36,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,934,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,373,246
Employer contributions (assets) at end of year2017-12-31$2,373,246
Employer contributions (assets) at beginning of year2017-12-31$2,150,030
Income. Dividends from preferred stock2017-12-31$34,152
Income. Dividends from common stock2017-12-31$81,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,337,354
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$832,650
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$754,582
Contract administrator fees2017-12-31$64,123
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$4,637,629
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$3,736,116
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WRIGHT FORD YOUNG & COMPANY
Accountancy firm EIN2017-12-31953288054
2016 : WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$283,490
Total unrealized appreciation/depreciation of assets2016-12-31$283,490
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,722,307
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,647,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,440,381
Value of total corrective distributions2016-12-31$4,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,797,367
Value of total assets at end of year2016-12-31$42,879,904
Value of total assets at beginning of year2016-12-31$39,805,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$202,931
Total interest from all sources2016-12-31$71,431
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$693,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$586,976
Administrative expenses professional fees incurred2016-12-31$58,048
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$627,928
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$744,835
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,480,842
Participant contributions at end of year2016-12-31$880,222
Participant contributions at beginning of year2016-12-31$840,309
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,446,938
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,397,895
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$166,495
Other income not declared elsewhere2016-12-31$12,476
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$3,074,519
Value of net assets at end of year (total assets less liabilities)2016-12-31$42,879,904
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$39,805,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$203,043
Assets. partnership/joint venture interests at beginning of year2016-12-31$166,225
Investment advisory and management fees2016-12-31$81,659
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$26,495,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,360,876
Interest on participant loans2016-12-31$41,727
Income. Interest from US Government securities2016-12-31$1,697
Income. Interest from corporate debt instruments2016-12-31$20,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$6,549,434
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,207,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,207,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$7,181
Asset value of US Government securities at end of year2016-12-31$36,297
Asset value of US Government securities at beginning of year2016-12-31$36,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$864,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,150,030
Employer contributions (assets) at end of year2016-12-31$2,150,030
Employer contributions (assets) at beginning of year2016-12-31$2,008,954
Income. Dividends from preferred stock2016-12-31$41,061
Income. Dividends from common stock2016-12-31$65,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,440,381
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$754,582
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$510,571
Contract administrator fees2016-12-31$63,224
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$3,736,116
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$3,531,044
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WRIGHT FORD YOUNG & COMPANY
Accountancy firm EIN2016-12-31953288054
2015 : WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-193,647
Total unrealized appreciation/depreciation of assets2015-12-31$-193,647
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,325,567
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,832,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,615,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,705,538
Value of total assets at end of year2015-12-31$39,805,385
Value of total assets at beginning of year2015-12-31$39,312,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$217,665
Total interest from all sources2015-12-31$65,453
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$994,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$848,108
Administrative expenses professional fees incurred2015-12-31$54,593
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$744,835
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$522,330
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,531,030
Participant contributions at end of year2015-12-31$840,309
Participant contributions at beginning of year2015-12-31$671,663
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$69
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,397,895
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,479,104
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$165,554
Other income not declared elsewhere2015-12-31$24,780
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$492,815
Value of net assets at end of year (total assets less liabilities)2015-12-31$39,805,385
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$39,312,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$166,225
Assets. partnership/joint venture interests at beginning of year2015-12-31$198,095
Investment advisory and management fees2015-12-31$101,894
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$24,360,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,631,980
Interest on participant loans2015-12-31$35,800
Income. Interest from US Government securities2015-12-31$1,666
Income. Interest from corporate debt instruments2015-12-31$22,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,207,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,193,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,193,459
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5,540
Asset value of US Government securities at end of year2015-12-31$36,700
Asset value of US Government securities at beginning of year2015-12-31$36,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,271,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,008,954
Employer contributions (assets) at end of year2015-12-31$2,008,954
Employer contributions (assets) at beginning of year2015-12-31$1,729,551
Income. Dividends from preferred stock2015-12-31$35,662
Income. Dividends from common stock2015-12-31$110,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,615,087
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$510,571
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$801,412
Contract administrator fees2015-12-31$61,178
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$3,531,044
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$9,048,032
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WRIGHT FORD YOUNG & COMPANY
Accountancy firm EIN2015-12-31953288054
2014 : WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$677,224
Total unrealized appreciation/depreciation of assets2014-12-31$677,224
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,728,094
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,429,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,199,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,381,290
Value of total assets at end of year2014-12-31$39,312,570
Value of total assets at beginning of year2014-12-31$35,013,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$230,031
Total interest from all sources2014-12-31$55,808
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,038,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$849,747
Administrative expenses professional fees incurred2014-12-31$54,239
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$522,330
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$732,184
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,438,381
Participant contributions at end of year2014-12-31$671,663
Participant contributions at beginning of year2014-12-31$447,515
Participant contributions at end of year2014-12-31$69
Participant contributions at beginning of year2014-12-31$48,268
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,479,104
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,412,719
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$213,358
Other income not declared elsewhere2014-12-31$12,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,298,786
Value of net assets at end of year (total assets less liabilities)2014-12-31$39,312,570
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$35,013,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$198,095
Assets. partnership/joint venture interests at beginning of year2014-12-31$150,656
Investment advisory and management fees2014-12-31$117,854
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,631,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,662,907
Interest on participant loans2014-12-31$27,425
Income. Interest from US Government securities2014-12-31$1,634
Income. Interest from corporate debt instruments2014-12-31$22,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,193,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,481,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,481,300
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4,508
Asset value of US Government securities at end of year2014-12-31$36,875
Asset value of US Government securities at beginning of year2014-12-31$38,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$563,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,729,551
Employer contributions (assets) at end of year2014-12-31$1,729,551
Employer contributions (assets) at beginning of year2014-12-31$1,574,567
Income. Dividends from preferred stock2014-12-31$29,015
Income. Dividends from common stock2014-12-31$159,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,199,277
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$801,412
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$682,333
Contract administrator fees2014-12-31$57,938
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$9,048,032
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$7,783,125
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WRIGHT FORD YOUNG & COMPANY
Accountancy firm EIN2014-12-31953288054
2013 : WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,528,427
Total unrealized appreciation/depreciation of assets2013-12-31$1,528,427
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,497,362
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,632,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,420,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,958,456
Value of total assets at end of year2013-12-31$35,013,784
Value of total assets at beginning of year2013-12-31$29,149,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$212,528
Total interest from all sources2013-12-31$58,361
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$834,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$672,658
Administrative expenses professional fees incurred2013-12-31$46,805
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$732,184
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$787,598
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,259,643
Participant contributions at end of year2013-12-31$447,515
Participant contributions at beginning of year2013-12-31$517,177
Participant contributions at end of year2013-12-31$48,268
Participant contributions at beginning of year2013-12-31$36,891
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,412,719
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,380,094
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$124,246
Other income not declared elsewhere2013-12-31$4,916
Administrative expenses (other) incurred2013-12-31$235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,864,771
Value of net assets at end of year (total assets less liabilities)2013-12-31$35,013,784
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$29,149,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$150,656
Assets. partnership/joint venture interests at beginning of year2013-12-31$88,775
Investment advisory and management fees2013-12-31$92,323
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,662,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,879,965
Interest on participant loans2013-12-31$25,539
Interest earned on other investments2013-12-31$191
Income. Interest from US Government securities2013-12-31$6,261
Income. Interest from corporate debt instruments2013-12-31$20,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,481,300
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,195,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,195,998
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$5,380
Asset value of US Government securities at end of year2013-12-31$38,210
Asset value of US Government securities at beginning of year2013-12-31$38,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,112,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,574,567
Employer contributions (assets) at end of year2013-12-31$1,574,567
Employer contributions (assets) at beginning of year2013-12-31$1,507,375
Income. Dividends from preferred stock2013-12-31$43,879
Income. Dividends from common stock2013-12-31$118,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,420,063
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$682,333
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$481,161
Contract administrator fees2013-12-31$73,165
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$7,783,125
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$5,235,033
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WRIGHT FORD YOUNG & COMPANY
Accountancy firm EIN2013-12-31953288054
2012 : WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$816,863
Total unrealized appreciation/depreciation of assets2012-12-31$816,863
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,546,412
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,335,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,149,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,609,152
Value of total assets at end of year2012-12-31$29,149,013
Value of total assets at beginning of year2012-12-31$25,937,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$185,812
Total interest from all sources2012-12-31$54,957
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$548,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$415,515
Administrative expenses professional fees incurred2012-12-31$42,588
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$787,598
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$481,220
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,085,280
Participant contributions at end of year2012-12-31$517,177
Participant contributions at beginning of year2012-12-31$516,389
Participant contributions at end of year2012-12-31$36,891
Participant contributions at beginning of year2012-12-31$35,400
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,380,094
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,295,426
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$16,497
Other income not declared elsewhere2012-12-31$4,498
Administrative expenses (other) incurred2012-12-31$28
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,211,349
Value of net assets at end of year (total assets less liabilities)2012-12-31$29,149,013
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,937,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$88,775
Investment advisory and management fees2012-12-31$71,323
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,879,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,347,787
Interest on participant loans2012-12-31$24,282
Income. Interest from US Government securities2012-12-31$6,261
Income. Interest from corporate debt instruments2012-12-31$20,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,195,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,778,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,778,205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,424
Asset value of US Government securities at end of year2012-12-31$38,946
Asset value of US Government securities at beginning of year2012-12-31$386,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,512,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,507,375
Employer contributions (assets) at end of year2012-12-31$1,507,375
Employer contributions (assets) at beginning of year2012-12-31$1,475,189
Income. Dividends from preferred stock2012-12-31$30,275
Income. Dividends from common stock2012-12-31$102,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,149,251
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$481,161
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$502,273
Contract administrator fees2012-12-31$71,873
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$5,235,033
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$3,119,632
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WRIGHT FORD YOUNG & COMPANY
Accountancy firm EIN2012-12-31953288054
2011 : WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-417,430
Total unrealized appreciation/depreciation of assets2011-12-31$-417,430
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)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$1,848,422
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,809,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,633,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,542,108
Value of total assets at end of year2011-12-31$25,937,664
Value of total assets at beginning of year2011-12-31$25,898,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$175,982
Total interest from all sources2011-12-31$64,231
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$559,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$474,293
Administrative expenses professional fees incurred2011-12-31$45,717
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$481,220
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$547,391
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,065,017
Participant contributions at end of year2011-12-31$516,389
Participant contributions at beginning of year2011-12-31$456,007
Participant contributions at end of year2011-12-31$35,400
Participant contributions at beginning of year2011-12-31$38,578
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,295,426
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,346,991
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,902
Other income not declared elsewhere2011-12-31$2,707
Administrative expenses (other) incurred2011-12-31$3,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$39,179
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,937,664
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,898,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$56,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,347,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,645,587
Interest on participant loans2011-12-31$27,549
Interest earned on other investments2011-12-31$561
Income. Interest from US Government securities2011-12-31$6,740
Income. Interest from corporate debt instruments2011-12-31$22,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,778,205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,745,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,745,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$7,185
Asset value of US Government securities at end of year2011-12-31$386,143
Asset value of US Government securities at beginning of year2011-12-31$358,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-902,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,475,189
Employer contributions (assets) at end of year2011-12-31$1,475,189
Employer contributions (assets) at beginning of year2011-12-31$1,419,980
Income. Dividends from preferred stock2011-12-31$32,438
Income. Dividends from common stock2011-12-31$52,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,633,261
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$502,273
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$638,903
Contract administrator fees2011-12-31$70,246
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$3,119,632
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,700,610
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2011-12-31953288054
2010 : WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$697,977
Total unrealized appreciation/depreciation of assets2010-12-31$697,977
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$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,987,288
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,519,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,356,120
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,600,020
Value of total assets at end of year2010-12-31$25,898,485
Value of total assets at beginning of year2010-12-31$22,431,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$163,851
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$77,379
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$448,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$353,883
Administrative expenses professional fees incurred2010-12-31$40,074
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$547,391
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$469,960
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,032,066
Participant contributions at end of year2010-12-31$456,007
Participant contributions at beginning of year2010-12-31$556,830
Participant contributions at end of year2010-12-31$38,578
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,346,991
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,320,323
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$147,974
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Other income not declared elsewhere2010-12-31$8,243
Administrative expenses (other) incurred2010-12-31$4,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$3,467,317
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,898,485
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,431,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$49,518
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,645,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,453,750
Interest on participant loans2010-12-31$32,944
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$170
Income. Interest from US Government securities2010-12-31$10,715
Income. Interest from corporate debt instruments2010-12-31$29,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,745,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,484,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,484,013
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,452
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$358,883
Asset value of US Government securities at beginning of year2010-12-31$336,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,155,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,419,980
Employer contributions (assets) at end of year2010-12-31$1,419,980
Employer contributions (assets) at beginning of year2010-12-31$1,491,915
Income. Dividends from preferred stock2010-12-31$43,392
Income. Dividends from common stock2010-12-31$50,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,356,120
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$638,903
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$631,897
Contract administrator fees2010-12-31$69,326
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$3,700,610
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,685,528
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2010-12-31953288054
2009 : WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WESTERN GROWERS EMPLOYEE SAVINGS PLAN

2022: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WESTERN GROWERS EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number815663
Policy instance 1
Insurance contract or identification number815663
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-06-10
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00153
Policy instance 1
Insurance contract or identification numberR00153
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-02-01
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number815663
Policy instance 2
Insurance contract or identification number815663
Number of Individuals Covered49
Insurance policy start date2021-02-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00153
Policy instance 1
Insurance contract or identification numberR00153
Number of Individuals Covered55
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00153
Policy instance 1
Insurance contract or identification numberR00153
Number of Individuals Covered55
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00153
Policy instance 1
Insurance contract or identification numberR00153
Number of Individuals Covered58
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00153
Policy instance 1
Insurance contract or identification numberR00153
Number of Individuals Covered57
Insurance policy start date2017-10-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3