401k Plan data: CALIFORNIA CITRUS MUTUAL PROFIT SHARING PLAN plan

CALIFORNIA CITRUS MUTUAL PROFIT SHARING PLAN 401k Plan overview

Plan Name	CALIFORNIA CITRUS MUTUAL PROFIT SHARING PLAN
Plan identification number	002

CALIFORNIA CITRUS MUTUAL PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CALIFORNIA CITRUS MUTUAL has sponsored the creation of one or more 401k plans.

Company Name: CALIFORNIA CITRUS MUTUAL

Employer identification number (EIN): 953139901

NAIC Classification: 115110

Additional information about CALIFORNIA CITRUS MUTUAL

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0813196

More information about CALIFORNIA CITRUS MUTUAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA CITRUS MUTUAL PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-10-01
002 2022-10-01
002 2021-10-01
002 2020-10-01
002 2019-10-01
002 2018-10-01
002 2017-10-01
002 2016-10-01
002 2015-10-01
002 2014-10-01 JOEL NELSEN 2016-04-21 JOEL NELSEN 2016-04-21
002 2013-10-01 JOEL NELSENA 2015-01-13 JOEL NELSENA 2015-01-13
002 2012-10-01 JOEL NELSEN 2013-11-15 JOEL NELSEN 2013-11-15
002 2011-10-01 JOEL NELSEN 2012-10-19 JOEL NELSEN 2012-10-19
002 2010-10-01 JOEL NELSEN 2011-12-20 JOEL NELSEN 2011-12-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-10-01
002	2022-10-01
002	2021-10-01
002	2020-10-01
002	2019-10-01
002	2018-10-01
002	2017-10-01
002	2016-10-01
002	2015-10-01
002	2014-10-01	JOEL NELSEN	2016-04-21	JOEL NELSEN	2016-04-21
002	2013-10-01	JOEL NELSENA	2015-01-13	JOEL NELSENA	2015-01-13
002	2012-10-01	JOEL NELSEN	2013-11-15	JOEL NELSEN	2013-11-15
002	2011-10-01	JOEL NELSEN	2012-10-19	JOEL NELSEN	2012-10-19
002	2010-10-01	JOEL NELSEN	2011-12-20	JOEL NELSEN	2011-12-20

Financial Data on CALIFORNIA CITRUS MUTUAL PROFIT SHARING PLAN

Measure	Date	Value
2024 : CALIFORNIA CITRUS MUTUAL PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-23	35100
Net assets as of the end of the plan year	2024-10-23	438290
Total assets as of the beginning of the plan year	2024-10-23	334059
Value of plan covered by a fidelity bond	2024-10-23	100000
Other income to plan in this plan year	2024-10-23	81831
Plan net income in this plan year	2024-10-23	104231
Net assets as of the end of the plan year	2024-10-23	438290
Net assets as of the beginning of the plan year	2024-10-23	334059
Employer contributions to plan in this plan year	2024-10-23	57500
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-23	275
2022 : CALIFORNIA CITRUS MUTUAL PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-10-31	0
Net assets as of the end of the plan year	2022-10-31	289093
Total assets as of the beginning of the plan year	2022-10-31	242850
Value of plan covered by a fidelity bond	2022-10-31	100000
Other income to plan in this plan year	2022-10-31	-5851
Plan net income in this plan year	2022-10-31	46243
Net assets as of the end of the plan year	2022-10-31	289093
Net assets as of the beginning of the plan year	2022-10-31	242850
Employer contributions to plan in this plan year	2022-10-31	52094

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Company Name:	CALIFORNIA CITRUS MUTUAL
Employer identification number (EIN):	953139901
NAIC Classification:	115110

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0813196