401k Plan data: SOUTHVIEW FARM, LP PSP plan

SOUTHVIEW FARM, LP PSP 401k Plan overview

Plan Name	SOUTHVIEW FARM, LP PSP
Plan identification number	001

SOUTHVIEW FARM, LP PSP Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

SOUTHVIEW FARM, LP has sponsored the creation of one or more 401k plans.

Company Name: SOUTHVIEW FARM, LP

Employer identification number (EIN): 161527086

NAIC Classification: 112111
NAIC Description: Beef Cattle Ranching and Farming

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHVIEW FARM, LP PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 JAMES VAN ARSDALE 2019-09-05 JAMES VAN ARSDALE 2019-09-05
001 2018-01-01 JAMES VAN ARSDALE 2019-07-29 JAMES VAN ARSDALE 2019-07-29
001 2017-01-01 JOHN NOBLE JOHN NOBLE 2018-10-12
001 2011-01-01 CAROL FOSHAY 2012-07-26
001 2010-01-01 CFOSHAY
001 2009-01-01 CAROL FOSHAY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	JAMES VAN ARSDALE	2019-09-05	JAMES VAN ARSDALE	2019-09-05
001	2018-01-01	JAMES VAN ARSDALE	2019-07-29	JAMES VAN ARSDALE	2019-07-29
001	2017-01-01	JOHN NOBLE		JOHN NOBLE	2018-10-12
001	2011-01-01	CAROL FOSHAY	2012-07-26
001	2010-01-01	CFOSHAY
001	2009-01-01	CAROL FOSHAY

Plan Statistics for SOUTHVIEW FARM, LP PSP

401k plan membership statisitcs for SOUTHVIEW FARM, LP PSP

Measure Date Value
2019: SOUTHVIEW FARM, LP PSP 2019 401k membership
Total participants, beginning-of-year 2019-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SOUTHVIEW FARM, LP PSP 2018 401k membership
Total participants, beginning-of-year 2018-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 25
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 34
Number of participants with account balances 2018-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SOUTHVIEW FARM, LP PSP 2017 401k membership
Total participants, beginning-of-year 2017-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 32
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 33
Number of participants with account balances 2017-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2010: SOUTHVIEW FARM, LP PSP 2010 401k membership
Total participants, beginning-of-year 2010-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 22
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 23
Number of participants with account balances 2010-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SOUTHVIEW FARM, LP PSP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 36
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 40
Number of participants with account balances 2009-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: SOUTHVIEW FARM, LP PSP 2019 401k membership
Total participants, beginning-of-year	2019-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SOUTHVIEW FARM, LP PSP 2018 401k membership
Total participants, beginning-of-year	2018-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	25
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	34
Number of participants with account balances	2018-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SOUTHVIEW FARM, LP PSP 2017 401k membership
Total participants, beginning-of-year	2017-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	32
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	33
Number of participants with account balances	2017-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2010: SOUTHVIEW FARM, LP PSP 2010 401k membership
Total participants, beginning-of-year	2010-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	22
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	23
Number of participants with account balances	2010-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SOUTHVIEW FARM, LP PSP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	36
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	40
Number of participants with account balances	2009-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SOUTHVIEW FARM, LP PSP

Measure	Date	Value
2019 : SOUTHVIEW FARM, LP PSP 2019 401k financial data
Total income from all sources	2019-06-30	$41,814
Expenses. Total of all expenses incurred	2019-06-30	$818,500
Benefits paid (including direct rollovers)	2019-06-30	$818,418
Total plan assets at end of year	2019-06-30	$0
Total plan assets at beginning of year	2019-06-30	$776,686
Value of fidelity bond covering the plan	2019-06-30	$300,000
Expenses. Other expenses not covered elsewhere	2019-06-30	$82
Other income received	2019-06-30	$41,814
Net income (gross income less expenses)	2019-06-30	$-776,686
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$776,686
2018 : SOUTHVIEW FARM, LP PSP 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-44,475
Expenses. Total of all expenses incurred	2018-12-31	$968,611
Benefits paid (including direct rollovers)	2018-12-31	$968,272
Total plan assets at end of year	2018-12-31	$776,686
Total plan assets at beginning of year	2018-12-31	$1,789,772
Value of fidelity bond covering the plan	2018-12-31	$300,000
Total contributions received or receivable from participants	2018-12-31	$47,778
Expenses. Other expenses not covered elsewhere	2018-12-31	$339
Other income received	2018-12-31	$-127,846
Net income (gross income less expenses)	2018-12-31	$-1,013,086
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$776,686
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,789,772
Assets. Value of participant loans	2018-12-31	$8,756
Total contributions received or receivable from employer(s)	2018-12-31	$35,593
2017 : SOUTHVIEW FARM, LP PSP 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$426,792
Expenses. Total of all expenses incurred	2017-12-31	$622,127
Benefits paid (including direct rollovers)	2017-12-31	$607,125
Total plan assets at end of year	2017-12-31	$1,789,772
Total plan assets at beginning of year	2017-12-31	$1,985,107
Value of fidelity bond covering the plan	2017-12-31	$300,000
Total contributions received or receivable from participants	2017-12-31	$58,339
Expenses. Other expenses not covered elsewhere	2017-12-31	$383
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$321,614
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-195,335
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,789,772
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,985,107
Assets. Value of participant loans	2017-12-31	$87,728
Total contributions received or receivable from employer(s)	2017-12-31	$46,839
Value of certain deemed distributions of participant loans	2017-12-31	$14,619
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2010 : SOUTHVIEW FARM, LP PSP 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$192,906
Expenses. Total of all expenses incurred	2010-12-31	$31,146
Benefits paid (including direct rollovers)	2010-12-31	$31,146
Total plan assets at end of year	2010-12-31	$1,215,583
Total plan assets at beginning of year	2010-12-31	$1,053,823
Value of fidelity bond covering the plan	2010-12-31	$300,000
Assets. Value of tangible personal property	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$22,712
Assets. Value of loans (other than to participants)	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$121,526
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$161,760
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,215,583
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,053,823
Assets. Value of participant loans	2010-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2010-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2010-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$0
Assets. Value of real-estate (other than employer real property)	2010-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$0
Assets. Value of employer real property	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$48,668
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2010-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SOUTHVIEW FARM, LP PSP 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2009-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for SOUTHVIEW FARM, LP PSP

2019: SOUTHVIEW FARM, LP PSP 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SOUTHVIEW FARM, LP PSP 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SOUTHVIEW FARM, LP PSP 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2010: SOUTHVIEW FARM, LP PSP 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTHVIEW FARM, LP PSP 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

380338

Policy instance

Insurance contract or identification number	380338
Number of Individuals Covered	27
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $6,993
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,993
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	TIMOTHY VEAZY

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Company Name:	SOUTHVIEW FARM, LP
Employer identification number (EIN):	161527086
NAIC Classification:	112111
NAIC Description:	Beef Cattle Ranching and Farming