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BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameBIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN
Plan identification number 001

BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

BIX PRODUCE CO. has sponsored the creation of one or more 401k plans.

Company Name:BIX PRODUCE CO.
Employer identification number (EIN):201800034
NAIC Classification:424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHELSEA MOLACEK CHELSEA MOLACEK2018-10-10
0012016-01-01CHELSEA MOLACEK CHELSEA MOLACEK2017-10-13
0012015-01-01CHARLES RAFOWICZ CHARLES RAFOWICZ2016-07-27
0012014-01-01CHARLES RAFOWICZ CHARLES RAFOWICZ2015-07-30
0012013-01-01CHARLES RAFOWICZ CHARLES RAFOWICZ2014-07-30
0012012-01-01CHARLES RAFOWICZ CHARLES RAFOWICZ2013-10-11
0012011-01-01CHARLES RAFOWICZ CHARLES RAFOWICZ2012-07-17
0012009-01-01CHARLES RAFOWICZ CHARLES RAFOWICZ2010-07-16
0012009-01-01CHARLES RAFOWICZ CHARLES RAFOWICZ2010-07-20

Plan Statistics for BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN

401k plan membership statisitcs for BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN

Measure Date Value
2022: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01426
Total number of active participants reported on line 7a of the Form 55002022-01-01370
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0168
Total of all active and inactive participants2022-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01438
Number of participants with account balances2022-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01386
Total number of active participants reported on line 7a of the Form 55002021-01-01347
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0160
Total of all active and inactive participants2021-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01407
Number of participants with account balances2021-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01443
Total number of active participants reported on line 7a of the Form 55002020-01-01321
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01377
Number of participants with account balances2020-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01402
Total number of active participants reported on line 7a of the Form 55002019-01-01375
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0148
Total of all active and inactive participants2019-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01423
Number of participants with account balances2019-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01374
Total number of active participants reported on line 7a of the Form 55002018-01-01357
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01386
Number of participants with account balances2018-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01352
Total number of active participants reported on line 7a of the Form 55002017-01-01328
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01356
Number of participants with account balances2017-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01355
Total number of active participants reported on line 7a of the Form 55002016-01-01315
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01339
Number of participants with account balances2016-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01354
Total number of active participants reported on line 7a of the Form 55002015-01-01318
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01339
Number of participants with account balances2015-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01330
Total number of active participants reported on line 7a of the Form 55002014-01-01307
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01333
Number of participants with account balances2014-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01305
Total number of active participants reported on line 7a of the Form 55002013-01-01297
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01317
Number of participants with account balances2013-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01288
Total number of active participants reported on line 7a of the Form 55002012-01-01287
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01295
Number of participants with account balances2012-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01267
Total number of active participants reported on line 7a of the Form 55002011-01-01262
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01268
Number of participants with account balances2011-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01256
Total number of active participants reported on line 7a of the Form 55002009-01-01239
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01252
Total participants2009-01-01252
Number of participants with account balances2009-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN

Measure Date Value
2022 : BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,955
Total income from all sources (including contributions)2022-12-31$-1,204,386
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,606,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,597,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,564,251
Value of total assets at end of year2022-12-31$13,821,467
Value of total assets at beginning of year2022-12-31$16,633,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,757
Total interest from all sources2022-12-31$15,999
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,051,090
Participant contributions at end of year2022-12-31$260,469
Participant contributions at beginning of year2022-12-31$269,317
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$43,815
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,955
Other income not declared elsewhere2022-12-31$-2,056
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,810,391
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,821,467
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,631,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$13,478,602
Value of interest in pooled separate accounts at beginning of year2022-12-31$16,098,605
Interest on participant loans2022-12-31$15,472
Interest earned on other investments2022-12-31$527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$82,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$264,626
Net investment gain/loss from pooled separate accounts2022-12-31$-2,782,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$469,346
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$1,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,597,248
Contract administrator fees2022-12-31$8,757
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31REDPATH AND COMPANY, LLC
Accountancy firm EIN2022-12-31920370318
2021 : BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,955
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$3,388,343
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$869,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$863,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,351,109
Value of total assets at end of year2021-12-31$16,633,813
Value of total assets at beginning of year2021-12-31$14,113,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,189
Total interest from all sources2021-12-31$16,548
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$884,769
Participant contributions at end of year2021-12-31$269,317
Participant contributions at beginning of year2021-12-31$186,344
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$53,888
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,955
Other income not declared elsewhere2021-12-31$-979
Administrative expenses (other) incurred2021-12-31$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$2,518,806
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,631,858
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,113,052
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
Value of interest in pooled separate accounts at end of year2021-12-31$16,098,605
Value of interest in pooled separate accounts at beginning of year2021-12-31$13,522,389
Interest on participant loans2021-12-31$14,292
Interest earned on other investments2021-12-31$2,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$264,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$404,319
Net investment gain/loss from pooled separate accounts2021-12-31$2,021,665
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$412,452
Employer contributions (assets) at end of year2021-12-31$1,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$863,348
Contract administrator fees2021-12-31$6,189
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31REDPATH AND COMPANY, LTD.
Accountancy firm EIN2021-12-31410975573
2020 : BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$3,119,128
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$949,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$941,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,199,182
Value of total assets at end of year2020-12-31$14,113,052
Value of total assets at beginning of year2020-12-31$11,943,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,316
Total interest from all sources2020-12-31$16,199
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$799,487
Participant contributions at end of year2020-12-31$186,344
Participant contributions at beginning of year2020-12-31$221,702
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$32,026
Other income not declared elsewhere2020-12-31$4,726
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,169,468
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,113,052
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,943,584
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
Value of interest in pooled separate accounts at end of year2020-12-31$13,522,389
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,350,710
Interest on participant loans2020-12-31$12,466
Interest earned on other investments2020-12-31$3,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$404,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$371,172
Net investment gain/loss from pooled separate accounts2020-12-31$1,899,021
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$367,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$941,344
Contract administrator fees2020-12-31$8,316
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31REDPATH AND COMPANY, LTD.
Accountancy firm EIN2020-12-31410975573
2019 : BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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 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$3,451,883
Total income from all sources (including contributions)2019-12-31$3,451,883
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,029,588
Total of all expenses incurred2019-12-31$1,029,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$963,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$963,822
Expenses. Certain deemed distributions of participant loans2019-12-31$56,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,194,209
Value of total assets at end of year2019-12-31$11,943,584
Value of total assets at beginning of year2019-12-31$9,521,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,311
Total interest from all sources2019-12-31$19,292
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$837,584
Participant contributions at end of year2019-12-31$221,702
Participant contributions at beginning of year2019-12-31$223,146
Participant contributions at beginning of year2019-12-31$223,146
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,393
Other income not declared elsewhere2019-12-31$-1,119
Other income not declared elsewhere2019-12-31$-1,119
Administrative expenses (other) incurred2019-12-31$0
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
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
Value of net income/loss2019-12-31$2,422,295
Value of net income/loss2019-12-31$2,422,295
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,943,584
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,521,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$11,350,710
Value of interest in pooled separate accounts at end of year2019-12-31$11,350,710
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,146,102
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,146,102
Interest on participant loans2019-12-31$16,125
Interest on participant loans2019-12-31$16,125
Interest earned on other investments2019-12-31$3,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$371,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$152,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$152,041
Net investment gain/loss from pooled separate accounts2019-12-31$2,239,501
Net investment gain/loss from pooled separate accounts2019-12-31$2,239,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$345,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$963,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$963,822
Contract administrator fees2019-12-31$9,311
Contract administrator fees2019-12-31$9,311
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31REDPATH AND COMPANY, LTD.
Accountancy firm name2019-12-31REDPATH AND COMPANY, LTD.
Accountancy firm EIN2019-12-31410975573
Accountancy firm EIN2019-12-31410975573
2018 : BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$690,949
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,638,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,562,841
Value of total corrective distributions2018-12-31$68,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,467,054
Value of total assets at end of year2018-12-31$9,521,289
Value of total assets at beginning of year2018-12-31$11,468,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,105
Total interest from all sources2018-12-31$14,916
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$758,654
Participant contributions at end of year2018-12-31$223,146
Participant contributions at beginning of year2018-12-31$237,638
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$456,097
Other income not declared elsewhere2018-12-31$-2,795
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,947,542
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,521,289
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,468,831
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
Value of interest in pooled separate accounts at end of year2018-12-31$9,146,102
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,137,014
Interest on participant loans2018-12-31$13,472
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$1,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$152,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$94,179
Net investment gain/loss from pooled separate accounts2018-12-31$-788,226
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$252,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,562,841
Contract administrator fees2018-12-31$7,105
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31REDPATH AND COMPANY, LTD.
Accountancy firm EIN2018-12-31410975573
2017 : BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$2,655,653
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,290,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,165,764
Value of total corrective distributions2017-12-31$117,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$936,836
Value of total assets at end of year2017-12-31$11,468,831
Value of total assets at beginning of year2017-12-31$10,103,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,943
Total interest from all sources2017-12-31$10,725
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$632,829
Participant contributions at end of year2017-12-31$237,638
Participant contributions at beginning of year2017-12-31$122,799
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$90,904
Other income not declared elsewhere2017-12-31$-71
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,365,044
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,468,831
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,103,787
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
Value of interest in pooled separate accounts at end of year2017-12-31$11,137,014
Value of interest in pooled separate accounts at beginning of year2017-12-31$9,785,783
Interest on participant loans2017-12-31$10,161
Interest earned on other investments2017-12-31$564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$94,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$195,205
Net investment gain/loss from pooled separate accounts2017-12-31$1,708,163
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$213,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,165,764
Contract administrator fees2017-12-31$6,943
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31REDPATH AND COMPANY, LTD.
Accountancy firm EIN2017-12-31410975573
2016 : BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$1,369,298
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,421,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,337,665
Value of total corrective distributions2016-12-31$77,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$796,375
Value of total assets at end of year2016-12-31$10,103,787
Value of total assets at beginning of year2016-12-31$10,156,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,225
Total interest from all sources2016-12-31$7,002
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$569,824
Participant contributions at end of year2016-12-31$122,799
Participant contributions at beginning of year2016-12-31$117,101
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$27,494
Other income not declared elsewhere2016-12-31$1,034
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-52,467
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,103,787
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,156,254
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
Value of interest in pooled separate accounts at end of year2016-12-31$9,785,783
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,840,581
Interest on participant loans2016-12-31$6,171
Interest earned on other investments2016-12-31$831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$195,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$198,572
Net investment gain/loss from pooled separate accounts2016-12-31$564,887
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$199,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,337,665
Contract administrator fees2016-12-31$6,225
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31REDPATH AND COMPANY, LTD.
Accountancy firm EIN2016-12-31410975573
2015 : BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$806,588
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$554,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$500,368
Value of total corrective distributions2015-12-31$47,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$738,766
Value of total assets at end of year2015-12-31$10,156,254
Value of total assets at beginning of year2015-12-31$9,904,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,710
Total interest from all sources2015-12-31$7,795
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$525,371
Participant contributions at end of year2015-12-31$117,101
Participant contributions at beginning of year2015-12-31$162,484
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$37,275
Other income not declared elsewhere2015-12-31$383
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
Value of net income/loss2015-12-31$251,935
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,156,254
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,904,319
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
Value of interest in pooled separate accounts at end of year2015-12-31$9,840,581
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,550,752
Interest on participant loans2015-12-31$7,320
Interest earned on other investments2015-12-31$475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$198,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$191,083
Net investment gain/loss from pooled separate accounts2015-12-31$59,644
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$176,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$500,368
Contract administrator fees2015-12-31$6,710
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31REDPATH AND COMPANY, LTD.
Accountancy firm EIN2015-12-31410975573
2014 : BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2014 401k financial data
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$1,335,557
Total of all expenses incurred2014-12-31$300,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$243,073
Value of total corrective distributions2014-12-31$46,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$684,393
Value of total assets at end of year2014-12-31$9,904,319
Value of total assets at beginning of year2014-12-31$8,868,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,719
Total interest from all sources2014-12-31$8,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,314
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$462,453
Participant contributions at end of year2014-12-31$162,484
Participant contributions at beginning of year2014-12-31$174,145
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$54,527
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$1,035,410
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,904,319
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,868,909
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
Value of interest in pooled separate accounts at end of year2014-12-31$9,550,752
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,513,884
Interest on participant loans2014-12-31$8,026
Interest earned on other investments2014-12-31$368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$191,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$180,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,605
Net investment gain/loss from pooled separate accounts2014-12-31$644,375
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$167,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$243,073
Contract administrator fees2014-12-31$9,405
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31REDPATH AND COMPANY, LTD.
Accountancy firm EIN2014-12-31410975573
2013 : BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$2,309,250
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$391,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$335,463
Value of total corrective distributions2013-12-31$45,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$600,469
Value of total assets at end of year2013-12-31$8,868,909
Value of total assets at beginning of year2013-12-31$6,950,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,799
Total interest from all sources2013-12-31$9,700
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$2,192
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$431,903
Participant contributions at end of year2013-12-31$174,145
Participant contributions at beginning of year2013-12-31$259,301
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,584
Other income not declared elsewhere2013-12-31$-125
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,918,098
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,868,909
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,950,811
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
Value of interest in pooled separate accounts at end of year2013-12-31$8,513,884
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,517,171
Interest on participant loans2013-12-31$9,165
Interest earned on other investments2013-12-31$535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$180,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$174,339
Net investment gain/loss from pooled separate accounts2013-12-31$1,699,206
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$157,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$335,463
Contract administrator fees2013-12-31$7,607
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31REDPATH AND COMPANY, LTD.
Accountancy firm EIN2013-12-31410975573
2012 : BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2012 401k financial data
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$1,386,808
Total of all expenses incurred2012-12-31$245,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$187,281
Value of total corrective distributions2012-12-31$47,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$597,249
Value of total assets at end of year2012-12-31$6,950,811
Value of total assets at beginning of year2012-12-31$5,809,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,259
Total interest from all sources2012-12-31$11,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$2,385
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$418,287
Participant contributions at end of year2012-12-31$259,301
Participant contributions at beginning of year2012-12-31$235,327
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$27,797
Other income not declared elsewhere2012-12-31$170
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$1,141,792
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,950,811
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,809,019
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
Value of interest in pooled separate accounts at end of year2012-12-31$6,517,171
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,388,943
Interest on participant loans2012-12-31$10,938
Interest earned on other investments2012-12-31$723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$174,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$184,749
Net investment gain/loss from pooled separate accounts2012-12-31$777,728
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$151,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$187,281
Contract administrator fees2012-12-31$7,874
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HLB TAUGTES REDPATH, LTD.
Accountancy firm EIN2012-12-31410975573
2011 : BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$603,515
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$358,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$309,831
Value of total corrective distributions2011-12-31$34,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$564,342
Value of total assets at end of year2011-12-31$5,809,019
Value of total assets at beginning of year2011-12-31$5,564,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,686
Total interest from all sources2011-12-31$10,401
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,650
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$403,709
Participant contributions at end of year2011-12-31$235,327
Participant contributions at beginning of year2011-12-31$186,893
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,661
Other income not declared elsewhere2011-12-31$-481
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$244,723
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,809,019
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,564,296
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
Value of interest in pooled separate accounts at end of year2011-12-31$5,388,943
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,202,803
Interest on participant loans2011-12-31$9,388
Interest earned on other investments2011-12-31$1,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$184,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$174,297
Net investment gain/loss from pooled separate accounts2011-12-31$29,253
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$150,972
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$309,831
Contract administrator fees2011-12-31$13,036
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,211,693
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$424,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$380,737
Value of total corrective distributions2010-12-31$26,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$536,439
Value of total assets at end of year2010-12-31$5,564,296
Value of total assets at beginning of year2010-12-31$4,776,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,293
Total interest from all sources2010-12-31$15,382
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$3,932
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$378,853
Participant contributions at end of year2010-12-31$186,893
Participant contributions at beginning of year2010-12-31$175,892
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$17,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$81
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
Value of net income/loss2010-12-31$787,474
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,564,296
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,776,822
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$373
Value of interest in pooled separate accounts at end of year2010-12-31$5,202,803
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,379,981
Interest on participant loans2010-12-31$9,583
Interest earned on other investments2010-12-31$5,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$174,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$220,949
Net investment gain/loss from pooled separate accounts2010-12-31$659,791
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$140,165
Employer contributions (assets) at end of year2010-12-31$303
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$380,737
Contract administrator fees2010-12-31$12,988
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WIPFLI LLP
Accountancy firm EIN2010-12-31390758449

Form 5500 Responses for BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN

2022: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT 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 filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
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 – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT 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 – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT 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 – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT 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 – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT 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 – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BIX PRODUCE COMPANY, LLC 401(K) RETIREMENT 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number427629
Policy instance 1
Insurance contract or identification number427629
Number of Individuals Covered475
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $16,462
Total amount of fees paid to insurance companyUSD $15,630
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 BrokerUSD $16,462
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number427629
Policy instance 1
Insurance contract or identification number427629
Number of Individuals Covered443
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $16,713
Total amount of fees paid to insurance companyUSD $16,226
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 BrokerUSD $16,713
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number427629
Policy instance 1
Insurance contract or identification number427629
Number of Individuals Covered411
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $14,743
Total amount of fees paid to insurance companyUSD $12,383
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 BrokerUSD $14,743
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number427629
Policy instance 1
Insurance contract or identification number427629
Number of Individuals Covered451
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $14,118
Total amount of fees paid to insurance companyUSD $11,207
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 BrokerUSD $14,118
Insurance broker organization code?3
Amount paid for insurance broker fees11207
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number427629
Policy instance 1
Insurance contract or identification number427629
Number of Individuals Covered408
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $14,582
Total amount of fees paid to insurance companyUSD $11,978
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 BrokerUSD $14,582
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number427629
Policy instance 1
Insurance contract or identification number427629
Number of Individuals Covered209
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,589
Total amount of fees paid to insurance companyUSD $12,399
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 BrokerUSD $13,589
Amount paid for insurance broker fees1642
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTAX SHELTERED COMPENSATION INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number427629
Policy instance 1
Insurance contract or identification number427629
Number of Individuals Covered181
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,841
Total amount of fees paid to insurance companyUSD $12,136
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 BrokerUSD $12,841
Amount paid for insurance broker fees1262
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTAX SHELTERED COMPENSATION INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number427629
Policy instance 1
Insurance contract or identification number427629
Number of Individuals Covered185
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,142
Total amount of fees paid to insurance companyUSD $10,949
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 BrokerUSD $12,142
Amount paid for insurance broker fees1120
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTAX SHELTERED COMPENSATION INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number427629
Policy instance 1
Insurance contract or identification number427629
Number of Individuals Covered185
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,268
Total amount of fees paid to insurance companyUSD $8,186
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 BrokerUSD $11,268
Amount paid for insurance broker fees266
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTAX SHELTERED COMPENSATION INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number427629
Policy instance 1
Insurance contract or identification number427629
Number of Individuals Covered177
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,991
Total amount of fees paid to insurance companyUSD $6,255
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
Amount paid for insurance broker fees241
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $7,991
Insurance broker nameLPL FINANCIAL CORPORATION
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number427629
Policy instance 1
Insurance contract or identification number427629
Number of Individuals Covered158
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,931
Total amount of fees paid to insurance companyUSD $5,333
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number427629
Policy instance 1
Insurance contract or identification number427629
Number of Individuals Covered169
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,069
Total amount of fees paid to insurance companyUSD $4,186
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 BrokerUSD $9,069
Amount paid for insurance broker fees278
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTAX SHELTERED COMPENSATION INC

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