401k Plan data: CALAVO GROWERS, INC. RETIREMENT PLAN plan

CALAVO GROWERS, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	CALAVO GROWERS, INC. RETIREMENT PLAN
Plan identification number	006

CALAVO GROWERS, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CALAVO GROWERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: CALAVO GROWERS, INC.

Employer identification number (EIN): 330945304

NAIC Classification: 424990
NAIC Description: Other Miscellaneous Nondurable Goods Merchant Wholesalers

Additional information about CALAVO GROWERS, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 2001-01-05

Company Identification Number: C2325889

Legal Registered Office Address: 818 West Seventh St Ste 930

Los Angeles
United States of America (USA)
90017

More information about CALAVO GROWERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALAVO GROWERS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2022-01-01
006 2021-01-01 STEVE BODDY 2022-10-12
006 2020-01-01 JOEL SILVA 2021-10-15
006 2019-01-01 CASSIE VAN DELUYSTER 2020-10-14
006 2019-01-01 CASSIE VAN DELUYSTER 2020-12-24
006 2018-01-01 JAMES E. GIBSON 2019-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
006	2022-01-01
006	2021-01-01	STEVE BODDY	2022-10-12
006	2020-01-01	JOEL SILVA	2021-10-15
006	2019-01-01	CASSIE VAN DELUYSTER	2020-10-14
006	2019-01-01	CASSIE VAN DELUYSTER	2020-12-24
006	2018-01-01	JAMES E. GIBSON	2019-10-14

Plan Statistics for CALAVO GROWERS, INC. RETIREMENT PLAN

401k plan membership statisitcs for CALAVO GROWERS, INC. RETIREMENT PLAN

Measure Date Value
2022: CALAVO GROWERS, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,511
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,442
Number of retired or separated participants receiving benefits 2022-01-01 10
Number of other retired or separated participants entitled to future benefits 2022-01-01 110
Total of all active and inactive participants 2022-01-01 1,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 1,564
Number of participants with account balances 2022-01-01 518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CALAVO GROWERS, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,900
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,270
Number of retired or separated participants receiving benefits 2021-01-01 8
Number of other retired or separated participants entitled to future benefits 2021-01-01 143
Total of all active and inactive participants 2021-01-01 1,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,421
Number of participants with account balances 2021-01-01 525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 19
2020: CALAVO GROWERS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,108
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,314
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 151
Total of all active and inactive participants 2020-01-01 1,470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,470
Number of participants with account balances 2020-01-01 557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 12
2019: CALAVO GROWERS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 625
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 939
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 65
Total of all active and inactive participants 2019-01-01 1,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,008
Number of participants with account balances 2019-01-01 276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 12
2018: CALAVO GROWERS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 501
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 514
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 85
Total of all active and inactive participants 2018-01-01 599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 599
Number of participants with account balances 2018-01-01 280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 12

Measure	Date	Value
2022: CALAVO GROWERS, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,511
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,442
Number of retired or separated participants receiving benefits	2022-01-01	10
Number of other retired or separated participants entitled to future benefits	2022-01-01	110
Total of all active and inactive participants	2022-01-01	1,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	1,564
Number of participants with account balances	2022-01-01	518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CALAVO GROWERS, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,900
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,270
Number of retired or separated participants receiving benefits	2021-01-01	8
Number of other retired or separated participants entitled to future benefits	2021-01-01	143
Total of all active and inactive participants	2021-01-01	1,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,421
Number of participants with account balances	2021-01-01	525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	19
2020: CALAVO GROWERS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,108
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,314
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	151
Total of all active and inactive participants	2020-01-01	1,470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,470
Number of participants with account balances	2020-01-01	557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	12
2019: CALAVO GROWERS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	625
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	939
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	65
Total of all active and inactive participants	2019-01-01	1,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,008
Number of participants with account balances	2019-01-01	276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	12
2018: CALAVO GROWERS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	501
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	514
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	85
Total of all active and inactive participants	2018-01-01	599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	599
Number of participants with account balances	2018-01-01	280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	12

Financial Data on CALAVO GROWERS, INC. RETIREMENT PLAN

Measure	Date	Value
2022 : CALAVO GROWERS, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$0
Total income from all sources (including contributions)	2022-12-31	$-7,866,439
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$5,461,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,327,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,630,662
Value of total assets at end of year	2022-12-31	$40,419,305
Value of total assets at beginning of year	2022-12-31	$53,746,881
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$133,816
Total interest from all sources	2022-12-31	$35,257
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,617,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,617,141
Administrative expenses professional fees incurred	2022-12-31	$23,692
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,431,160
Participant contributions at end of year	2022-12-31	$783,202
Participant contributions at beginning of year	2022-12-31	$662,808
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$88,490
Administrative expenses (other) incurred	2022-12-31	$103,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-13,327,576
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$40,419,305
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$53,746,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$6,875
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$35,939,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$49,752,862
Interest on participant loans	2022-12-31	$35,257
Value of interest in common/collective trusts at end of year	2022-12-31	$3,696,473
Value of interest in common/collective trusts at beginning of year	2022-12-31	$3,331,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-13,212,607
Net investment gain or loss from common/collective trusts	2022-12-31	$63,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,111,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,327,321
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2022-12-31	954345526
2021 : CALAVO GROWERS, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
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	$9,622,691
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$7,749,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$7,116,265
Value of total corrective distributions	2021-12-31	$586,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,658,595
Value of total assets at end of year	2021-12-31	$53,746,881
Value of total assets at beginning of year	2021-12-31	$51,873,433
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$46,176
Total interest from all sources	2021-12-31	$30,203
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$4,706,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$4,706,151
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,349,707
Participant contributions at end of year	2021-12-31	$662,808
Participant contributions at beginning of year	2021-12-31	$185,140
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$190,443
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$44,276,174
Other income not declared elsewhere	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,873,448
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$53,746,881
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$51,873,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$18,750
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$49,752,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,176,236
Interest on participant loans	2021-12-31	$30,203
Value of interest in common/collective trusts at end of year	2021-12-31	$3,331,211
Value of interest in common/collective trusts at beginning of year	2021-12-31	$68,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,227,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,118,445
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$167,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$7,116,265
Contract administrator fees	2021-12-31	$27,426
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2021-12-31	954345526
2020 : CALAVO GROWERS, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$44,276,174
Total transfer of assets from this plan	2020-12-31	$12,686
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	$2,536,387
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,257,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,032,267
Expenses. Certain deemed distributions of participant loans	2020-12-31	$73,453
Value of total corrective distributions	2020-12-31	$149,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,299,283
Value of total assets at end of year	2020-12-31	$51,873,433
Value of total assets at beginning of year	2020-12-31	$6,331,055
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,670
Total interest from all sources	2020-12-31	$10,147
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$265,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$265,618
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$864,064
Participant contributions at end of year	2020-12-31	$185,140
Participant contributions at beginning of year	2020-12-31	$200,063
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$16,690
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$44,276,174
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$1,407
Administrative expenses (other) incurred	2020-12-31	$2,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,278,890
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$51,873,433
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,331,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,176,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,084,251
Interest on participant loans	2020-12-31	$10,144
Value of interest in common/collective trusts at end of year	2020-12-31	$68,087
Value of interest in common/collective trusts at beginning of year	2020-12-31	$46,741
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$959,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$418,529
Employer contributions (assets) at end of year	2020-12-31	$167,796
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,032,267
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2020-12-31	954345526
2019 : CALAVO GROWERS, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	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 income from all sources (including contributions)	2019-12-31	$2,324,974
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,720,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,697,985
Value of total corrective distributions	2019-12-31	$19,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,117,439
Value of total assets at end of year	2019-12-31	$6,331,055
Value of total assets at beginning of year	2019-12-31	$5,726,233
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,410
Total interest from all sources	2019-12-31	$8,116
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$209,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$209,486
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$792,525
Participant contributions at end of year	2019-12-31	$200,063
Participant contributions at beginning of year	2019-12-31	$78,983
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$101,319
Administrative expenses (other) incurred	2019-12-31	$2,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$604,822
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,331,055
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,726,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,084,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,620,634
Interest on participant loans	2019-12-31	$8,116
Value of interest in common/collective trusts at end of year	2019-12-31	$46,741
Value of interest in common/collective trusts at beginning of year	2019-12-31	$26,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$989,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$223,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,697,985
Contract administrator fees	2019-12-31	$-15,202
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2019-12-31	954345526
2018 : CALAVO GROWERS, INC. RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$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
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$621,017
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$309,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$261,366
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$47,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$869,375
Value of total assets at end of year	2018-12-31	$5,726,233
Value of total assets at beginning of year	2018-12-31	$5,414,794
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$440
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$4,296
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$295,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$295,765
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$577,413
Participant contributions at end of year	2018-12-31	$78,983
Participant contributions at beginning of year	2018-12-31	$68,904
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$39,176
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$128,363
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$720
Administrative expenses (other) incurred	2018-12-31	$440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$311,439
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,726,233
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,414,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,620,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,284,654
Interest on participant loans	2018-12-31	$4,103
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$26,616
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$193
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-549,139
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$163,599
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$22,060
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$261,366
Contract administrator fees	2018-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2018-12-31	954345526

Form 5500 Responses for CALAVO GROWERS, INC. RETIREMENT PLAN

2022: CALAVO GROWERS, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CALAVO GROWERS, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CALAVO GROWERS, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CALAVO GROWERS, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CALAVO GROWERS, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	CALAVO GROWERS, INC.
Employer identification number (EIN):	330945304
NAIC Classification:	424990
NAIC Description:	Other Miscellaneous Nondurable Goods Merchant Wholesalers

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	2001-01-05
Company Identification Number:	C2325889
Legal Registered Office Address:	818 West Seventh St Ste 930 Los Angeles United States of America (USA) 90017