PETERSON FARMS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PETERSON FARMS 401(K) RETIREMENT PLAN
Measure | Date | Value |
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2022 : PETERSON FARMS 401(K) RETIREMENT PLAN 2022 401k financial data |
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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 | $-104,391 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,447,835 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,382,965 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,500,741 |
Value of total assets at end of year | 2022-12-31 | $15,673,479 |
Value of total assets at beginning of year | 2022-12-31 | $17,225,705 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $64,870 |
Total interest from all sources | 2022-12-31 | $26,179 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $773,807 |
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 | $773,807 |
Administrative expenses professional fees incurred | 2022-12-31 | $1,325 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
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 | $1,518,041 |
Participant contributions at end of year | 2022-12-31 | $569,915 |
Participant contributions at beginning of year | 2022-12-31 | $638,349 |
Participant contributions at end of year | 2022-12-31 | $26,222 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $154,771 |
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 | $-1,552,226 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $15,673,479 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $17,225,705 |
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 | $10,335 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $14,488,372 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $16,293,682 |
Interest on participant loans | 2022-12-31 | $26,179 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $574,300 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $293,674 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,408,305 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $3,187 |
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 | $827,929 |
Employer contributions (assets) at end of year | 2022-12-31 | $14,670 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,382,965 |
Contract administrator fees | 2022-12-31 | $53,210 |
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 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2022-12-31 | 381357951 |
2021 : PETERSON FARMS 401(K) RETIREMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $3,335,821 |
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 | $3,747,497 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,444,036 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,368,702 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,923,703 |
Value of total assets at end of year | 2021-12-31 | $17,225,705 |
Value of total assets at beginning of year | 2021-12-31 | $11,586,423 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $75,334 |
Total interest from all sources | 2021-12-31 | $23,276 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $883,729 |
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 | $883,729 |
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 | $1,240,587 |
Participant contributions at end of year | 2021-12-31 | $638,349 |
Participant contributions at beginning of year | 2021-12-31 | $400,709 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $16,378 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $3,555 |
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 | $2,303,461 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $17,225,705 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $11,586,423 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $16,293,682 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $10,975,408 |
Interest on participant loans | 2021-12-31 | $23,276 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $293,674 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $184,522 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $914,873 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $1,916 |
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 | $679,561 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $9,406 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,368,702 |
Contract administrator fees | 2021-12-31 | $75,334 |
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 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2021-12-31 | 381357951 |
2020 : PETERSON FARMS 401(K) RETIREMENT PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $3,308,141 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $786,722 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $724,538 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,680,877 |
Value of total assets at end of year | 2020-12-31 | $11,586,423 |
Value of total assets at beginning of year | 2020-12-31 | $9,065,004 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $62,184 |
Total interest from all sources | 2020-12-31 | $8,824 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $415,086 |
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 | $415,086 |
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 | $1,063,320 |
Participant contributions at end of year | 2020-12-31 | $400,709 |
Participant contributions at beginning of year | 2020-12-31 | $387,274 |
Participant contributions at end of year | 2020-12-31 | $16,378 |
Participant contributions at beginning of year | 2020-12-31 | $15,340 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $35,447 |
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 | $2,521,419 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $11,586,423 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,065,004 |
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 | $10,975,408 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $8,505,378 |
Interest on participant loans | 2020-12-31 | $8,824 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $184,522 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $147,621 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,200,743 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $2,611 |
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 | $582,110 |
Employer contributions (assets) at end of year | 2020-12-31 | $9,406 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $9,391 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $724,538 |
Contract administrator fees | 2020-12-31 | $62,184 |
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 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2020-12-31 | 381357951 |
2019 : PETERSON FARMS 401(K) RETIREMENT PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $106,518 |
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 | $2,982,028 |
Total loss/gain on sale of assets | 2019-12-31 | $133,392 |
Total of all expenses incurred | 2019-12-31 | $685,781 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $642,099 |
Value of total corrective distributions | 2019-12-31 | $43 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,553,205 |
Value of total assets at end of year | 2019-12-31 | $9,065,004 |
Value of total assets at beginning of year | 2019-12-31 | $6,662,239 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $43,639 |
Total interest from all sources | 2019-12-31 | $20,914 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $330,918 |
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 | $330,918 |
Administrative expenses professional fees incurred | 2019-12-31 | $39,517 |
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 | $965,958 |
Participant contributions at end of year | 2019-12-31 | $387,274 |
Participant contributions at beginning of year | 2019-12-31 | $355,106 |
Participant contributions at end of year | 2019-12-31 | $15,340 |
Participant contributions at beginning of year | 2019-12-31 | $14,495 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $39,169 |
Other income not declared elsewhere | 2019-12-31 | $122 |
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 | $2,296,247 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $9,065,004 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,662,239 |
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 |
Investment advisory and management fees | 2019-12-31 | $4,122 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $8,505,378 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,207,353 |
Interest on participant loans | 2019-12-31 | $20,914 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $147,621 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $76,703 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $940,820 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $2,657 |
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 | Yes |
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 | $548,078 |
Employer contributions (assets) at end of year | 2019-12-31 | $9,391 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $8,582 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $642,099 |
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 |
Aggregate proceeds on sale of assets | 2019-12-31 | $1,603,907 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $1,470,515 |
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 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2019-12-31 | 381357951 |
2018 : PETERSON FARMS 401(K) RETIREMENT PLAN 2018 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $114,893 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $114,893 |
Total income from all sources (including contributions) | 2018-12-31 | $1,187,480 |
Total loss/gain on sale of assets | 2018-12-31 | $-8,506 |
Total of all expenses incurred | 2018-12-31 | $455,851 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $424,095 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,486,488 |
Value of total assets at end of year | 2018-12-31 | $6,662,239 |
Value of total assets at beginning of year | 2018-12-31 | $5,930,610 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $31,756 |
Total interest from all sources | 2018-12-31 | $15,222 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $300,332 |
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 | $300,332 |
Administrative expenses professional fees incurred | 2018-12-31 | $29,176 |
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 | $859,929 |
Participant contributions at end of year | 2018-12-31 | $355,106 |
Participant contributions at beginning of year | 2018-12-31 | $237,547 |
Participant contributions at end of year | 2018-12-31 | $14,495 |
Participant contributions at beginning of year | 2018-12-31 | $15,392 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $126,476 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $70 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $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 | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $731,629 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,662,239 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,930,610 |
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 | $2,580 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $6,207,353 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $602,244 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $25,665 |
Interest on participant loans | 2018-12-31 | $15,222 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $76,703 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $4,995,966 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $45,461 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-722,192 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $1,173 |
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 | Yes |
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 | $500,083 |
Employer contributions (assets) at end of year | 2018-12-31 | $8,582 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $8,335 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $424,095 |
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 | $2,531,869 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $2,540,375 |
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 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2018-12-31 | 381357951 |
2017 : PETERSON FARMS 401(K) RETIREMENT PLAN 2017 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $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 |
Expenses. Interest paid | 2017-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $2,002,712 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $726,692 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $687,313 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $24,573 |
Value of total corrective distributions | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,244,654 |
Value of total assets at end of year | 2017-12-31 | $5,930,610 |
Value of total assets at beginning of year | 2017-12-31 | $4,654,590 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $14,806 |
Total income from rents | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $8,838 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $4,082 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $4,082 |
Administrative expenses professional fees incurred | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2017-12-31 | $0 |
Contributions received from participants | 2017-12-31 | $731,963 |
Participant contributions at end of year | 2017-12-31 | $237,547 |
Participant contributions at beginning of year | 2017-12-31 | $125,645 |
Participant contributions at end of year | 2017-12-31 | $15,392 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $81,362 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $37 |
Administrative expenses (other) incurred | 2017-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $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 | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $1,276,020 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,930,610 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,654,590 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2017-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2017-12-31 | $0 |
Investment advisory and management fees | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $602,244 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $198,260 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $25,665 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $26,180 |
Interest on participant loans | 2017-12-31 | $8,473 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Interest earned on other investments | 2017-12-31 | $365 |
Income. Interest from US Government securities | 2017-12-31 | $0 |
Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $4,995,966 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $4,280,200 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $45,461 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $24,305 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $87,931 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $3,977 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $653,193 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $431,329 |
Employer contributions (assets) at end of year | 2017-12-31 | $8,335 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Income. Dividends from preferred stock | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $687,313 |
Contract administrator fees | 2017-12-31 | $14,806 |
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 | 2017-12-31 | Yes |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2017-12-31 | 381357951 |
2016 : PETERSON FARMS 401(K) RETIREMENT PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $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 |
Expenses. Interest paid | 2016-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,291,298 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $415,393 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $405,366 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of total corrective distributions | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,007,710 |
Value of total assets at end of year | 2016-12-31 | $4,654,590 |
Value of total assets at beginning of year | 2016-12-31 | $3,778,685 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $10,027 |
Total income from rents | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $4,232 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,257 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,257 |
Administrative expenses professional fees incurred | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2016-12-31 | $0 |
Contributions received from participants | 2016-12-31 | $593,216 |
Participant contributions at end of year | 2016-12-31 | $125,645 |
Participant contributions at beginning of year | 2016-12-31 | $54,736 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $56,946 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $369 |
Administrative expenses (other) incurred | 2016-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $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 | 2016-12-31 | No |
Income. Non cash contributions | 2016-12-31 | $0 |
Value of net income/loss | 2016-12-31 | $875,905 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,654,590 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,778,685 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2016-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2016-12-31 | $0 |
Investment advisory and management fees | 2016-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $198,260 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $77,510 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $26,180 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $4,476 |
Interest on participant loans | 2016-12-31 | $4,044 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $188 |
Income. Interest from US Government securities | 2016-12-31 | $0 |
Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $4,280,200 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $3,641,963 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $24,305 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $11,514 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $2,447 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $263,769 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $357,548 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Income. Dividends from preferred stock | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $405,366 |
Contract administrator fees | 2016-12-31 | $10,027 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | FOX & COMPANY |
Accountancy firm EIN | 2016-12-31 | 382633492 |
2015 : PETERSON FARMS 401(K) RETIREMENT PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $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 | $18,257 |
Expenses. Interest paid | 2015-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $826,998 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $789,960 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $781,985 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of total corrective distributions | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $836,508 |
Value of total assets at end of year | 2015-12-31 | $3,778,685 |
Value of total assets at beginning of year | 2015-12-31 | $3,759,904 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $7,975 |
Total income from rents | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $2,154 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $141 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $141 |
Administrative expenses professional fees incurred | 2015-12-31 | $0 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2015-12-31 | $0 |
Contributions received from participants | 2015-12-31 | $523,131 |
Participant contributions at end of year | 2015-12-31 | $54,736 |
Participant contributions at beginning of year | 2015-12-31 | $70,877 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $10,868 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $5,376 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $336 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $0 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $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 | 2015-12-31 | No |
Income. Non cash contributions | 2015-12-31 | $0 |
Value of net income/loss | 2015-12-31 | $37,038 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,778,685 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,741,647 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2015-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2015-12-31 | $0 |
Investment advisory and management fees | 2015-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $77,510 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,471,312 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $4,476 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $0 |
Interest on participant loans | 2015-12-31 | $2,154 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Interest earned on other investments | 2015-12-31 | $0 |
Income. Interest from US Government securities | 2015-12-31 | $0 |
Income. Interest from corporate debt instruments | 2015-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $3,641,963 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $204,407 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $204,407 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-365 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $44 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-11,484 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $308,001 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $2,440 |
Income. Dividends from preferred stock | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $781,649 |
Contract administrator fees | 2015-12-31 | $7,975 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $18,257 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | FOX & COMPANY |
Accountancy firm EIN | 2015-12-31 | 382633492 |
2014 : PETERSON FARMS 401(K) RETIREMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $18,257 |
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 | $663,362 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $282,520 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $280,900 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $438,751 |
Value of total assets at end of year | 2014-12-31 | $3,759,904 |
Value of total assets at beginning of year | 2014-12-31 | $3,360,805 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,620 |
Total interest from all sources | 2014-12-31 | $3,644 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $169,496 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $169,496 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $365,004 |
Participant contributions at end of year | 2014-12-31 | $70,877 |
Participant contributions at beginning of year | 2014-12-31 | $99,023 |
Participant contributions at end of year | 2014-12-31 | $10,868 |
Participant contributions at beginning of year | 2014-12-31 | $6,667 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $3,191 |
Administrative expenses (other) incurred | 2014-12-31 | $1,620 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $380,842 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,741,647 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,360,805 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $3,471,312 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,062,326 |
Interest on participant loans | 2014-12-31 | $3,644 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $204,407 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $191,427 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $191,427 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $51,471 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $70,556 |
Employer contributions (assets) at end of year | 2014-12-31 | $2,440 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,362 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $280,900 |
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 | 2014-12-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $18,257 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | FOX & COMPANY |
Accountancy firm EIN | 2014-12-31 | 382633492 |
2013 : PETERSON FARMS 401(K) RETIREMENT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $1,132,038 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $117,244 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $116,044 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $660,455 |
Value of total assets at end of year | 2013-12-31 | $3,360,805 |
Value of total assets at beginning of year | 2013-12-31 | $2,346,011 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,200 |
Total interest from all sources | 2013-12-31 | $2,376 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $114,774 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $114,774 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $397,013 |
Participant contributions at end of year | 2013-12-31 | $99,023 |
Participant contributions at beginning of year | 2013-12-31 | $57,763 |
Participant contributions at end of year | 2013-12-31 | $6,667 |
Participant contributions at beginning of year | 2013-12-31 | $5,137 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $191,841 |
Administrative expenses (other) incurred | 2013-12-31 | $1,200 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,014,794 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,360,805 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,346,011 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $3,062,326 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,115,445 |
Interest on participant loans | 2013-12-31 | $2,272 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $191,427 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $166,093 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $166,093 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $104 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $354,433 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $71,601 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,362 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,573 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $116,044 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | FOX & COMPANY |
Accountancy firm EIN | 2013-12-31 | 382633492 |
2012 : PETERSON FARMS 401(K) RETIREMENT PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $656,392 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $418,805 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $417,185 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $417,073 |
Value of total assets at end of year | 2012-12-31 | $2,346,011 |
Value of total assets at beginning of year | 2012-12-31 | $2,108,424 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,620 |
Total interest from all sources | 2012-12-31 | $2,043 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $81,707 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $81,707 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $352,649 |
Participant contributions at end of year | 2012-12-31 | $57,763 |
Participant contributions at beginning of year | 2012-12-31 | $50,290 |
Participant contributions at end of year | 2012-12-31 | $5,137 |
Administrative expenses (other) incurred | 2012-12-31 | $1,620 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $237,587 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,346,011 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,108,424 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,115,445 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,796,582 |
Interest on participant loans | 2012-12-31 | $2,006 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $166,093 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $261,552 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $261,552 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $37 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $155,569 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $64,424 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,573 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $417,185 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | FOX & COMPANY |
Accountancy firm EIN | 2012-12-31 | 382633492 |
2011 : PETERSON FARMS 401(K) RETIREMENT PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $300,361 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $73,651 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $72,511 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $338,609 |
Value of total assets at end of year | 2011-12-31 | $2,108,424 |
Value of total assets at beginning of year | 2011-12-31 | $1,881,714 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,140 |
Total interest from all sources | 2011-12-31 | $2,211 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $66,480 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $66,480 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $286,819 |
Participant contributions at end of year | 2011-12-31 | $50,290 |
Participant contributions at beginning of year | 2011-12-31 | $54,779 |
Administrative expenses (other) incurred | 2011-12-31 | $1,140 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $226,710 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,108,424 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,881,714 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,796,582 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,532,041 |
Interest on participant loans | 2011-12-31 | $2,189 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $261,552 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $294,894 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $294,894 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $22 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-106,939 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $51,790 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $72,511 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | FOX & COMPANY |
Accountancy firm EIN | 2011-12-31 | 382633492 |
2010 : PETERSON FARMS 401(K) RETIREMENT PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $424,661 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $196,884 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $196,465 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $276,552 |
Value of total assets at end of year | 2010-12-31 | $1,881,714 |
Value of total assets at beginning of year | 2010-12-31 | $1,653,937 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $419 |
Total interest from all sources | 2010-12-31 | $2,209 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $52,401 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $52,401 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $196,636 |
Participant contributions at end of year | 2010-12-31 | $54,779 |
Participant contributions at beginning of year | 2010-12-31 | $29,479 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $45,431 |
Administrative expenses (other) incurred | 2010-12-31 | $419 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $227,777 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,881,714 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,653,937 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,532,041 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,469,365 |
Interest on participant loans | 2010-12-31 | $2,188 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $294,894 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $155,093 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $155,093 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $21 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $93,499 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $34,485 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $196,465 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | FOX & COMPANY |
Accountancy firm EIN | 2010-12-31 | 382633492 |
2009 : PETERSON FARMS 401(K) RETIREMENT PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |