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PETERSON FARMS 401(K) RETIREMENT PLAN 401k Plan overview

Plan NamePETERSON FARMS 401(K) RETIREMENT PLAN
Plan identification number 001

PETERSON FARMS 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PETERSON FARMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:PETERSON FARMS, INC.
Employer identification number (EIN):382519910
NAIC Classification:311400
NAIC Description: Fruit and Vegetable Preserving and Specialty Food Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERSON FARMS 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01JUDY ABEL
0012017-01-01JUDY ABEL JUDY ABEL2018-09-14
0012016-01-01JUDY ABEL JUDY ABEL2017-10-05
0012015-01-01EARL PETERSON EARL PETERSON2016-09-28
0012014-01-01LINDA A. PETERSON LINDA A. PETERSON2015-09-14
0012013-01-01LINDA A. PETERSON LINDA A. PETERSON2014-07-29
0012012-01-01LINDA A. PETERSON LINDA A. PETERSON2013-07-29
0012011-01-01LINDA A. PETERSON LINDA A. PETERSON2012-07-31
0012009-01-01LINDA A. PETERSON EARL L. PETERSON2010-07-30

Plan Statistics for PETERSON FARMS 401(K) RETIREMENT PLAN

401k plan membership statisitcs for PETERSON FARMS 401(K) RETIREMENT PLAN

Measure Date Value
2022: PETERSON FARMS 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,190
Total number of active participants reported on line 7a of the Form 55002022-01-01669
Number of retired or separated participants receiving benefits2022-01-0114
Number of other retired or separated participants entitled to future benefits2022-01-01458
Total of all active and inactive participants2022-01-011,141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-011,144
Number of participants with account balances2022-01-011,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PETERSON FARMS 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01805
Total number of active participants reported on line 7a of the Form 55002021-01-01656
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01499
Total of all active and inactive participants2021-01-011,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,161
Number of participants with account balances2021-01-011,073
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PETERSON FARMS 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01889
Total number of active participants reported on line 7a of the Form 55002020-01-01649
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0197
Total of all active and inactive participants2020-01-01754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01754
Number of participants with account balances2020-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PETERSON FARMS 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01598
Total number of active participants reported on line 7a of the Form 55002019-01-01796
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-01836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01836
Number of participants with account balances2019-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PETERSON FARMS 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01591
Total number of active participants reported on line 7a of the Form 55002018-01-01570
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01598
Number of participants with account balances2018-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PETERSON FARMS 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01614
Total number of active participants reported on line 7a of the Form 55002017-01-01555
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0136
Total of all active and inactive participants2017-01-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01591
Number of participants with account balances2017-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PETERSON FARMS 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01583
Total number of active participants reported on line 7a of the Form 55002016-01-01588
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01626
Number of participants with account balances2016-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PETERSON FARMS 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01556
Total number of active participants reported on line 7a of the Form 55002015-01-01506
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0143
Total of all active and inactive participants2015-01-01549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01549
Number of participants with account balances2015-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PETERSON FARMS 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01172
Total number of active participants reported on line 7a of the Form 55002014-01-01151
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01151
Number of participants with account balances2014-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: PETERSON FARMS 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01396
Total number of active participants reported on line 7a of the Form 55002013-01-01387
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01414
Number of participants with account balances2013-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: PETERSON FARMS 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01364
Total number of active participants reported on line 7a of the Form 55002012-01-01373
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01396
Number of participants with account balances2012-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: PETERSON FARMS 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01297
Total number of active participants reported on line 7a of the Form 55002011-01-01349
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01364
Number of participants with account balances2011-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: PETERSON FARMS 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01342
Total number of active participants reported on line 7a of the Form 55002009-01-01368
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01388
Number of participants with account balances2009-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on PETERSON FARMS 401(K) RETIREMENT PLAN

Measure Date Value
2022 : PETERSON FARMS 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-104,391
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,447,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$15,673,479
Value of total assets at beginning of year2022-12-31$17,225,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$64,870
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$773,807
Administrative expenses professional fees incurred2022-12-31$1,325
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,518,041
Participant contributions at end of year2022-12-31$569,915
Participant contributions at beginning of year2022-12-31$638,349
Participant contributions at end of year2022-12-31$26,222
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$154,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$10,335
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,488,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,293,682
Interest on participant loans2022-12-31$26,179
Value of interest in common/collective trusts at end of year2022-12-31$574,300
Value of interest in common/collective trusts at beginning of year2022-12-31$293,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,408,305
Net investment gain or loss from common/collective trusts2022-12-31$3,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$827,929
Employer contributions (assets) at end of year2022-12-31$14,670
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,382,965
Contract administrator fees2022-12-31$53,210
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : PETERSON FARMS 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,444,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$17,225,705
Value of total assets at beginning of year2021-12-31$11,586,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$75,334
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$883,729
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,240,587
Participant contributions at end of year2021-12-31$638,349
Participant contributions at beginning of year2021-12-31$400,709
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,293,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,975,408
Interest on participant loans2021-12-31$23,276
Value of interest in common/collective trusts at end of year2021-12-31$293,674
Value of interest in common/collective trusts at beginning of year2021-12-31$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 trusts2021-12-31$1,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$679,561
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$9,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,368,702
Contract administrator fees2021-12-31$75,334
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : PETERSON FARMS 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,308,141
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$786,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$11,586,423
Value of total assets at beginning of year2020-12-31$9,065,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,184
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$415,086
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,063,320
Participant contributions at end of year2020-12-31$400,709
Participant contributions at beginning of year2020-12-31$387,274
Participant contributions at end of year2020-12-31$16,378
Participant contributions at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,975,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,505,378
Interest on participant loans2020-12-31$8,824
Value of interest in common/collective trusts at end of year2020-12-31$184,522
Value of interest in common/collective trusts at beginning of year2020-12-31$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 trusts2020-12-31$2,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$582,110
Employer contributions (assets) at end of year2020-12-31$9,406
Employer contributions (assets) at beginning of year2020-12-31$9,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$724,538
Contract administrator fees2020-12-31$62,184
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : PETERSON FARMS 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$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 assets2019-12-31$133,392
Total of all expenses incurred2019-12-31$685,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$642,099
Value of total corrective distributions2019-12-31$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 year2019-12-31$9,065,004
Value of total assets at beginning of year2019-12-31$6,662,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$43,639
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$330,918
Administrative expenses professional fees incurred2019-12-31$39,517
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$965,958
Participant contributions at end of year2019-12-31$387,274
Participant contributions at beginning of year2019-12-31$355,106
Participant contributions at end of year2019-12-31$15,340
Participant contributions at beginning of year2019-12-31$14,495
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$39,169
Other income not declared elsewhere2019-12-31$122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$4,122
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,505,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,207,353
Interest on participant loans2019-12-31$20,914
Value of interest in common/collective trusts at end of year2019-12-31$147,621
Value of interest in common/collective trusts at beginning of year2019-12-31$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 trusts2019-12-31$2,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$548,078
Employer contributions (assets) at end of year2019-12-31$9,391
Employer contributions (assets) at beginning of year2019-12-31$8,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$642,099
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,603,907
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,470,515
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : PETERSON FARMS 401(K) RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$114,893
Total unrealized appreciation/depreciation of assets2018-12-31$114,893
Total income from all sources (including contributions)2018-12-31$1,187,480
Total loss/gain on sale of assets2018-12-31$-8,506
Total of all expenses incurred2018-12-31$455,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$6,662,239
Value of total assets at beginning of year2018-12-31$5,930,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31,756
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$300,332
Administrative expenses professional fees incurred2018-12-31$29,176
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$859,929
Participant contributions at end of year2018-12-31$355,106
Participant contributions at beginning of year2018-12-31$237,547
Participant contributions at end of year2018-12-31$14,495
Participant contributions at beginning of year2018-12-31$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 year2018-12-31$0
Other income not declared elsewhere2018-12-31$70
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$2,580
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,207,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$602,244
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$25,665
Interest on participant loans2018-12-31$15,222
Value of interest in common/collective trusts at end of year2018-12-31$76,703
Value of interest in common/collective trusts at beginning of year2018-12-31$4,995,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$45,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-722,192
Net investment gain or loss from common/collective trusts2018-12-31$1,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$500,083
Employer contributions (assets) at end of year2018-12-31$8,582
Employer contributions (assets) at beginning of year2018-12-31$8,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$424,095
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$2,531,869
Aggregate carrying amount (costs) on sale of assets2018-12-31$2,540,375
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : PETERSON FARMS 401(K) RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$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 paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,002,712
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$726,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$687,313
Expenses. Certain deemed distributions of participant loans2017-12-31$24,573
Value of total corrective distributions2017-12-31$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 year2017-12-31$5,930,610
Value of total assets at beginning of year2017-12-31$4,654,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,806
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,082
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$731,963
Participant contributions at end of year2017-12-31$237,547
Participant contributions at beginning of year2017-12-31$125,645
Participant contributions at end of year2017-12-31$15,392
Participant contributions at beginning of year2017-12-31$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 year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$37
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
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 year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$602,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$198,260
Value of interest in pooled separate accounts at end of year2017-12-31$25,665
Value of interest in pooled separate accounts at beginning of year2017-12-31$26,180
Interest on participant loans2017-12-31$8,473
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$365
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$4,995,966
Value of interest in common/collective trusts at beginning of year2017-12-31$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 year2017-12-31$45,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$24,305
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$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 accounts2017-12-31$3,977
Net investment gain or loss from common/collective trusts2017-12-31$653,193
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$431,329
Employer contributions (assets) at end of year2017-12-31$8,335
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$687,313
Contract administrator fees2017-12-31$14,806
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : PETERSON FARMS 401(K) RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$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 paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,291,298
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$415,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$405,366
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$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 year2016-12-31$4,654,590
Value of total assets at beginning of year2016-12-31$3,778,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,027
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,257
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$593,216
Participant contributions at end of year2016-12-31$125,645
Participant contributions at beginning of year2016-12-31$54,736
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$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 year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$369
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
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 year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$198,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$77,510
Value of interest in pooled separate accounts at end of year2016-12-31$26,180
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,476
Interest on participant loans2016-12-31$4,044
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$188
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$4,280,200
Value of interest in common/collective trusts at beginning of year2016-12-31$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 year2016-12-31$24,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$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 accounts2016-12-31$2,447
Net investment gain or loss from common/collective trusts2016-12-31$263,769
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$357,548
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$405,366
Contract administrator fees2016-12-31$10,027
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FOX & COMPANY
Accountancy firm EIN2016-12-31382633492
2015 : PETERSON FARMS 401(K) RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$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 paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$826,998
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$789,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$781,985
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$836,508
Value of total assets at end of year2015-12-31$3,778,685
Value of total assets at beginning of year2015-12-31$3,759,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,975
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$141
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$523,131
Participant contributions at end of year2015-12-31$54,736
Participant contributions at beginning of year2015-12-31$70,877
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$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 year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
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 year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$77,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,471,312
Value of interest in pooled separate accounts at end of year2015-12-31$4,476
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$2,154
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$3,641,963
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$204,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$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 year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-365
Net investment gain/loss from pooled separate accounts2015-12-31$44
Net investment gain or loss from common/collective trusts2015-12-31$-11,484
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$308,001
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$2,440
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$781,649
Contract administrator fees2015-12-31$7,975
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$18,257
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FOX & COMPANY
Accountancy firm EIN2015-12-31382633492
2014 : PETERSON FARMS 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$282,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$3,759,904
Value of total assets at beginning of year2014-12-31$3,360,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,620
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$169,496
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$365,004
Participant contributions at end of year2014-12-31$70,877
Participant contributions at beginning of year2014-12-31$99,023
Participant contributions at end of year2014-12-31$10,868
Participant contributions at beginning of year2014-12-31$6,667
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,191
Administrative expenses (other) incurred2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,471,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,062,326
Interest on participant loans2014-12-31$3,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$204,407
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$191,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$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 assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$70,556
Employer contributions (assets) at end of year2014-12-31$2,440
Employer contributions (assets) at beginning of year2014-12-31$1,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$280,900
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Liabilities. Value of benefit claims payable at end of year2014-12-31$18,257
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FOX & COMPANY
Accountancy firm EIN2014-12-31382633492
2013 : PETERSON FARMS 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,132,038
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$117,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$3,360,805
Value of total assets at beginning of year2013-12-31$2,346,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,200
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$114,774
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$397,013
Participant contributions at end of year2013-12-31$99,023
Participant contributions at beginning of year2013-12-31$57,763
Participant contributions at end of year2013-12-31$6,667
Participant contributions at beginning of year2013-12-31$5,137
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$191,841
Administrative expenses (other) incurred2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,062,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,115,445
Interest on participant loans2013-12-31$2,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$191,427
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$166,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$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 assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$71,601
Employer contributions (assets) at end of year2013-12-31$1,362
Employer contributions (assets) at beginning of year2013-12-31$1,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$116,044
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FOX & COMPANY
Accountancy firm EIN2013-12-31382633492
2012 : PETERSON FARMS 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$418,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$2,346,011
Value of total assets at beginning of year2012-12-31$2,108,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,620
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$81,707
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$352,649
Participant contributions at end of year2012-12-31$57,763
Participant contributions at beginning of year2012-12-31$50,290
Participant contributions at end of year2012-12-31$5,137
Administrative expenses (other) incurred2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,115,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,796,582
Interest on participant loans2012-12-31$2,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$166,093
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$261,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$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 assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$64,424
Employer contributions (assets) at end of year2012-12-31$1,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$417,185
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FOX & COMPANY
Accountancy firm EIN2012-12-31382633492
2011 : PETERSON FARMS 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$300,361
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$73,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$2,108,424
Value of total assets at beginning of year2011-12-31$1,881,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,140
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$66,480
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$286,819
Participant contributions at end of year2011-12-31$50,290
Participant contributions at beginning of year2011-12-31$54,779
Administrative expenses (other) incurred2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,796,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,532,041
Interest on participant loans2011-12-31$2,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$261,552
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$294,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$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 assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$51,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$72,511
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FOX & COMPANY
Accountancy firm EIN2011-12-31382633492
2010 : PETERSON FARMS 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$424,661
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$196,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$1,881,714
Value of total assets at beginning of year2010-12-31$1,653,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$419
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$52,401
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$196,636
Participant contributions at end of year2010-12-31$54,779
Participant contributions at beginning of year2010-12-31$29,479
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$45,431
Administrative expenses (other) incurred2010-12-31$419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,532,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,469,365
Interest on participant loans2010-12-31$2,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$294,894
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$155,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$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 assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$34,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$196,465
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FOX & COMPANY
Accountancy firm EIN2010-12-31382633492
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 securities2009-12-31$0

Form 5500 Responses for PETERSON FARMS 401(K) RETIREMENT PLAN

2022: PETERSON FARMS 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PETERSON FARMS 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PETERSON FARMS 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PETERSON FARMS 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PETERSON FARMS 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PETERSON FARMS 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PETERSON FARMS 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PETERSON FARMS 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PETERSON FARMS 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PETERSON FARMS 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PETERSON FARMS 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PETERSON FARMS 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PETERSON FARMS 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number811138
Policy instance 2
Insurance contract or identification number811138
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered591
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $79
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $79
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLINCOLN INVESTMENT PLANNING INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number811138
Policy instance 2
Insurance contract or identification number811138
Number of Individuals Covered591
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $82
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $82
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLINCOLN INVESTMENT PLANNING INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered549
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number811138
Policy instance 2
Insurance contract or identification number811138
Number of Individuals Covered549
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLINCOLN INVESTMENT PLANNING INC

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