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| Plan Name | LODICAN PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | LODI CANNING COMPANY, INC. |
| Employer identification number (EIN): | 390434840 |
| NAIC Classification: | 311400 |
| NAIC Description: | Fruit and Vegetable Preserving and Specialty Food Manufacturing |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-03-01 | ||||
| 001 | 2022-03-01 | ||||
| 001 | 2021-03-01 | ||||
| 001 | 2020-03-01 | ||||
| 001 | 2019-03-01 | ||||
| 001 | 2018-03-01 | ||||
| 001 | 2017-03-01 | ||||
| 001 | 2016-03-01 | ||||
| 001 | 2015-03-01 | ||||
| 001 | 2014-03-01 | ROBERT T. GOERES | 2015-08-03 | ||
| 001 | 2013-03-01 | ROBERT T. GOERES | 2014-05-23 | ||
| 001 | 2012-03-01 | ROBERT T. GOERES | 2013-05-02 | ||
| 001 | 2011-03-01 | ROBERT T GOERES | 2012-05-15 | ||
| 001 | 2009-03-01 | ROBERT T GOERES |
| Measure | Date | Value |
|---|---|---|
| 2009: LODICAN PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-03-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 19 |
| Number of retired or separated participants receiving benefits | 2009-03-01 | 1 |
| Total of all active and inactive participants | 2009-03-01 | 20 |
| Total participants | 2009-03-01 | 20 |
| Number of participants with account balances | 2009-03-01 | 20 |
| Measure | Date | Value |
|---|---|---|
| 2011 : LODICAN PROFIT SHARING PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-02-28 | $1,527,845 |
| Expenses. Total of all expenses incurred | 2011-02-28 | $416,655 |
| Benefits paid (including direct rollovers) | 2011-02-28 | $391,505 |
| Total plan assets at end of year | 2011-02-28 | $9,218,142 |
| Total plan assets at beginning of year | 2011-02-28 | $8,106,952 |
| Value of fidelity bond covering the plan | 2011-02-28 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2011-02-28 | $25,150 |
| Other income received | 2011-02-28 | $1,341,571 |
| Net income (gross income less expenses) | 2011-02-28 | $1,111,190 |
| Net plan assets at end of year (total assets less liabilities) | 2011-02-28 | $9,218,142 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-02-28 | $8,106,952 |
| Total contributions received or receivable from employer(s) | 2011-02-28 | $186,274 |
| 2009: LODICAN PROFIT SHARING PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-03-01 | Type of plan entity | Single employer plan |
| 2009-03-01 | Plan funding arrangement – Insurance | Yes |
| 2009-03-01 | Plan funding arrangement – Trust | Yes |
| 2009-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-03-01 | Plan benefit arrangement - Trust | Yes |
| THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 ) | |||||||||||||||||||||
| Policy contract number | PT 3160 | ||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||
| Policy contract number | INDIV. POLICY | ||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||
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| NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 ) | |||||||||||||||||||||
| Policy contract number | INDIV. POLICIES | ||||||||||||||||||||
| Policy instance | 3 | ||||||||||||||||||||
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