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CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 401k Plan overview

Plan NameCAROLINA TURKEYS EMPLOYEES' PENSION PLAN
Plan identification number 001

CAROLINA TURKEYS EMPLOYEES' PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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.

401k Sponsoring company profile

BUTTERBALL, LLC has sponsored the creation of one or more 401k plans.

Company Name:BUTTERBALL, LLC
Employer identification number (EIN):561458630
NAIC Classification:112300
NAIC Description:Poultry & Egg Production

Additional information about BUTTERBALL, LLC

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2002-01-28
Company Identification Number: 20021010991
Legal Registered Office Address: 1701 ROCK SPRINGS DR #1125

LAS VEGAS
United States of America (USA)
89128

More information about BUTTERBALL, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAROLINA TURKEYS EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01BARRY GUM
0012015-10-01BARRY GUM
0012014-10-01BARRY GUM
0012013-10-01BARRY GUM
0012013-01-01BARRY E. GUM
0012012-10-01BARRY GUM
0012012-01-01BARRY GUM
0012011-10-01DENNIS STOVER
0012011-01-01BETH GURLEY
0012010-01-01GARY LENAGHAN GARY LENAGHAN2011-10-12
0012009-10-01EDWARD W. KACSUTA EDWARD W. KACSUTA2011-07-12
0012009-01-01GARY LENAGHAN GARY LENAGHAN2010-10-14
0012008-10-01
0012008-10-01

Plan Statistics for CAROLINA TURKEYS EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for CAROLINA TURKEYS EMPLOYEES' PENSION PLAN

Measure Date Value
2022: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2022 401k membership
Market value of plan assets2022-09-3052,602,508
Acturial value of plan assets2022-09-3052,102,616
Funding target for retired participants and beneficiaries receiving payment2022-09-3016,246,825
Number of terminated vested participants2022-09-30501
Fundng target for terminated vested participants2022-09-309,777,970
Active participant vested funding target2022-09-308,861,979
Number of active participants2022-09-30370
Total funding liabilities for active participants2022-09-308,863,376
Total participant count2022-09-301,317
Total funding target for all participants2022-09-3034,888,171
Balance at beginning of prior year after applicable adjustments2022-09-300
Prefunding balance at beginning of prior year after applicable adjustments2022-09-300
Amount remaining of carryover balance2022-09-300
Amount remaining of prefunding balance2022-09-300
Present value of excess contributions2022-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-09-300
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-300
Balance of prefunding at beginning of current year2022-09-300
Total employer contributions2022-09-300
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-300
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-30330,426
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-011,317
Total number of active participants reported on line 7a of the Form 55002021-10-01340
Number of retired or separated participants receiving benefits2021-10-01404
Number of other retired or separated participants entitled to future benefits2021-10-01420
Total of all active and inactive participants2021-10-011,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-01127
Total participants2021-10-011,291
Market value of plan assets2021-09-3055,406,049
Acturial value of plan assets2021-09-3049,865,455
Funding target for retired participants and beneficiaries receiving payment2021-09-3016,335,929
Number of terminated vested participants2021-09-30515
Fundng target for terminated vested participants2021-09-309,729,533
Active participant vested funding target2021-09-309,688,959
Number of active participants2021-09-30398
Total funding liabilities for active participants2021-09-309,690,787
Total participant count2021-09-301,347
Total funding target for all participants2021-09-3035,756,249
Balance at beginning of prior year after applicable adjustments2021-09-300
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-300
Amount remaining of prefunding balance2021-09-300
Present value of excess contributions2021-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-300
Balance of prefunding at beginning of current year2021-09-300
Total employer contributions2021-09-300
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-300
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-30111,801
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-300
Carryover balance elected to use to offset funding requirement2021-09-300
Prefunding balance elected to use to offset funding requirement2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-011,347
Total number of active participants reported on line 7a of the Form 55002020-10-01370
Number of retired or separated participants receiving benefits2020-10-01389
Number of other retired or separated participants entitled to future benefits2020-10-01433
Total of all active and inactive participants2020-10-011,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-01125
Total participants2020-10-011,317
Market value of plan assets2020-09-3049,871,204
Acturial value of plan assets2020-09-3045,840,224
Funding target for retired participants and beneficiaries receiving payment2020-09-3015,260,067
Number of terminated vested participants2020-09-30532
Fundng target for terminated vested participants2020-09-309,651,802
Active participant vested funding target2020-09-309,806,194
Number of active participants2020-09-30424
Total funding liabilities for active participants2020-09-309,808,320
Total participant count2020-09-301,365
Total funding target for all participants2020-09-3034,720,189
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-300
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-300
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-300
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-300
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-300
Net shortfall amortization installment of oustanding balance2020-09-300
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-300
Carryover balance elected to use to offset funding requirement2020-09-300
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-300
Contributions allocatedtoward minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-011,364
Total number of active participants reported on line 7a of the Form 55002019-10-01398
Number of retired or separated participants receiving benefits2019-10-01380
Number of other retired or separated participants entitled to future benefits2019-10-01451
Total of all active and inactive participants2019-10-011,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-01118
Total participants2019-10-011,347
Market value of plan assets2019-09-3042,726,969
Acturial value of plan assets2019-09-3043,718,162
Funding target for retired participants and beneficiaries receiving payment2019-09-3014,697,081
Number of terminated vested participants2019-09-30535
Fundng target for terminated vested participants2019-09-309,136,798
Active participant vested funding target2019-09-309,958,432
Number of active participants2019-09-30458
Total funding liabilities for active participants2019-09-309,961,308
Total participant count2019-09-301,382
Total funding target for all participants2019-09-3033,795,187
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-300
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-300
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-300
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-300
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-300
Contributions allocatedtoward minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-011,382
Total number of active participants reported on line 7a of the Form 55002018-10-01424
Number of retired or separated participants receiving benefits2018-10-01355
Number of other retired or separated participants entitled to future benefits2018-10-01468
Total of all active and inactive participants2018-10-011,247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-01117
Total participants2018-10-011,364
Market value of plan assets2018-09-3043,750,962
Acturial value of plan assets2018-09-3042,331,698
Funding target for retired participants and beneficiaries receiving payment2018-09-3013,214,020
Number of terminated vested participants2018-09-30545
Fundng target for terminated vested participants2018-09-308,715,253
Active participant vested funding target2018-09-309,486,837
Number of active participants2018-09-30488
Total funding liabilities for active participants2018-09-309,490,190
Total participant count2018-09-301,393
Total funding target for all participants2018-09-3031,419,463
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-300
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-300
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-300
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-300
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-011,393
Total number of active participants reported on line 7a of the Form 55002017-10-01458
Number of retired or separated participants receiving benefits2017-10-01337
Number of other retired or separated participants entitled to future benefits2017-10-01473
Total of all active and inactive participants2017-10-011,268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-01114
Total participants2017-10-011,382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
Market value of plan assets2017-09-3042,312,960
Acturial value of plan assets2017-09-3040,760,368
Funding target for retired participants and beneficiaries receiving payment2017-09-3012,001,170
Number of terminated vested participants2017-09-30547
Fundng target for terminated vested participants2017-09-308,916,468
Active participant vested funding target2017-09-3010,021,937
Number of active participants2017-09-30527
Total funding liabilities for active participants2017-09-3010,026,241
Total participant count2017-09-301,403
Total funding target for all participants2017-09-3030,943,879
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-300
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-300
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-300
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Waived amount of outstanding balance2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-300
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-011,403
Total number of active participants reported on line 7a of the Form 55002016-10-01488
Number of retired or separated participants receiving benefits2016-10-01313
Number of other retired or separated participants entitled to future benefits2016-10-01490
Total of all active and inactive participants2016-10-011,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-01102
Total participants2016-10-011,393
Number of participants with account balances2016-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-011,416
Total number of active participants reported on line 7a of the Form 55002015-10-01527
Number of retired or separated participants receiving benefits2015-10-01286
Number of other retired or separated participants entitled to future benefits2015-10-01547
Total of all active and inactive participants2015-10-011,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-0143
Total participants2015-10-011,403
Number of participants with account balances2015-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-012,364
Total number of active participants reported on line 7a of the Form 55002014-10-01557
Number of retired or separated participants receiving benefits2014-10-01265
Number of other retired or separated participants entitled to future benefits2014-10-01556
Total of all active and inactive participants2014-10-011,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-0138
Total participants2014-10-011,416
Number of participants with account balances2014-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-012,427
Total number of active participants reported on line 7a of the Form 55002013-10-01598
Number of retired or separated participants receiving benefits2013-10-01239
Number of other retired or separated participants entitled to future benefits2013-10-011,496
Total of all active and inactive participants2013-10-012,333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-0131
Total participants2013-10-012,364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
Total participants, beginning-of-year2013-01-015,233
Total number of active participants reported on line 7a of the Form 55002013-01-015,271
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01176
Total of all active and inactive participants2013-01-015,448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-015,452
Number of participants with account balances2013-01-011,649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-012,433
Total number of active participants reported on line 7a of the Form 55002012-10-01637
Number of retired or separated participants receiving benefits2012-10-01221
Number of other retired or separated participants entitled to future benefits2012-10-011,545
Total of all active and inactive participants2012-10-012,403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-0124
Total participants2012-10-012,427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-011
Total participants, beginning-of-year2012-01-014,575
Total number of active participants reported on line 7a of the Form 55002012-01-014,412
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01202
Total of all active and inactive participants2012-01-014,614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-014,616
Number of participants with account balances2012-01-011,614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-012,439
Total number of active participants reported on line 7a of the Form 55002011-10-01668
Number of retired or separated participants receiving benefits2011-10-01207
Number of other retired or separated participants entitled to future benefits2011-10-011,537
Total of all active and inactive participants2011-10-012,412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-0121
Total participants2011-10-012,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
Total participants, beginning-of-year2011-01-014,112
Total number of active participants reported on line 7a of the Form 55002011-01-014,200
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01242
Total of all active and inactive participants2011-01-014,443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-014,446
Number of participants with account balances2011-01-011,666
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,493
Total number of active participants reported on line 7a of the Form 55002010-01-013,253
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01156
Total of all active and inactive participants2010-01-013,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-013,413
Number of participants with account balances2010-01-011,398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-012,461
Total number of active participants reported on line 7a of the Form 55002009-10-01786
Number of retired or separated participants receiving benefits2009-10-01167
Number of other retired or separated participants entitled to future benefits2009-10-011,484
Total of all active and inactive participants2009-10-012,437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-0113
Total participants2009-10-012,450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-013
Total participants, beginning-of-year2009-01-014,006
Total number of active participants reported on line 7a of the Form 55002009-01-012,967
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01249
Total of all active and inactive participants2009-01-013,217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-013,219
Number of participants with account balances2009-01-011,521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CAROLINA TURKEYS EMPLOYEES' PENSION PLAN

Measure Date Value
2022 : CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-11,826,035
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$1,877,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$1,586,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$0
Value of total assets at end of year2022-09-30$38,899,321
Value of total assets at beginning of year2022-09-30$52,602,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$290,600
Total interest from all sources2022-09-30$1,840
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$29,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$29,379
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$518
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$17
Administrative expenses (other) incurred2022-09-30$113,262
Total non interest bearing cash at end of year2022-09-30$0
Total non interest bearing cash at beginning of year2022-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-13,703,187
Value of net assets at end of year (total assets less liabilities)2022-09-30$38,899,321
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$52,602,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$177,338
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$971,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$1,389,096
Value of interest in common/collective trusts at end of year2022-09-30$37,449,636
Value of interest in common/collective trusts at beginning of year2022-09-30$50,889,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$477,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$323,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$323,755
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$1,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-272,412
Net investment gain or loss from common/collective trusts2022-09-30$-11,584,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$1,586,552
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30UHY LLP
Accountancy firm EIN2022-09-30200694403
2021 : CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$-879,713
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$1,923,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$1,594,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$0
Value of total assets at end of year2021-09-30$52,602,508
Value of total assets at beginning of year2021-09-30$55,406,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$328,976
Total interest from all sources2021-09-30$223
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$29,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$29,115
Administrative expenses professional fees incurred2021-09-30$16,678
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$17
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$14
Administrative expenses (other) incurred2021-09-30$111,801
Total non interest bearing cash at end of year2021-09-30$0
Total non interest bearing cash at beginning of year2021-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$-2,803,541
Value of net assets at end of year (total assets less liabilities)2021-09-30$52,602,508
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$55,406,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$200,497
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$1,389,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$1,435,044
Value of interest in common/collective trusts at end of year2021-09-30$50,889,640
Value of interest in common/collective trusts at beginning of year2021-09-30$53,417,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$323,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$553,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$553,832
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$441,042
Net investment gain or loss from common/collective trusts2021-09-30$-1,350,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30Yes
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$1,594,852
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30UHY, LLP
Accountancy firm EIN2021-09-30200694403
2020 : CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$7,122,454
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$1,587,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$1,478,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$0
Value of total assets at end of year2020-09-30$55,406,049
Value of total assets at beginning of year2020-09-30$49,871,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$109,200
Total interest from all sources2020-09-30$3,847
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$34,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$34,171
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$14
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$702
Other income not declared elsewhere2020-09-30$158,824
Administrative expenses (other) incurred2020-09-30$109,200
Total non interest bearing cash at end of year2020-09-30$0
Total non interest bearing cash at beginning of year2020-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$5,534,845
Value of net assets at end of year (total assets less liabilities)2020-09-30$55,406,049
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$49,871,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$1,435,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$1,172,659
Value of interest in common/collective trusts at end of year2020-09-30$53,417,159
Value of interest in common/collective trusts at beginning of year2020-09-30$45,238,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$553,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$459,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$459,082
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$3,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$3,000,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$-290,397
Net investment gain or loss from common/collective trusts2020-09-30$7,216,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30Yes
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$1,478,409
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30FROST, PLLC
Accountancy firm EIN2020-09-30710817652
2019 : CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$8,537,531
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$1,393,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$1,393,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$0
Value of total assets at end of year2019-09-30$49,871,204
Value of total assets at beginning of year2019-09-30$42,726,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$0
Total interest from all sources2019-09-30$6,990
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$31,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$31,303
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$702
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$272
Other income not declared elsewhere2019-09-30$41,112
Total non interest bearing cash at end of year2019-09-30$0
Total non interest bearing cash at beginning of year2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$7,144,235
Value of net assets at end of year (total assets less liabilities)2019-09-30$49,871,204
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$42,726,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$1,172,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$1,301,228
Value of interest in common/collective trusts at end of year2019-09-30$45,238,369
Value of interest in common/collective trusts at beginning of year2019-09-30$37,993,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$459,082
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$472,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$472,286
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$6,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$3,000,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$2,959,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$20,960
Net investment gain or loss from common/collective trusts2019-09-30$8,437,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$1,393,296
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30FROST, PLLC
Accountancy firm EIN2019-09-30710817652
2018 : CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$319,897
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$1,343,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$1,343,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$0
Value of total assets at end of year2018-09-30$42,726,969
Value of total assets at beginning of year2018-09-30$43,750,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$0
Total interest from all sources2018-09-30$4,694
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$51,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$51,982
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$272
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$417
Other income not declared elsewhere2018-09-30$425,205
Total non interest bearing cash at end of year2018-09-30$0
Total non interest bearing cash at beginning of year2018-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$-1,023,993
Value of net assets at end of year (total assets less liabilities)2018-09-30$42,726,969
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$43,750,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$1,301,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$2,482,687
Value of interest in common/collective trusts at end of year2018-09-30$37,993,902
Value of interest in common/collective trusts at beginning of year2018-09-30$38,099,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$472,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$634,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$634,252
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$4,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$2,959,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$2,534,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$-66,926
Net investment gain or loss from common/collective trusts2018-09-30$-95,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30Yes
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$1,343,890
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30FROST, PLLC
Accountancy firm EIN2018-09-30710817652
2017 : CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$2,662,681
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$1,224,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$1,224,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$0
Value of total assets at end of year2017-09-30$43,750,962
Value of total assets at beginning of year2017-09-30$42,312,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$0
Total interest from all sources2017-09-30$2,973
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$71,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$71,178
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$417
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$417
Other income not declared elsewhere2017-09-30$356,042
Total non interest bearing cash at end of year2017-09-30$0
Total non interest bearing cash at beginning of year2017-09-30$106,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$1,438,002
Value of net assets at end of year (total assets less liabilities)2017-09-30$43,750,962
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$42,312,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$2,482,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$6,146,136
Value of interest in common/collective trusts at end of year2017-09-30$38,099,531
Value of interest in common/collective trusts at beginning of year2017-09-30$33,480,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$634,252
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$401,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$401,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$2,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$2,534,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$2,178,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$283,415
Net investment gain or loss from common/collective trusts2017-09-30$1,949,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30Yes
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$1,224,679
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30No
Opinion of an independent qualified public accountant for this plan2017-09-30Unqualified
Accountancy firm name2017-09-30FROST, PLLC
Accountancy firm EIN2017-09-30710817652
2016 : CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$89,126
Total income from all sources (including contributions)2016-09-30$6,006,244
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$1,146,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$1,132,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$0
Value of total assets at end of year2016-09-30$42,312,960
Value of total assets at beginning of year2016-09-30$37,542,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$14,449
Total interest from all sources2016-09-30$1,360
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$124,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$124,238
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$89,126
Other income not declared elsewhere2016-09-30$785,897
Total non interest bearing cash at end of year2016-09-30$106,062
Total non interest bearing cash at beginning of year2016-09-30$389,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$4,859,285
Value of net assets at end of year (total assets less liabilities)2016-09-30$42,312,960
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$37,453,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$14,449
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$6,146,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$28,662,744
Value of interest in pooled separate accounts at beginning of year2016-09-30$0
Value of interest in common/collective trusts at end of year2016-09-30$33,480,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$401,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$105,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$105,086
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$1,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$2,178,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$2,035,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$2,463,781
Net investment gain or loss from common/collective trusts2016-09-30$2,630,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30Yes
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$0
Employer contributions (assets) at end of year2016-09-30$0
Employer contributions (assets) at beginning of year2016-09-30$6,350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$1,132,510
Assets. Corporate common stocks other than exployer securities at beginning of year2016-09-30$0
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30No
Opinion of an independent qualified public accountant for this plan2016-09-30Unqualified
Accountancy firm name2016-09-30FROST, PLLC
Accountancy firm EIN2016-09-30710817652
2015 : CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$0
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$89,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$38,257
Total income from all sources (including contributions)2015-09-30$5,928,317
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$3,140,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$3,076,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$6,350,000
Value of total assets at end of year2015-09-30$37,542,801
Value of total assets at beginning of year2015-09-30$34,703,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$63,529
Total interest from all sources2015-09-30$66
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$286,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$286,024
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-09-30$89,126
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$38,257
Other income not declared elsewhere2015-09-30$-20,386
Total non interest bearing cash at end of year2015-09-30$389,835
Total non interest bearing cash at beginning of year2015-09-30$157,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$2,788,106
Value of net assets at end of year (total assets less liabilities)2015-09-30$37,453,675
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$34,665,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$63,529
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$28,662,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$31,859,088
Value of interest in pooled separate accounts at end of year2015-09-30$0
Value of interest in pooled separate accounts at beginning of year2015-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$105,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$632,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$632,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$66
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$2,035,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$2,055,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-687,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$6,350,000
Employer contributions (assets) at end of year2015-09-30$6,350,000
Employer contributions (assets) at beginning of year2015-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$3,076,682
Assets. Corporate common stocks other than exployer securities at end of year2015-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-09-30$0
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30No
Opinion of an independent qualified public accountant for this plan2015-09-30Unqualified
Accountancy firm name2015-09-30FROST, PLLC
Accountancy firm EIN2015-09-30710817652
2014 : CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$38,257
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$25,851
Total income from all sources (including contributions)2014-09-30$3,608,159
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$1,050,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$988,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$0
Value of total assets at end of year2014-09-30$34,703,826
Value of total assets at beginning of year2014-09-30$32,133,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$62,015
Total interest from all sources2014-09-30$101
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$253,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$253,758
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-09-30$38,257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$25,851
Other income not declared elsewhere2014-09-30$271,461
Total non interest bearing cash at end of year2014-09-30$157,091
Total non interest bearing cash at beginning of year2014-09-30$221,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$2,557,794
Value of net assets at end of year (total assets less liabilities)2014-09-30$34,665,569
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$32,107,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$62,015
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$31,859,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$28,546,876
Value of interest in pooled separate accounts at end of year2014-09-30$0
Value of interest in pooled separate accounts at beginning of year2014-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$632,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$927,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$927,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$2,055,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$1,784,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$3,082,839
Net investment gain/loss from pooled separate accounts2014-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Employer contributions (assets) at end of year2014-09-30$0
Employer contributions (assets) at beginning of year2014-09-30$653,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$988,350
Assets. Corporate common stocks other than exployer securities at end of year2014-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-09-30$0
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30No
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30FROST, PLLC
Accountancy firm EIN2014-09-30710817652
2013 : CAROLINA TURKEYS EMPLOYEES' PENSION 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$10,363
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,363
Total income from all sources (including contributions)2013-12-31$16,758,254
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,981,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,850,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,278,390
Value of total assets at end of year2013-12-31$61,712,375
Value of total assets at beginning of year2013-12-31$49,936,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$131,650
Total interest from all sources2013-12-31$104,073
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,252,682
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$1,252,682
Administrative expenses professional fees incurred2013-12-31$131,645
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$3,955,601
Participant contributions at end of year2013-12-31$2,728,210
Participant contributions at beginning of year2013-12-31$2,204,604
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$885,542
Liabilities. Value of operating payables at end of year2013-12-31$10,363
Liabilities. Value of operating payables at beginning of year2013-12-31$10,363
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$11,776,301
Value of net assets at end of year (total assets less liabilities)2013-12-31$61,702,012
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$49,925,711
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
Investment advisory and management fees2013-12-31$5
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$55,043,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$43,738,388
Interest on participant loans2013-12-31$103,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,838,367
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,904,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,904,541
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,123,109
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$2,437,247
Employer contributions (assets) at end of year2013-12-31$102,689
Employer contributions (assets) at beginning of year2013-12-31$88,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,850,303
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 name2013-12-31FROST, PLLC
Accountancy firm EIN2013-12-31710817652
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$25,851
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$26,101
Total income from all sources (including contributions)2013-09-30$6,824,922
Total loss/gain on sale of assets2013-09-30$646,705
Total of all expenses incurred2013-09-30$869,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$859,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$1,392,739
Value of total assets at end of year2013-09-30$32,133,626
Value of total assets at beginning of year2013-09-30$26,178,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$10,571
Total interest from all sources2013-09-30$117
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$534,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$534,284
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-09-30$25,851
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$26,101
Other income not declared elsewhere2013-09-30$280,256
Administrative expenses (other) incurred2013-09-30$10,571
Total non interest bearing cash at end of year2013-09-30$221,408
Total non interest bearing cash at beginning of year2013-09-30$145,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$5,954,978
Value of net assets at end of year (total assets less liabilities)2013-09-30$32,107,775
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$26,152,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$28,546,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$17,893,334
Value of interest in pooled separate accounts at end of year2013-09-30$0
Value of interest in pooled separate accounts at beginning of year2013-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$927,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$1,643,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$1,643,277
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$1,784,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$4,332,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$3,970,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$1,392,739
Employer contributions (assets) at end of year2013-09-30$653,929
Employer contributions (assets) at beginning of year2013-09-30$571,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$859,373
Assets. Corporate common stocks other than exployer securities at end of year2013-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-30$1,592,400
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$5,068,091
Aggregate carrying amount (costs) on sale of assets2013-09-30$4,421,386
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30No
Opinion of an independent qualified public accountant for this plan2013-09-30Unqualified
Accountancy firm name2013-09-30FROST, PLLC
Accountancy firm EIN2013-09-30710817652
2012 : CAROLINA TURKEYS EMPLOYEES' PENSION 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$10,363
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,425
Total income from all sources (including contributions)2012-12-31$12,907,717
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,826,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,736,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,780,041
Value of total assets at end of year2012-12-31$49,936,074
Value of total assets at beginning of year2012-12-31$40,854,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$89,652
Total interest from all sources2012-12-31$89,751
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,355,161
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$1,355,161
Administrative expenses professional fees incurred2012-12-31$89,392
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$3,860,162
Participant contributions at end of year2012-12-31$2,204,604
Participant contributions at beginning of year2012-12-31$1,962,680
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$517,960
Liabilities. Value of operating payables at end of year2012-12-31$10,363
Liabilities. Value of operating payables at beginning of year2012-12-31$10,425
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$9,081,588
Value of net assets at end of year (total assets less liabilities)2012-12-31$49,925,711
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$40,844,123
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
Investment advisory and management fees2012-12-31$260
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$43,738,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$34,748,788
Interest on participant loans2012-12-31$89,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,904,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,053,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,053,049
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,682,764
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$2,401,919
Employer contributions (assets) at end of year2012-12-31$88,541
Employer contributions (assets) at beginning of year2012-12-31$90,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,736,477
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 name2012-12-31FROST, PLLC
Accountancy firm EIN2012-12-31710817652
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$26,101
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$262,169
Total income from all sources (including contributions)2012-09-30$5,712,831
Total loss/gain on sale of assets2012-09-30$310,800
Total of all expenses incurred2012-09-30$812,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$812,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$1,043,532
Value of total assets at end of year2012-09-30$26,178,898
Value of total assets at beginning of year2012-09-30$21,514,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$0
Total interest from all sources2012-09-30$97
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$470,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$470,807
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$26,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$262,169
Other income not declared elsewhere2012-09-30$863,072
Total non interest bearing cash at end of year2012-09-30$145,829
Total non interest bearing cash at beginning of year2012-09-30$403,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$4,900,232
Value of net assets at end of year (total assets less liabilities)2012-09-30$26,152,797
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$21,252,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$17,893,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$14,729,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$1,643,277
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$629
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$97
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$4,332,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$3,469,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$3,024,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$1,043,532
Employer contributions (assets) at end of year2012-09-30$571,236
Employer contributions (assets) at beginning of year2012-09-30$1,630,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$812,599
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$1,592,400
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$1,281,600
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate carrying amount (costs) on sale of assets2012-09-30$-310,800
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30No
Opinion of an independent qualified public accountant for this plan2012-09-30Unqualified
Accountancy firm name2012-09-30FROST, PLLC
Accountancy firm EIN2012-09-30710817652
2011 : CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$15,987
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,425
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,211
Total income from all sources (including contributions)2011-12-31$7,522,706
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,494,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,411,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,830,885
Value of total assets at end of year2011-12-31$40,854,548
Value of total assets at beginning of year2011-12-31$35,809,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$83,016
Total interest from all sources2011-12-31$78,791
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$856,965
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$856,965
Administrative expenses professional fees incurred2011-12-31$82,892
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$3,842,122
Participant contributions at end of year2011-12-31$1,962,680
Participant contributions at beginning of year2011-12-31$1,574,604
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,606,216
Liabilities. Value of operating payables at end of year2011-12-31$10,425
Liabilities. Value of operating payables at beginning of year2011-12-31$9,211
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$5,028,252
Value of net assets at end of year (total assets less liabilities)2011-12-31$40,844,123
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$35,799,884
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
Investment advisory and management fees2011-12-31$124
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$34,748,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$30,536,058
Interest on participant loans2011-12-31$77,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,053,049
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,647,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,647,463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,243,935
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$2,382,547
Employer contributions (assets) at end of year2011-12-31$90,031
Employer contributions (assets) at beginning of year2011-12-31$50,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,411,438
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 name2011-12-31FROST, PLLC
Accountancy firm EIN2011-12-31710817652
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$262,169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$254,992
Total income from all sources (including contributions)2011-09-30$582,896
Total loss/gain on sale of assets2011-09-30$251,776
Total of all expenses incurred2011-09-30$704,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$704,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$1,630,000
Value of total assets at end of year2011-09-30$21,514,734
Value of total assets at beginning of year2011-09-30$21,628,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$0
Total interest from all sources2011-09-30$18
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$159,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$159,406
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-09-30$262,169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$254,992
Other income not declared elsewhere2011-09-30$-74,434
Total non interest bearing cash at end of year2011-09-30$403,620
Total non interest bearing cash at beginning of year2011-09-30$379,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-121,313
Value of net assets at end of year (total assets less liabilities)2011-09-30$21,252,565
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$21,373,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$14,729,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$16,152,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$58,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$58,023
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$3,469,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$3,544,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-1,383,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$1,630,000
Employer contributions (assets) at end of year2011-09-30$1,630,000
Employer contributions (assets) at beginning of year2011-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$704,209
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$1,281,600
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$1,494,000
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$251,776
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30FROST PLLC
Accountancy firm EIN2011-09-30710817652
2010 : CAROLINA TURKEYS EMPLOYEES' PENSION 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$9,211
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$8,806,438
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,357,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,278,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,139,976
Value of total assets at end of year2010-12-31$35,809,095
Value of total assets at beginning of year2010-12-31$29,350,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$79,225
Total interest from all sources2010-12-31$76,309
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$826,037
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$826,037
Administrative expenses professional fees incurred2010-12-31$77,745
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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$3,161,466
Participant contributions at end of year2010-12-31$1,574,604
Participant contributions at beginning of year2010-12-31$1,283,357
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$64,954
Liabilities. Value of operating payables at end of year2010-12-31$9,211
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$6,449,203
Value of net assets at end of year (total assets less liabilities)2010-12-31$35,799,884
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$29,350,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,480
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$30,536,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$24,288,852
Interest on participant loans2010-12-31$74,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,647,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,742,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,742,492
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,764,116
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$1,913,556
Employer contributions (assets) at end of year2010-12-31$50,970
Employer contributions (assets) at beginning of year2010-12-31$35,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,278,010
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 name2010-12-31FROST, PLLC
Accountancy firm EIN2010-12-31710817652
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0
2009 : CAROLINA TURKEYS EMPLOYEES' PENSION 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
2008 : CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2008 401k financial data
Total unrealized appreciation/depreciation of assets2008-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total income from all sources (including contributions)2008-12-31$-1,402,408
Total loss/gain on sale of assets2008-12-31$0
Total of all expenses incurred2008-12-31$3,509,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$3,428,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$6,521,965
Value of total assets at end of year2008-12-31$21,425,602
Value of total assets at beginning of year2008-12-31$26,337,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$80,210
Total interest from all sources2008-12-31$136,808
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Administrative expenses professional fees incurred2008-12-31$80,210
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$5,000,000
If this is an individual account plan, was there a blackout period2008-12-31No
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$3,811,388
Participant contributions at end of year2008-12-31$1,026,163
Participant contributions at beginning of year2008-12-31$886,572
Income. Received or receivable in cash from other sources (including rollovers)2008-12-31$458,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-4,911,558
Value of net assets at end of year (total assets less liabilities)2008-12-31$21,425,602
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$26,337,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-12-31$16,717,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-12-31$22,719,343
Interest on participant loans2008-12-31$74,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2008-12-31$3,625,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2008-12-31$2,646,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2008-12-31$2,646,788
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2008-12-31$62,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-12-31$-8,061,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$2,252,341
Employer contributions (assets) at end of year2008-12-31$57,217
Employer contributions (assets) at beginning of year2008-12-31$84,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$3,428,940
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31FROST, PLLC
Accountancy firm EIN2008-12-31710817652

Form 5500 Responses for CAROLINA TURKEYS EMPLOYEES' PENSION PLAN

2021: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
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: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
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
2008: CAROLINA TURKEYS EMPLOYEES' PENSION PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number118573LK2
Policy instance 1
Insurance contract or identification number118573LK2
Number of Individuals Covered0
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number118573LK2
Policy instance 1
Insurance contract or identification number118573LK2
Number of Individuals Covered1
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number118573LK2
Policy instance 1
Insurance contract or identification number118573LK2
Number of Individuals Covered1
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number210131666
Policy instance 1
Insurance contract or identification number210131666
Number of Individuals Covered1
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number118573LK2
Policy instance 2
Insurance contract or identification number118573LK2
Number of Individuals Covered1
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number210131666
Policy instance 1
Insurance contract or identification number210131666
Number of Individuals Covered1
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number118573LK2
Policy instance 2
Insurance contract or identification number118573LK2
Number of Individuals Covered1
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number210131666
Policy instance 1
Insurance contract or identification number210131666
Number of Individuals Covered2427
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUNAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberP79A2033792
Policy instance 4
Insurance contract or identification numberP79A2033792
Number of Individuals Covered0
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number118573LK2
Policy instance 2
Insurance contract or identification number118573LK2
Number of Individuals Covered2427
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number954087666000
Policy instance 3
Insurance contract or identification number954087666000
Number of Individuals Covered0
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number954087666000
Policy instance 2
Insurance contract or identification number954087666000
Number of Individuals Covered2433
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number210131666
Policy instance 1
Insurance contract or identification number210131666
Number of Individuals Covered2433
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number118573LK2
Policy instance 4
Insurance contract or identification number118573LK2
Number of Individuals Covered2433
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUNAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberP79A2033792
Policy instance 3
Insurance contract or identification numberP79A2033792
Number of Individuals Covered2433
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number210131666
Policy instance 1
Insurance contract or identification number210131666
Number of Individuals Covered2439
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number118573LK2
Policy instance 4
Insurance contract or identification number118573LK2
Number of Individuals Covered2439
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
SUNAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberP79A2033792
Policy instance 3
Insurance contract or identification numberP79A2033792
Number of Individuals Covered2439
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number954087666000000
Policy instance 2
Insurance contract or identification number954087666000000
Number of Individuals Covered2439
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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