401k Plan data: CHARLES SHEPPARD FARMS SELF-EMPLOYED PROFIT SHARING PLAN plan

CHARLES SHEPPARD FARMS SELF-EMPLOYED PROFIT SHARING PLAN 401k Plan overview

Plan Name	CHARLES SHEPPARD FARMS SELF-EMPLOYED PROFIT SHARING PLAN
Plan identification number	002

CHARLES SHEPPARD FARMS SELF-EMPLOYED PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Plan covering Self-Employed individuals. 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

CHARLES SHEPPARD FARMS has sponsored the creation of one or more 401k plans.

Company Name: CHARLES SHEPPARD FARMS

Employer identification number (EIN): 680146580

NAIC Classification: 111300
NAIC Description: Fruit and Tree Nut Farming

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES SHEPPARD FARMS SELF-EMPLOYED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 CHARLES W. SHEPPARD 2023-09-25 RHONDA M. SHEPPARD 2023-09-25
002 2021-01-01 CHARLES SHEPPARD 2022-07-19 CHARLES SHEPPARD 2022-07-19
002 2020-01-01 CHARLES W. SHEPPARD 2021-10-08 CHARLES W. SHEPPARD 2021-10-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	CHARLES W. SHEPPARD	2023-09-25	RHONDA M. SHEPPARD	2023-09-25
002	2021-01-01	CHARLES SHEPPARD	2022-07-19	CHARLES SHEPPARD	2022-07-19
002	2020-01-01	CHARLES W. SHEPPARD	2021-10-08	CHARLES W. SHEPPARD	2021-10-08

Plan Statistics for CHARLES SHEPPARD FARMS SELF-EMPLOYED PROFIT SHARING PLAN

401k plan membership statisitcs for CHARLES SHEPPARD FARMS SELF-EMPLOYED PROFIT SHARING PLAN

Measure Date Value
2022: CHARLES SHEPPARD FARMS SELF-EMPLOYED PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 5
Number of participants with account balances 2022-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CHARLES SHEPPARD FARMS SELF-EMPLOYED PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CHARLES SHEPPARD FARMS SELF-EMPLOYED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0

Measure	Date	Value
2022: CHARLES SHEPPARD FARMS SELF-EMPLOYED PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	5
Number of participants with account balances	2022-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CHARLES SHEPPARD FARMS SELF-EMPLOYED PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CHARLES SHEPPARD FARMS SELF-EMPLOYED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0

Financial Data on CHARLES SHEPPARD FARMS SELF-EMPLOYED PROFIT SHARING PLAN

Measure	Date	Value
2022 : CHARLES SHEPPARD FARMS SELF-EMPLOYED PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-3,517
Expenses. Total of all expenses incurred	2022-12-31	$21,853
Benefits paid (including direct rollovers)	2022-12-31	$21,853
Total plan assets at end of year	2022-12-31	$934,776
Total plan assets at beginning of year	2022-12-31	$960,146
Value of fidelity bond covering the plan	2022-12-31	$100,000
Other income received	2022-12-31	$-23,549
Net income (gross income less expenses)	2022-12-31	$-25,370
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$934,776
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$960,146
Assets. Value of employer real property	2022-12-31	$58,382
Total contributions received or receivable from employer(s)	2022-12-31	$20,032
2021 : CHARLES SHEPPARD FARMS SELF-EMPLOYED PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$24,893
Expenses. Total of all expenses incurred	2021-12-31	$23,460
Benefits paid (including direct rollovers)	2021-12-31	$23,460
Total plan assets at end of year	2021-12-31	$960,146
Total plan assets at beginning of year	2021-12-31	$958,713
Value of fidelity bond covering the plan	2021-12-31	$100,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$3,221
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,433
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$960,146
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$958,713
Assets. Value of employer real property	2021-12-31	$90,000
Total contributions received or receivable from employer(s)	2021-12-31	$21,672
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : CHARLES SHEPPARD FARMS SELF-EMPLOYED PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$141,705
Expenses. Total of all expenses incurred	2020-12-31	$20,150
Benefits paid (including direct rollovers)	2020-12-31	$20,150
Total plan assets at end of year	2020-12-31	$958,713
Total plan assets at beginning of year	2020-12-31	$837,158
Other income received	2020-12-31	$4,878
Net income (gross income less expenses)	2020-12-31	$121,555
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$958,713
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$837,158
Assets. Value of employer real property	2020-12-31	$90,000
Total contributions received or receivable from employer(s)	2020-12-31	$136,827

Form 5500 Responses for CHARLES SHEPPARD FARMS SELF-EMPLOYED PROFIT SHARING PLAN

2022: CHARLES SHEPPARD FARMS SELF-EMPLOYED PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CHARLES SHEPPARD FARMS SELF-EMPLOYED PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CHARLES SHEPPARD FARMS SELF-EMPLOYED PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CHARLES SHEPPARD FARMS
Employer identification number (EIN):	680146580
NAIC Classification:	111300
NAIC Description:	Fruit and Tree Nut Farming