GRAPEMAN FARMS DBA LUCICH FARMS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GRAPEMAN FARMS DBA LUCICH FARMS
| Measure | Date | Value |
|---|
| 2014: GRAPEMAN FARMS DBA LUCICH FARMS 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 72 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 66 |
| Number of retired or separated participants receiving benefits | 2014-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-05-01 | 0 |
| Total of all active and inactive participants | 2014-05-01 | 66 |
| 2013: GRAPEMAN FARMS DBA LUCICH FARMS 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 68 |
| Number of retired or separated participants receiving benefits | 2013-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-05-01 | 0 |
| Total of all active and inactive participants | 2013-05-01 | 68 |
| 2012: GRAPEMAN FARMS DBA LUCICH FARMS 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 69 |
| Number of retired or separated participants receiving benefits | 2012-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-05-01 | 0 |
| Total of all active and inactive participants | 2012-05-01 | 69 |
| 2011: GRAPEMAN FARMS DBA LUCICH FARMS 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 65 |
| Number of retired or separated participants receiving benefits | 2011-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-05-01 | 0 |
| Total of all active and inactive participants | 2011-05-01 | 65 |
| 2009: GRAPEMAN FARMS DBA LUCICH FARMS 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-05-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 66 |
| Number of retired or separated participants receiving benefits | 2009-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-05-01 | 0 |
| Total of all active and inactive participants | 2009-05-01 | 66 |
| Measure | Date | Value |
|---|
| 2015 : GRAPEMAN FARMS DBA LUCICH FARMS 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-04-30 | $18,883 |
| Total plan liabilities at beginning of year | 2015-04-30 | $8,669 |
| Total income from all sources | 2015-04-30 | $157,468 |
| Expenses. Total of all expenses incurred | 2015-04-30 | $157,881 |
| Benefits paid (including direct rollovers) | 2015-04-30 | $53,676 |
| Total plan assets at end of year | 2015-04-30 | $19,633 |
| Total plan assets at beginning of year | 2015-04-30 | $9,832 |
| Value of fidelity bond covering the plan | 2015-04-30 | $10,000 |
| Total contributions received or receivable from participants | 2015-04-30 | $1,236 |
| Contributions received from other sources (not participants or employers) | 2015-04-30 | $258 |
| Net income (gross income less expenses) | 2015-04-30 | $-413 |
| Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $750 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $1,163 |
| Total contributions received or receivable from employer(s) | 2015-04-30 | $155,974 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-04-30 | $104,205 |
| 2014 : GRAPEMAN FARMS DBA LUCICH FARMS 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-04-30 | $8,669 |
| Total plan liabilities at beginning of year | 2014-04-30 | $16,228 |
| Total income from all sources | 2014-04-30 | $122,540 |
| Expenses. Total of all expenses incurred | 2014-04-30 | $126,123 |
| Benefits paid (including direct rollovers) | 2014-04-30 | $30,066 |
| Total plan assets at end of year | 2014-04-30 | $9,832 |
| Total plan assets at beginning of year | 2014-04-30 | $20,974 |
| Value of fidelity bond covering the plan | 2014-04-30 | $10,000 |
| Total contributions received or receivable from participants | 2014-04-30 | $672 |
| Contributions received from other sources (not participants or employers) | 2014-04-30 | $48 |
| Net income (gross income less expenses) | 2014-04-30 | $-3,583 |
| Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $1,163 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-04-30 | $4,746 |
| Total contributions received or receivable from employer(s) | 2014-04-30 | $121,820 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-04-30 | $96,057 |
| 2013 : GRAPEMAN FARMS DBA LUCICH FARMS 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-04-30 | $16,228 |
| Total plan liabilities at beginning of year | 2013-04-30 | $16,668 |
| Total income from all sources | 2013-04-30 | $143,644 |
| Expenses. Total of all expenses incurred | 2013-04-30 | $141,343 |
| Benefits paid (including direct rollovers) | 2013-04-30 | $52,574 |
| Total plan assets at end of year | 2013-04-30 | $20,974 |
| Total plan assets at beginning of year | 2013-04-30 | $19,113 |
| Value of fidelity bond covering the plan | 2013-04-30 | $10,000 |
| Contributions received from other sources (not participants or employers) | 2013-04-30 | $17,878 |
| Net income (gross income less expenses) | 2013-04-30 | $2,301 |
| Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $4,746 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-04-30 | $2,445 |
| Total contributions received or receivable from employer(s) | 2013-04-30 | $125,766 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-04-30 | $88,769 |
| 2012 : GRAPEMAN FARMS DBA LUCICH FARMS 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-04-30 | $16,668 |
| Total plan liabilities at beginning of year | 2012-04-30 | $6,765 |
| Total income from all sources | 2012-04-30 | $127,385 |
| Expenses. Total of all expenses incurred | 2012-04-30 | $129,012 |
| Benefits paid (including direct rollovers) | 2012-04-30 | $41,200 |
| Total plan assets at end of year | 2012-04-30 | $19,113 |
| Total plan assets at beginning of year | 2012-04-30 | $10,837 |
| Value of fidelity bond covering the plan | 2012-04-30 | $10,000 |
| Total contributions received or receivable from participants | 2012-04-30 | $158 |
| Contributions received from other sources (not participants or employers) | 2012-04-30 | $3,497 |
| Net income (gross income less expenses) | 2012-04-30 | $-1,627 |
| Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $2,445 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $4,072 |
| Total contributions received or receivable from employer(s) | 2012-04-30 | $123,730 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-04-30 | $87,812 |
| 2011 : GRAPEMAN FARMS DBA LUCICH FARMS 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-04-30 | $6,765 |
| Total plan liabilities at beginning of year | 2011-04-30 | $16,030 |
| Total income from all sources | 2011-04-30 | $126,310 |
| Expenses. Total of all expenses incurred | 2011-04-30 | $131,763 |
| Benefits paid (including direct rollovers) | 2011-04-30 | $48,267 |
| Total plan assets at end of year | 2011-04-30 | $10,837 |
| Total plan assets at beginning of year | 2011-04-30 | $25,555 |
| Value of fidelity bond covering the plan | 2011-04-30 | $10,000 |
| Total contributions received or receivable from participants | 2011-04-30 | $1,993 |
| Expenses. Other expenses not covered elsewhere | 2011-04-30 | $83,496 |
| Contributions received from other sources (not participants or employers) | 2011-04-30 | $5,481 |
| Net income (gross income less expenses) | 2011-04-30 | $-5,453 |
| Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $4,072 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $9,525 |
| Total contributions received or receivable from employer(s) | 2011-04-30 | $118,836 |
| 2014: GRAPEMAN FARMS DBA LUCICH FARMS 2014 form 5500 responses |
|---|
| 2014-05-01 | Type of plan entity | Single employer plan |
| 2014-05-01 | Submission has been amended | Yes |
| 2014-05-01 | This submission is the final filing | No |
| 2014-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-05-01 | Plan is a collectively bargained plan | No |
| 2014-05-01 | Plan funding arrangement – Insurance | Yes |
| 2014-05-01 | Plan funding arrangement – Trust | Yes |
| 2014-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-05-01 | Plan benefit arrangement - Trust | Yes |
| 2013: GRAPEMAN FARMS DBA LUCICH FARMS 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Single employer plan |
| 2013-05-01 | Submission has been amended | No |
| 2013-05-01 | This submission is the final filing | No |
| 2013-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-05-01 | Plan is a collectively bargained plan | No |
| 2013-05-01 | Plan funding arrangement – Insurance | Yes |
| 2013-05-01 | Plan funding arrangement – Trust | Yes |
| 2013-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-05-01 | Plan benefit arrangement - Trust | Yes |
| 2012: GRAPEMAN FARMS DBA LUCICH FARMS 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Single employer plan |
| 2012-05-01 | Submission has been amended | No |
| 2012-05-01 | This submission is the final filing | No |
| 2012-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-05-01 | Plan is a collectively bargained plan | No |
| 2012-05-01 | Plan funding arrangement – Insurance | Yes |
| 2012-05-01 | Plan funding arrangement – Trust | Yes |
| 2012-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-05-01 | Plan benefit arrangement - Trust | Yes |
| 2011: GRAPEMAN FARMS DBA LUCICH FARMS 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Single employer plan |
| 2011-05-01 | Submission has been amended | No |
| 2011-05-01 | This submission is the final filing | No |
| 2011-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-05-01 | Plan is a collectively bargained plan | No |
| 2011-05-01 | Plan funding arrangement – Insurance | Yes |
| 2011-05-01 | Plan funding arrangement – Trust | Yes |
| 2011-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-05-01 | Plan benefit arrangement - Trust | Yes |
| 2009: GRAPEMAN FARMS DBA LUCICH FARMS 2009 form 5500 responses |
|---|
| 2009-05-01 | Type of plan entity | Single employer plan |
| 2009-05-01 | Submission has been amended | No |
| 2009-05-01 | This submission is the final filing | No |
| 2009-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-05-01 | Plan is a collectively bargained plan | No |
| 2009-05-01 | Plan funding arrangement – Insurance | Yes |
| 2009-05-01 | Plan funding arrangement – Trust | Yes |
| 2009-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-05-01 | Plan benefit arrangement - Trust | Yes |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | UP-78N1 |
| Policy instance | 1 |
| Insurance contract or identification number | UP-78N1 | | Number of Individuals Covered | 66 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $1,236 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $927 | | Insurance broker organization code? | 0 | | Insurance broker name | JAMES G PARKER & ASSOCIATES |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | UP-78N1 |
| Policy instance | 1 |
| Insurance contract or identification number | UP-78N1 | | Number of Individuals Covered | 68 | | Insurance policy start date | 2013-05-01 | | Insurance policy end date | 2014-04-30 | | Total amount of commissions paid to insurance broker | USD $1,312 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $965 | | Insurance broker organization code? | 0 | | Insurance broker name | JAMES G PARKER & ASSOCIATES |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | UP-78N1 |
| Policy instance | 1 |
| Insurance contract or identification number | UP-78N1 | | Number of Individuals Covered | 69 | | Insurance policy start date | 2012-05-01 | | Insurance policy end date | 2013-04-30 | | Total amount of commissions paid to insurance broker | USD $1,324 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $993 | | Insurance broker organization code? | 0 | | Insurance broker name | JAMES G PARKER & ASSOCIATES |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | UP-78N1 |
| Policy instance | 1 |
| Insurance contract or identification number | UP-78N1 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2011-05-01 | | Insurance policy end date | 2012-04-30 | | Total amount of commissions paid to insurance broker | USD $1,408 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | UP-78N1 |
| Policy instance | 1 |
| Insurance contract or identification number | UP-78N1 | | Number of Individuals Covered | 78 | | Insurance policy start date | 2010-05-01 | | Insurance policy end date | 2011-04-30 | | Total amount of commissions paid to insurance broker | USD $1,484 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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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