401k Plan data: KAWEAH CONTAINER, INC. 401(K) PLAN plan

KAWEAH CONTAINER, INC. 401(K) PLAN 401k Plan overview

Plan Name	KAWEAH CONTAINER, INC. 401(K) PLAN
Plan identification number	001

KAWEAH CONTAINER, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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

KAWEAH CONTAINER, INC. has sponsored the creation of one or more 401k plans.

Company Name: KAWEAH CONTAINER, INC.

Employer identification number (EIN): 770201065

NAIC Classification: 311400
NAIC Description: Fruit and Vegetable Preserving and Specialty Food Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAWEAH CONTAINER, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JEREMY MARROQUIN 2023-11-09 JEREMY MARROQUIN 2023-11-09
001 2021-01-01 KAWEAH CONTAINER, INC. 2022-10-14 KAWEAH CONTAINER, INC. 2022-10-14
001 2021-01-01 KEVIN MATTHEWS 2023-06-06 KEVIN MATTHEWS 2023-06-06
001 2020-01-01 KEVIN MATTHEWS 2021-10-13 KEVIN MATTHEWS 2021-10-13
001 2019-01-01 KEVIN MATTHEWS 2020-10-13 KEVIN MATTHEWS 2020-10-13
001 2018-01-01 KEVIN MATTHEWS 2019-10-11 KEVIN MATTHEWS 2019-10-11
001 2017-01-01
001 2016-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JEREMY MARROQUIN	2023-11-09	JEREMY MARROQUIN	2023-11-09
001	2021-01-01	KAWEAH CONTAINER, INC.	2022-10-14	KAWEAH CONTAINER, INC.	2022-10-14
001	2021-01-01	KEVIN MATTHEWS	2023-06-06	KEVIN MATTHEWS	2023-06-06
001	2020-01-01	KEVIN MATTHEWS	2021-10-13	KEVIN MATTHEWS	2021-10-13
001	2019-01-01	KEVIN MATTHEWS	2020-10-13	KEVIN MATTHEWS	2020-10-13
001	2018-01-01	KEVIN MATTHEWS	2019-10-11	KEVIN MATTHEWS	2019-10-11
001	2017-01-01
001	2016-01-01

Plan Statistics for KAWEAH CONTAINER, INC. 401(K) PLAN

401k plan membership statisitcs for KAWEAH CONTAINER, INC. 401(K) PLAN

Measure Date Value
2022: KAWEAH CONTAINER, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 119
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 46
Total of all active and inactive participants 2022-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 165
Number of participants with account balances 2022-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: KAWEAH CONTAINER, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 121
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 46
Total of all active and inactive participants 2021-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 167
Number of participants with account balances 2021-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: KAWEAH CONTAINER, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 117
Number of retired or separated participants receiving benefits 2020-01-01 45
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 162
Total participants 2020-01-01 162
Number of participants with account balances 2020-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: KAWEAH CONTAINER, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 220
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 62
Total of all active and inactive participants 2019-01-01 282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 282
Number of participants with account balances 2019-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: KAWEAH CONTAINER, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 310
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 226
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 49
Total of all active and inactive participants 2018-01-01 275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 275
Number of participants with account balances 2018-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: KAWEAH CONTAINER, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 316
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 226
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 45
Total of all active and inactive participants 2017-01-01 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 271
Number of participants with account balances 2017-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: KAWEAH CONTAINER, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 216
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 40
Total of all active and inactive participants 2016-01-01 256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 256
Number of participants with account balances 2016-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: KAWEAH CONTAINER, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	119
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	46
Total of all active and inactive participants	2022-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	165
Number of participants with account balances	2022-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: KAWEAH CONTAINER, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	121
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	46
Total of all active and inactive participants	2021-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	167
Number of participants with account balances	2021-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: KAWEAH CONTAINER, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	117
Number of retired or separated participants receiving benefits	2020-01-01	45
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	162
Total participants	2020-01-01	162
Number of participants with account balances	2020-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: KAWEAH CONTAINER, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	220
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	62
Total of all active and inactive participants	2019-01-01	282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	282
Number of participants with account balances	2019-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: KAWEAH CONTAINER, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	310
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	226
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	49
Total of all active and inactive participants	2018-01-01	275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	275
Number of participants with account balances	2018-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: KAWEAH CONTAINER, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	316
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	226
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	45
Total of all active and inactive participants	2017-01-01	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	271
Number of participants with account balances	2017-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: KAWEAH CONTAINER, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	216
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	40
Total of all active and inactive participants	2016-01-01	256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	256
Number of participants with account balances	2016-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on KAWEAH CONTAINER, INC. 401(K) PLAN

Measure	Date	Value
2022 : KAWEAH CONTAINER, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-37,864
Total of all expenses incurred	2022-12-31	$267,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$241,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$430,770
Value of total assets at end of year	2022-12-31	$2,980,492
Value of total assets at beginning of year	2022-12-31	$3,286,056
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$25,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$350,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$262,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-305,564
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,980,492
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,286,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$25,871
Value of interest in pooled separate accounts at end of year	2022-12-31	$2,812,692
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$3,136,486
Net investment gain/loss from pooled separate accounts	2022-12-31	$-468,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$167,800
Employer contributions (assets) at end of year	2022-12-31	$167,800
Employer contributions (assets) at beginning of year	2022-12-31	$149,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$241,829
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ANDERS MINKLER HUBER & HELM
Accountancy firm EIN	2022-12-31	430831507
2021 : KAWEAH CONTAINER, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$709,140
Total of all expenses incurred	2021-12-31	$132,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$106,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$380,784
Value of total assets at end of year	2021-12-31	$3,286,056
Value of total assets at beginning of year	2021-12-31	$2,709,429
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$25,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$350,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$231,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$576,627
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,286,056
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,709,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,136,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,577,746
Value of interest in pooled separate accounts at end of year	2021-12-31	$3,136,486
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$2,577,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$328,356
Net investment gain/loss from pooled separate accounts	2021-12-31	$328,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$149,570
Employer contributions (assets) at end of year	2021-12-31	$149,570
Employer contributions (assets) at beginning of year	2021-12-31	$131,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$106,529
Contract administrator fees	2021-12-31	$25,984
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ANDERS MINKLER HUBER & HELM, LLP
Accountancy firm EIN	2021-12-31	438031507
2020 : KAWEAH CONTAINER, INC. 401(K) PLAN 2020 401k financial data
Total transfer of assets from this plan	2020-12-31	$2,497,634
Total income from all sources (including contributions)	2020-12-31	$909,343
Total of all expenses incurred	2020-12-31	$299,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$265,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$449,429
Value of total assets at end of year	2020-12-31	$2,709,429
Value of total assets at beginning of year	2020-12-31	$4,596,818
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$33,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$350,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$284,524
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$33,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$610,245
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,709,429
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,596,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,577,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,419,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$459,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$131,683
Employer contributions (assets) at end of year	2020-12-31	$131,683
Employer contributions (assets) at beginning of year	2020-12-31	$177,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$265,709
Contract administrator fees	2020-12-31	$33,389
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BASTRIRE EDWARDS, CPAS
Accountancy firm EIN	2020-12-31	770262881
2019 : KAWEAH CONTAINER, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,222,555
Total of all expenses incurred	2019-12-31	$274,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$237,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$454,477
Value of total assets at end of year	2019-12-31	$4,596,818
Value of total assets at beginning of year	2019-12-31	$3,648,467
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$36,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$350,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$277,264
Participant contributions at beginning of year	2019-12-31	$210
Total non interest bearing cash at beginning of year	2019-12-31	$3,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$948,351
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,596,818
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,648,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,419,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,481,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$768,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$177,213
Employer contributions (assets) at end of year	2019-12-31	$177,213
Employer contributions (assets) at beginning of year	2019-12-31	$163,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$237,993
Contract administrator fees	2019-12-31	$36,211
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BASTRIRE EDWARDS, CPAS
Accountancy firm EIN	2019-12-31	770262881
2018 : KAWEAH CONTAINER, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$174,617
Total of all expenses incurred	2018-12-31	$292,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$259,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$406,431
Value of total assets at end of year	2018-12-31	$3,648,467
Value of total assets at beginning of year	2018-12-31	$3,766,195
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$32,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$350,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$243,864
Participant contributions at end of year	2018-12-31	$210
Participant contributions at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$3,232
Total non interest bearing cash at beginning of year	2018-12-31	$4,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-117,728
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,648,467
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,766,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,481,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,585,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-231,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$162,567
Employer contributions (assets) at end of year	2018-12-31	$163,475
Employer contributions (assets) at beginning of year	2018-12-31	$176,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$259,427
Contract administrator fees	2018-12-31	$32,918
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BASTRIRE EDWARDS, CPAS
Accountancy firm EIN	2018-12-31	770262881
2017 : KAWEAH CONTAINER, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$938,472
Total of all expenses incurred	2017-12-31	$123,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$92,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$416,432
Value of total assets at end of year	2017-12-31	$3,766,195
Value of total assets at beginning of year	2017-12-31	$2,951,312
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$30,854
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$350,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$236,371
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$2,889
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$3,765
Other income not declared elsewhere	2017-12-31	$493
Total non interest bearing cash at end of year	2017-12-31	$4,016
Total non interest bearing cash at beginning of year	2017-12-31	$4,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$814,883
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,766,195
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,951,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,585,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,799,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$521,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$176,296
Employer contributions (assets) at end of year	2017-12-31	$176,296
Employer contributions (assets) at beginning of year	2017-12-31	$144,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$92,735
Contract administrator fees	2017-12-31	$30,854
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BASTRIRE EDWARDS, CPAS
Accountancy firm EIN	2017-12-31	770262881
2016 : KAWEAH CONTAINER, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$515,937
Total of all expenses incurred	2016-12-31	$410,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$405,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$351,063
Value of total assets at end of year	2016-12-31	$2,951,312
Value of total assets at beginning of year	2016-12-31	$2,845,657
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$350,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$206,381
Participant contributions at end of year	2016-12-31	$2,889
Participant contributions at beginning of year	2016-12-31	$7,764
Other income not declared elsewhere	2016-12-31	$203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$105,655
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,951,312
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,845,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,803,741
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,724,934
Net investment gain or loss from common/collective trusts	2016-12-31	$164,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$144,682
Employer contributions (assets) at end of year	2016-12-31	$144,682
Employer contributions (assets) at beginning of year	2016-12-31	$112,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$405,942
Contract administrator fees	2016-12-31	$4,340
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BASTRIRE EDWARDS, CPAS
Accountancy firm EIN	2016-12-31	770262881

Form 5500 Responses for KAWEAH CONTAINER, INC. 401(K) PLAN

2022: KAWEAH CONTAINER, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KAWEAH CONTAINER, INC. 401(K) 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KAWEAH CONTAINER, INC. 401(K) 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KAWEAH CONTAINER, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KAWEAH CONTAINER, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KAWEAH CONTAINER, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KAWEAH CONTAINER, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

125545

Policy instance

Insurance contract or identification number	125545
Number of Individuals Covered	101
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $13,149
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $11,686
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

125545

Policy instance

Insurance contract or identification number	125545
Number of Individuals Covered	101
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $12,888
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $11,437
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

125545

Policy instance

Insurance contract or identification number	125545
Number of Individuals Covered	94
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $15,543
Total amount of fees paid to insurance company	USD $1,946
Commission paid to Insurance Broker	USD $15,543
Insurance broker organization code?	3
Amount paid for insurance broker fees	1946

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

125545

Policy instance

Insurance contract or identification number	125545
Number of Individuals Covered	121
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $15,770
Total amount of fees paid to insurance company	USD $1,974
Commission paid to Insurance Broker	USD $15,770
Insurance broker organization code?	3
Amount paid for insurance broker fees	1974
Additional information about fees paid to insurance broker	TPA COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

125545

Policy instance

Insurance contract or identification number	125545
Number of Individuals Covered	123
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $14,698
Total amount of fees paid to insurance company	USD $1,840
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,698
Insurance broker organization code?	3
Amount paid for insurance broker fees	1840
Additional information about fees paid to insurance broker	TPA COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

125545

Policy instance

Insurance contract or identification number	125545
Number of Individuals Covered	133
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $12,615
Total amount of fees paid to insurance company	USD $10,367
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,615
Insurance broker organization code?	3
Amount paid for insurance broker fees	10367
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker name	RETIREMENT PLAN CONSULTANTS

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Company Name:	KAWEAH CONTAINER, INC.
Employer identification number (EIN):	770201065
NAIC Classification:	311400
NAIC Description:	Fruit and Vegetable Preserving and Specialty Food Manufacturing