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LIMONEIRA 401(K) PLAN 401k Plan overview

Plan NameLIMONEIRA 401(K) PLAN
Plan identification number 003

LIMONEIRA 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LIMONEIRA COMPANY has sponsored the creation of one or more 401k plans.

Company Name:LIMONEIRA COMPANY
Employer identification number (EIN):770260692
NAIC Classification:111300
NAIC Description:Fruit and Tree Nut Farming

Additional information about LIMONEIRA COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2227679

More information about LIMONEIRA COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIMONEIRA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01DON DELMATOFF
0032016-01-01DON DELMATOFF
0032015-01-01DON DELMATOFF
0032014-01-01DON DELMATOFF
0032014-01-01DON DELMATOFF
0032013-01-01DON DELMATOFF
0032012-01-01DON DELMATOFF
0032011-01-01DON DELMATOFF
0032009-01-01DON DELMATOFF

Plan Statistics for LIMONEIRA 401(K) PLAN

401k plan membership statisitcs for LIMONEIRA 401(K) PLAN

Measure Date Value
2022: LIMONEIRA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01340
Total number of active participants reported on line 7a of the Form 55002022-01-01260
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01313
Number of participants with account balances2022-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: LIMONEIRA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01360
Total number of active participants reported on line 7a of the Form 55002021-01-01262
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0165
Total of all active and inactive participants2021-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01330
Number of participants with account balances2021-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: LIMONEIRA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01372
Total number of active participants reported on line 7a of the Form 55002020-01-01292
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0176
Total of all active and inactive participants2020-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01368
Number of participants with account balances2020-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LIMONEIRA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01344
Total number of active participants reported on line 7a of the Form 55002019-01-01321
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01365
Number of participants with account balances2019-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LIMONEIRA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01308
Total number of active participants reported on line 7a of the Form 55002018-01-01301
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01341
Number of participants with account balances2018-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: LIMONEIRA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01341
Total number of active participants reported on line 7a of the Form 55002017-01-01268
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01308
Number of participants with account balances2017-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: LIMONEIRA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01353
Total number of active participants reported on line 7a of the Form 55002016-01-01260
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0178
Total of all active and inactive participants2016-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01340
Number of participants with account balances2016-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: LIMONEIRA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01389
Total number of active participants reported on line 7a of the Form 55002015-01-01319
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01352
Number of participants with account balances2015-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: LIMONEIRA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01255
Total number of active participants reported on line 7a of the Form 55002014-01-01350
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01377
Number of participants with account balances2014-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: LIMONEIRA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01241
Total number of active participants reported on line 7a of the Form 55002013-01-01213
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01233
Number of participants with account balances2013-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: LIMONEIRA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01221
Total number of active participants reported on line 7a of the Form 55002012-01-01218
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01240
Number of participants with account balances2012-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: LIMONEIRA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01222
Total number of active participants reported on line 7a of the Form 55002011-01-01197
Number of retired or separated participants receiving benefits2011-01-0124
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01221
Number of participants with account balances2011-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: LIMONEIRA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01208
Total number of active participants reported on line 7a of the Form 55002009-01-01187
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01208
Number of participants with account balances2009-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on LIMONEIRA 401(K) PLAN

Measure Date Value
2022 : LIMONEIRA 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,085,739
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,621,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,523,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,070,576
Value of total assets at end of year2022-12-31$22,918,518
Value of total assets at beginning of year2022-12-31$28,625,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$97,636
Total interest from all sources2022-12-31$14,053
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$352,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$352,808
Administrative expenses professional fees incurred2022-12-31$9,950
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$900,736
Participant contributions at end of year2022-12-31$362,696
Participant contributions at beginning of year2022-12-31$402,522
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$723,205
Other income not declared elsewhere2022-12-31$182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,707,058
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,918,518
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$28,625,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$44,994
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,297,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,281,986
Value of interest in pooled separate accounts at end of year2022-12-31$3,258,758
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,941,068
Interest on participant loans2022-12-31$14,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,602,035
Net investment gain/loss from pooled separate accounts2022-12-31$78,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$446,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,523,683
Contract administrator fees2022-12-31$42,692
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2022-12-31954345526
2021 : LIMONEIRA 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,010,570
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,572,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,484,862
Expenses. Certain deemed distributions of participant loans2021-12-31$-542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,309,433
Value of total assets at end of year2021-12-31$28,647,802
Value of total assets at beginning of year2021-12-31$27,209,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$87,835
Total interest from all sources2021-12-31$17,693
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$286,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$286,941
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$853,246
Participant contributions at end of year2021-12-31$402,522
Participant contributions at beginning of year2021-12-31$486,061
Participant contributions at beginning of year2021-12-31$126
Other income not declared elsewhere2021-12-31$21,240
Total non interest bearing cash at end of year2021-12-31$22,226
Total non interest bearing cash at beginning of year2021-12-31$1,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,438,415
Value of net assets at end of year (total assets less liabilities)2021-12-31$28,647,802
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,209,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$42,606
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,281,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,569,737
Value of interest in pooled separate accounts at end of year2021-12-31$2,941,068
Interest on participant loans2021-12-31$17,693
Value of interest in common/collective trusts at beginning of year2021-12-31$3,149,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,314,225
Net investment gain/loss from pooled separate accounts2021-12-31$46,918
Net investment gain or loss from common/collective trusts2021-12-31$14,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$456,187
Employer contributions (assets) at beginning of year2021-12-31$2,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,484,862
Contract administrator fees2021-12-31$45,229
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2021-12-31954345526
2020 : LIMONEIRA 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$40,915
Total unrealized appreciation/depreciation of assets2020-12-31$40,915
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,764,446
Total loss/gain on sale of assets2020-12-31$5,312
Total of all expenses incurred2020-12-31$842,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$825,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,335,253
Value of total assets at end of year2020-12-31$27,209,387
Value of total assets at beginning of year2020-12-31$22,287,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,786
Total interest from all sources2020-12-31$21,087
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,328,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,328,103
Administrative expenses professional fees incurred2020-12-31$16,786
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$956,345
Participant contributions at end of year2020-12-31$486,061
Participant contributions at beginning of year2020-12-31$437,627
Participant contributions at end of year2020-12-31$126
Participant contributions at beginning of year2020-12-31$31,969
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$316,675
Total non interest bearing cash at end of year2020-12-31$1,570
Total non interest bearing cash at beginning of year2020-12-31$256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,922,233
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,209,387
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,287,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$23,569,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,091,154
Interest on participant loans2020-12-31$21,087
Value of interest in common/collective trusts at end of year2020-12-31$3,149,471
Value of interest in common/collective trusts at beginning of year2020-12-31$2,687,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,033,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,062,233
Employer contributions (assets) at end of year2020-12-31$2,422
Employer contributions (assets) at beginning of year2020-12-31$38,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$825,427
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$947,849
Aggregate carrying amount (costs) on sale of assets2020-12-31$942,537
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOLTHOUSE, CARLIN & VAN TRIGHT LLP
Accountancy firm EIN2020-12-31954345526
2019 : LIMONEIRA 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,500
Total unrealized appreciation/depreciation of assets2019-12-31$1,500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,750,595
Total loss/gain on sale of assets2019-12-31$1,159
Total of all expenses incurred2019-12-31$643,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$641,491
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,335,430
Value of total assets at end of year2019-12-31$22,287,154
Value of total assets at beginning of year2019-12-31$17,180,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,476
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$19,629
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,022,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,022,520
Administrative expenses professional fees incurred2019-12-31$2,476
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$862,228
Participant contributions at end of year2019-12-31$437,627
Participant contributions at beginning of year2019-12-31$538,768
Participant contributions at end of year2019-12-31$31,969
Participant contributions at beginning of year2019-12-31$24,926
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$522,349
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$1,569
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$256
Total non interest bearing cash at beginning of year2019-12-31$256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$5,106,628
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,287,154
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,180,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,091,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,700,586
Interest on participant loans2019-12-31$19,629
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$2,687,266
Value of interest in common/collective trusts at beginning of year2019-12-31$1,881,936
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,328,251
Net investment gain or loss from common/collective trusts2019-12-31$40,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$950,853
Employer contributions (assets) at end of year2019-12-31$38,882
Employer contributions (assets) at beginning of year2019-12-31$34,054
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$641,491
Contract administrator fees2019-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,687,266
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,686,107
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOLTHOUSE, CARLIN & VAN TRIGHT LLP
Accountancy firm EIN2019-12-31954345526
2018 : LIMONEIRA 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$756,597
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,310,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,306,875
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,802,193
Value of total assets at end of year2018-12-31$17,180,526
Value of total assets at beginning of year2018-12-31$17,734,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,479
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$21,041
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,340,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,340,372
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$752,807
Participant contributions at end of year2018-12-31$538,768
Participant contributions at beginning of year2018-12-31$441,271
Participant contributions at end of year2018-12-31$24,926
Participant contributions at beginning of year2018-12-31$25,407
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$200,963
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$202
Administrative expenses (other) incurred2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$256
Total non interest bearing cash at beginning of year2018-12-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-553,757
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,180,526
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,734,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$3,479
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,700,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,612,278
Interest on participant loans2018-12-31$17,669
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$3,372
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$1,881,936
Value of interest in common/collective trusts at beginning of year2018-12-31$1,623,425
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,439,476
Net investment gain or loss from common/collective trusts2018-12-31$32,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$848,423
Employer contributions (assets) at end of year2018-12-31$34,054
Employer contributions (assets) at beginning of year2018-12-31$31,777
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,306,875
Contract administrator fees2018-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HOLTHOUSE, CARLIN & VAN TRIGHT LLP
Accountancy firm EIN2018-12-31954345526
2017 : LIMONEIRA 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,734,881
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$763,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$762,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,557,118
Value of total assets at end of year2017-12-31$17,734,283
Value of total assets at beginning of year2017-12-31$14,763,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$772
Total interest from all sources2017-12-31$14,569
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$812,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$812,167
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$734,019
Participant contributions at end of year2017-12-31$441,271
Participant contributions at beginning of year2017-12-31$350,628
Participant contributions at end of year2017-12-31$25,407
Participant contributions at beginning of year2017-12-31$22,474
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$41,736
Total non interest bearing cash at end of year2017-12-31$125
Total non interest bearing cash at beginning of year2017-12-31$167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,971,204
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,734,283
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,763,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,612,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,791,893
Interest on participant loans2017-12-31$14,569
Value of interest in common/collective trusts at end of year2017-12-31$1,623,425
Value of interest in common/collective trusts at beginning of year2017-12-31$1,569,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,329,158
Net investment gain or loss from common/collective trusts2017-12-31$21,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$781,363
Employer contributions (assets) at end of year2017-12-31$31,777
Employer contributions (assets) at beginning of year2017-12-31$28,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$762,905
Contract administrator fees2017-12-31$772
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HOLTHOUSE, CARLIN & VAN TRIGHT LLP
Accountancy firm EIN2017-12-31954345526
2016 : LIMONEIRA 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,956,891
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,048,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,048,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,888,295
Value of total assets at end of year2016-12-31$14,763,079
Value of total assets at beginning of year2016-12-31$12,854,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$138
Total interest from all sources2016-12-31$11,326
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$492,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$492,338
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$703,979
Participant contributions at end of year2016-12-31$350,628
Participant contributions at beginning of year2016-12-31$369,275
Participant contributions at end of year2016-12-31$22,474
Participant contributions at beginning of year2016-12-31$18,888
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$363,018
Other income not declared elsewhere2016-12-31$29
Total non interest bearing cash at end of year2016-12-31$167
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,908,559
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,763,079
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,854,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,791,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,181,337
Interest on participant loans2016-12-31$11,326
Value of interest in common/collective trusts at end of year2016-12-31$1,569,058
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,254,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,254,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$556,927
Net investment gain or loss from common/collective trusts2016-12-31$7,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$821,298
Employer contributions (assets) at end of year2016-12-31$28,859
Employer contributions (assets) at beginning of year2016-12-31$30,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,048,194
Contract administrator fees2016-12-31$138
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HOLTHOUSE, CARLIN & VAN TRIGHT LLP
Accountancy firm EIN2016-12-31954345526
2015 : LIMONEIRA 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,371,055
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$307,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$307,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,476,661
Value of total assets at end of year2015-12-31$12,854,520
Value of total assets at beginning of year2015-12-31$11,790,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$164
Total interest from all sources2015-12-31$12,237
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$594,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$594,182
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$668,997
Participant contributions at end of year2015-12-31$369,275
Participant contributions at beginning of year2015-12-31$358,531
Participant contributions at end of year2015-12-31$18,888
Participant contributions at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,685
Other income not declared elsewhere2015-12-31$-151
Administrative expenses (other) incurred2015-12-31$141
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,063,530
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,854,520
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,790,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,181,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,747,374
Interest on participant loans2015-12-31$12,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,254,304
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$669,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$669,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-711,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$807,664
Employer contributions (assets) at end of year2015-12-31$30,716
Employer contributions (assets) at beginning of year2015-12-31$11,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$307,361
Contract administrator fees2015-12-31$23
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HOLTHOUSE, CARLIN & VAN TRIGHT LLP
Accountancy firm EIN2015-12-31954345526
2014 : LIMONEIRA 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,872,803
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$95,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$94,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,395,441
Value of total assets at end of year2014-12-31$11,790,990
Value of total assets at beginning of year2014-12-31$10,013,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$534
Total interest from all sources2014-12-31$15,160
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$660,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$660,097
Administrative expenses professional fees incurred2014-12-31$484
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$584,371
Participant contributions at end of year2014-12-31$358,531
Participant contributions at beginning of year2014-12-31$344,288
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$111,669
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,685
Other income not declared elsewhere2014-12-31$2,639
Administrative expenses (other) incurred2014-12-31$50
Total non interest bearing cash at end of year2014-12-31$209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,777,614
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,790,990
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,013,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,747,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,736,980
Income. Interest from loans (other than to participants)2014-12-31$11,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$669,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$932,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$932,108
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-200,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$699,401
Employer contributions (assets) at end of year2014-12-31$11,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$94,655
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$361,425
Aggregate carrying amount (costs) on sale of assets2014-12-31$361,425
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HOLTHOUSE, CARLIN & VAN TRIGHT LLP
Accountancy firm EIN2014-12-31954345526
2013 : LIMONEIRA 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,478,739
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$366,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$364,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,188,287
Value of total assets at end of year2013-12-31$10,013,376
Value of total assets at beginning of year2013-12-31$7,901,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,512
Total interest from all sources2013-12-31$11,369
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$325,449
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$325,449
Administrative expenses professional fees incurred2013-12-31$1,800
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$548,787
Participant contributions at end of year2013-12-31$344,288
Participant contributions at beginning of year2013-12-31$322,060
Administrative expenses (other) incurred2013-12-31$712
Total non interest bearing cash at beginning of year2013-12-31$38,068
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$2,111,907
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,013,376
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,901,469
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,736,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,592,986
Interest on participant loans2013-12-31$11,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$932,108
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$939,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$939,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$953,634
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$639,500
Employer contributions (assets) at beginning of year2013-12-31$9,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$364,320
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
Aggregate proceeds on sale of assets2013-12-31$1,049,912
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,049,912
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 name2013-12-31HOLTHOUSE, CARLIN & VAN TRIGHT LLP
Accountancy firm EIN2013-12-31954345526
2012 : LIMONEIRA 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,822,089
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$432,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$430,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,036,762
Value of total assets at end of year2012-12-31$7,901,469
Value of total assets at beginning of year2012-12-31$6,511,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,049
Total interest from all sources2012-12-31$9,753
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$277,340
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$277,340
Administrative expenses professional fees incurred2012-12-31$1,687
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$472,256
Participant contributions at end of year2012-12-31$322,060
Participant contributions at beginning of year2012-12-31$217,022
Administrative expenses (other) incurred2012-12-31$362
Total non interest bearing cash at end of year2012-12-31$38,068
Total non interest bearing cash at beginning of year2012-12-31$25
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$1,389,688
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,901,469
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,511,781
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,592,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,758,765
Interest on participant loans2012-12-31$9,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$939,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$535,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$535,969
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$498,234
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$564,506
Employer contributions (assets) at end of year2012-12-31$9,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$430,352
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOLTHOUSE, CARLIN & VAN TRIGHT LLP
Accountancy firm EIN2012-12-31954345526
2011 : LIMONEIRA 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-335,025
Total unrealized appreciation/depreciation of assets2011-12-31$-335,025
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$776,562
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$271,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$269,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$918,075
Value of total assets at end of year2011-12-31$6,511,781
Value of total assets at beginning of year2011-12-31$6,006,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,436
Total interest from all sources2011-12-31$8,085
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$185,427
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$185,427
Administrative expenses professional fees incurred2011-12-31$1,283
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$406,277
Participant contributions at end of year2011-12-31$217,022
Participant contributions at beginning of year2011-12-31$164,707
Administrative expenses (other) incurred2011-12-31$153
Total non interest bearing cash at end of year2011-12-31$25
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$505,263
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,511,781
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,006,518
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,758,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,396,775
Interest on participant loans2011-12-31$7,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$535,969
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$445,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$445,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$224
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$511,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$269,863
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
Aggregate proceeds on sale of assets2011-12-31$50,406
Aggregate carrying amount (costs) on sale of assets2011-12-31$50,406
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 name2011-12-31HOLTHOUSE, CARLIN & VAN TRIGHT LLP
Accountancy firm EIN2011-12-31954345526
2010 : LIMONEIRA 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,541,058
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$326,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$324,953
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$876,977
Value of total assets at end of year2010-12-31$6,006,518
Value of total assets at beginning of year2010-12-31$4,791,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,118
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$6,259
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$149,597
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$149,597
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$1,014
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$395,450
Participant contributions at end of year2010-12-31$164,707
Participant contributions at beginning of year2010-12-31$142,010
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$14,953
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$104
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$1,214,781
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,006,518
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,791,737
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,396,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,094,488
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$5,838
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$445,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$555,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$555,239
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$421
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$508,225
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$466,574
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$324,953
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$218,569
Aggregate carrying amount (costs) on sale of assets2010-12-31$218,569
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31HOLTHOUSE, CARLIN & VAN TRIGHT LLP
Accountancy firm EIN2010-12-31954345526
2009 : LIMONEIRA 401(K) 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

Form 5500 Responses for LIMONEIRA 401(K) PLAN

2022: LIMONEIRA 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LIMONEIRA 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LIMONEIRA 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LIMONEIRA 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LIMONEIRA 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LIMONEIRA 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LIMONEIRA 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LIMONEIRA 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LIMONEIRA 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LIMONEIRA 401(K) PLAN 2013 form 5500 responses
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: LIMONEIRA 401(K) PLAN 2012 form 5500 responses
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: LIMONEIRA 401(K) PLAN 2011 form 5500 responses
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
2009: LIMONEIRA 401(K) PLAN 2009 form 5500 responses
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

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32159
Policy instance 1
Insurance contract or identification numberGA32159
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32159
Policy instance 1
Insurance contract or identification numberGA32159
Number of Individuals Covered330
Insurance policy start date2021-04-14
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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