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PERSIMMON & POMEGRANATE, INC. PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan NamePERSIMMON & POMEGRANATE, INC. PENSION TRANSFER TRUST PLAN
Plan identification number 001

PERSIMMON & POMEGRANATE, INC. PENSION TRANSFER TRUST 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

PERSIMMON & POMEGRANATE, INC. has sponsored the creation of one or more 401k plans.

Company Name:PERSIMMON & POMEGRANATE, INC.
Employer identification number (EIN):812987632
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Additional information about PERSIMMON & POMEGRANATE, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2016-06-10
Company Identification Number: C3916760
Legal Registered Office Address: 316 Goodhill Rd

Kentfield
United States of America (USA)
94904

More information about PERSIMMON & POMEGRANATE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSIMMON & POMEGRANATE, INC. PENSION TRANSFER TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01ELIZABETH SEGARS
0012023-01-01
0012023-01-01ELIZABETH SEGARS
0012022-01-01
0012022-01-01
0012022-01-01ELIZABETH SEGARS
0012021-01-01
0012021-01-01ELIZABETH SEGARS
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ELIZABETH SEGARS
0012016-06-10ELIZABETH SEGARS

Financial Data on PERSIMMON & POMEGRANATE, INC. PENSION TRANSFER TRUST PLAN

Measure Date Value
2023 : PERSIMMON & POMEGRANATE, INC. PENSION TRANSFER TRUST PLAN 2023 401k financial data
Total income from all sources2023-12-31$180
Total plan assets at end of year2023-12-31$180
Total plan assets at beginning of year2023-12-31$0
Other income received2023-12-31$180
Net income (gross income less expenses)2023-12-31$180
Net plan assets at end of year (total assets less liabilities)2023-12-31$180
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$0
2022 : PERSIMMON & POMEGRANATE, INC. PENSION TRANSFER TRUST PLAN 2022 401k financial data
Total income from all sources2022-12-31$5,208
Expenses. Total of all expenses incurred2022-12-31$964,719
Benefits paid (including direct rollovers)2022-12-31$964,719
Total plan assets at end of year2022-12-31$0
Total plan assets at beginning of year2022-12-31$959,511
Other income received2022-12-31$5,208
Net income (gross income less expenses)2022-12-31$-959,511
Net plan assets at end of year (total assets less liabilities)2022-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$959,511
Assets. Value of employer securities2022-12-31$0
2021 : PERSIMMON & POMEGRANATE, INC. PENSION TRANSFER TRUST PLAN 2021 401k financial data
Total income from all sources2021-12-31$-31,955
Expenses. Total of all expenses incurred2021-12-31$3
Total plan assets at end of year2021-12-31$959,511
Total plan assets at beginning of year2021-12-31$991,469
Value of fidelity bond covering the plan2021-12-31$70,000
Other income received2021-12-31$-31,955
Net income (gross income less expenses)2021-12-31$-31,958
Net plan assets at end of year (total assets less liabilities)2021-12-31$959,511
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$991,469
Assets. Value of employer securities2021-12-31$954,072
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3
2020 : PERSIMMON & POMEGRANATE, INC. PENSION TRANSFER TRUST PLAN 2020 401k financial data
Total income from all sources2020-12-31$3,470
Expenses. Total of all expenses incurred2020-12-31$1
Total plan assets at end of year2020-12-31$991,469
Total plan assets at beginning of year2020-12-31$988,000
Value of fidelity bond covering the plan2020-12-31$70,000
Other income received2020-12-31$1,970
Net income (gross income less expenses)2020-12-31$3,469
Net plan assets at end of year (total assets less liabilities)2020-12-31$991,469
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$988,000
Assets. Value of employer securities2020-12-31$986,000
Total contributions received or receivable from employer(s)2020-12-31$1,500
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1
2019 : PERSIMMON & POMEGRANATE, INC. PENSION TRANSFER TRUST PLAN 2019 401k financial data
Total income from all sources2019-12-31$61,826
Expenses. Total of all expenses incurred2019-12-31$1
Total plan assets at end of year2019-12-31$988,000
Total plan assets at beginning of year2019-12-31$926,175
Value of fidelity bond covering the plan2019-12-31$70,000
Other income received2019-12-31$60,326
Net income (gross income less expenses)2019-12-31$61,825
Net plan assets at end of year (total assets less liabilities)2019-12-31$988,000
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$926,175
Assets. Value of employer securities2019-12-31$985,000
Total contributions received or receivable from employer(s)2019-12-31$1,500
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1
2018 : PERSIMMON & POMEGRANATE, INC. PENSION TRANSFER TRUST PLAN 2018 401k financial data
Total income from all sources2018-12-31$9,676
Expenses. Total of all expenses incurred2018-12-31$1
Total plan assets at end of year2018-12-31$926,175
Total plan assets at beginning of year2018-12-31$916,500
Value of fidelity bond covering the plan2018-12-31$70,000
Other income received2018-12-31$9,676
Net income (gross income less expenses)2018-12-31$9,675
Net plan assets at end of year (total assets less liabilities)2018-12-31$926,175
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$916,500
Assets. Value of employer securities2018-12-31$925,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1
2017 : PERSIMMON & POMEGRANATE, INC. PENSION TRANSFER TRUST PLAN 2017 401k financial data
Total income from all sources2017-12-31$101,500
Total plan assets at end of year2017-12-31$916,500
Total plan assets at beginning of year2017-12-31$815,000
Value of fidelity bond covering the plan2017-12-31$70,000
Other income received2017-12-31$100,000
Net income (gross income less expenses)2017-12-31$101,500
Net plan assets at end of year (total assets less liabilities)2017-12-31$916,500
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$815,000
Assets. Value of employer securities2017-12-31$915,000
Total contributions received or receivable from employer(s)2017-12-31$1,500
2016 : PERSIMMON & POMEGRANATE, INC. PENSION TRANSFER TRUST PLAN 2016 401k financial data
Total income from all sources2016-12-31$815,000
Total plan assets at end of year2016-12-31$815,000
Total plan assets at beginning of year2016-12-31$0
Value of fidelity bond covering the plan2016-12-31$70,000
Contributions received from other sources (not participants or employers)2016-12-31$812,700
Other income received2016-12-31$2,300
Net income (gross income less expenses)2016-12-31$815,000
Net plan assets at end of year (total assets less liabilities)2016-12-31$815,000
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Assets. Value of employer securities2016-12-31$815,000

Form 5500 Responses for PERSIMMON & POMEGRANATE, INC. PENSION TRANSFER TRUST PLAN

2023: PERSIMMON & POMEGRANATE, INC. PENSION TRANSFER TRUST PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PERSIMMON & POMEGRANATE, INC. PENSION TRANSFER TRUST PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PERSIMMON & POMEGRANATE, INC. PENSION TRANSFER TRUST PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PERSIMMON & POMEGRANATE, INC. PENSION TRANSFER TRUST PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PERSIMMON & POMEGRANATE, INC. PENSION TRANSFER TRUST PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PERSIMMON & POMEGRANATE, INC. PENSION TRANSFER TRUST PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PERSIMMON & POMEGRANATE, INC. PENSION TRANSFER TRUST PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PERSIMMON & POMEGRANATE, INC. PENSION TRANSFER TRUST PLAN 2016 form 5500 responses
2016-06-10Type of plan entitySingle employer plan
2016-06-10First time form 5500 has been submittedYes
2016-06-10This return/report is a short plan year return/report (less than 12 months)Yes
2016-06-10Plan funding arrangement – TrustYes
2016-06-10Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number1260073-01
Policy instance 1
Insurance contract or identification number1260073-01
Number of Individuals Covered295
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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