401k Plan data: JIM SANTINI RANCH PENSION PLAN & TRUST plan

JIM SANTINI RANCH PENSION PLAN & TRUST 401k Plan overview

Plan Name	JIM SANTINI RANCH PENSION PLAN & TRUST
Plan identification number	006

JIM SANTINI RANCH PENSION PLAN & TRUST Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Plan covering Self-Employed individuals. Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SANTINI RANCH LLC has sponsored the creation of one or more 401k plans.

Company Name: SANTINI RANCH LLC

Employer identification number (EIN): 823563910

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JIM SANTINI RANCH PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2021-07-01
006 2020-07-01
006 2020-01-01
006 2019-01-01

Plan Statistics for JIM SANTINI RANCH PENSION PLAN & TRUST

401k plan membership statisitcs for JIM SANTINI RANCH PENSION PLAN & TRUST

Measure Date Value
2022: JIM SANTINI RANCH PENSION PLAN & TRUST 2022 401k membership
Market value of plan assets 2022-06-30 1,877,807
Acturial value of plan assets 2022-06-30 1,877,807
Funding target for retired participants and beneficiaries receiving payment 2022-06-30 0
Number of terminated vested participants 2022-06-30 4
Fundng target for terminated vested participants 2022-06-30 9,235
Active participant vested funding target 2022-06-30 905,174
Number of active participants 2022-06-30 14
Total funding liabilities for active participants 2022-06-30 906,396
Total participant count 2022-06-30 18
Total funding target for all participants 2022-06-30 915,631
Balance at beginning of prior year after applicable adjustments 2022-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-06-30 0
Amount remaining of carryover balance 2022-06-30 0
Amount remaining of prefunding balance 2022-06-30 0
Present value of excess contributions 2022-06-30 268,585
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-06-30 283,626
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-06-30 0
Reductions in caryover balances due to elections or deemed elections 2022-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2022-06-30 0
Balance of carryovers at beginning of current year 2022-06-30 0
Balance of prefunding at beginning of current year 2022-06-30 0
Total employer contributions 2022-06-30 0
Total employee contributions 2022-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2022-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-06-30 0
Unpaid minimum required contributions for all prior years 2022-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-06-30 0
Remaining amount of unpaid minimum required contributions 2022-06-30 0
Minimum required contributions for current year target normal cost 2022-06-30 0
Net shortfall amortization installment of oustanding balance 2022-06-30 0
Waiver amortization installment 2022-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2022-06-30 0
Additional cash requirement 2022-06-30 0
Contributions allocatedtoward minimum required contributions for current year 2022-06-30 0
Unpaid minimum required contributions for current year 2022-06-30 0
Unpaid minimum required contributions for all years 2022-06-30 0
2021: JIM SANTINI RANCH PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets 2021-06-30 1,251,736
Acturial value of plan assets 2021-06-30 1,251,736
Funding target for retired participants and beneficiaries receiving payment 2021-06-30 0
Number of terminated vested participants 2021-06-30 4
Fundng target for terminated vested participants 2021-06-30 8,645
Active participant vested funding target 2021-06-30 842,701
Number of active participants 2021-06-30 12
Total funding liabilities for active participants 2021-06-30 844,516
Total participant count 2021-06-30 16
Total funding target for all participants 2021-06-30 853,161
Amount remaining of carryover balance 2021-06-30 0
Amount remaining of prefunding balance 2021-06-30 0
Present value of excess contributions 2021-06-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-06-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-06-30 0
Reductions in caryover balances due to elections or deemed elections 2021-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2021-06-30 0
Balance of carryovers at beginning of current year 2021-06-30 0
Balance of prefunding at beginning of current year 2021-06-30 0
Total employer contributions 2021-06-30 283,700
Total employee contributions 2021-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2021-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-06-30 268,585
Unpaid minimum required contributions for all prior years 2021-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-06-30 0
Remaining amount of unpaid minimum required contributions 2021-06-30 0
Minimum required contributions for current year target normal cost 2021-06-30 167,080
Net shortfall amortization installment of oustanding balance 2021-06-30 0
Waiver amortization installment 2021-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2021-06-30 0
Additional cash requirement 2021-06-30 0
Contributions allocatedtoward minimum required contributions for current year 2021-06-30 268,585
Unpaid minimum required contributions for current year 2021-06-30 0
Unpaid minimum required contributions for all years 2021-06-30 0
2020: JIM SANTINI RANCH PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-06-30 1,325,349
Acturial value of plan assets 2020-06-30 1,325,349
Funding target for retired participants and beneficiaries receiving payment 2020-06-30 0
Number of terminated vested participants 2020-06-30 3
Fundng target for terminated vested participants 2020-06-30 8,533
Active participant vested funding target 2020-06-30 872,526
Number of active participants 2020-06-30 12
Total funding liabilities for active participants 2020-06-30 874,665
Total participant count 2020-06-30 15
Total funding target for all participants 2020-06-30 883,198
Balance at beginning of prior year after applicable adjustments 2020-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-06-30 0
Amount remaining of carryover balance 2020-06-30 0
Amount remaining of prefunding balance 2020-06-30 0
Present value of excess contributions 2020-06-30 173,418
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-06-30 182,817
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-06-30 0
Reductions in caryover balances due to elections or deemed elections 2020-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2020-06-30 0
Balance of carryovers at beginning of current year 2020-06-30 0
Balance of prefunding at beginning of current year 2020-06-30 0
Total employer contributions 2020-06-30 0
Total employee contributions 2020-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2020-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-06-30 0
Unpaid minimum required contributions for all prior years 2020-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-06-30 0
Remaining amount of unpaid minimum required contributions 2020-06-30 0
Minimum required contributions for current year target normal cost 2020-06-30 0
Net shortfall amortization installment of oustanding balance 2020-06-30 0
Waiver amortization installment 2020-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2020-06-30 0
Additional cash requirement 2020-06-30 0
Contributions allocatedtoward minimum required contributions for current year 2020-06-30 0
Unpaid minimum required contributions for current year 2020-06-30 0
Unpaid minimum required contributions for all years 2020-06-30 0
2019: JIM SANTINI RANCH PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-12-31 1,024,099
Acturial value of plan assets 2019-12-31 1,024,099
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 3
Fundng target for terminated vested participants 2019-12-31 7,710
Active participant vested funding target 2019-12-31 783,735
Number of active participants 2019-12-31 10
Total funding liabilities for active participants 2019-12-31 798,024
Total participant count 2019-12-31 13
Total funding target for all participants 2019-12-31 805,734
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 184,329
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 173,418
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 11,817
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 173,418
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0

Measure	Date	Value
2022: JIM SANTINI RANCH PENSION PLAN & TRUST 2022 401k membership
Market value of plan assets	2022-06-30	1,877,807
Acturial value of plan assets	2022-06-30	1,877,807
Funding target for retired participants and beneficiaries receiving payment	2022-06-30	0
Number of terminated vested participants	2022-06-30	4
Fundng target for terminated vested participants	2022-06-30	9,235
Active participant vested funding target	2022-06-30	905,174
Number of active participants	2022-06-30	14
Total funding liabilities for active participants	2022-06-30	906,396
Total participant count	2022-06-30	18
Total funding target for all participants	2022-06-30	915,631
Balance at beginning of prior year after applicable adjustments	2022-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-06-30	0
Amount remaining of carryover balance	2022-06-30	0
Amount remaining of prefunding balance	2022-06-30	0
Present value of excess contributions	2022-06-30	268,585
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-06-30	283,626
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-06-30	0
Reductions in caryover balances due to elections or deemed elections	2022-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2022-06-30	0
Balance of carryovers at beginning of current year	2022-06-30	0
Balance of prefunding at beginning of current year	2022-06-30	0
Total employer contributions	2022-06-30	0
Total employee contributions	2022-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2022-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-06-30	0
Unpaid minimum required contributions for all prior years	2022-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-06-30	0
Remaining amount of unpaid minimum required contributions	2022-06-30	0
Minimum required contributions for current year target normal cost	2022-06-30	0
Net shortfall amortization installment of oustanding balance	2022-06-30	0
Waiver amortization installment	2022-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2022-06-30	0
Additional cash requirement	2022-06-30	0
Contributions allocatedtoward minimum required contributions for current year	2022-06-30	0
Unpaid minimum required contributions for current year	2022-06-30	0
Unpaid minimum required contributions for all years	2022-06-30	0
2021: JIM SANTINI RANCH PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets	2021-06-30	1,251,736
Acturial value of plan assets	2021-06-30	1,251,736
Funding target for retired participants and beneficiaries receiving payment	2021-06-30	0
Number of terminated vested participants	2021-06-30	4
Fundng target for terminated vested participants	2021-06-30	8,645
Active participant vested funding target	2021-06-30	842,701
Number of active participants	2021-06-30	12
Total funding liabilities for active participants	2021-06-30	844,516
Total participant count	2021-06-30	16
Total funding target for all participants	2021-06-30	853,161
Amount remaining of carryover balance	2021-06-30	0
Amount remaining of prefunding balance	2021-06-30	0
Present value of excess contributions	2021-06-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-06-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-06-30	0
Reductions in caryover balances due to elections or deemed elections	2021-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2021-06-30	0
Balance of carryovers at beginning of current year	2021-06-30	0
Balance of prefunding at beginning of current year	2021-06-30	0
Total employer contributions	2021-06-30	283,700
Total employee contributions	2021-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2021-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-06-30	268,585
Unpaid minimum required contributions for all prior years	2021-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-06-30	0
Remaining amount of unpaid minimum required contributions	2021-06-30	0
Minimum required contributions for current year target normal cost	2021-06-30	167,080
Net shortfall amortization installment of oustanding balance	2021-06-30	0
Waiver amortization installment	2021-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2021-06-30	0
Additional cash requirement	2021-06-30	0
Contributions allocatedtoward minimum required contributions for current year	2021-06-30	268,585
Unpaid minimum required contributions for current year	2021-06-30	0
Unpaid minimum required contributions for all years	2021-06-30	0
2020: JIM SANTINI RANCH PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-06-30	1,325,349
Acturial value of plan assets	2020-06-30	1,325,349
Funding target for retired participants and beneficiaries receiving payment	2020-06-30	0
Number of terminated vested participants	2020-06-30	3
Fundng target for terminated vested participants	2020-06-30	8,533
Active participant vested funding target	2020-06-30	872,526
Number of active participants	2020-06-30	12
Total funding liabilities for active participants	2020-06-30	874,665
Total participant count	2020-06-30	15
Total funding target for all participants	2020-06-30	883,198
Balance at beginning of prior year after applicable adjustments	2020-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-06-30	0
Amount remaining of carryover balance	2020-06-30	0
Amount remaining of prefunding balance	2020-06-30	0
Present value of excess contributions	2020-06-30	173,418
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-06-30	182,817
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-06-30	0
Reductions in caryover balances due to elections or deemed elections	2020-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2020-06-30	0
Balance of carryovers at beginning of current year	2020-06-30	0
Balance of prefunding at beginning of current year	2020-06-30	0
Total employer contributions	2020-06-30	0
Total employee contributions	2020-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2020-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-06-30	0
Unpaid minimum required contributions for all prior years	2020-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-06-30	0
Remaining amount of unpaid minimum required contributions	2020-06-30	0
Minimum required contributions for current year target normal cost	2020-06-30	0
Net shortfall amortization installment of oustanding balance	2020-06-30	0
Waiver amortization installment	2020-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-06-30	0
Additional cash requirement	2020-06-30	0
Contributions allocatedtoward minimum required contributions for current year	2020-06-30	0
Unpaid minimum required contributions for current year	2020-06-30	0
Unpaid minimum required contributions for all years	2020-06-30	0
2019: JIM SANTINI RANCH PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	1,024,099
Acturial value of plan assets	2019-12-31	1,024,099
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	3
Fundng target for terminated vested participants	2019-12-31	7,710
Active participant vested funding target	2019-12-31	783,735
Number of active participants	2019-12-31	10
Total funding liabilities for active participants	2019-12-31	798,024
Total participant count	2019-12-31	13
Total funding target for all participants	2019-12-31	805,734
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	184,329
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	173,418
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	11,817
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	173,418
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0

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Company Name:	SANTINI RANCH LLC
Employer identification number (EIN):	823563910
NAIC Classification:	111300
NAIC Description:	Fruit and Tree Nut Farming