401k Plan data: GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST plan

GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST 401k Plan overview

Plan Name	GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST
Plan identification number	001

GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

GRAND VALLEY IRRIGATION COMPANY has sponsored the creation of one or more 401k plans.

Company Name: GRAND VALLEY IRRIGATION COMPANY

Employer identification number (EIN): 840215800

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Additional information about GRAND VALLEY IRRIGATION COMPANY

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1894-01-29

Company Identification Number: 19871016509

Legal Registered Office Address: 688 26 RD

Grand Junction
United States of America (USA)
81506

More information about GRAND VALLEY IRRIGATION COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 PHIL BERTRAND 2023-07-05
001 2021-01-01 PHIL BERTRAND 2022-07-08
001 2020-01-01 PHIL BERTRAND 2021-08-24
001 2019-01-01 PHIL BERTRAND 2020-04-03
001 2018-01-01 PHIL BERTRAND 2019-06-05
001 2017-01-01 PHIL BERTRAND 2018-03-21
001 2016-01-01 PHIL BERTRAND 2017-05-10
001 2015-01-01 PHIL BERTRAND 2016-10-10
001 2014-01-01 PHIL BERTRAND 2015-03-26
001 2013-01-01 PHIL BERTRAND
001 2012-01-01 PHIL BERTRAND 2013-10-08
001 2011-01-01 PHIL BERTRAND
001 2010-01-01 PHIL BERTRAND
001 2009-01-01 PHIL BERTRAND PHIL BERTRAND 2010-06-17
001 2009-01-01 PHIL BERTRAND
001 2009-01-01 PHIL BERTRAND

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	PHIL BERTRAND	2023-07-05
001	2021-01-01	PHIL BERTRAND	2022-07-08
001	2020-01-01	PHIL BERTRAND	2021-08-24
001	2019-01-01	PHIL BERTRAND	2020-04-03
001	2018-01-01	PHIL BERTRAND	2019-06-05
001	2017-01-01	PHIL BERTRAND	2018-03-21
001	2016-01-01	PHIL BERTRAND	2017-05-10
001	2015-01-01	PHIL BERTRAND	2016-10-10
001	2014-01-01	PHIL BERTRAND	2015-03-26
001	2013-01-01	PHIL BERTRAND
001	2012-01-01	PHIL BERTRAND	2013-10-08
001	2011-01-01	PHIL BERTRAND
001	2010-01-01	PHIL BERTRAND
001	2009-01-01	PHIL BERTRAND		PHIL BERTRAND	2010-06-17
001	2009-01-01	PHIL BERTRAND
001	2009-01-01	PHIL BERTRAND

Plan Statistics for GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST

401k plan membership statisitcs for GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST

Measure Date Value
2013: GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2011: GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 11
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 12
Number of participants with account balances 2010-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2013: GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2011: GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	11
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	12
Number of participants with account balances	2010-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST

Measure	Date	Value
2013 : GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$76,866
Expenses. Total of all expenses incurred	2013-12-31	$42,050
Benefits paid (including direct rollovers)	2013-12-31	$41,495
Total plan assets at end of year	2013-12-31	$328,427
Total plan assets at beginning of year	2013-12-31	$293,611
Total contributions received or receivable from participants	2013-12-31	$28,501
Other income received	2013-12-31	$25,190
Net income (gross income less expenses)	2013-12-31	$34,816
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$328,427
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$293,611
Assets. Value of participant loans	2013-12-31	$2,454
Total contributions received or receivable from employer(s)	2013-12-31	$23,175
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$555
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2011 : GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$43,401
Expenses. Total of all expenses incurred	2011-12-31	$6,300
Benefits paid (including direct rollovers)	2011-12-31	$6,250
Total plan assets at end of year	2011-12-31	$231,722
Total plan assets at beginning of year	2011-12-31	$194,621
Total contributions received or receivable from participants	2011-12-31	$29,484
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-8,425
Net income (gross income less expenses)	2011-12-31	$37,101
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$231,722
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$194,621
Assets. Value of participant loans	2011-12-31	$5,236
Total contributions received or receivable from employer(s)	2011-12-31	$22,342
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$50
2010 : GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$70,564
Expenses. Total of all expenses incurred	2010-12-31	$18,252
Benefits paid (including direct rollovers)	2010-12-31	$18,152
Total plan assets at end of year	2010-12-31	$194,621
Total plan assets at beginning of year	2010-12-31	$142,309
Total contributions received or receivable from participants	2010-12-31	$29,759
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$18,224
Net income (gross income less expenses)	2010-12-31	$52,312
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$194,621
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$142,309
Assets. Value of participant loans	2010-12-31	$6,467
Total contributions received or receivable from employer(s)	2010-12-31	$22,581
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$100

Form 5500 Responses for GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST

2013: GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2011: GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: GRAND VALLEY IRRIGATION 401(K) PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874223

Policy instance

Insurance contract or identification number	874223
Number of Individuals Covered	17
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $750
Total amount of fees paid to insurance company	USD $226
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $750
Insurance broker organization code?	3
Amount paid for insurance broker fees	226
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATION FEES
Insurance broker name	KATHERINE TIPPER

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

941855

Policy instance

Insurance contract or identification number	941855
Number of Individuals Covered	12
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $954
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

941855

Policy instance

Insurance contract or identification number	941855
Number of Individuals Covered	12
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $725
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $725
Insurance broker organization code?	4
Insurance broker name	PRIMERICA FINANCIAL SERVICES, INC.

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Company Name:	GRAND VALLEY IRRIGATION COMPANY
Employer identification number (EIN):	840215800
NAIC Classification:	812990
NAIC Description:	All Other Personal Services

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1894-01-29
Company Identification Number:	19871016509
Legal Registered Office Address:	688 26 RD Grand Junction United States of America (USA) 81506