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Plan Name | INVESTMENT CREDIT EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT |
Plan identification number | 006 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | DUCKWALL-POOLEY FRUIT CO. |
Employer identification number (EIN): | 930157480 |
NAIC Classification: | 424500 |
Additional information about DUCKWALL-POOLEY FRUIT CO.
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 2029-07-03 |
Company Identification Number: | 3298916 |
Legal Registered Office Address: |
3430 DAVIS DRIVE HOOD RIVER United States of America (USA) 97031 |
More information about DUCKWALL-POOLEY FRUIT CO.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
006 | 2013-07-01 | STACI COBURN | |||
006 | 2012-07-01 | STACI COBURN | |||
006 | 2011-07-01 | STACI L. COBURN | |||
006 | 2009-07-01 | STACI L. COBURN | |||
006 | 2009-07-01 | STACI L. COBURN |
Measure | Date | Value |
---|---|---|
2013: INVESTMENT CREDIT EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2013 401k membership | ||
Total participants, beginning-of-year | 2013-07-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
Total of all active and inactive participants | 2013-07-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 0 |
Number of participants with account balances | 2013-07-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
2012: INVESTMENT CREDIT EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2012 401k membership | ||
Total participants, beginning-of-year | 2012-07-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 2 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 1 |
Total of all active and inactive participants | 2012-07-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
Total participants | 2012-07-01 | 3 |
Number of participants with account balances | 2012-07-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
2011: INVESTMENT CREDIT EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2011 401k membership | ||
Total participants, beginning-of-year | 2011-07-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 3 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 0 |
Total of all active and inactive participants | 2011-07-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
Total participants | 2011-07-01 | 3 |
Number of participants with account balances | 2011-07-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
2009: INVESTMENT CREDIT EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 0 |
Total of all active and inactive participants | 2009-07-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 3 |
Number of participants with account balances | 2009-07-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
Measure | Date | Value |
---|---|---|
2014 : INVESTMENT CREDIT EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2014 401k financial data | ||
Transfers to/from the plan | 2014-06-30 | $-25,006 |
Total income from all sources | 2014-06-30 | $4,713 |
Expenses. Total of all expenses incurred | 2014-06-30 | $8,815 |
Benefits paid (including direct rollovers) | 2014-06-30 | $8,815 |
Total plan assets at end of year | 2014-06-30 | $0 |
Total plan assets at beginning of year | 2014-06-30 | $29,108 |
Value of fidelity bond covering the plan | 2014-06-30 | $500,000 |
Other income received | 2014-06-30 | $4,713 |
Net income (gross income less expenses) | 2014-06-30 | $-4,102 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $29,108 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
2013 : INVESTMENT CREDIT EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2013 401k financial data | ||
Total income from all sources | 2013-06-30 | $3,935 |
Expenses. Total of all expenses incurred | 2013-06-30 | $2,513 |
Benefits paid (including direct rollovers) | 2013-06-30 | $2,513 |
Total plan assets at end of year | 2013-06-30 | $29,108 |
Total plan assets at beginning of year | 2013-06-30 | $27,686 |
Value of fidelity bond covering the plan | 2013-06-30 | $500,000 |
Other income received | 2013-06-30 | $3,935 |
Net income (gross income less expenses) | 2013-06-30 | $1,422 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $29,108 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $27,686 |
Assets. Value of employer securities | 2013-06-30 | $23,443 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
2012 : INVESTMENT CREDIT EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-06-30 | $0 |
Total plan liabilities at beginning of year | 2012-06-30 | $0 |
Total income from all sources | 2012-06-30 | $-591 |
Expenses. Total of all expenses incurred | 2012-06-30 | $0 |
Total plan assets at end of year | 2012-06-30 | $27,686 |
Total plan assets at beginning of year | 2012-06-30 | $28,277 |
Value of fidelity bond covering the plan | 2012-06-30 | $500,000 |
Other income received | 2012-06-30 | $-591 |
Net income (gross income less expenses) | 2012-06-30 | $-591 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $27,686 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $28,277 |
Assets. Value of employer securities | 2012-06-30 | $22,512 |
2011 : INVESTMENT CREDIT EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-06-30 | $0 |
Total plan liabilities at beginning of year | 2011-06-30 | $0 |
Total income from all sources | 2011-06-30 | $3,279 |
Expenses. Total of all expenses incurred | 2011-06-30 | $0 |
Total plan assets at end of year | 2011-06-30 | $28,277 |
Total plan assets at beginning of year | 2011-06-30 | $24,998 |
Value of fidelity bond covering the plan | 2011-06-30 | $500,000 |
Other income received | 2011-06-30 | $3,279 |
Net income (gross income less expenses) | 2011-06-30 | $3,279 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $28,277 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $24,998 |
Assets. Value of employer securities | 2011-06-30 | $22,748 |
2013: INVESTMENT CREDIT EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2013 form 5500 responses | ||
---|---|---|
2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | Yes |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: INVESTMENT CREDIT EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2012 form 5500 responses | ||
2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: INVESTMENT CREDIT EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2011 form 5500 responses | ||
2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2009: INVESTMENT CREDIT EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT 2009 form 5500 responses | ||
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | Yes |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |