TO-JO MUSHROOMS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $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 | $-200,808 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $343,694 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $304,591 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $9,829 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $604,846 |
Value of total assets at end of year | 2022-12-31 | $4,988,557 |
Value of total assets at beginning of year | 2022-12-31 | $5,533,059 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $29,274 |
Total interest from all sources | 2022-12-31 | $9,281 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $110,975 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $110,975 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $383,911 |
Participant contributions at end of year | 2022-12-31 | $194,306 |
Participant contributions at beginning of year | 2022-12-31 | $171,854 |
Participant contributions at end of year | 2022-12-31 | $12,252 |
Participant contributions at beginning of year | 2022-12-31 | $19,773 |
Administrative expenses (other) incurred | 2022-12-31 | $29,274 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-544,502 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,988,557 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,533,059 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,274,960 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $4,795,141 |
Interest on participant loans | 2022-12-31 | $9,281 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $500,212 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $535,033 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-934,258 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $8,348 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $220,935 |
Employer contributions (assets) at end of year | 2022-12-31 | $6,827 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $11,258 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $304,591 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BDO USA, P.C. |
Accountancy firm EIN | 2022-12-31 | 135381590 |
2020 : TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
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 | $1,061,402 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $857,816 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $830,136 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $679 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $497,526 |
Value of total assets at end of year | 2020-12-31 | $5,671,402 |
Value of total assets at beginning of year | 2020-12-31 | $5,467,816 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $27,001 |
Total interest from all sources | 2020-12-31 | $13,225 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $97,952 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $97,952 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $301,198 |
Participant contributions at end of year | 2020-12-31 | $251,357 |
Participant contributions at beginning of year | 2020-12-31 | $274,363 |
Participant contributions at end of year | 2020-12-31 | $9,253 |
Participant contributions at beginning of year | 2020-12-31 | $9,614 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $189 |
Administrative expenses (other) incurred | 2020-12-31 | $27,001 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $203,586 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,671,402 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,467,816 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,773,857 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,668,809 |
Interest on participant loans | 2020-12-31 | $13,225 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $631,099 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $509,086 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $430,999 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $21,700 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $196,139 |
Employer contributions (assets) at end of year | 2020-12-31 | $5,836 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $5,944 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $830,136 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | ALBERO, KUPFERMAN & ASSOCIATES, |
Accountancy firm EIN | 2020-12-31 | 260645306 |
2019 : TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
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 |
Total income from all sources (including contributions) | 2019-12-31 | $1,375,667 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $673,252 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $641,342 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $4,569 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $506,535 |
Value of total assets at end of year | 2019-12-31 | $5,467,816 |
Value of total assets at beginning of year | 2019-12-31 | $4,765,401 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $27,341 |
Total interest from all sources | 2019-12-31 | $15,135 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $122,545 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $122,545 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $300,004 |
Participant contributions at end of year | 2019-12-31 | $274,363 |
Participant contributions at beginning of year | 2019-12-31 | $284,940 |
Participant contributions at end of year | 2019-12-31 | $9,614 |
Participant contributions at beginning of year | 2019-12-31 | $10,335 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $12,623 |
Administrative expenses (other) incurred | 2019-12-31 | $27,341 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $43 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $702,415 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,467,816 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,765,401 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,668,809 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,993,440 |
Interest on participant loans | 2019-12-31 | $15,135 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $509,086 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $469,628 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $719,341 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $12,111 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $193,908 |
Employer contributions (assets) at end of year | 2019-12-31 | $5,944 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $7,015 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $641,342 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | ALBERO, KUPFERMAN & ASSOCIATES, |
Accountancy firm EIN | 2019-12-31 | 260645306 |
2018 : TO-JO MUSHROOMS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $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 | $13,862 |
Total income from all sources (including contributions) | 2018-12-31 | $318,689 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $727,994 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $722,288 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $509,680 |
Value of total assets at end of year | 2018-12-31 | $4,765,401 |
Value of total assets at beginning of year | 2018-12-31 | $5,188,568 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $5,706 |
Total interest from all sources | 2018-12-31 | $13,204 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $122,522 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $122,522 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $256,477 |
Participant contributions at end of year | 2018-12-31 | $284,940 |
Participant contributions at beginning of year | 2018-12-31 | $220,917 |
Participant contributions at end of year | 2018-12-31 | $10,335 |
Participant contributions at beginning of year | 2018-12-31 | $7,690 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $80,409 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $13,862 |
Administrative expenses (other) incurred | 2018-12-31 | $5,706 |
Total non interest bearing cash at end of year | 2018-12-31 | $43 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $171 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-409,305 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,765,401 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,174,706 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,993,440 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $4,954,596 |
Interest on participant loans | 2018-12-31 | $13,204 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $469,628 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-327,340 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $623 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $172,794 |
Employer contributions (assets) at end of year | 2018-12-31 | $7,015 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $5,194 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $722,288 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | ALBERO, KUPFERMAN & ASSOCIATES, |
Accountancy firm EIN | 2018-12-31 | 260645306 |