401k Plan data: H & S CITRUS, INC. 401K SAVINGS PLAN plan

H & S CITRUS, INC. 401K SAVINGS PLAN 401k Plan overview

Plan Name	H & S CITRUS, INC. 401K SAVINGS PLAN
Plan identification number	001

H & S CITRUS, INC. 401K SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

H & S CITRUS, INC. has sponsored the creation of one or more 401k plans.

Company Name: H & S CITRUS, INC.

Employer identification number (EIN): 591302798

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H & S CITRUS, INC. 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01
001 2016-01-01 ROBERT E. DEERY, D.D.S. 2017-09-29
001 2015-01-01 ROBERT E. DEERY, D.D.S.
001 2014-01-01 ROBERT E. DEERY, D.D.S.
001 2013-01-01 ROBERT E. DEERY, D.D.S.
001 2012-01-01 ROBERT E. DEERY, D.D.S.
001 2011-01-01 ROBERT E. DEERY, D.D.S.
001 2009-01-01 ROBERT E. DEERY, D.D.S.
001 2009-01-01 ROBERT E. DEERY, D.D.S.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-01-01
001	2016-01-01	ROBERT E. DEERY, D.D.S.	2017-09-29
001	2015-01-01	ROBERT E. DEERY, D.D.S.
001	2014-01-01	ROBERT E. DEERY, D.D.S.
001	2013-01-01	ROBERT E. DEERY, D.D.S.
001	2012-01-01	ROBERT E. DEERY, D.D.S.
001	2011-01-01	ROBERT E. DEERY, D.D.S.
001	2009-01-01	ROBERT E. DEERY, D.D.S.
001	2009-01-01	ROBERT E. DEERY, D.D.S.

Plan Statistics for H & S CITRUS, INC. 401K SAVINGS PLAN

401k plan membership statisitcs for H & S CITRUS, INC. 401K SAVINGS PLAN

Measure Date Value
2015: H & S CITRUS, INC. 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 30
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 32
Number of participants with account balances 2015-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: H & S CITRUS, INC. 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 37
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 39
Number of participants with account balances 2014-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: H & S CITRUS, INC. 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 41
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 1
Total of all active and inactive participants 2013-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 42
Number of participants with account balances 2013-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: H & S CITRUS, INC. 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 43
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 46
Number of participants with account balances 2012-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: H & S CITRUS, INC. 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 47
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 3
Total of all active and inactive participants 2011-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 51
Number of participants with account balances 2011-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: H & S CITRUS, INC. 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 54
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 5
Total of all active and inactive participants 2009-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 59
Number of participants with account balances 2009-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2015: H & S CITRUS, INC. 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	30
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	32
Number of participants with account balances	2015-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: H & S CITRUS, INC. 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	37
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	39
Number of participants with account balances	2014-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: H & S CITRUS, INC. 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	41
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	1
Total of all active and inactive participants	2013-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	42
Number of participants with account balances	2013-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: H & S CITRUS, INC. 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	43
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	46
Number of participants with account balances	2012-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: H & S CITRUS, INC. 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	47
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	3
Total of all active and inactive participants	2011-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	51
Number of participants with account balances	2011-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: H & S CITRUS, INC. 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	54
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	5
Total of all active and inactive participants	2009-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	59
Number of participants with account balances	2009-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on H & S CITRUS, INC. 401K SAVINGS PLAN

Measure	Date	Value
2015 : H & S CITRUS, INC. 401K SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$200
Total income from all sources	2015-12-31	$-99,664
Expenses. Total of all expenses incurred	2015-12-31	$20,161
Benefits paid (including direct rollovers)	2015-12-31	$7,924
Total plan assets at end of year	2015-12-31	$974,974
Total plan assets at beginning of year	2015-12-31	$1,094,999
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-99,664
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-119,825
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$974,974
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,094,799
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$12,237
2014 : H & S CITRUS, INC. 401K SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$200
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$90,282
Expenses. Total of all expenses incurred	2014-12-31	$47,488
Benefits paid (including direct rollovers)	2014-12-31	$37,855
Total plan assets at end of year	2014-12-31	$1,094,999
Total plan assets at beginning of year	2014-12-31	$1,052,005
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$53,283
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$16,646
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$42,794
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,094,799
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,052,005
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$105,181
Total contributions received or receivable from employer(s)	2014-12-31	$20,353
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$9,633
2013 : H & S CITRUS, INC. 401K SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$166,186
Expenses. Total of all expenses incurred	2013-12-31	$126,424
Benefits paid (including direct rollovers)	2013-12-31	$118,066
Total plan assets at end of year	2013-12-31	$1,052,005
Total plan assets at beginning of year	2013-12-31	$1,012,243
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$51,477
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$94,754
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$39,762
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,052,005
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,012,243
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$127,909
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$7
Total contributions received or receivable from employer(s)	2013-12-31	$19,955
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$8,358
2012 : H & S CITRUS, INC. 401K SAVINGS PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$161,517
Expenses. Total of all expenses incurred	2012-12-31	$111,313
Benefits paid (including direct rollovers)	2012-12-31	$102,934
Total plan assets at end of year	2012-12-31	$1,012,243
Total plan assets at beginning of year	2012-12-31	$962,039
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$53,334
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$87,820
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$50,204
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,012,243
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$962,039
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$131,498
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$7
Total contributions received or receivable from employer(s)	2012-12-31	$20,363
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$8,379
2011 : H & S CITRUS, INC. 401K SAVINGS PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$81,872
Expenses. Total of all expenses incurred	2011-12-31	$117,506
Benefits paid (including direct rollovers)	2011-12-31	$109,498
Total plan assets at end of year	2011-12-31	$962,039
Total plan assets at beginning of year	2011-12-31	$997,673
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$54,958
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$6,047
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-35,634
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$962,039
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$997,673
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$129,769
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$32,844
Total contributions received or receivable from employer(s)	2011-12-31	$20,867
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	$8,008
2010 : H & S CITRUS, INC. 401K SAVINGS PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$190,866
Expenses. Total of all expenses incurred	2010-12-31	$162,828
Benefits paid (including direct rollovers)	2010-12-31	$154,988
Total plan assets at end of year	2010-12-31	$997,673
Total plan assets at beginning of year	2010-12-31	$969,635
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$76,478
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$73,518
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$28,038
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$997,673
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$969,635
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$127,691
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$32,844
Total contributions received or receivable from employer(s)	2010-12-31	$40,870
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	$7,840

Form 5500 Responses for H & S CITRUS, INC. 401K SAVINGS PLAN

2015: H & S CITRUS, INC. 401K SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: H & S CITRUS, INC. 401K SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: H & S CITRUS, INC. 401K SAVINGS PLAN 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 - Trust	Yes
2012: H & S CITRUS, INC. 401K SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: H & S CITRUS, INC. 401K SAVINGS PLAN 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: H & S CITRUS, INC. 401K SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	H & S CITRUS, INC.
Employer identification number (EIN):	591302798
NAIC Classification:	111300
NAIC Description:	Fruit and Tree Nut Farming