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DAVID PERI FAMILY FARMS 401k Plan overview

Plan NameDAVID PERI FAMILY FARMS
Plan identification number 501

DAVID PERI FAMILY FARMS Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Supplemental unemployment
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

PERI & SONS FARMS has sponsored the creation of one or more 401k plans.

Company Name:PERI & SONS FARMS
Employer identification number (EIN):260534273
NAIC Classification:111210
NAIC Description:Vegetable and Melon Farming

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID PERI FAMILY FARMS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012017-08-01SADIE POURFATHI2019-05-21
5012016-08-01SADIE POURFATHI2019-05-22
5012015-08-01SADIE POURFATHI

Plan Statistics for DAVID PERI FAMILY FARMS

401k plan membership statisitcs for DAVID PERI FAMILY FARMS

Measure Date Value
2017: DAVID PERI FAMILY FARMS 2017 401k membership
Total participants, beginning-of-year2017-08-01169
Total number of active participants reported on line 7a of the Form 55002017-08-01180
Number of retired or separated participants receiving benefits2017-08-012
Number of other retired or separated participants entitled to future benefits2017-08-010
Total of all active and inactive participants2017-08-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-08-010
Number of participants with account balances2017-08-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-08-010
2016: DAVID PERI FAMILY FARMS 2016 401k membership
Total participants, beginning-of-year2016-08-01116
Total number of active participants reported on line 7a of the Form 55002016-08-01169
Number of retired or separated participants receiving benefits2016-08-012
Number of other retired or separated participants entitled to future benefits2016-08-010
Total of all active and inactive participants2016-08-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-08-010
Number of participants with account balances2016-08-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-08-010
2015: DAVID PERI FAMILY FARMS 2015 401k membership
Total participants, beginning-of-year2015-08-0198
Total number of active participants reported on line 7a of the Form 55002015-08-01114
Number of retired or separated participants receiving benefits2015-08-012
Number of other retired or separated participants entitled to future benefits2015-08-010
Total of all active and inactive participants2015-08-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-010
Number of participants with account balances2015-08-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-010

Form 5500 Responses for DAVID PERI FAMILY FARMS

2017: DAVID PERI FAMILY FARMS 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Submission has been amendedNo
2017-08-01This submission is the final filingNo
2017-08-01This return/report is a short plan year return/report (less than 12 months)No
2017-08-01Plan is a collectively bargained planNo
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan benefit arrangement – InsuranceYes
2016: DAVID PERI FAMILY FARMS 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan benefit arrangement – InsuranceYes
2015: DAVID PERI FAMILY FARMS 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

C.A.S. TPA (National Association of Insurance Commissioners NAIC id number: )
Policy contract number21489974
Policy instance 1
Insurance contract or identification number21489974
Number of Individuals Covered180
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $47,165
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedADD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberCL171265
Policy instance 1
Insurance contract or identification numberCL171265
Number of Individuals Covered116
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameSELF-FUNDED PLAN

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