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PETE AND GERRYS ORGANICS LLC 401k Plan overview

Plan NamePETE AND GERRYS ORGANICS LLC
Plan identification number 001

PETE AND GERRYS ORGANICS LLC Benefits

401k Plan TypeDefined 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.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PETE AND GERRYS ORGANICS LLC has sponsored the creation of one or more 401k plans.

Company Name:PETE AND GERRYS ORGANICS LLC
Employer identification number (EIN):510417587
NAIC Classification:112300
NAIC Description:Poultry & Egg Production

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETE AND GERRYS ORGANICS LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JASON PHELPS2024-10-10
0012022-01-01JASON PHELPS2023-10-10
0012021-01-01JASON PHELPS2022-10-11
0012020-01-01JASON PHELPS2021-10-04
0012019-01-01JASON PHELPS2020-10-07
0012018-01-01JASON PHELPS2019-10-08
0012017-01-01
0012016-01-01
0012015-01-01JASON PHELPS
0012014-01-01JESSE LAFLAMME
0012013-01-01JESSE LAFLAMME2014-07-24
0012012-01-01PETE AND GERRYS ORGANICS LLC2013-06-26
0012011-01-01PETE AND GERRYS ORGANICS LLC
0012010-01-01JEANETTE WRIGHT2011-07-07
0012009-01-01JESSE LAFLAMME

Plan Statistics for PETE AND GERRYS ORGANICS LLC

401k plan membership statisitcs for PETE AND GERRYS ORGANICS LLC

Measure Date Value
2023: PETE AND GERRYS ORGANICS LLC 2023 401k membership
Total participants, beginning-of-year2023-01-01422
Total number of active participants reported on line 7a of the Form 55002023-01-01378
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01378
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: PETE AND GERRYS ORGANICS LLC 2022 401k membership
Total participants, beginning-of-year2022-01-01428
Total number of active participants reported on line 7a of the Form 55002022-01-01338
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0162
Total of all active and inactive participants2022-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01400
Number of participants with account balances2022-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: PETE AND GERRYS ORGANICS LLC 2021 401k membership
Total participants, beginning-of-year2021-01-01280
Total number of active participants reported on line 7a of the Form 55002021-01-01383
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01428
Number of participants with account balances2021-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: PETE AND GERRYS ORGANICS LLC 2020 401k membership
Total participants, beginning-of-year2020-01-01264
Total number of active participants reported on line 7a of the Form 55002020-01-01237
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0143
Total of all active and inactive participants2020-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01280
Number of participants with account balances2020-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: PETE AND GERRYS ORGANICS LLC 2019 401k membership
Total participants, beginning-of-year2019-01-01263
Total number of active participants reported on line 7a of the Form 55002019-01-01214
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0148
Total of all active and inactive participants2019-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01262
Number of participants with account balances2019-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0124
2018: PETE AND GERRYS ORGANICS LLC 2018 401k membership
Total participants, beginning-of-year2018-01-01222
Total number of active participants reported on line 7a of the Form 55002018-01-01226
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01257
Number of participants with account balances2018-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0136
2017: PETE AND GERRYS ORGANICS LLC 2017 401k membership
Total participants, beginning-of-year2017-01-01187
Total number of active participants reported on line 7a of the Form 55002017-01-01191
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0120
Total of all active and inactive participants2017-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01211
Number of participants with account balances2017-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0136
2016: PETE AND GERRYS ORGANICS LLC 2016 401k membership
Total participants, beginning-of-year2016-01-01178
Total number of active participants reported on line 7a of the Form 55002016-01-01152
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01164
Number of participants with account balances2016-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: PETE AND GERRYS ORGANICS LLC 2015 401k membership
Total participants, beginning-of-year2015-01-01138
Total number of active participants reported on line 7a of the Form 55002015-01-01122
Number of other retired or separated participants entitled to future benefits2015-01-0152
Total of all active and inactive participants2015-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01174
Number of participants with account balances2015-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: PETE AND GERRYS ORGANICS LLC 2014 401k membership
Total participants, beginning-of-year2014-01-01133
Total number of active participants reported on line 7a of the Form 55002014-01-0194
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01136
Number of participants with account balances2014-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2011: PETE AND GERRYS ORGANICS LLC 2011 401k membership
Total participants, beginning-of-year2011-01-0160
Total number of active participants reported on line 7a of the Form 55002011-01-0152
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0179
Number of participants with account balances2011-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PETE AND GERRYS ORGANICS LLC 2009 401k membership
Total participants, beginning-of-year2009-01-0134
Total number of active participants reported on line 7a of the Form 55002009-01-0128
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0139
Number of participants with account balances2009-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on PETE AND GERRYS ORGANICS LLC

Measure Date Value
2023 : PETE AND GERRYS ORGANICS LLC 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$3,542
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,355,570
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$957,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$781,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,815,582
Value of total assets at end of year2023-12-31$11,207,488
Value of total assets at beginning of year2023-12-31$8,806,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$176,021
Total interest from all sources2023-12-31$26,580
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,000,587
Participant contributions at end of year2023-12-31$230,330
Participant contributions at beginning of year2023-12-31$255,821
Participant contributions at end of year2023-12-31$52,450
Participant contributions at beginning of year2023-12-31$5,122
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$231,176
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$10,624,776
Liabilities. Value of operating payables at end of year2023-12-31$3,542
Total non interest bearing cash at end of year2023-12-31$269,629
Total non interest bearing cash at beginning of year2023-12-31$28,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,397,932
Value of net assets at end of year (total assets less liabilities)2023-12-31$11,203,946
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,806,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,951,512
Interest on participant loans2023-12-31$14,155
Interest earned on other investments2023-12-31$12,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$565,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,513,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$583,819
Employer contributions (assets) at end of year2023-12-31$30,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$781,617
Contract administrator fees2023-12-31$176,021
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CRR LLP
Accountancy firm EIN2023-12-31043257840
2022 : PETE AND GERRYS ORGANICS LLC 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$165,709
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,338,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,247,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,839,265
Value of total assets at end of year2022-12-31$8,806,014
Value of total assets at beginning of year2022-12-31$9,978,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$90,556
Total interest from all sources2022-12-31$22,054
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$421,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$421,522
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$857,463
Participant contributions at end of year2022-12-31$255,821
Participant contributions at beginning of year2022-12-31$188,917
Participant contributions at end of year2022-12-31$5,122
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$465,290
Total non interest bearing cash at end of year2022-12-31$28,543
Total non interest bearing cash at beginning of year2022-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,172,387
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,806,014
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,978,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,951,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,282,665
Interest on participant loans2022-12-31$9,699
Interest earned on other investments2022-12-31$12,355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$565,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$506,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,117,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$516,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,247,540
Contract administrator fees2022-12-31$90,556
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CRR LLP
Accountancy firm EIN2022-12-31043257840
2021 : PETE AND GERRYS ORGANICS LLC 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,750
Total income from all sources (including contributions)2021-12-31$2,511,595
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,044,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$963,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,194,496
Value of total assets at end of year2021-12-31$9,978,401
Value of total assets at beginning of year2021-12-31$8,522,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$80,696
Total interest from all sources2021-12-31$19,969
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$492,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$492,660
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$741,798
Participant contributions at end of year2021-12-31$188,917
Participant contributions at beginning of year2021-12-31$159,274
Participant contributions at beginning of year2021-12-31$45,500
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,858
Liabilities. Value of operating payables at beginning of year2021-12-31$10,750
Total non interest bearing cash at end of year2021-12-31$2
Total non interest bearing cash at beginning of year2021-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,466,914
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,978,401
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,511,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,282,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,622,744
Interest on participant loans2021-12-31$8,129
Interest earned on other investments2021-12-31$11,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$506,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$654,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$804,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$450,840
Employer contributions (assets) at beginning of year2021-12-31$40,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$963,985
Contract administrator fees2021-12-31$80,696
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CRR LLP
Accountancy firm EIN2021-12-31043257840
2020 : PETE AND GERRYS ORGANICS LLC 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$10,750
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$2,395,935
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$745,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$673,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,227,898
Value of total assets at end of year2020-12-31$8,522,237
Value of total assets at beginning of year2020-12-31$6,861,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$72,186
Total interest from all sources2020-12-31$27,401
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$304,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$304,372
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$729,072
Participant contributions at end of year2020-12-31$159,274
Participant contributions at beginning of year2020-12-31$139,485
Participant contributions at end of year2020-12-31$45,500
Participant contributions at beginning of year2020-12-31$2,014
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$59,146
Liabilities. Value of operating payables at end of year2020-12-31$10,750
Total non interest bearing cash at end of year2020-12-31$3
Total non interest bearing cash at beginning of year2020-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,650,172
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,511,487
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,861,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,622,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,144,009
Interest on participant loans2020-12-31$9,890
Interest earned on other investments2020-12-31$17,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$654,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$568,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$836,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$439,680
Employer contributions (assets) at end of year2020-12-31$40,049
Employer contributions (assets) at beginning of year2020-12-31$7,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$673,577
Contract administrator fees2020-12-31$72,186
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CRR LLP
Accountancy firm EIN2020-12-31043257840
2019 : PETE AND GERRYS ORGANICS LLC 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$2,751,972
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$248,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$197,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,657,669
Value of total assets at end of year2019-12-31$6,861,315
Value of total assets at beginning of year2019-12-31$4,357,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$50,870
Total interest from all sources2019-12-31$16,514
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$204,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$204,320
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$560,629
Participant contributions at end of year2019-12-31$139,485
Participant contributions at beginning of year2019-12-31$84,481
Participant contributions at end of year2019-12-31$2,014
Participant contributions at beginning of year2019-12-31$43,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$735,487
Total non interest bearing cash at end of year2019-12-31$1
Total non interest bearing cash at beginning of year2019-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,503,969
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,861,315
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,357,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,144,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,862,450
Interest on participant loans2019-12-31$6,457
Interest earned on other investments2019-12-31$10,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$568,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$338,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$873,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$361,553
Employer contributions (assets) at end of year2019-12-31$7,472
Employer contributions (assets) at beginning of year2019-12-31$29,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$197,133
Contract administrator fees2019-12-31$50,870
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CRR LLP
Accountancy firm EIN2019-12-31043257840
2018 : PETE AND GERRYS ORGANICS LLC 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$0
Total income from all sources (including contributions)2018-12-31$631,063
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$194,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$150,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$938,168
Value of total assets at end of year2018-12-31$4,357,346
Value of total assets at beginning of year2018-12-31$3,920,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$43,878
Total interest from all sources2018-12-31$11,977
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$231,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$231,473
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$550,870
Participant contributions at end of year2018-12-31$84,481
Participant contributions at beginning of year2018-12-31$54,926
Participant contributions at end of year2018-12-31$43,000
Participant contributions at beginning of year2018-12-31$42,000
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$48,933
Total non interest bearing cash at end of year2018-12-31$3
Total non interest bearing cash at beginning of year2018-12-31$29,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$436,666
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,357,346
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,920,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,862,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,352,023
Interest on participant loans2018-12-31$3,757
Interest earned on other investments2018-12-31$8,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$338,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$310,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-550,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$338,365
Employer contributions (assets) at end of year2018-12-31$29,397
Employer contributions (assets) at beginning of year2018-12-31$131,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$150,519
Contract administrator fees2018-12-31$43,878
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CRR LLP
Accountancy firm EIN2018-12-31043257840
2017 : PETE AND GERRYS ORGANICS LLC 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,404,399
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$172,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$136,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$900,678
Value of total assets at end of year2017-12-31$3,920,680
Value of total assets at beginning of year2017-12-31$2,689,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$36,296
Total interest from all sources2017-12-31$8,529
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$482,928
Participant contributions at end of year2017-12-31$54,926
Participant contributions at beginning of year2017-12-31$14,447
Participant contributions at end of year2017-12-31$42,000
Participant contributions at beginning of year2017-12-31$54,778
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$17,910
Total non interest bearing cash at end of year2017-12-31$29,733
Total non interest bearing cash at beginning of year2017-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,231,582
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,920,680
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,689,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,352,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,215,727
Interest on participant loans2017-12-31$1,499
Interest earned on other investments2017-12-31$7,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$310,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$303,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$495,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$399,840
Employer contributions (assets) at end of year2017-12-31$131,126
Employer contributions (assets) at beginning of year2017-12-31$101,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$136,521
Contract administrator fees2017-12-31$36,296
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CRR LLP
Accountancy firm EIN2017-12-31043257840
2016 : PETE AND GERRYS ORGANICS LLC 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$865,135
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$108,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$79,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$694,752
Value of total assets at end of year2016-12-31$2,689,098
Value of total assets at beginning of year2016-12-31$1,932,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,869
Total interest from all sources2016-12-31$7,047
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$175,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$370,787
Participant contributions at end of year2016-12-31$14,447
Participant contributions at beginning of year2016-12-31$16,204
Participant contributions at end of year2016-12-31$54,778
Participant contributions at beginning of year2016-12-31$55,493
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$23,354
Total non interest bearing cash at end of year2016-12-31$2
Total non interest bearing cash at beginning of year2016-12-31$4,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$757,029
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,689,098
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,932,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,215,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,459,985
Interest on participant loans2016-12-31$629
Interest earned on other investments2016-12-31$6,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$303,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$267,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$163,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$300,611
Employer contributions (assets) at end of year2016-12-31$101,105
Employer contributions (assets) at beginning of year2016-12-31$128,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$79,237
Contract administrator fees2016-12-31$28,869
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MASON RICH
Accountancy firm EIN2016-12-31020365196
2015 : PETE AND GERRYS ORGANICS LLC 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$533,876
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$133,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$122,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$541,156
Value of total assets at end of year2015-12-31$1,932,069
Value of total assets at beginning of year2015-12-31$1,531,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,646
Total interest from all sources2015-12-31$1,050
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,075
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$175,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$278,697
Participant contributions at end of year2015-12-31$16,204
Participant contributions at beginning of year2015-12-31$30,591
Participant contributions at end of year2015-12-31$55,493
Participant contributions at beginning of year2015-12-31$40,500
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$530
Total non interest bearing cash at end of year2015-12-31$4,423
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$400,232
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,932,069
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,531,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,459,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,125,177
Interest on participant loans2015-12-31$1,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$245,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$245,755
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$267,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-11,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$261,929
Employer contributions (assets) at end of year2015-12-31$128,774
Employer contributions (assets) at beginning of year2015-12-31$89,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$122,998
Contract administrator fees2015-12-31$10,646
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MASON AND RICH
Accountancy firm EIN2015-12-31020365196
2014 : PETE AND GERRYS ORGANICS LLC 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$543,572
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$180,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$165,245
Expenses. Certain deemed distributions of participant loans2014-12-31$13,150
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$464,025
Value of total assets at end of year2014-12-31$1,531,837
Value of total assets at beginning of year2014-12-31$1,168,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,876
Total interest from all sources2014-12-31$996
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$15,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$15,452
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$153,184
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$202,147
Participant contributions at end of year2014-12-31$30,591
Participant contributions at beginning of year2014-12-31$43,050
Participant contributions at end of year2014-12-31$40,500
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$32,961
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$1,876
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$363,301
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,531,837
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,168,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,125,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$968,361
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$996
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$245,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$157,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$157,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$63,099
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$228,917
Employer contributions (assets) at end of year2014-12-31$89,814
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$165,245
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MASON AND RICH, PA
Accountancy firm EIN2014-12-31020365196
2011 : PETE AND GERRYS ORGANICS LLC 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$82,583
Expenses. Total of all expenses incurred2011-12-31$17,331
Benefits paid (including direct rollovers)2011-12-31$16,293
Total plan assets at end of year2011-12-31$612,209
Total plan assets at beginning of year2011-12-31$546,957
Value of fidelity bond covering the plan2011-12-31$60,000
Total contributions received or receivable from participants2011-12-31$48,864
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-258
Net income (gross income less expenses)2011-12-31$65,252
Net plan assets at end of year (total assets less liabilities)2011-12-31$612,209
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$546,957
Assets. Value of participant loans2011-12-31$12,665
Total contributions received or receivable from employer(s)2011-12-31$33,977
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,038
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2009 : PETE AND GERRYS ORGANICS LLC 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PETE AND GERRYS ORGANICS LLC

2023: PETE AND GERRYS ORGANICS LLC 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PETE AND GERRYS ORGANICS LLC 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PETE AND GERRYS ORGANICS LLC 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PETE AND GERRYS ORGANICS LLC 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PETE AND GERRYS ORGANICS LLC 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PETE AND GERRYS ORGANICS LLC 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PETE AND GERRYS ORGANICS LLC 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PETE AND GERRYS ORGANICS LLC 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PETE AND GERRYS ORGANICS LLC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PETE AND GERRYS ORGANICS LLC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2011: PETE AND GERRYS ORGANICS LLC 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PETE AND GERRYS ORGANICS LLC 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809605
Policy instance 1
Insurance contract or identification number809605
Number of Individuals Covered378
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809605
Policy instance 1
Insurance contract or identification number809605
Number of Individuals Covered400
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?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 Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809605
Policy instance 1
Insurance contract or identification number809605
Number of Individuals Covered428
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809605
Policy instance 1
Insurance contract or identification number809605
Number of Individuals Covered280
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?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 Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809605
Policy instance 1
Insurance contract or identification number809605
Number of Individuals Covered262
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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 Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809605
Policy instance 1
Insurance contract or identification number809605
Number of Individuals Covered257
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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 Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809605
Policy instance 1
Insurance contract or identification number809605
Number of Individuals Covered211
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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 Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502685
Policy instance 1
Insurance contract or identification number502685
Number of Individuals Covered174432
Insurance policy start date2015-03-01
Insurance policy end date2015-12-31
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 Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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