401k Plan data: SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN plan

SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 401k Plan overview

Plan Name	SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN
Plan identification number	003

SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

SOUTHERN TEA, LLC has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN TEA, LLC

Employer identification number (EIN): 760701392

NAIC Classification: 311900
NAIC Description: Other Food Manufacturing

Additional information about SOUTHERN TEA, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3536947

More information about SOUTHERN TEA, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2020-01-01
003 2020-01-01
003 2019-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 MARIA ROBERTS 2018-09-26
003 2016-01-01 MARIA ROBERTS 2017-08-31
003 2015-01-01 MARIA ROBERTS 2016-09-24
003 2014-01-01 MARIA ROBERTS 2015-09-01
003 2013-01-01 MARIA ROBERTS 2014-09-28
003 2012-01-01 MARIA ROBERTS 2013-09-27

Plan Statistics for SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN

401k plan membership statisitcs for SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN

Measure Date Value
2023: SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
2022: SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 83
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 5
Total of all active and inactive participants 2022-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 88
Number of participants with account balances 2022-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 100
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 107
Number of participants with account balances 2021-01-01 46
2020: SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 129
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 133
Total participants 2020-01-01 133
Number of participants with account balances 2020-01-01 47
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 120
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 125
Number of participants with account balances 2019-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 78
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 80
Number of participants with account balances 2018-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2023: SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
2022: SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	83
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	5
Total of all active and inactive participants	2022-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	88
Number of participants with account balances	2022-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	100
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	107
Number of participants with account balances	2021-01-01	46
2020: SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	129
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	133
Total participants	2020-01-01	133
Number of participants with account balances	2020-01-01	47
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	120
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	125
Number of participants with account balances	2019-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	78
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	80
Number of participants with account balances	2018-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN

Measure	Date	Value
2023 : SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-05-09	$-3,307,786
Total plan liabilities at end of year	2023-05-09	$0
Total plan liabilities at beginning of year	2023-05-09	$0
Total income from all sources	2023-05-09	$182,672
Expenses. Total of all expenses incurred	2023-05-09	$12,142
Benefits paid (including direct rollovers)	2023-05-09	$8,076
Total plan assets at end of year	2023-05-09	$0
Total plan assets at beginning of year	2023-05-09	$3,137,256
Value of fidelity bond covering the plan	2023-05-09	$500,000
Total contributions received or receivable from participants	2023-05-09	$51,767
Expenses. Other expenses not covered elsewhere	2023-05-09	$0
Contributions received from other sources (not participants or employers)	2023-05-09	$0
Other income received	2023-05-09	$105,032
Noncash contributions received	2023-05-09	$0
Net income (gross income less expenses)	2023-05-09	$170,530
Net plan assets at end of year (total assets less liabilities)	2023-05-09	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-05-09	$3,137,256
Assets. Value of participant loans	2023-05-09	$0
Total contributions received or receivable from employer(s)	2023-05-09	$25,873
Value of certain deemed distributions of participant loans	2023-05-09	$0
Value of corrective distributions	2023-05-09	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-05-09	$4,066
2022 : SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-80,511
Expenses. Total of all expenses incurred	2022-12-31	$101,089
Benefits paid (including direct rollovers)	2022-12-31	$85,560
Total plan assets at end of year	2022-12-31	$3,137,256
Total plan assets at beginning of year	2022-12-31	$3,318,856
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$139,823
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-291,177
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-181,600
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,137,256
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,318,856
Assets. Value of participant loans	2022-12-31	$91,773
Total contributions received or receivable from employer(s)	2022-12-31	$70,843
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$15,529
2021 : SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$-19,738
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$496,472
Expenses. Total of all expenses incurred	2021-12-31	$185,418
Benefits paid (including direct rollovers)	2021-12-31	$169,940
Total plan assets at end of year	2021-12-31	$3,318,856
Total plan assets at beginning of year	2021-12-31	$3,027,540
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$157,730
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$12,098
Other income received	2021-12-31	$249,904
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$311,054
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,318,856
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,027,540
Assets. Value of participant loans	2021-12-31	$82,940
Total contributions received or receivable from employer(s)	2021-12-31	$76,740
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$15,478
2020 : SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$519,158
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$496,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$482,212
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$265,177
Value of total assets at end of year	2020-12-31	$3,027,540
Value of total assets at beginning of year	2020-12-31	$3,004,551
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$13,957
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$5,547
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$50,258
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$519,158
Expenses. Total of all expenses incurred	2020-12-31	$496,169
Benefits paid (including direct rollovers)	2020-12-31	$482,212
Total plan assets at end of year	2020-12-31	$3,027,540
Total plan assets at beginning of year	2020-12-31	$3,004,551
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$141,595
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$50,509
Other income received	2020-12-31	$253,981
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$22,989
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,027,540
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,004,551
Assets. Value of participant loans	2020-12-31	$86,007
Total contributions received or receivable from employer(s)	2020-12-31	$73,073
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$13,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$50,258
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$141,595
Participant contributions at end of year	2020-12-31	$86,007
Participant contributions at beginning of year	2020-12-31	$87,777
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$50,509
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$13,007
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$22,989
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,027,540
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,004,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$950
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,544,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,686,382
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$5,547
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$1,396,795
Value of interest in common/collective trusts at beginning of year	2020-12-31	$230,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$173,493
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$24,683
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Assets. Value of employer real property at end of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$73,073
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$482,212
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Contract administrator fees	2020-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	JONES AND MALHOTRA
Accountancy firm EIN	2020-12-31	954668647
2019 : SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$300
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$692,839
Expenses. Total of all expenses incurred	2019-12-31	$121,688
Benefits paid (including direct rollovers)	2019-12-31	$102,872
Total plan assets at end of year	2019-12-31	$3,004,551
Total plan assets at beginning of year	2019-12-31	$2,433,100
Value of fidelity bond covering the plan	2019-12-31	$500,000
Assets. Value of tangible personal property	2019-12-31	$0
Total contributions received or receivable from participants	2019-12-31	$122,999
Assets. Value of loans (other than to participants)	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$500,738
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$571,151
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,004,551
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,433,100
Assets. Value of participant loans	2019-12-31	$87,777
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2019-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2019-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$0
Assets. Value of real-estate (other than employer real property)	2019-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$0
Assets. Value of employer securities	2019-12-31	$0
Assets. Value of employer real property	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$69,102
Value of certain deemed distributions of participant loans	2019-12-31	$5,958
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$12,858
2018 : SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$300
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$500,218
Expenses. Total of all expenses incurred	2018-12-31	$160,777
Benefits paid (including direct rollovers)	2018-12-31	$150,183
Total plan assets at end of year	2018-12-31	$2,433,100
Total plan assets at beginning of year	2018-12-31	$2,093,359
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$102,123
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$422,673
Other income received	2018-12-31	$-83,353
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$339,441
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,433,100
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,093,359
Assets. Value of participant loans	2018-12-31	$112,392
Total contributions received or receivable from employer(s)	2018-12-31	$58,775
Value of certain deemed distributions of participant loans	2018-12-31	$5,107
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$5,487

Form 5500 Responses for SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN

2023: SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SOUTHERN TEA, LLC NEW JERSEY 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

601892

Policy instance

Insurance contract or identification number	601892
Insurance policy start date	2018-01-01
Insurance policy end date	2018-04-14
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $253
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	253
Insurance broker organization code?	5

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Company Name:	SOUTHERN TEA, LLC
Employer identification number (EIN):	760701392
NAIC Classification:	311900
NAIC Description:	Other Food Manufacturing

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3536947