401k Plan data: PERI & SONS FARMS, INC. 401(K) PS PLAN 002 plan

PERI & SONS FARMS, INC. 401(K) PS PLAN 002 401k Plan overview

Plan Name	PERI & SONS FARMS, INC. 401(K) PS PLAN 002
Plan identification number	002

PERI & SONS FARMS, INC. 401(K) PS PLAN 002 Benefits

401k Plan Type

Defined 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.
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

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

Company Name: PERI & SONS FARMS

Employer identification number (EIN): 880175412

NAIC Classification: 111210
NAIC Description: Vegetable and Melon Farming

Additional information about PERI & SONS FARMS

Jurisdiction of Incorporation: Nevada Department of State

Incorporation Date: 1981-08-28

Company Identification Number: 19811010024

Legal Registered Office Address: 430 HWY 339

YERINGTON
United States of America (USA)
89447

More information about PERI & SONS FARMS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERI & SONS FARMS, INC. 401(K) PS PLAN 002

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 STEPHANI JOHNSTON 2024-09-18 STEPHANI JOHNSTON 2024-09-18
002 2022-01-01 STEPHANI JOHNSTON 2023-09-29 STEPHANI JOHNSTON 2023-09-29
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 STEPHANI JOHNSTON 2019-10-08
002 2017-01-01 STEPHANI JOHNSTON 2018-10-15
002 2016-01-01 STEPHANI JOHNSTON 2017-09-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	STEPHANI JOHNSTON	2024-09-18	STEPHANI JOHNSTON	2024-09-18
002	2022-01-01	STEPHANI JOHNSTON	2023-09-29	STEPHANI JOHNSTON	2023-09-29
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	STEPHANI JOHNSTON	2019-10-08
002	2017-01-01	STEPHANI JOHNSTON	2018-10-15
002	2016-01-01	STEPHANI JOHNSTON	2017-09-12

Plan Statistics for PERI & SONS FARMS, INC. 401(K) PS PLAN 002

401k plan membership statisitcs for PERI & SONS FARMS, INC. 401(K) PS PLAN 002

Measure Date Value
2023: PERI & SONS FARMS, INC. 401(K) PS PLAN 002 2023 401k membership
Total participants, beginning-of-year 2023-01-01 334
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 256
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 50
Total of all active and inactive participants 2023-01-01 306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 306
Number of participants with account balances 2023-01-01 264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 25
2022: PERI & SONS FARMS, INC. 401(K) PS PLAN 002 2022 401k membership
Total participants, beginning-of-year 2022-01-01 316
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 218
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 107
Total of all active and inactive participants 2022-01-01 325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 325
Number of participants with account balances 2022-01-01 309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 40
2021: PERI & SONS FARMS, INC. 401(K) PS PLAN 002 2021 401k membership
Total participants, beginning-of-year 2021-01-01 301
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 219
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 83
Total of all active and inactive participants 2021-01-01 302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 302
Number of participants with account balances 2021-01-01 290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 28
2020: PERI & SONS FARMS, INC. 401(K) PS PLAN 002 2020 401k membership
Total participants, beginning-of-year 2020-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 223
Number of retired or separated participants receiving benefits 2020-01-01 17
Number of other retired or separated participants entitled to future benefits 2020-01-01 47
Total of all active and inactive participants 2020-01-01 287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 288
Number of participants with account balances 2020-01-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 25
2019: PERI & SONS FARMS, INC. 401(K) PS PLAN 002 2019 401k membership
Total participants, beginning-of-year 2019-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 192
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 57
Total of all active and inactive participants 2019-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 249
Number of participants with account balances 2019-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 30

Measure	Date	Value
2023: PERI & SONS FARMS, INC. 401(K) PS PLAN 002 2023 401k membership
Total participants, beginning-of-year	2023-01-01	334
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	256
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	50
Total of all active and inactive participants	2023-01-01	306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	306
Number of participants with account balances	2023-01-01	264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	25
2022: PERI & SONS FARMS, INC. 401(K) PS PLAN 002 2022 401k membership
Total participants, beginning-of-year	2022-01-01	316
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	218
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	107
Total of all active and inactive participants	2022-01-01	325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	325
Number of participants with account balances	2022-01-01	309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	40
2021: PERI & SONS FARMS, INC. 401(K) PS PLAN 002 2021 401k membership
Total participants, beginning-of-year	2021-01-01	301
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	219
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	83
Total of all active and inactive participants	2021-01-01	302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	302
Number of participants with account balances	2021-01-01	290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	28
2020: PERI & SONS FARMS, INC. 401(K) PS PLAN 002 2020 401k membership
Total participants, beginning-of-year	2020-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	223
Number of retired or separated participants receiving benefits	2020-01-01	17
Number of other retired or separated participants entitled to future benefits	2020-01-01	47
Total of all active and inactive participants	2020-01-01	287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	288
Number of participants with account balances	2020-01-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	25
2019: PERI & SONS FARMS, INC. 401(K) PS PLAN 002 2019 401k membership
Total participants, beginning-of-year	2019-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	192
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	57
Total of all active and inactive participants	2019-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	249
Number of participants with account balances	2019-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	30

Financial Data on PERI & SONS FARMS, INC. 401(K) PS PLAN 002

Measure	Date	Value
2023 : PERI & SONS FARMS, INC. 401(K) PS PLAN 002 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
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	$5,183,436
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,150,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,079,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,403,961
Value of total assets at end of year	2023-12-31	$20,487,800
Value of total assets at beginning of year	2023-12-31	$16,454,922
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$71,180
Total interest from all sources	2023-12-31	$7,267
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$539,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$539,637
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,106,158
Participant contributions at end of year	2023-12-31	$31,765
Participant contributions at beginning of year	2023-12-31	$28,363
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$15,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$4,032,878
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$20,487,800
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$16,454,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$18,987,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$15,621,054
Interest earned on other investments	2023-12-31	$7,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$628,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,232,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,282,183
Employer contributions (assets) at end of year	2023-12-31	$840,491
Employer contributions (assets) at beginning of year	2023-12-31	$805,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,079,378
Contract administrator fees	2023-12-31	$71,180
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	2023-12-31	Yes
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	FARBER HASS HURLEY LLP
Accountancy firm EIN	2023-12-31	204207759
2022 : PERI & SONS FARMS, INC. 401(K) PS PLAN 002 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,159,469
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,901,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,898,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,266,411
Value of total assets at end of year	2022-12-31	$16,454,922
Value of total assets at beginning of year	2022-12-31	$19,516,285
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$3,445
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,014,552
Participant contributions at end of year	2022-12-31	$28,363
Participant contributions at beginning of year	2022-12-31	$31,539
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$11,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,061,363
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,454,922
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$19,516,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$15,621,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$18,853,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,425,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,239,976
Employer contributions (assets) at end of year	2022-12-31	$805,505
Employer contributions (assets) at beginning of year	2022-12-31	$631,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,898,449
Contract administrator fees	2022-12-31	$3,445
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FARBER HASS HURLEY LLP
Accountancy firm EIN	2022-12-31	204207759
2021 : PERI & SONS FARMS, INC. 401(K) PS PLAN 002 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$3,914,171
Total of all expenses incurred	2021-12-31	$878,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$876,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,860,515
Value of total assets at end of year	2021-12-31	$19,516,285
Value of total assets at beginning of year	2021-12-31	$16,480,169
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$850,761
Participant contributions at end of year	2021-12-31	$31,539
Participant contributions at beginning of year	2021-12-31	$27,110
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$3,036,116
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$19,516,285
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$16,480,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$18,853,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$15,703,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,053,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,009,754
Employer contributions (assets) at end of year	2021-12-31	$631,340
Employer contributions (assets) at beginning of year	2021-12-31	$749,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$876,180
Contract administrator fees	2021-12-31	$1,875
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FARBER HASS HURLEY LLP
Accountancy firm EIN	2021-12-31	204207759
2020 : PERI & SONS FARMS, INC. 401(K) PS PLAN 002 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$3,845,031
Total of all expenses incurred	2020-12-31	$561,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$559,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,978,034
Value of total assets at end of year	2020-12-31	$16,480,169
Value of total assets at beginning of year	2020-12-31	$13,196,402
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$890,823
Participant contributions at end of year	2020-12-31	$27,110
Participant contributions at beginning of year	2020-12-31	$24,910
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,283,767
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$16,480,169
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,196,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$15,703,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,514,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,866,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,087,211
Employer contributions (assets) at end of year	2020-12-31	$749,690
Employer contributions (assets) at beginning of year	2020-12-31	$656,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$559,504
Contract administrator fees	2020-12-31	$1,760
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	FARBER HASS HURLEY LLP
Accountancy firm EIN	2020-12-31	204207759
2019 : PERI & SONS FARMS, INC. 401(K) PS PLAN 002 2019 401k financial data
Total transfer of assets to this plan	2019-12-31	$5,771,143
Total transfer of assets from this plan	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,695,889
Total of all expenses incurred	2019-12-31	$518,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$518,415
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,759,519
Value of total assets at end of year	2019-12-31	$13,196,402
Value of total assets at beginning of year	2019-12-31	$4,247,785
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$805,019
Participant contributions at end of year	2019-12-31	$24,910
Participant contributions at beginning of year	2019-12-31	$8,009
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$93
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$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	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$3,177,474
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,196,402
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,247,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,514,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,983,881
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,936,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$954,407
Employer contributions (assets) at end of year	2019-12-31	$656,903
Employer contributions (assets) at beginning of year	2019-12-31	$255,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$518,415
Contract administrator fees	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	FARBER HASS HURLEY LLP
Accountancy firm EIN	2019-12-31	204207759

Form 5500 Responses for PERI & SONS FARMS, INC. 401(K) PS PLAN 002

2023: PERI & SONS FARMS, INC. 401(K) PS PLAN 002 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	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PERI & SONS FARMS, INC. 401(K) PS PLAN 002 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	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PERI & SONS FARMS, INC. 401(K) PS PLAN 002 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PERI & SONS FARMS, INC. 401(K) PS PLAN 002 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PERI & SONS FARMS, INC. 401(K) PS PLAN 002 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

519514-01

Policy instance

Insurance contract or identification number	519514-01
Number of Individuals Covered	235
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
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 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

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Company Name:	PERI & SONS FARMS
Employer identification number (EIN):	880175412
NAIC Classification:	111210
NAIC Description:	Vegetable and Melon Farming

Jurisdiction of Incorporation:	Nevada Department of State
Incorporation Date:	1981-08-28
Company Identification Number:	19811010024
Legal Registered Office Address:	430 HWY 339 YERINGTON United States of America (USA) 89447