401k Plan data: GILBERT ORCHARDS, INC. 401K PLAN plan

GILBERT ORCHARDS, INC. 401K PLAN 401k Plan overview

Plan Name	GILBERT ORCHARDS, INC. 401K PLAN
Plan identification number	003

GILBERT ORCHARDS, INC. 401K PLAN 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.

401k Sponsoring company profile

GILBERT ORCHARDS, INC. has sponsored the creation of one or more 401k plans.

Company Name: GILBERT ORCHARDS, INC.

Employer identification number (EIN): 910233730

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

Additional information about GILBERT ORCHARDS, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1947-12-02

Company Identification Number: 397009818

Legal Registered Office Address: 10804 GILBERT RD

YAKIMA
United States of America (USA)
989039201

More information about GILBERT ORCHARDS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GILBERT ORCHARDS, INC. 401K 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 CHARLEY HANSES 2022-06-04
003 2020-01-01 CHARLEY HANSES 2021-09-03
003 2019-01-01 CHARLEY HANSES 2020-05-12
003 2018-01-01 CHARLEY HANSES 2019-06-26
003 2017-01-01 CHARLEY HANSES 2018-05-08
003 2016-01-01 CHARLEY HANSES 2017-06-01
003 2015-01-01 CHARLEY HANSES 2016-07-11
003 2014-01-01 CHARLEY HANSES 2015-06-12
003 2013-01-01 CHARLEY HANSES 2014-04-07
003 2012-01-01 CHARLEY HANSES 2013-05-21
003 2011-01-01 CHARLES HANSES 2012-07-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01
003	2022-01-01
003	2021-01-01	CHARLEY HANSES	2022-06-04
003	2020-01-01	CHARLEY HANSES	2021-09-03
003	2019-01-01	CHARLEY HANSES	2020-05-12
003	2018-01-01	CHARLEY HANSES	2019-06-26
003	2017-01-01	CHARLEY HANSES	2018-05-08
003	2016-01-01	CHARLEY HANSES	2017-06-01
003	2015-01-01	CHARLEY HANSES	2016-07-11
003	2014-01-01	CHARLEY HANSES	2015-06-12
003	2013-01-01	CHARLEY HANSES	2014-04-07
003	2012-01-01	CHARLEY HANSES	2013-05-21
003	2011-01-01	CHARLES HANSES	2012-07-11

Plan Statistics for GILBERT ORCHARDS, INC. 401K PLAN

401k plan membership statisitcs for GILBERT ORCHARDS, INC. 401K PLAN

Measure Date Value
2023: GILBERT ORCHARDS, INC. 401K PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 574
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 531
Number of retired or separated participants receiving benefits 2023-01-01 3
Number of other retired or separated participants entitled to future benefits 2023-01-01 15
Total of all active and inactive participants 2023-01-01 549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 549
Number of participants with account balances 2023-01-01 549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: GILBERT ORCHARDS, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 538
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 591
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 78
Total of all active and inactive participants 2022-01-01 670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 670
Number of participants with account balances 2022-01-01 574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0

Measure	Date	Value
2023: GILBERT ORCHARDS, INC. 401K PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	574
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	531
Number of retired or separated participants receiving benefits	2023-01-01	3
Number of other retired or separated participants entitled to future benefits	2023-01-01	15
Total of all active and inactive participants	2023-01-01	549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	549
Number of participants with account balances	2023-01-01	549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: GILBERT ORCHARDS, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	538
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	591
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	78
Total of all active and inactive participants	2022-01-01	670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	670
Number of participants with account balances	2022-01-01	574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0

Financial Data on GILBERT ORCHARDS, INC. 401K PLAN

Measure	Date	Value
2023 : GILBERT ORCHARDS, INC. 401K PLAN 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	$885,351
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$463,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$449,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$465,879
Value of total assets at end of year	2023-12-31	$2,646,914
Value of total assets at beginning of year	2023-12-31	$2,225,229
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$14,240
Total interest from all sources	2023-12-31	$319
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$55,970
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	$55,970
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$265,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$306,469
Participant contributions at end of year	2023-12-31	$1,359
Participant contributions at beginning of year	2023-12-31	$7,420
Participant contributions at end of year	2023-12-31	$21,741
Participant contributions at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$3,459
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$44
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$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	2023-12-31	No
Value of net income/loss	2023-12-31	$421,685
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$2,646,914
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$2,225,229
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
Investment advisory and management fees	2023-12-31	$14,240
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$2,322,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$1,891,042
Interest on participant loans	2023-12-31	$319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$145,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$54,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$363,183
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	$155,951
Employer contributions (assets) at end of year	2023-12-31	$155,951
Employer contributions (assets) at beginning of year	2023-12-31	$272,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$449,426
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	ALEGRIA & COMPANY, PS
Accountancy firm EIN	2023-12-31	910856953
2022 : GILBERT ORCHARDS, INC. 401K PLAN 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	$-9,825
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$215,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$200,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$472,604
Value of total assets at end of year	2022-12-31	$2,225,229
Value of total assets at beginning of year	2022-12-31	$2,450,976
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$15,035
Total interest from all sources	2022-12-31	$636
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$57,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$57,230
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$255,000
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	$199,944
Participant contributions at end of year	2022-12-31	$7,420
Participant contributions at beginning of year	2022-12-31	$9,704
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	$-225,747
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,225,229
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,450,976
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
Investment advisory and management fees	2022-12-31	$15,035
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,891,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,382,948
Interest on participant loans	2022-12-31	$636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$54,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$8,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-540,295
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	No
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	$272,660
Employer contributions (assets) at end of year	2022-12-31	$272,660
Employer contributions (assets) at beginning of year	2022-12-31	$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$200,887
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	ALEGRIA & COMPANY, PS
Accountancy firm EIN	2022-12-31	910856953

Form 5500 Responses for GILBERT ORCHARDS, INC. 401K PLAN

2023: GILBERT ORCHARDS, INC. 401K 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	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: GILBERT ORCHARDS, INC. 401K 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	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	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

510361-01

Policy instance

Insurance contract or identification number	510361-01
Number of Individuals Covered	14
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

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

Policy contract number

510361-01

Policy instance

Insurance contract or identification number	510361-01
Number of Individuals Covered	6
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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:	GILBERT ORCHARDS, INC.
Employer identification number (EIN):	910233730
NAIC Classification:	111300
NAIC Description:	Fruit and Tree Nut Farming

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1947-12-02
Company Identification Number:	397009818
Legal Registered Office Address:	10804 GILBERT RD YAKIMA United States of America (USA) 989039201