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PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 401k Plan overview

Plan NamePACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN
Plan identification number 003

PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

PACIFIC BOUNTY/LITHGOW BROS. has sponsored the creation of one or more 401k plans.

Company Name:PACIFIC BOUNTY/LITHGOW BROS.
Employer identification number (EIN):930808905
NAIC Classification:424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-08-01
0032021-08-01
0032020-08-01
0032019-08-01
0032018-08-01
0032017-08-01JAMES LITHGOW
0032016-08-01JAMES LITHGOW
0032015-08-01
0032014-08-01
0032013-08-01
0032012-08-01DORIS OLSEN2013-11-06
0032011-08-01DORIS OLSEN
0032009-08-01DORIS OLSEN

Plan Statistics for PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN

401k plan membership statisitcs for PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN

Measure Date Value
2022: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-08-012
Number of retired or separated participants receiving benefits2022-08-012
Total of all active and inactive participants2022-08-012
Total participants2022-08-012
Number of participants with account balances2022-08-012
2021: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-08-012
Number of retired or separated participants receiving benefits2021-08-012
Total of all active and inactive participants2021-08-012
Total participants2021-08-012
Number of participants with account balances2021-08-012
2020: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-08-012
Number of retired or separated participants receiving benefits2020-08-012
Total of all active and inactive participants2020-08-012
Total participants2020-08-012
Number of participants with account balances2020-08-012
2019: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-012
Number of retired or separated participants receiving benefits2019-08-012
Total of all active and inactive participants2019-08-012
Total participants2019-08-012
Number of participants with account balances2019-08-012
2018: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-012
Number of retired or separated participants receiving benefits2018-08-012
Total of all active and inactive participants2018-08-012
Total participants2018-08-012
Number of participants with account balances2018-08-012
2017: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-012
Number of retired or separated participants receiving benefits2017-08-012
Total of all active and inactive participants2017-08-012
Total participants2017-08-012
2016: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-012
Number of retired or separated participants receiving benefits2016-08-012
Total of all active and inactive participants2016-08-012
Total participants2016-08-012
2015: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-012
Number of retired or separated participants receiving benefits2015-08-012
Total of all active and inactive participants2015-08-012
Total participants2015-08-012
2014: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-012
Number of retired or separated participants receiving benefits2014-08-012
Total of all active and inactive participants2014-08-012
Total participants2014-08-012
2013: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-012
Number of retired or separated participants receiving benefits2013-08-012
Total of all active and inactive participants2013-08-012
Total participants2013-08-012
2012: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-012
Total number of active participants reported on line 7a of the Form 55002012-08-012
Total of all active and inactive participants2012-08-012
Total participants2012-08-012
2011: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-012
Total number of active participants reported on line 7a of the Form 55002011-08-012
Total of all active and inactive participants2011-08-012
Total participants2011-08-012
2009: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-012
Total number of active participants reported on line 7a of the Form 55002009-08-010
Number of retired or separated participants receiving benefits2009-08-012
Number of other retired or separated participants entitled to future benefits2009-08-010
Total of all active and inactive participants2009-08-012
Total participants2009-08-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-08-010

Financial Data on PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN

Measure Date Value
2023 : PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-07-31$-2,574
Expenses. Total of all expenses incurred2023-07-31$37,329
Benefits paid (including direct rollovers)2023-07-31$36,000
Total plan assets at end of year2023-07-31$839,272
Total plan assets at beginning of year2023-07-31$879,175
Expenses. Other expenses not covered elsewhere2023-07-31$638
Other income received2023-07-31$-2,574
Net income (gross income less expenses)2023-07-31$-39,903
Net plan assets at end of year (total assets less liabilities)2023-07-31$839,272
Net plan assets at beginning of year (total assets less liabilities)2023-07-31$879,175
Assets. Value of real-estate (other than employer real property)2023-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-07-31$691
2022 : PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-07-31$39,861
Expenses. Total of all expenses incurred2022-07-31$36,983
Benefits paid (including direct rollovers)2022-07-31$36,000
Total plan assets at end of year2022-07-31$879,174
Total plan assets at beginning of year2022-07-31$876,296
Expenses. Other expenses not covered elsewhere2022-07-31$983
Other income received2022-07-31$39,861
Net income (gross income less expenses)2022-07-31$2,878
Net plan assets at end of year (total assets less liabilities)2022-07-31$879,174
Net plan assets at beginning of year (total assets less liabilities)2022-07-31$876,296
Assets. Value of real-estate (other than employer real property)2022-07-31$567,906
2021 : PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-07-31$60,203
Expenses. Total of all expenses incurred2021-07-31$13,940
Benefits paid (including direct rollovers)2021-07-31$12,000
Total plan assets at end of year2021-07-31$876,296
Total plan assets at beginning of year2021-07-31$830,033
Expenses. Other expenses not covered elsewhere2021-07-31$1,940
Other income received2021-07-31$60,203
Net income (gross income less expenses)2021-07-31$46,263
Net plan assets at end of year (total assets less liabilities)2021-07-31$876,296
Net plan assets at beginning of year (total assets less liabilities)2021-07-31$830,033
Assets. Value of real-estate (other than employer real property)2021-07-31$516,696
2020 : PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-07-31$139,702
Expenses. Total of all expenses incurred2020-07-31$33,697
Benefits paid (including direct rollovers)2020-07-31$28,600
Total plan assets at end of year2020-07-31$830,033
Total plan assets at beginning of year2020-07-31$724,028
Expenses. Other expenses not covered elsewhere2020-07-31$5,097
Other income received2020-07-31$139,702
Net income (gross income less expenses)2020-07-31$106,005
Net plan assets at end of year (total assets less liabilities)2020-07-31$830,033
Net plan assets at beginning of year (total assets less liabilities)2020-07-31$724,028
Assets. Value of real-estate (other than employer real property)2020-07-31$442,039
2019 : PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-07-31$82,396
Expenses. Total of all expenses incurred2019-07-31$33,880
Benefits paid (including direct rollovers)2019-07-31$29,000
Total plan assets at end of year2019-07-31$724,028
Total plan assets at beginning of year2019-07-31$675,512
Expenses. Other expenses not covered elsewhere2019-07-31$4,880
Other income received2019-07-31$82,396
Net income (gross income less expenses)2019-07-31$48,516
Net plan assets at end of year (total assets less liabilities)2019-07-31$724,028
Net plan assets at beginning of year (total assets less liabilities)2019-07-31$675,512
2018 : PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-07-31$92,541
Total income from all sources2018-07-31$65,689
Expenses. Total of all expenses incurred2018-07-31$29,734
Benefits paid (including direct rollovers)2018-07-31$24,000
Total plan assets at end of year2018-07-31$675,512
Total plan assets at beginning of year2018-07-31$732,098
Expenses. Other expenses not covered elsewhere2018-07-31$5,734
Other income received2018-07-31$65,689
Net income (gross income less expenses)2018-07-31$35,955
Net plan assets at end of year (total assets less liabilities)2018-07-31$675,512
Net plan assets at beginning of year (total assets less liabilities)2018-07-31$639,557
Assets. Value of real-estate (other than employer real property)2018-07-31$400,632
2017 : PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-07-31$92,541
Total income from all sources2017-07-31$5,570
Expenses. Total of all expenses incurred2017-07-31$13,355
Benefits paid (including direct rollovers)2017-07-31$10,020
Total plan assets at end of year2017-07-31$732,098
Total plan assets at beginning of year2017-07-31$647,342
Value of fidelity bond covering the plan2017-07-31$675,000
Assets. Value of loans (other than to participants)2017-07-31$75,000
Expenses. Other expenses not covered elsewhere2017-07-31$3,335
Other income received2017-07-31$5,570
Net income (gross income less expenses)2017-07-31$-7,785
Net plan assets at end of year (total assets less liabilities)2017-07-31$639,557
Net plan assets at beginning of year (total assets less liabilities)2017-07-31$647,342
Assets. Value of real-estate (other than employer real property)2017-07-31$345,125
2016 : PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-07-31$0
Total income from all sources2016-07-31$32,105
Expenses. Total of all expenses incurred2016-07-31$14,701
Benefits paid (including direct rollovers)2016-07-31$9,668
Total plan assets at end of year2016-07-31$647,343
Total plan assets at beginning of year2016-07-31$629,939
Value of fidelity bond covering the plan2016-07-31$675,000
Assets. Value of loans (other than to participants)2016-07-31$312,623
Expenses. Other expenses not covered elsewhere2016-07-31$4,433
Other income received2016-07-31$32,105
Net income (gross income less expenses)2016-07-31$17,404
Net plan assets at end of year (total assets less liabilities)2016-07-31$647,343
Net plan assets at beginning of year (total assets less liabilities)2016-07-31$629,939
Expenses. Administrative service providers (salaries,fees and commissions)2016-07-31$600
2015 : PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-07-31$7,378
Expenses. Total of all expenses incurred2015-07-31$12,064
Benefits paid (including direct rollovers)2015-07-31$9,528
Total plan assets at end of year2015-07-31$629,939
Total plan assets at beginning of year2015-07-31$634,625
Value of fidelity bond covering the plan2015-07-31$675,000
Assets. Value of loans (other than to participants)2015-07-31$252,993
Expenses. Other expenses not covered elsewhere2015-07-31$1,936
Other income received2015-07-31$7,378
Net income (gross income less expenses)2015-07-31$-4,686
Net plan assets at end of year (total assets less liabilities)2015-07-31$629,939
Net plan assets at beginning of year (total assets less liabilities)2015-07-31$634,625
Expenses. Administrative service providers (salaries,fees and commissions)2015-07-31$600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-07-31$0
2014 : PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-07-31$9,831
Expenses. Total of all expenses incurred2014-07-31$10,646
Benefits paid (including direct rollovers)2014-07-31$9,037
Total plan assets at end of year2014-07-31$634,625
Total plan assets at beginning of year2014-07-31$635,440
Value of fidelity bond covering the plan2014-07-31$675,000
Assets. Value of loans (other than to participants)2014-07-31$155,302
Expenses. Other expenses not covered elsewhere2014-07-31$1,609
Other income received2014-07-31$9,831
Net income (gross income less expenses)2014-07-31$-815
Net plan assets at end of year (total assets less liabilities)2014-07-31$634,625
Net plan assets at beginning of year (total assets less liabilities)2014-07-31$635,440
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-07-31$0
2013 : PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-07-31$786,418
Expenses. Total of all expenses incurred2013-07-31$364,956
Total plan assets at end of year2013-07-31$63,543,995
Total plan assets at beginning of year2013-07-31$63,122,538
Value of fidelity bond covering the plan2013-07-31$675,000
Expenses. Other expenses not covered elsewhere2013-07-31$364,956
Other income received2013-07-31$786,418
Net income (gross income less expenses)2013-07-31$421,462
Net plan assets at end of year (total assets less liabilities)2013-07-31$63,543,995
Net plan assets at beginning of year (total assets less liabilities)2013-07-31$63,122,538
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-07-31$0
2012 : PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-07-31$9,201
Expenses. Total of all expenses incurred2012-07-31$3,770
Total plan assets at end of year2012-07-31$631,225
Total plan assets at beginning of year2012-07-31$625,794
Value of fidelity bond covering the plan2012-07-31$675,000
Assets. Value of loans (other than to participants)2012-07-31$70,259
Expenses. Other expenses not covered elsewhere2012-07-31$3,770
Other income received2012-07-31$9,201
Net income (gross income less expenses)2012-07-31$5,431
Net plan assets at end of year (total assets less liabilities)2012-07-31$631,225
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$625,794
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-07-31$0
2011 : PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-07-31$11,103
Expenses. Total of all expenses incurred2011-07-31$1,640
Total plan assets at end of year2011-07-31$625,794
Total plan assets at beginning of year2011-07-31$616,331
Value of fidelity bond covering the plan2011-07-31$675,000
Assets. Value of loans (other than to participants)2011-07-31$71,279
Expenses. Other expenses not covered elsewhere2011-07-31$1,640
Other income received2011-07-31$11,103
Net income (gross income less expenses)2011-07-31$9,463
Net plan assets at end of year (total assets less liabilities)2011-07-31$625,794
Net plan assets at beginning of year (total assets less liabilities)2011-07-31$616,331
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-07-31$0
2010 : PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-07-31$0

Form 5500 Responses for PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN

2022: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-08-01Type of plan entitySingle employer plan
2022-08-01Plan funding arrangement – TrustYes
2022-08-01Plan benefit arrangement - TrustYes
2021: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01Plan funding arrangement – TrustYes
2021-08-01Plan benefit arrangement - TrustYes
2020: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01Plan funding arrangement – TrustYes
2020-08-01Plan benefit arrangement - TrustYes
2019: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Plan funding arrangement – TrustYes
2019-08-01Plan benefit arrangement - TrustYes
2018: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Plan funding arrangement – TrustYes
2018-08-01Plan benefit arrangement - TrustYes
2017: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement - TrustYes
2016: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement - TrustYes
2015: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement - TrustYes
2014: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement - TrustYes
2013: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement - TrustYes
2012: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Submission has been amendedNo
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement - TrustYes
2011: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement - TrustYes
2009: PACIFIC BOUNTY/LITHGOW BROS. PENSION AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement - TrustYes

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