401k Plan data: RATTO BROS., INC. 401(K) PLAN plan

RATTO BROS., INC. 401(K) PLAN 401k Plan overview

Plan Name	RATTO BROS., INC. 401(K) PLAN
Plan identification number	001

RATTO BROS., INC. 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.

401k Sponsoring company profile

RATTO BROS., INC. has sponsored the creation of one or more 401k plans.

Company Name: RATTO BROS., INC.

Employer identification number (EIN): 943025282

NAIC Classification: 111210
NAIC Description: Vegetable and Melon Farming

Additional information about RATTO BROS., INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1987-01-01

Company Identification Number: C1195013

Legal Registered Office Address: 1111 Broadway 24th Fl

Oakland
United States of America (USA)
94607

More information about RATTO BROS., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RATTO BROS., INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SONIA GARCIA 2024-10-04 SONIA GARCIA 2024-10-04
001 2022-01-01 ROBERT ENGLE 2023-10-05 ROBERT ENGLE 2023-10-05
001 2021-01-01 ROBERT ENGLE 2022-09-29 ROBERT ENGLE 2022-09-29
001 2020-01-01 ROBERT ENGLE 2021-09-29 ROBERT ENGLE 2021-09-29
001 2019-01-01 ROBERT ENGLE 2020-10-12 ROBERT ENGLE 2020-10-12
001 2018-01-01 RONALD A. RATTO 2019-10-01 RONALD A. RATTO 2019-10-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 MARTHA TALAMANTES
001 2012-01-01 MARTHA TALAMANTES
001 2011-01-01 RON RATTO 2012-07-19 RON RATTO 2012-07-19
001 2010-01-01 RON RATTO 2011-10-07 RON RATTO 2011-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	SONIA GARCIA	2024-10-04	SONIA GARCIA	2024-10-04
001	2022-01-01	ROBERT ENGLE	2023-10-05	ROBERT ENGLE	2023-10-05
001	2021-01-01	ROBERT ENGLE	2022-09-29	ROBERT ENGLE	2022-09-29
001	2020-01-01	ROBERT ENGLE	2021-09-29	ROBERT ENGLE	2021-09-29
001	2019-01-01	ROBERT ENGLE	2020-10-12	ROBERT ENGLE	2020-10-12
001	2018-01-01	RONALD A. RATTO	2019-10-01	RONALD A. RATTO	2019-10-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	MARTHA TALAMANTES
001	2012-01-01	MARTHA TALAMANTES
001	2011-01-01	RON RATTO	2012-07-19	RON RATTO	2012-07-19
001	2010-01-01	RON RATTO	2011-10-07	RON RATTO	2011-10-07

Plan Statistics for RATTO BROS., INC. 401(K) PLAN

401k plan membership statisitcs for RATTO BROS., INC. 401(K) PLAN

Measure Date Value
2023: RATTO BROS., INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 270
Number of other retired or separated participants entitled to future benefits 2023-01-01 52
Total of all active and inactive participants 2023-01-01 322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 322
Number of participants with account balances 2023-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: RATTO BROS., INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 248
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 173
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 64
Total of all active and inactive participants 2022-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 237
Number of participants with account balances 2022-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: RATTO BROS., INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 183
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 61
Total of all active and inactive participants 2021-01-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 244
Number of participants with account balances 2021-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: RATTO BROS., INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 258
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 209
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 53
Total of all active and inactive participants 2020-01-01 262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 262
Number of participants with account balances 2020-01-01 227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: RATTO BROS., INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 260
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 198
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 50
Total of all active and inactive participants 2019-01-01 248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 248
Number of participants with account balances 2019-01-01 232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: RATTO BROS., INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 292
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 197
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 65
Total of all active and inactive participants 2018-01-01 262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 262
Number of participants with account balances 2018-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: RATTO BROS., INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 291
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 238
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 52
Total of all active and inactive participants 2017-01-01 290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 290
Number of participants with account balances 2017-01-01 263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: RATTO BROS., INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 301
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 239
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 44
Total of all active and inactive participants 2016-01-01 283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 283
Number of participants with account balances 2016-01-01 269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: RATTO BROS., INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 292
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 230
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 65
Total of all active and inactive participants 2015-01-01 295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 295
Number of participants with account balances 2015-01-01 295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: RATTO BROS., INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 261
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 230
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 48
Total of all active and inactive participants 2014-01-01 278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 278
Number of participants with account balances 2014-01-01 278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: RATTO BROS., INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 232
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 23
Total of all active and inactive participants 2013-01-01 255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 255
Number of participants with account balances 2013-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: RATTO BROS., INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 242
Number of retired or separated participants receiving benefits 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 254
Number of participants with account balances 2012-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2023: RATTO BROS., INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	270
Number of other retired or separated participants entitled to future benefits	2023-01-01	52
Total of all active and inactive participants	2023-01-01	322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	322
Number of participants with account balances	2023-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: RATTO BROS., INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	248
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	173
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	64
Total of all active and inactive participants	2022-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	237
Number of participants with account balances	2022-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: RATTO BROS., INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	183
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	61
Total of all active and inactive participants	2021-01-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	244
Number of participants with account balances	2021-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: RATTO BROS., INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	258
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	209
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	53
Total of all active and inactive participants	2020-01-01	262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	262
Number of participants with account balances	2020-01-01	227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: RATTO BROS., INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	260
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	198
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	50
Total of all active and inactive participants	2019-01-01	248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	248
Number of participants with account balances	2019-01-01	232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: RATTO BROS., INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	292
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	197
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	65
Total of all active and inactive participants	2018-01-01	262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	262
Number of participants with account balances	2018-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: RATTO BROS., INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	291
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	238
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	52
Total of all active and inactive participants	2017-01-01	290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	290
Number of participants with account balances	2017-01-01	263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: RATTO BROS., INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	301
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	239
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	44
Total of all active and inactive participants	2016-01-01	283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	283
Number of participants with account balances	2016-01-01	269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: RATTO BROS., INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	292
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	230
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	65
Total of all active and inactive participants	2015-01-01	295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	295
Number of participants with account balances	2015-01-01	295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: RATTO BROS., INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	261
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	230
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	48
Total of all active and inactive participants	2014-01-01	278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	278
Number of participants with account balances	2014-01-01	278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: RATTO BROS., INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	232
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	23
Total of all active and inactive participants	2013-01-01	255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	255
Number of participants with account balances	2013-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: RATTO BROS., INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	242
Number of retired or separated participants receiving benefits	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	254
Number of participants with account balances	2012-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on RATTO BROS., INC. 401(K) PLAN

Measure	Date	Value
2023 : RATTO BROS., INC. 401(K) PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$1,869,322
Total of all expenses incurred	2023-12-31	$352,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$277,258
Expenses. Certain deemed distributions of participant loans	2023-12-31	$21,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$883,101
Value of total assets at end of year	2023-12-31	$8,606,644
Value of total assets at beginning of year	2023-12-31	$7,089,823
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$54,121
Total interest from all sources	2023-12-31	$25,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
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	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$535,359
Participant contributions at end of year	2023-12-31	$323,377
Participant contributions at beginning of year	2023-12-31	$323,479
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$30,989
Total non interest bearing cash at end of year	2023-12-31	$410
Total non interest bearing cash at beginning of year	2023-12-31	$410
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	$1,516,821
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$8,606,644
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$7,089,823
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	$15,987
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$7,966,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$6,477,838
Interest on participant loans	2023-12-31	$25,616
Net investment gain/loss from pooled separate accounts	2023-12-31	$960,605
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	$316,753
Employer contributions (assets) at end of year	2023-12-31	$316,753
Employer contributions (assets) at beginning of year	2023-12-31	$288,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$277,258
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	ATHERTON & ASSOCIATES, LLP
Accountancy firm EIN	2023-12-31	941239084
2022 : RATTO BROS., INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-591,978
Total of all expenses incurred	2022-12-31	$2,496,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,416,785
Expenses. Certain deemed distributions of participant loans	2022-12-31	$22,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$817,676
Value of total assets at end of year	2022-12-31	$7,089,823
Value of total assets at beginning of year	2022-12-31	$10,178,719
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$57,159
Total interest from all sources	2022-12-31	$19,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$57,159
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	$529,580
Participant contributions at end of year	2022-12-31	$323,479
Participant contributions at beginning of year	2022-12-31	$437,718
Total non interest bearing cash at end of year	2022-12-31	$410
Total non interest bearing cash at beginning of year	2022-12-31	$410
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	$-3,088,896
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,089,823
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,178,719
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	$6,477,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,450,637
Interest on participant loans	2022-12-31	$19,149
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,428,803
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	$288,096
Employer contributions (assets) at end of year	2022-12-31	$288,096
Employer contributions (assets) at beginning of year	2022-12-31	$289,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,416,785
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	ATHERTON & ASSOCIATES, LLP
Accountancy firm EIN	2022-12-31	941239084
2021 : RATTO BROS., INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,887,282
Total of all expenses incurred	2021-12-31	$1,902,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,784,573
Expenses. Certain deemed distributions of participant loans	2021-12-31	$43,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$823,061
Value of total assets at end of year	2021-12-31	$10,178,719
Value of total assets at beginning of year	2021-12-31	$10,194,118
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$75,100
Total interest from all sources	2021-12-31	$25,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$75,100
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	$494,693
Participant contributions at end of year	2021-12-31	$437,718
Participant contributions at beginning of year	2021-12-31	$438,373
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$38,414
Total non interest bearing cash at end of year	2021-12-31	$410
Total non interest bearing cash at beginning of year	2021-12-31	$560
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	$-15,399
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,178,719
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,194,118
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	$9,450,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,450,795
Interest on participant loans	2021-12-31	$25,451
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,038,770
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	No
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	$289,954
Employer contributions (assets) at end of year	2021-12-31	$289,954
Employer contributions (assets) at beginning of year	2021-12-31	$304,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,784,573
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	GRIMBLEBY COLEMAN CPAS, INC.
Accountancy firm EIN	2021-12-31	770000018
2020 : RATTO BROS., INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,994,362
Total of all expenses incurred	2020-12-31	$723,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$665,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$797,001
Value of total assets at end of year	2020-12-31	$10,194,118
Value of total assets at beginning of year	2020-12-31	$8,923,470
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$57,730
Total interest from all sources	2020-12-31	$29,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$57,730
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	$492,611
Participant contributions at end of year	2020-12-31	$438,373
Participant contributions at beginning of year	2020-12-31	$414,626
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$560
Total non interest bearing cash at beginning of year	2020-12-31	$560
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	$1,270,648
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,194,118
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,923,470
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	$9,450,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,196,887
Interest on participant loans	2020-12-31	$28,444
Interest earned on other investments	2020-12-31	$1,073
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,167,844
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	$304,390
Employer contributions (assets) at end of year	2020-12-31	$304,390
Employer contributions (assets) at beginning of year	2020-12-31	$311,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$665,984
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	GRIMBLEBY COLEMAN CPAS, INC.
Accountancy firm EIN	2020-12-31	770000018
2019 : RATTO BROS., INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,291,946
Total of all expenses incurred	2019-12-31	$352,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$321,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$929,381
Value of total assets at end of year	2019-12-31	$8,923,470
Value of total assets at beginning of year	2019-12-31	$6,984,140
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$31,223
Total interest from all sources	2019-12-31	$32,619
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	$31,223
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	$518,151
Participant contributions at end of year	2019-12-31	$414,626
Participant contributions at beginning of year	2019-12-31	$349,460
Participant contributions at beginning of year	2019-12-31	$889
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$647,297
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$99,410
Other income not declared elsewhere	2019-12-31	$107
Total non interest bearing cash at end of year	2019-12-31	$560
Total non interest bearing cash at beginning of year	2019-12-31	$410
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
Value of net income/loss	2019-12-31	$1,939,330
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,923,470
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,984,140
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,196,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,685,308
Interest on participant loans	2019-12-31	$26,604
Interest earned on other investments	2019-12-31	$6,015
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,329,839
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	Yes
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	$311,820
Employer contributions (assets) at end of year	2019-12-31	$311,397
Employer contributions (assets) at beginning of year	2019-12-31	$300,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$321,393
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	GRIMBLEBY COLEMAN CPAS, INC.
Accountancy firm EIN	2019-12-31	770000018
2018 : RATTO BROS., INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$381,991
Total of all expenses incurred	2018-12-31	$1,243,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,214,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$832,819
Value of total assets at end of year	2018-12-31	$6,984,140
Value of total assets at beginning of year	2018-12-31	$7,845,588
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$28,749
Total interest from all sources	2018-12-31	$25,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$11,199
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$501,682
Participant contributions at end of year	2018-12-31	$349,460
Participant contributions at beginning of year	2018-12-31	$367,898
Participant contributions at end of year	2018-12-31	$889
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$647,297
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$616,276
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$29,810
Other income not declared elsewhere	2018-12-31	$-54
Administrative expenses (other) incurred	2018-12-31	$16,197
Total non interest bearing cash at end of year	2018-12-31	$410
Total non interest bearing cash at beginning of year	2018-12-31	$410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-861,448
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,984,140
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,845,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$1,353
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,685,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,559,913
Interest on participant loans	2018-12-31	$19,953
Interest earned on other investments	2018-12-31	$5,410
Net investment gain/loss from pooled separate accounts	2018-12-31	$-476,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$301,327
Employer contributions (assets) at end of year	2018-12-31	$300,776
Employer contributions (assets) at beginning of year	2018-12-31	$301,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,214,690
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GRIMBLEBY COLEMAN CPAS, INC.
Accountancy firm EIN	2018-12-31	770000018
2017 : RATTO BROS., INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,855,989
Total of all expenses incurred	2017-12-31	$463,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$432,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$805,227
Value of total assets at end of year	2017-12-31	$7,845,588
Value of total assets at beginning of year	2017-12-31	$6,453,007
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$31,319
Total interest from all sources	2017-12-31	$22,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$13,746
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$504,136
Participant contributions at end of year	2017-12-31	$367,898
Participant contributions at beginning of year	2017-12-31	$301,272
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$616,276
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$844,782
Administrative expenses (other) incurred	2017-12-31	$16,173
Total non interest bearing cash at end of year	2017-12-31	$410
Total non interest bearing cash at beginning of year	2017-12-31	$410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,392,581
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,845,588
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,453,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$1,400
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,559,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,013,266
Interest on participant loans	2017-12-31	$17,096
Interest earned on other investments	2017-12-31	$5,375
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,028,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$301,091
Employer contributions (assets) at end of year	2017-12-31	$301,091
Employer contributions (assets) at beginning of year	2017-12-31	$293,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$432,089
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	GRIMBLEBY COLEMAN CPAS, INC.
Accountancy firm EIN	2017-12-31	770000018
2016 : RATTO BROS., INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,237,859
Total of all expenses incurred	2016-12-31	$916,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$890,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$832,676
Value of total assets at end of year	2016-12-31	$6,453,007
Value of total assets at beginning of year	2016-12-31	$6,131,253
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$25,905
Total interest from all sources	2016-12-31	$19,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$11,148
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$504,983
Participant contributions at end of year	2016-12-31	$301,272
Participant contributions at beginning of year	2016-12-31	$253,301
Participant contributions at beginning of year	2016-12-31	$300
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$844,782
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$669,023
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$34,416
Administrative expenses (other) incurred	2016-12-31	$13,565
Total non interest bearing cash at end of year	2016-12-31	$410
Total non interest bearing cash at beginning of year	2016-12-31	$410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$321,754
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,453,007
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,131,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$1,192
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,013,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,913,132
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$15,290
Interest earned on other investments	2016-12-31	$4,544
Net investment gain/loss from pooled separate accounts	2016-12-31	$385,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$293,277
Employer contributions (assets) at end of year	2016-12-31	$293,277
Employer contributions (assets) at beginning of year	2016-12-31	$295,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$890,200
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	GRIMBLEBY COLEMAN CPAS, INC.
Accountancy firm EIN	2016-12-31	770000018
2015 : RATTO BROS., INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$752,226
Total of all expenses incurred	2015-12-31	$539,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$513,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$831,094
Value of total assets at end of year	2015-12-31	$6,131,253
Value of total assets at beginning of year	2015-12-31	$5,918,307
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$25,511
Total interest from all sources	2015-12-31	$17,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$10,474
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$459,942
Participant contributions at end of year	2015-12-31	$253,301
Participant contributions at beginning of year	2015-12-31	$221,066
Participant contributions at end of year	2015-12-31	$300
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$669,023
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$76,065
Total non interest bearing cash at end of year	2015-12-31	$410
Total non interest bearing cash at beginning of year	2015-12-31	$410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$212,946
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,131,253
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,918,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$1,176
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,913,132
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$5,411,206
Interest on participant loans	2015-12-31	$12,607
Interest earned on other investments	2015-12-31	$4,530
Net investment gain/loss from pooled separate accounts	2015-12-31	$-96,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$295,087
Employer contributions (assets) at end of year	2015-12-31	$295,087
Employer contributions (assets) at beginning of year	2015-12-31	$285,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$513,769
Contract administrator fees	2015-12-31	$13,861
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GRIMBLEBY COLEMAN CPAS, INC.
Accountancy firm EIN	2015-12-31	770000018
2014 : RATTO BROS., INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,006,510
Total of all expenses incurred	2014-12-31	$272,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$261,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$661,707
Value of total assets at end of year	2014-12-31	$5,918,307
Value of total assets at beginning of year	2014-12-31	$5,184,543
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$10,970
Total interest from all sources	2014-12-31	$10,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$376,082
Participant contributions at end of year	2014-12-31	$221,066
Participant contributions at beginning of year	2014-12-31	$201,485
Total non interest bearing cash at end of year	2014-12-31	$410
Total non interest bearing cash at beginning of year	2014-12-31	$403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$733,764
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,918,307
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,184,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$93
Value of interest in pooled separate accounts at end of year	2014-12-31	$5,411,206
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,784,412
Interest on participant loans	2014-12-31	$10,463
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$778
Net investment gain/loss from pooled separate accounts	2014-12-31	$334,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$285,625
Employer contributions (assets) at end of year	2014-12-31	$285,625
Employer contributions (assets) at beginning of year	2014-12-31	$197,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$261,776
Contract administrator fees	2014-12-31	$10,877
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	GRIMBLEBY COLEMAN CPAS, INC.
Accountancy firm EIN	2014-12-31	770000018
2013 : RATTO BROS., INC. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$739,029
Total unrealized appreciation/depreciation of assets	2013-12-31	$739,029
Total income from all sources (including contributions)	2013-12-31	$1,310,774
Total of all expenses incurred	2013-12-31	$89,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$81,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$561,611
Value of total assets at end of year	2013-12-31	$5,184,543
Value of total assets at beginning of year	2013-12-31	$3,963,424
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$7,816
Total interest from all sources	2013-12-31	$10,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$364,004
Participant contributions at end of year	2013-12-31	$201,485
Participant contributions at beginning of year	2013-12-31	$194,623
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$142
Other income not declared elsewhere	2013-12-31	$39
Total non interest bearing cash at end of year	2013-12-31	$403
Total non interest bearing cash at beginning of year	2013-12-31	$403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$1,221,119
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,184,543
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,963,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$4,784,412
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,588,533
Interest on participant loans	2013-12-31	$10,095
Income. Interest from loans (other than to participants)	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$197,465
Employer contributions (assets) at end of year	2013-12-31	$197,465
Employer contributions (assets) at beginning of year	2013-12-31	$179,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$81,839
Contract administrator fees	2013-12-31	$7,816
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	GRIMBLEBY COLEMAN CPAS, INC.
Accountancy firm EIN	2013-12-31	770000018
2012 : RATTO BROS., INC. 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$360,612
Total unrealized appreciation/depreciation of assets	2012-12-31	$360,612
Total income from all sources (including contributions)	2012-12-31	$882,072
Total of all expenses incurred	2012-12-31	$161,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$156,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$513,380
Value of total assets at end of year	2012-12-31	$3,963,424
Value of total assets at beginning of year	2012-12-31	$3,242,550
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$4,556
Total interest from all sources	2012-12-31	$8,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$334,179
Participant contributions at end of year	2012-12-31	$194,623
Participant contributions at beginning of year	2012-12-31	$140,194
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Total non interest bearing cash at end of year	2012-12-31	$403
Total non interest bearing cash at beginning of year	2012-12-31	$393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$720,874
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,963,424
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,242,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$0
Value of interest in pooled separate accounts at end of year	2012-12-31	$3,588,533
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,942,669
Interest on participant loans	2012-12-31	$8,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$179,201
Employer contributions (assets) at end of year	2012-12-31	$179,201
Employer contributions (assets) at beginning of year	2012-12-31	$158,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$156,642
Contract administrator fees	2012-12-31	$4,556
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	GRIMBLEBY COLEMAN CPAS, INC.
Accountancy firm EIN	2012-12-31	770000018

Form 5500 Responses for RATTO BROS., INC. 401(K) PLAN

2023: RATTO BROS., INC. 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	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: RATTO BROS., INC. 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	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
2021: RATTO BROS., INC. 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	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: RATTO BROS., INC. 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	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RATTO BROS., INC. 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	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: RATTO BROS., INC. 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	No
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
2017: RATTO BROS., INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: RATTO BROS., INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RATTO BROS., INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RATTO BROS., INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RATTO BROS., INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RATTO BROS., INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

12697

Policy instance

Insurance contract or identification number	12697
Number of Individuals Covered	175
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $8,762

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

116500

Policy instance

Insurance contract or identification number	116500
Number of Individuals Covered	36
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,185

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

12697

Policy instance

Insurance contract or identification number	12697
Number of Individuals Covered	160
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,007
Amount paid for insurance broker fees	10007
Additional information about fees paid to insurance broker	TPA COMPENSATION AND FEES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

116500

Policy instance

Insurance contract or identification number	116500
Number of Individuals Covered	32
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,486
Amount paid for insurance broker fees	2486
Additional information about fees paid to insurance broker	TPA FEES AND COMMISSIONS
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

116500

Policy instance

Insurance contract or identification number	116500
Number of Individuals Covered	27
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,164
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	3164
Additional information about fees paid to insurance broker	TPA COMPENSATION AND FEES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

12697

Policy instance

Insurance contract or identification number	12697
Number of Individuals Covered	176
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $12,955
Amount paid for insurance broker fees	12955
Additional information about fees paid to insurance broker	TPA COMPENSTION AND FEES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

12697

Policy instance

Insurance contract or identification number	12697
Number of Individuals Covered	197
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $2,399
Total amount of fees paid to insurance company	USD $11,646
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	11646
Additional information about fees paid to insurance broker	TPA COMPENSATION AND FEES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

116500

Policy instance

Insurance contract or identification number	116500
Number of Individuals Covered	21
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $3,024
Total amount of fees paid to insurance company	USD $2,595
Amount paid for insurance broker fees	2595
Additional information about fees paid to insurance broker	TPA COMPENSATION AND FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $3,024

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

116500

Policy instance

Insurance contract or identification number	116500
Number of Individuals Covered	22
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $8,679
Total amount of fees paid to insurance company	USD $2,841
Amount paid for insurance broker fees	2459
Additional information about fees paid to insurance broker	TPA COMPENSATION & FEE
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $8,679

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

12697

Policy instance

Insurance contract or identification number	12697
Number of Individuals Covered	206
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $6,784
Total amount of fees paid to insurance company	USD $13,058
Amount paid for insurance broker fees	13058
Additional information about fees paid to insurance broker	TPA COMPENSATION AND FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $6,784

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

116500

Policy instance

Insurance contract or identification number	116500
Number of Individuals Covered	21
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $8,338
Total amount of fees paid to insurance company	USD $3,808
Amount paid for insurance broker fees	2089
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $8,338

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

12697

Policy instance

Insurance contract or identification number	12697
Number of Individuals Covered	208
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $5,983
Total amount of fees paid to insurance company	USD $12,718
Amount paid for insurance broker fees	12718
Additional information about fees paid to insurance broker	TPA COMPENSATION AND TPA FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $5,983

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

116500

Policy instance

Insurance contract or identification number	116500
Number of Individuals Covered	21
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $8,393
Total amount of fees paid to insurance company	USD $3,909
Amount paid for insurance broker fees	2293
Additional information about fees paid to insurance broker	TPA COMPENSATION AND TPA FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $8,393
Insurance broker name	MERRILL LYNCH LIFE AGENCY

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

12697

Policy instance

Insurance contract or identification number	12697
Number of Individuals Covered	217
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $5,424
Total amount of fees paid to insurance company	USD $14,934
Amount paid for insurance broker fees	14934
Additional information about fees paid to insurance broker	TPA COMPENSATION AND FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $5,424
Insurance broker name	MERRILL LYNCH LIFE AGY

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

116500

Policy instance

Insurance contract or identification number	116500
Number of Individuals Covered	17
Insurance policy start date	2015-12-02
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $8,416
Total amount of fees paid to insurance company	USD $3,074
Amount paid for insurance broker fees	2350
Additional information about fees paid to insurance broker	TPA COMPENSATION AND FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $8,416
Insurance broker name	MERRILL LYNCH LIFE AGENCY

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

12697

Policy instance

Insurance contract or identification number	12697
Number of Individuals Covered	236
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $4,503
Total amount of fees paid to insurance company	USD $11,553
Amount paid for insurance broker fees	11101
Additional information about fees paid to insurance broker	TPA COMPENSATION AND FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $4,503
Insurance broker name	WILSHIRE ASSOCIATES INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

12697

Policy instance

Insurance contract or identification number	12697
Number of Individuals Covered	221
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,868
Total amount of fees paid to insurance company	USD $12,170
Amount paid for insurance broker fees	12135
Additional information about fees paid to insurance broker	TPA COMPENSATION AND FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $1,868
Insurance broker name	WILSHIRE ASSOCIATES INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

116500

Policy instance

Insurance contract or identification number	116500
Number of Individuals Covered	20
Insurance policy start date	2014-12-02
Insurance policy end date	2014-12-31
Total amount of fees paid to insurance company	USD $183
Amount paid for insurance broker fees	125
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Insurance broker name	WILSHIRE ASSOCIATES INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

12697

Policy instance

Insurance contract or identification number	12697
Number of Individuals Covered	137
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $3,176
Total amount of fees paid to insurance company	USD $9,217
Commission paid to Insurance Broker	USD $3,176
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	TPA ADMINISTRATION FEE & TPA COMPENSATION
Insurance broker name	OSBORNE & ASSOCIATES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

12697

Policy instance

Insurance contract or identification number	12697
Number of Individuals Covered	124
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $3,119
Total amount of fees paid to insurance company	USD $5,268
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,119
Amount paid for insurance broker fees	5268
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	THE OSBORNE ORGANIZATION, INC.

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Company Name:	RATTO BROS., INC.
Employer identification number (EIN):	943025282
NAIC Classification:	111210
NAIC Description:	Vegetable and Melon Farming

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1987-01-01
Company Identification Number:	C1195013
Legal Registered Office Address:	1111 Broadway 24th Fl Oakland United States of America (USA) 94607