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PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePERRICONE JUICES 401K RETIREMENT SAVINGS PLAN
Plan identification number 001

PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BEAUMONT JUICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:BEAUMONT JUICE, INC.
Employer identification number (EIN):954509525
NAIC Classification:311400
NAIC Description: Fruit and Vegetable Preserving and Specialty Food Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KEVIN M. GRAY
0012016-01-01KEVIN M. GRAY
0012015-01-01KEVIN M. GRAY
0012014-01-01KEVIN GRAY
0012013-01-01WILL MARTIN
0012012-01-01WILL MARTIN2013-07-05 JOSEPH A PERRICONE2013-07-05
0012011-01-01WILL MARTIN2012-05-23 JOSEPH A PERRICONE2012-05-23
0012010-01-01WILL MARTIN2011-05-31 JOSEPH A. PERRICONE2011-05-31

Plan Statistics for PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN

Measure Date Value
2022: PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01340
Total number of active participants reported on line 7a of the Form 55002022-01-01291
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01162
Total of all active and inactive participants2022-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01453
Number of participants with account balances2022-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0125
2021: PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01455
Total number of active participants reported on line 7a of the Form 55002021-01-01242
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0182
Total of all active and inactive participants2021-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01324
Number of participants with account balances2021-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0128
2020: PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01340
Total number of active participants reported on line 7a of the Form 55002020-01-01242
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01213
Total of all active and inactive participants2020-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01455
Number of participants with account balances2020-01-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0129
2019: PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01297
Total number of active participants reported on line 7a of the Form 55002019-01-01164
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01176
Total of all active and inactive participants2019-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01340
Number of participants with account balances2019-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01270
Total number of active participants reported on line 7a of the Form 55002018-01-01180
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01116
Total of all active and inactive participants2018-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01296
Number of participants with account balances2018-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01216
Total number of active participants reported on line 7a of the Form 55002017-01-01183
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0176
Total of all active and inactive participants2017-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01259
Number of participants with account balances2017-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01184
Total number of active participants reported on line 7a of the Form 55002016-01-01145
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-01206
Total participants2016-01-01206
Number of participants with account balances2016-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01146
Total number of active participants reported on line 7a of the Form 55002015-01-01146
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01181
Total participants2015-01-01181
Number of participants with account balances2015-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0129
2014: PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01132
Total number of active participants reported on line 7a of the Form 55002014-01-01134
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01142
Total participants2014-01-01142
Number of participants with account balances2014-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01122
Total number of active participants reported on line 7a of the Form 55002013-01-01136
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01140
Number of participants with account balances2013-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011

Financial Data on PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$795,718
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$794,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$758,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,153,927
Value of total assets at end of year2022-12-31$8,763,268
Value of total assets at beginning of year2022-12-31$8,761,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,894
Total interest from all sources2022-12-31$44,036
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$620,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$620,089
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$530,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$879,104
Participant contributions at end of year2022-12-31$356,836
Participant contributions at beginning of year2022-12-31$346,981
Participant contributions at end of year2022-12-31$105,838
Participant contributions at beginning of year2022-12-31$18,497
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$35,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$1,634
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,763,268
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,761,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,912,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$12,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$388,342
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$212,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$212,823
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$31,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,126,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,022,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,274,823
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$56,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$758,190
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31WITHUM SMITH + BROWN
Accountancy firm EIN2022-12-31222027092
2021 : PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,186,083
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,825,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,783,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,123,968
Value of total assets at end of year2021-12-31$8,761,634
Value of total assets at beginning of year2021-12-31$8,401,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$41,894
Total interest from all sources2021-12-31$21,978
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$537,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$537,392
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$530,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$670,287
Participant contributions at end of year2021-12-31$346,981
Participant contributions at beginning of year2021-12-31$342,337
Participant contributions at end of year2021-12-31$18,497
Participant contributions at beginning of year2021-12-31$16,818
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$30,868
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$41,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$360,528
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,761,634
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,401,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$215,871
Interest on participant loans2021-12-31$14,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$212,823
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$7,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,126,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,403,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$502,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$422,813
Employer contributions (assets) at end of year2021-12-31$56,452
Employer contributions (assets) at beginning of year2021-12-31$422,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,783,661
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31WITHUM SMITH + BROWN
Accountancy firm EIN2021-12-31222027092
2020 : PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,725,124
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$764,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$737,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,546,605
Value of total assets at end of year2020-12-31$8,401,106
Value of total assets at beginning of year2020-12-31$6,440,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,108
Total interest from all sources2020-12-31$16,109
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$306,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$306,361
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$530,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$590,187
Participant contributions at end of year2020-12-31$342,337
Participant contributions at beginning of year2020-12-31$265,984
Participant contributions at end of year2020-12-31$16,818
Participant contributions at beginning of year2020-12-31$9,491
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$565
Administrative expenses (other) incurred2020-12-31$27,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,960,264
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,401,106
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,440,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$215,871
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,285,938
Interest on participant loans2020-12-31$16,025
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$84
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,403,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$313,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$856,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$956,418
Employer contributions (assets) at end of year2020-12-31$422,763
Employer contributions (assets) at beginning of year2020-12-31$565,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$737,752
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
2019 : PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,205,196
Total of all expenses incurred2019-12-31$543,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$468,923
Expenses. Certain deemed distributions of participant loans2019-12-31$43,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,321,849
Value of total assets at end of year2019-12-31$6,440,842
Value of total assets at beginning of year2019-12-31$4,778,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,348
Total interest from all sources2019-12-31$16,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$530,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$462,445
Participant contributions at end of year2019-12-31$265,984
Participant contributions at beginning of year2019-12-31$270,652
Participant contributions at end of year2019-12-31$9,491
Participant contributions at beginning of year2019-12-31$17,925
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$565
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,072
Administrative expenses (other) incurred2019-12-31$31,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,661,881
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,440,842
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,778,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$5,285,938
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,745,401
Interest on participant loans2019-12-31$12,113
Interest earned on other investments2019-12-31$4,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$313,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$274,610
Net investment gain/loss from pooled separate accounts2019-12-31$866,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$859,404
Employer contributions (assets) at end of year2019-12-31$565,820
Employer contributions (assets) at beginning of year2019-12-31$469,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$468,923
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2019-12-31222027092
2018 : PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,013,460
Total of all expenses incurred2018-12-31$377,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$317,014
Expenses. Certain deemed distributions of participant loans2018-12-31$34,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,265,816
Value of total assets at end of year2018-12-31$4,778,961
Value of total assets at beginning of year2018-12-31$4,143,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25,953
Total interest from all sources2018-12-31$15,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$486,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$439,438
Participant contributions at end of year2018-12-31$270,652
Participant contributions at beginning of year2018-12-31$218,973
Participant contributions at end of year2018-12-31$17,925
Participant contributions at beginning of year2018-12-31$16,983
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$77,092
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,072
Administrative expenses (other) incurred2018-12-31$25,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$635,674
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,778,961
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,143,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$3,745,401
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,333,459
Interest on participant loans2018-12-31$11,902
Interest earned on other investments2018-12-31$3,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$274,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$242,592
Net investment gain/loss from pooled separate accounts2018-12-31$-267,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$749,286
Employer contributions (assets) at end of year2018-12-31$469,301
Employer contributions (assets) at beginning of year2018-12-31$331,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$317,014
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KSJG LLP
Accountancy firm EIN2018-12-31953322166
2017 : PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,287,774
Total of all expenses incurred2017-12-31$155,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$129,367
Expenses. Certain deemed distributions of participant loans2017-12-31$4,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$864,069
Value of total assets at end of year2017-12-31$3,795,024
Value of total assets at beginning of year2017-12-31$2,662,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,441
Total interest from all sources2017-12-31$10,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$359,128
Participant contributions at end of year2017-12-31$218,973
Participant contributions at beginning of year2017-12-31$127,464
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,519
Administrative expenses (other) incurred2017-12-31$21,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,132,570
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,795,024
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,662,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$3,333,459
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,311,891
Interest on participant loans2017-12-31$7,190
Interest earned on other investments2017-12-31$3,028
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$242,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$223,099
Net investment gain/loss from pooled separate accounts2017-12-31$413,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$489,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$129,367
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KUSHNER, SMITH, JOANOU & GREGSON
Accountancy firm EIN2017-12-31953322166
2016 : PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,195,494
Total of all expenses incurred2016-12-31$253,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$238,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,033,911
Value of total assets at end of year2016-12-31$2,662,454
Value of total assets at beginning of year2016-12-31$1,720,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,211
Total interest from all sources2016-12-31$3,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$326,938
Participant contributions at end of year2016-12-31$127,464
Participant contributions at beginning of year2016-12-31$90,408
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$24,982
Other income not declared elsewhere2016-12-31$2,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$941,712
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,662,454
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,720,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,311,891
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,458,646
Interest on participant loans2016-12-31$3,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$223,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$171,688
Net investment gain/loss from pooled separate accounts2016-12-31$155,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$681,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$238,571
Contract administrator fees2016-12-31$15,211
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KUSHNER, SMITH, JOANOU & GREGSON
Accountancy firm EIN2016-12-31953322166
2015 : PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$534,310
Total of all expenses incurred2015-12-31$206,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$195,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$547,606
Value of total assets at end of year2015-12-31$1,720,742
Value of total assets at beginning of year2015-12-31$1,392,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,601
Total interest from all sources2015-12-31$3,665
Administrative expenses professional fees incurred2015-12-31$2,600
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$140,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$306,305
Participant contributions at end of year2015-12-31$90,408
Participant contributions at beginning of year2015-12-31$89,530
Other income not declared elsewhere2015-12-31$1,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$327,842
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,720,742
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,392,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$8,001
Value of interest in pooled separate accounts at end of year2015-12-31$1,458,646
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,192,686
Interest on participant loans2015-12-31$3,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$171,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$110,684
Net investment gain/loss from pooled separate accounts2015-12-31$-18,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$241,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$195,867
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KUSHNER, SMITH, JOANOU & GREGSON
Accountancy firm EIN2015-12-31953322166
2014 : PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$413,814
Total of all expenses incurred2014-12-31$491,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$481,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$344,003
Value of total assets at end of year2014-12-31$1,392,900
Value of total assets at beginning of year2014-12-31$1,470,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,476
Total interest from all sources2014-12-31$2,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$2,900
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$140,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$197,587
Participant contributions at end of year2014-12-31$89,530
Participant contributions at beginning of year2014-12-31$47,366
Other income not declared elsewhere2014-12-31$1,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-78,034
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,392,900
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,470,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$7,576
Value of interest in pooled separate accounts at end of year2014-12-31$1,192,686
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,293,421
Interest on participant loans2014-12-31$2,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$110,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$130,147
Net investment gain/loss from pooled separate accounts2014-12-31$65,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$146,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$481,372
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KUSHNER, SMITH, JOANOU & GREGSON
Accountancy firm EIN2014-12-31953322166
2013 : PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$455,234
Total of all expenses incurred2013-12-31$163,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$153,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$302,334
Value of total assets at end of year2013-12-31$1,470,934
Value of total assets at beginning of year2013-12-31$1,178,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,091
Total interest from all sources2013-12-31$3,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$2,150
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$140,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$169,602
Participant contributions at end of year2013-12-31$47,366
Participant contributions at beginning of year2013-12-31$103,799
Other income not declared elsewhere2013-12-31$2,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$292,188
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,470,934
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,178,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$6,941
Value of interest in pooled separate accounts at end of year2013-12-31$1,293,421
Value of interest in pooled separate accounts at beginning of year2013-12-31$956,679
Interest on participant loans2013-12-31$3,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$130,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$118,268
Net investment gain/loss from pooled separate accounts2013-12-31$147,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$132,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$153,955
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KUSHNER, SMITH, JOANOU & GREGSON
Accountancy firm EIN2013-12-31953322166

Form 5500 Responses for PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN

2022: PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PERRICONE JUICES 401K RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 19682 )
Policy contract number659968
Policy instance 1
Insurance contract or identification number659968
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 19682 )
Policy contract number659968
Policy instance 1
Insurance contract or identification number659968
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801197
Policy instance 1
Insurance contract or identification number801197
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801197
Policy instance 1
Insurance contract or identification number801197
Number of Individuals Covered340
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $19,017
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,382
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801197
Policy instance 1
Insurance contract or identification number801197
Number of Individuals Covered296
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $15,671
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,836
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801197
Policy instance 1
Insurance contract or identification number801197
Number of Individuals Covered258
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,297
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,149
Insurance broker organization code?3
Insurance broker nameDANIEL MARKS
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801197-000
Policy instance 1
Insurance contract or identification number801197-000
Number of Individuals Covered172
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,755
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,878
Insurance broker organization code?3
Insurance broker nameJEVIN M FERGUSON
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801197-000
Policy instance 1
Insurance contract or identification number801197-000
Number of Individuals Covered63
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,503
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,751
Insurance broker organization code?3
Insurance broker nameJEVIN M FERGUSON
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801197-000
Policy instance 1
Insurance contract or identification number801197-000
Number of Individuals Covered63
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,020
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,510
Insurance broker organization code?3
Insurance broker nameJEVIN M FERGUSON

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