Limoneira 401(K) Plan — Form 5500 plan (Limoneira Company)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Limoneira 401(K) Plan is a benefit plan reported by Limoneira Company under EIN 77-0260692 and plan number 003. The latest loaded filing year is 2023. The filing reports 318 participants and $26,266,629 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Limoneira Company
- EIN
- 77-0260692
- Plan number
- 003
- Plan type
- 2
- Location
- Santa Paula, CA
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $26,266,629
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20241029122340NAL0002659875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,266,629
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,266,629
- Net assets (BOY)
- $22,918,518
Income & contributions
- Employer contributions
- $819,645
- Participant contributions
- $1,079,721
- Total contributions
- $1,920,147
- Total income / additions
- $5,442,400
Expenses & distributions
- Benefits paid
- $2,008,472
- Administrative expenses
- $85,817
- Total expenses
- $2,094,289
- Net increase / (decrease)
- $3,348,111
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group, LLC | INVESTMENT ADVISORY | $43,354 | $13 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $42,430 | $0 | 2023 |