Original filing (PDF)20240311145912NAL0039443632001

LIMONEIRA COMPANY

Name: LIMONEIRA COMPANY — LIMONEIRA COMPANY RETIREMENT PLAN, Form 5500 (2023)
Creator: LIMONEIRA COMPANY

Form 5500-SF

FILING_RECEIVED

LIMONEIRA COMPANY RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIMONEIRA COMPANY.

Plan sponsor

Name

LIMONEIRA COMPANY

EIN

77-0260692

Address

1141 CUMMINGS ROAD · SANTA PAULA, CA · 93060

Phone

(805) 525-5541

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-07-31

Filed

2024-03-11

Pension benefit codes

1A · Pay-related DB formula

1H · PBGC-terminated and closed out

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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