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UFCW LOCAL ONE 401(K) SAVINGS PLAN 401k Plan overview

Plan NameUFCW LOCAL ONE 401(K) SAVINGS PLAN
Plan identification number 003

UFCW LOCAL ONE 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

BRD OF TTEES UFCW LOCAL ONE 401(K) SAVINGS PLAN has sponsored the creation of one or more 401k plans.

Company Name:BRD OF TTEES UFCW LOCAL ONE 401(K) SAVINGS PLAN
Employer identification number (EIN):166184130
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UFCW LOCAL ONE 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032019-01-01
0032018-01-01
0032017-01-01FRANK DERISO JOSEPH SAHLEN2018-10-16
0032016-01-01FRANK DERISO JOHN BARRETT2017-10-16
0032015-01-01FRANK DERISO JOHN BARRETT2016-10-17
0032014-01-01FRANK DERISO JOHN BARRETT2015-10-14
0032013-01-01FRANK DERISO JOHN BARRETT2014-10-14
0032012-01-01FRANK DERISO JOHN BARRETT2013-10-14
0032011-01-01FRANK DERISO JOHN BARRETT2012-10-12
0032010-01-01FRANK DERISO JOHN BARRETT2011-10-17
0032009-01-01FRANK DERISO JOHN BARRETT2010-10-15

Plan Statistics for UFCW LOCAL ONE 401(K) SAVINGS PLAN

401k plan membership statisitcs for UFCW LOCAL ONE 401(K) SAVINGS PLAN

Measure Date Value
2023: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0112,878
Total number of active participants reported on line 7a of the Form 55002023-01-019,730
Number of retired or separated participants receiving benefits2023-01-01457
Number of other retired or separated participants entitled to future benefits2023-01-013,499
Total of all active and inactive participants2023-01-0113,686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0134
Total participants2023-01-0113,720
Number of participants with account balances2023-01-0112,558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01287
Number of employers contributing to the scheme2023-01-0137
2022: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0112,353
Total number of active participants reported on line 7a of the Form 55002022-01-019,227
Number of retired or separated participants receiving benefits2022-01-01471
Number of other retired or separated participants entitled to future benefits2022-01-013,134
Total of all active and inactive participants2022-01-0112,832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0146
Total participants2022-01-0112,878
Number of participants with account balances2022-01-0112,059
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01430
Number of employers contributing to the scheme2022-01-0137
2021: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0112,073
Total number of active participants reported on line 7a of the Form 55002021-01-019,033
Number of retired or separated participants receiving benefits2021-01-01373
Number of other retired or separated participants entitled to future benefits2021-01-012,909
Total of all active and inactive participants2021-01-0112,315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0138
Total participants2021-01-0112,353
Number of participants with account balances2021-01-0111,737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01603
Number of employers contributing to the scheme2021-01-0135
2020: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111,682
Total number of active participants reported on line 7a of the Form 55002020-01-019,519
Number of retired or separated participants receiving benefits2020-01-01178
Number of other retired or separated participants entitled to future benefits2020-01-012,351
Total of all active and inactive participants2020-01-0112,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0125
Total participants2020-01-0112,073
Number of participants with account balances2020-01-0111,436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01474
Number of employers contributing to the scheme2020-01-0134
2019: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111,350
Total number of active participants reported on line 7a of the Form 55002019-01-019,189
Number of retired or separated participants receiving benefits2019-01-01190
Number of other retired or separated participants entitled to future benefits2019-01-012,285
Total of all active and inactive participants2019-01-0111,664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0118
Total participants2019-01-0111,682
Number of participants with account balances2019-01-0111,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01554
Number of employers contributing to the scheme2019-01-0132
2018: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,819
Total number of active participants reported on line 7a of the Form 55002018-01-019,463
Number of retired or separated participants receiving benefits2018-01-01148
Number of other retired or separated participants entitled to future benefits2018-01-011,724
Total of all active and inactive participants2018-01-0111,335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0115
Total participants2018-01-0111,350
Number of participants with account balances2018-01-0110,810
Number of employers contributing to the scheme2018-01-0130
2017: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,390
Total number of active participants reported on line 7a of the Form 55002017-01-014,209
Number of retired or separated participants receiving benefits2017-01-01176
Number of other retired or separated participants entitled to future benefits2017-01-011,419
Total of all active and inactive participants2017-01-015,804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0115
Total participants2017-01-015,819
Number of participants with account balances2017-01-015,321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0130
2016: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,227
Total number of active participants reported on line 7a of the Form 55002016-01-013,791
Number of retired or separated participants receiving benefits2016-01-01117
Number of other retired or separated participants entitled to future benefits2016-01-011,465
Total of all active and inactive participants2016-01-015,373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0117
Total participants2016-01-015,390
Number of participants with account balances2016-01-015,065
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0130
2015: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,321
Total number of active participants reported on line 7a of the Form 55002015-01-014,585
Number of retired or separated participants receiving benefits2015-01-0180
Number of other retired or separated participants entitled to future benefits2015-01-01554
Total of all active and inactive participants2015-01-015,219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-015,227
Number of participants with account balances2015-01-014,690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
Number of employers contributing to the scheme2015-01-0130
2014: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,858
Total number of active participants reported on line 7a of the Form 55002014-01-013,727
Number of retired or separated participants receiving benefits2014-01-01132
Number of other retired or separated participants entitled to future benefits2014-01-01453
Total of all active and inactive participants2014-01-014,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-019
Total participants2014-01-014,321
Number of participants with account balances2014-01-014,245
Number of employers contributing to the scheme2014-01-0126
2013: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,632
Total number of active participants reported on line 7a of the Form 55002013-01-013,314
Number of retired or separated participants receiving benefits2013-01-0191
Number of other retired or separated participants entitled to future benefits2013-01-01453
Total of all active and inactive participants2013-01-013,858
Total participants2013-01-013,858
Number of participants with account balances2013-01-013,819
Number of employers contributing to the scheme2013-01-0130
2012: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,753
Total number of active participants reported on line 7a of the Form 55002012-01-013,153
Number of retired or separated participants receiving benefits2012-01-01139
Number of other retired or separated participants entitled to future benefits2012-01-01340
Total of all active and inactive participants2012-01-013,632
Total participants2012-01-013,632
Number of participants with account balances2012-01-013,493
Number of employers contributing to the scheme2012-01-0133
2011: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,697
Total number of active participants reported on line 7a of the Form 55002011-01-012,502
Number of retired or separated participants receiving benefits2011-01-01120
Number of other retired or separated participants entitled to future benefits2011-01-01131
Total of all active and inactive participants2011-01-012,753
Total participants2011-01-012,753
Number of participants with account balances2011-01-012,633
Number of employers contributing to the scheme2011-01-0133
2010: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,203
Total number of active participants reported on line 7a of the Form 55002010-01-012,417
Number of retired or separated participants receiving benefits2010-01-01162
Number of other retired or separated participants entitled to future benefits2010-01-01118
Total of all active and inactive participants2010-01-012,697
Total participants2010-01-012,697
Number of participants with account balances2010-01-012,535
Number of employers contributing to the scheme2010-01-0126
2009: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,044
Total number of active participants reported on line 7a of the Form 55002009-01-012,019
Number of retired or separated participants receiving benefits2009-01-0171
Number of other retired or separated participants entitled to future benefits2009-01-01113
Total of all active and inactive participants2009-01-012,203
Total participants2009-01-012,203
Number of participants with account balances2009-01-012,132
Number of employers contributing to the scheme2009-01-0124

Financial Data on UFCW LOCAL ONE 401(K) SAVINGS PLAN

Measure Date Value
2023 : UFCW LOCAL ONE 401(K) SAVINGS PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$784,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$821,586
Total income from all sources (including contributions)2023-12-31$32,478,142
Total of all expenses incurred2023-12-31$13,911,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$12,709,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$15,740,542
Value of total assets at end of year2023-12-31$142,907,286
Value of total assets at beginning of year2023-12-31$124,377,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,202,175
Total interest from all sources2023-12-31$182,411
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$5,603,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$5,603,070
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$4,651,813
Participant contributions at end of year2023-12-31$3,692,941
Participant contributions at beginning of year2023-12-31$3,435,205
Participant contributions at end of year2023-12-31$49,197
Participant contributions at beginning of year2023-12-31$67,930
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$21,458
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$17,177
Other income not declared elsewhere2023-12-31$45,611
Administrative expenses (other) incurred2023-12-31$287,358
Liabilities. Value of operating payables at end of year2023-12-31$784,453
Liabilities. Value of operating payables at beginning of year2023-12-31$821,586
Total non interest bearing cash at end of year2023-12-31$192,263
Total non interest bearing cash at beginning of year2023-12-31$253,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$18,566,761
Value of net assets at end of year (total assets less liabilities)2023-12-31$142,122,833
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$123,556,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$109,169,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$91,824,599
Interest on participant loans2023-12-31$182,411
Value of interest in common/collective trusts at end of year2023-12-31$28,908,061
Value of interest in common/collective trusts at beginning of year2023-12-31$27,804,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$10,276,775
Net investment gain or loss from common/collective trusts2023-12-31$629,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$11,088,729
Employer contributions (assets) at end of year2023-12-31$874,051
Employer contributions (assets) at beginning of year2023-12-31$975,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$12,709,206
Contract administrator fees2023-12-31$480,958
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WEAVER
Accountancy firm EIN2023-12-31750786316
2022 : UFCW LOCAL ONE 401(K) SAVINGS PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$821,586
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$891,779
Total income from all sources (including contributions)2022-12-31$489,901
Total of all expenses incurred2022-12-31$12,258,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,133,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,237,752
Value of total assets at end of year2022-12-31$124,377,658
Value of total assets at beginning of year2022-12-31$136,216,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,125,320
Total interest from all sources2022-12-31$144,900
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,130,592
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$4,130,592
Administrative expenses professional fees incurred2022-12-31$73,197
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$4,768,942
Participant contributions at end of year2022-12-31$3,435,205
Participant contributions at beginning of year2022-12-31$3,801,559
Participant contributions at end of year2022-12-31$67,930
Participant contributions at beginning of year2022-12-31$267,903
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$64,660
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$17,177
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$15,643
Administrative expenses (other) incurred2022-12-31$472,675
Liabilities. Value of operating payables at end of year2022-12-31$821,586
Liabilities. Value of operating payables at beginning of year2022-12-31$891,779
Total non interest bearing cash at end of year2022-12-31$253,216
Total non interest bearing cash at beginning of year2022-12-31$385,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,768,694
Value of net assets at end of year (total assets less liabilities)2022-12-31$123,556,072
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$135,324,766
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
Investment advisory and management fees2022-12-31$120,399
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$91,824,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$105,592,768
Interest on participant loans2022-12-31$144,900
Value of interest in common/collective trusts at end of year2022-12-31$27,804,375
Value of interest in common/collective trusts at beginning of year2022-12-31$25,241,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,548,275
Net investment gain or loss from common/collective trusts2022-12-31$524,932
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$11,404,150
Employer contributions (assets) at end of year2022-12-31$975,156
Employer contributions (assets) at beginning of year2022-12-31$911,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,133,275
Contract administrator fees2022-12-31$459,049
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2022-12-31131578842
2021 : UFCW LOCAL ONE 401(K) SAVINGS PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$891,779
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$741,874
Total income from all sources (including contributions)2021-12-31$32,615,227
Total of all expenses incurred2021-12-31$10,920,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,703,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$16,488,506
Value of total assets at end of year2021-12-31$136,216,545
Value of total assets at beginning of year2021-12-31$114,371,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,216,880
Total interest from all sources2021-12-31$141,668
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,812,396
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$5,812,396
Administrative expenses professional fees incurred2021-12-31$97,101
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$4,777,953
Participant contributions at end of year2021-12-31$3,801,559
Participant contributions at beginning of year2021-12-31$3,624,676
Participant contributions at end of year2021-12-31$267,903
Participant contributions at beginning of year2021-12-31$91,955
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$270,555
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$15,643
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$14,880
Administrative expenses (other) incurred2021-12-31$491,844
Liabilities. Value of operating payables at end of year2021-12-31$891,779
Liabilities. Value of operating payables at beginning of year2021-12-31$741,874
Total non interest bearing cash at end of year2021-12-31$385,772
Total non interest bearing cash at beginning of year2021-12-31$117,549
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$21,695,103
Value of net assets at end of year (total assets less liabilities)2021-12-31$135,324,766
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$113,629,663
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
Investment advisory and management fees2021-12-31$169,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$105,592,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$86,884,541
Interest on participant loans2021-12-31$141,668
Value of interest in common/collective trusts at end of year2021-12-31$25,241,770
Value of interest in common/collective trusts at beginning of year2021-12-31$22,800,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,156,427
Net investment gain or loss from common/collective trusts2021-12-31$16,230
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$11,439,998
Employer contributions (assets) at end of year2021-12-31$911,130
Employer contributions (assets) at beginning of year2021-12-31$837,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,703,244
Contract administrator fees2021-12-31$458,623
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2021-12-31131578842
2020 : UFCW LOCAL ONE 401(K) SAVINGS PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$741,874
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$478,247
Total income from all sources (including contributions)2020-12-31$27,682,744
Total of all expenses incurred2020-12-31$10,398,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,101,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$16,472,631
Value of total assets at end of year2020-12-31$114,371,537
Value of total assets at beginning of year2020-12-31$96,823,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,296,800
Total interest from all sources2020-12-31$158,370
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,482,609
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$4,482,609
Administrative expenses professional fees incurred2020-12-31$147,152
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$5,038,257
Participant contributions at end of year2020-12-31$3,624,676
Participant contributions at beginning of year2020-12-31$3,636,396
Participant contributions at end of year2020-12-31$91,955
Participant contributions at beginning of year2020-12-31$53,564
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$14,880
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$15,424
Administrative expenses (other) incurred2020-12-31$539,017
Liabilities. Value of operating payables at end of year2020-12-31$741,874
Liabilities. Value of operating payables at beginning of year2020-12-31$478,247
Total non interest bearing cash at end of year2020-12-31$117,549
Total non interest bearing cash at beginning of year2020-12-31$126,530
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$17,284,646
Value of net assets at end of year (total assets less liabilities)2020-12-31$113,629,663
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$96,345,017
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
Investment advisory and management fees2020-12-31$170,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$86,884,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$73,237,367
Interest on participant loans2020-12-31$158,370
Value of interest in common/collective trusts at end of year2020-12-31$22,800,192
Value of interest in common/collective trusts at beginning of year2020-12-31$18,937,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,092,302
Net investment gain or loss from common/collective trusts2020-12-31$476,832
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$11,434,374
Employer contributions (assets) at end of year2020-12-31$837,744
Employer contributions (assets) at beginning of year2020-12-31$816,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,101,298
Contract administrator fees2020-12-31$440,164
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2020-12-31131578842
2019 : UFCW LOCAL ONE 401(K) SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$326,577
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$326,577
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$288,820
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$288,820
Total income from all sources (including contributions)2019-12-31$30,492,522
Total income from all sources (including contributions)2019-12-31$30,492,522
Total of all expenses incurred2019-12-31$9,070,994
Total of all expenses incurred2019-12-31$9,070,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,914,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,914,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,866,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,866,340
Value of total assets at end of year2019-12-31$96,143,886
Value of total assets at end of year2019-12-31$96,143,886
Value of total assets at beginning of year2019-12-31$74,684,601
Value of total assets at beginning of year2019-12-31$74,684,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,156,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,156,936
Total interest from all sources2019-12-31$163,182
Total interest from all sources2019-12-31$163,182
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,904,348
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,904,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,904,348
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,904,348
Administrative expenses professional fees incurred2019-12-31$172,386
Administrative expenses professional fees incurred2019-12-31$172,386
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,316,993
Contributions received from participants2019-12-31$5,316,993
Participant contributions at end of year2019-12-31$3,657,364
Participant contributions at end of year2019-12-31$3,657,364
Participant contributions at beginning of year2019-12-31$3,133,783
Participant contributions at beginning of year2019-12-31$3,133,783
Participant contributions at end of year2019-12-31$47,783
Participant contributions at end of year2019-12-31$47,783
Participant contributions at beginning of year2019-12-31$120,186
Participant contributions at beginning of year2019-12-31$120,186
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$15,424
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$15,424
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$6,429
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$6,429
Other income not declared elsewhere2019-12-31$564,516
Administrative expenses (other) incurred2019-12-31$419,769
Administrative expenses (other) incurred2019-12-31$419,769
Liabilities. Value of operating payables at end of year2019-12-31$326,577
Liabilities. Value of operating payables at end of year2019-12-31$326,577
Liabilities. Value of operating payables at beginning of year2019-12-31$288,820
Liabilities. Value of operating payables at beginning of year2019-12-31$288,820
Total non interest bearing cash at end of year2019-12-31$126,530
Total non interest bearing cash at end of year2019-12-31$126,530
Total non interest bearing cash at beginning of year2019-12-31$385,326
Total non interest bearing cash at beginning of year2019-12-31$385,326
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
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$21,421,528
Value of net income/loss2019-12-31$21,421,528
Value of net assets at end of year (total assets less liabilities)2019-12-31$95,817,309
Value of net assets at end of year (total assets less liabilities)2019-12-31$95,817,309
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$74,395,781
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$74,395,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$135,199
Investment advisory and management fees2019-12-31$135,199
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$73,237,367
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$73,237,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$54,798,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$54,798,896
Interest on participant loans2019-12-31$163,182
Interest on participant loans2019-12-31$163,182
Value of interest in common/collective trusts at end of year2019-12-31$18,937,739
Value of interest in common/collective trusts at end of year2019-12-31$18,937,739
Value of interest in common/collective trusts at beginning of year2019-12-31$16,059,701
Value of interest in common/collective trusts at beginning of year2019-12-31$16,059,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,119,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,119,197
Net investment gain or loss from common/collective trusts2019-12-31$439,455
Net investment gain or loss from common/collective trusts2019-12-31$439,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$11,549,347
Contributions received in cash from employer2019-12-31$11,549,347
Employer contributions (assets) at end of year2019-12-31$121,679
Employer contributions (assets) at end of year2019-12-31$121,679
Employer contributions (assets) at beginning of year2019-12-31$180,280
Employer contributions (assets) at beginning of year2019-12-31$180,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,914,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,914,058
Contract administrator fees2019-12-31$429,582
Contract administrator fees2019-12-31$429,582
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
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 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
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
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)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BUCHBINDER TUNICK & CO. LLP
Accountancy firm name2019-12-31BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2019-12-31131578842
Accountancy firm EIN2019-12-31131578842
2018 : UFCW LOCAL ONE 401(K) SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$288,820
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$191,805
Total income from all sources (including contributions)2018-12-31$17,172,624
Total of all expenses incurred2018-12-31$7,828,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,973,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$20,964,517
Value of total assets at end of year2018-12-31$74,684,601
Value of total assets at beginning of year2018-12-31$65,243,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$854,598
Total interest from all sources2018-12-31$128,362
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,177,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,177,250
Administrative expenses professional fees incurred2018-12-31$56,392
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$3,291,272
Participant contributions at end of year2018-12-31$3,133,783
Participant contributions at beginning of year2018-12-31$2,993,868
Participant contributions at end of year2018-12-31$120,186
Participant contributions at beginning of year2018-12-31$133,817
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$6,429
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$6,226
Administrative expenses (other) incurred2018-12-31$375,484
Liabilities. Value of operating payables at end of year2018-12-31$288,820
Liabilities. Value of operating payables at beginning of year2018-12-31$191,805
Total non interest bearing cash at end of year2018-12-31$385,326
Total non interest bearing cash at beginning of year2018-12-31$162,749
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$9,344,495
Value of net assets at end of year (total assets less liabilities)2018-12-31$74,395,781
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$65,051,286
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
Investment advisory and management fees2018-12-31$105,831
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$54,798,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$49,953,104
Interest on participant loans2018-12-31$128,362
Value of interest in common/collective trusts at end of year2018-12-31$16,059,701
Value of interest in common/collective trusts at beginning of year2018-12-31$11,790,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,422,864
Net investment gain or loss from common/collective trusts2018-12-31$325,359
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$17,673,245
Employer contributions (assets) at end of year2018-12-31$180,280
Employer contributions (assets) at beginning of year2018-12-31$203,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,973,531
Contract administrator fees2018-12-31$316,891
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31PETER DECARLO C.P.A., PLLC
Accountancy firm EIN2018-12-31510545975
2017 : UFCW LOCAL ONE 401(K) SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$191,805
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$193,793
Total income from all sources (including contributions)2017-12-31$13,169,885
Total of all expenses incurred2017-12-31$6,639,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,817,638
Expenses. Certain deemed distributions of participant loans2017-12-31$109,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,624,628
Value of total assets at end of year2017-12-31$65,243,091
Value of total assets at beginning of year2017-12-31$58,714,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$711,863
Total interest from all sources2017-12-31$117,477
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,064,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,064,411
Administrative expenses professional fees incurred2017-12-31$63,489
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$3,062,375
Participant contributions at end of year2017-12-31$2,993,868
Participant contributions at beginning of year2017-12-31$3,012,183
Participant contributions at end of year2017-12-31$133,817
Participant contributions at beginning of year2017-12-31$83,464
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$6,226
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$6,200
Administrative expenses (other) incurred2017-12-31$272,427
Liabilities. Value of operating payables at end of year2017-12-31$191,805
Liabilities. Value of operating payables at beginning of year2017-12-31$193,793
Total non interest bearing cash at end of year2017-12-31$162,749
Total non interest bearing cash at beginning of year2017-12-31$142,485
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$6,530,611
Value of net assets at end of year (total assets less liabilities)2017-12-31$65,051,286
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$58,520,675
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
Investment advisory and management fees2017-12-31$104,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$49,953,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$44,332,871
Interest on participant loans2017-12-31$117,477
Value of interest in common/collective trusts at end of year2017-12-31$11,790,037
Value of interest in common/collective trusts at beginning of year2017-12-31$10,942,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,096,011
Net investment gain or loss from common/collective trusts2017-12-31$267,358
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$2,562,253
Employer contributions (assets) at end of year2017-12-31$203,290
Employer contributions (assets) at beginning of year2017-12-31$194,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,817,638
Contract administrator fees2017-12-31$271,484
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31PETER DECARLO C.P.A., PLLC
Accountancy firm EIN2017-12-31510545975
2016 : UFCW LOCAL ONE 401(K) SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$193,793
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$199,567
Total income from all sources (including contributions)2016-12-31$10,359,540
Total of all expenses incurred2016-12-31$5,203,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,462,975
Expenses. Certain deemed distributions of participant loans2016-12-31$82,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,869,890
Value of total assets at end of year2016-12-31$58,714,468
Value of total assets at beginning of year2016-12-31$53,563,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$657,969
Total interest from all sources2016-12-31$126,755
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,067,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,067,845
Administrative expenses professional fees incurred2016-12-31$54,103
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,091,819
Participant contributions at end of year2016-12-31$3,012,183
Participant contributions at beginning of year2016-12-31$3,070,387
Participant contributions at end of year2016-12-31$83,464
Participant contributions at beginning of year2016-12-31$4,694
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$6,200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$6,013
Other income not declared elsewhere2016-12-31$78,667
Administrative expenses (other) incurred2016-12-31$266,012
Liabilities. Value of operating payables at end of year2016-12-31$193,793
Liabilities. Value of operating payables at beginning of year2016-12-31$199,567
Total non interest bearing cash at end of year2016-12-31$142,485
Total non interest bearing cash at beginning of year2016-12-31$863,519
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$5,156,484
Value of net assets at end of year (total assets less liabilities)2016-12-31$58,520,675
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$53,364,191
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
Investment advisory and management fees2016-12-31$99,148
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$44,332,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$38,837,956
Interest on participant loans2016-12-31$126,755
Value of interest in common/collective trusts at end of year2016-12-31$10,942,749
Value of interest in common/collective trusts at beginning of year2016-12-31$10,634,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,967,791
Net investment gain or loss from common/collective trusts2016-12-31$248,592
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,778,071
Employer contributions (assets) at end of year2016-12-31$194,516
Employer contributions (assets) at beginning of year2016-12-31$145,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,462,975
Contract administrator fees2016-12-31$238,706
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$1,934
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31PETER DECARLO C.P.A., PLLC
Accountancy firm EIN2016-12-31510545975
2015 : UFCW LOCAL ONE 401(K) SAVINGS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$199,567
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$220,517
Total income from all sources (including contributions)2015-12-31$4,542,858
Total of all expenses incurred2015-12-31$2,439,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,539,833
Expenses. Certain deemed distributions of participant loans2015-12-31$272,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,550,619
Value of total assets at end of year2015-12-31$53,563,758
Value of total assets at beginning of year2015-12-31$51,481,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$626,676
Total interest from all sources2015-12-31$95,064
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,635,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,635,232
Administrative expenses professional fees incurred2015-12-31$76,654
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$2,511,923
Participant contributions at end of year2015-12-31$3,070,387
Participant contributions at beginning of year2015-12-31$2,959,307
Participant contributions at end of year2015-12-31$4,694
Participant contributions at beginning of year2015-12-31$8,418
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6,013
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,884
Administrative expenses (other) incurred2015-12-31$230,256
Liabilities. Value of operating payables at end of year2015-12-31$199,567
Liabilities. Value of operating payables at beginning of year2015-12-31$220,517
Total non interest bearing cash at end of year2015-12-31$863,519
Total non interest bearing cash at beginning of year2015-12-31$151,131
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$2,103,685
Value of net assets at end of year (total assets less liabilities)2015-12-31$53,364,191
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$51,260,506
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$121,234
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$38,837,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$38,408,870
Interest on participant loans2015-12-31$95,064
Value of interest in common/collective trusts at end of year2015-12-31$10,634,082
Value of interest in common/collective trusts at beginning of year2015-12-31$9,865,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,985,509
Net investment gain or loss from common/collective trusts2015-12-31$247,452
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$2,038,696
Employer contributions (assets) at end of year2015-12-31$145,173
Employer contributions (assets) at beginning of year2015-12-31$78,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,539,833
Contract administrator fees2015-12-31$198,532
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$1,934
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$3,868
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PETER DECARLO C.P.A., PLLC
Accountancy firm EIN2015-12-31510545975
2014 : UFCW LOCAL ONE 401(K) SAVINGS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$220,517
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$192,274
Total income from all sources (including contributions)2014-12-31$7,294,763
Total of all expenses incurred2014-12-31$4,132,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,274,819
Expenses. Certain deemed distributions of participant loans2014-12-31$164,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,762,693
Value of total assets at end of year2014-12-31$51,481,023
Value of total assets at beginning of year2014-12-31$48,290,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$692,840
Total interest from all sources2014-12-31$65,469
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,585,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,585,957
Administrative expenses professional fees incurred2014-12-31$54,192
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,833,923
Participant contributions at end of year2014-12-31$2,959,307
Participant contributions at beginning of year2014-12-31$2,653,118
Participant contributions at end of year2014-12-31$8,418
Participant contributions at beginning of year2014-12-31$34,700
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,884
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,866
Administrative expenses (other) incurred2014-12-31$275,793
Liabilities. Value of operating payables at end of year2014-12-31$220,517
Liabilities. Value of operating payables at beginning of year2014-12-31$192,274
Total non interest bearing cash at end of year2014-12-31$151,131
Total non interest bearing cash at beginning of year2014-12-31$125,942
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$3,162,615
Value of net assets at end of year (total assets less liabilities)2014-12-31$51,260,506
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$48,097,891
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$144,623
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$38,408,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$35,975,011
Interest on participant loans2014-12-31$65,469
Value of interest in common/collective trusts at end of year2014-12-31$9,865,144
Value of interest in common/collective trusts at beginning of year2014-12-31$9,268,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$658,737
Net investment gain or loss from common/collective trusts2014-12-31$221,907
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$1,928,770
Employer contributions (assets) at end of year2014-12-31$78,401
Employer contributions (assets) at beginning of year2014-12-31$221,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,274,819
Contract administrator fees2014-12-31$218,232
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$3,868
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$5,803
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PETER DECARLO C.P.A., PLLC
Accountancy firm EIN2014-12-31510545975
2013 : UFCW LOCAL ONE 401(K) SAVINGS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$192,274
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$147,435
Total income from all sources (including contributions)2013-12-31$10,914,872
Total of all expenses incurred2013-12-31$3,276,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,566,596
Expenses. Certain deemed distributions of participant loans2013-12-31$118,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,680,870
Value of total assets at end of year2013-12-31$48,290,165
Value of total assets at beginning of year2013-12-31$40,606,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$590,997
Total interest from all sources2013-12-31$87,304
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,239,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,239,702
Administrative expenses professional fees incurred2013-12-31$21,861
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$2,689,035
Participant contributions at end of year2013-12-31$2,653,118
Participant contributions at beginning of year2013-12-31$2,501,500
Participant contributions at end of year2013-12-31$34,700
Participant contributions at beginning of year2013-12-31$67,129
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,866
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,262
Other income not declared elsewhere2013-12-31$21,546
Administrative expenses (other) incurred2013-12-31$252,366
Liabilities. Value of operating payables at end of year2013-12-31$192,274
Liabilities. Value of operating payables at beginning of year2013-12-31$147,435
Total non interest bearing cash at end of year2013-12-31$125,942
Total non interest bearing cash at beginning of year2013-12-31$117,131
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$7,638,792
Value of net assets at end of year (total assets less liabilities)2013-12-31$48,097,891
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$40,459,099
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$121,322
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$35,975,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$29,648,842
Interest on participant loans2013-12-31$87,304
Value of interest in common/collective trusts at end of year2013-12-31$9,268,910
Value of interest in common/collective trusts at beginning of year2013-12-31$8,156,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,652,241
Net investment gain or loss from common/collective trusts2013-12-31$233,209
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$1,991,835
Employer contributions (assets) at end of year2013-12-31$221,815
Employer contributions (assets) at beginning of year2013-12-31$104,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,566,596
Contract administrator fees2013-12-31$195,448
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$5,803
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$7,737
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PETER DECARLO C.P.A., PLLC
Accountancy firm EIN2013-12-31510545975
2012 : UFCW LOCAL ONE 401(K) SAVINGS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$147,435
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$98,968
Total income from all sources (including contributions)2012-12-31$10,892,161
Total of all expenses incurred2012-12-31$3,293,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,683,124
Expenses. Certain deemed distributions of participant loans2012-12-31$119,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,342,601
Value of total assets at end of year2012-12-31$40,606,534
Value of total assets at beginning of year2012-12-31$32,959,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$490,597
Total interest from all sources2012-12-31$86,176
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$894,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$894,049
Administrative expenses professional fees incurred2012-12-31$40,196
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,720,963
Participant contributions at end of year2012-12-31$2,501,500
Participant contributions at beginning of year2012-12-31$2,261,712
Participant contributions at end of year2012-12-31$67,129
Participant contributions at beginning of year2012-12-31$44,377
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,262
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,585
Other income not declared elsewhere2012-12-31$2,646,237
Administrative expenses (other) incurred2012-12-31$164,556
Liabilities. Value of operating payables at end of year2012-12-31$147,435
Liabilities. Value of operating payables at beginning of year2012-12-31$98,968
Total non interest bearing cash at end of year2012-12-31$117,131
Total non interest bearing cash at beginning of year2012-12-31$83,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,598,582
Value of net assets at end of year (total assets less liabilities)2012-12-31$40,459,099
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$32,860,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$103,786
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$29,648,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$23,512,744
Interest on participant loans2012-12-31$86,176
Value of interest in common/collective trusts at end of year2012-12-31$8,156,700
Value of interest in common/collective trusts at beginning of year2012-12-31$7,031,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,706,330
Net investment gain or loss from common/collective trusts2012-12-31$216,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,621,638
Employer contributions (assets) at end of year2012-12-31$104,233
Employer contributions (assets) at beginning of year2012-12-31$22,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,683,124
Contract administrator fees2012-12-31$182,059
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$7,737
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PETER DECARLO, C.P.A. PLLC
Accountancy firm EIN2012-12-31510545975
2011 : UFCW LOCAL ONE 401(K) SAVINGS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$98,968
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$62,645
Total income from all sources (including contributions)2011-12-31$3,069,008
Total of all expenses incurred2011-12-31$2,378,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,920,626
Expenses. Certain deemed distributions of participant loans2011-12-31$41,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,061,705
Value of total assets at end of year2011-12-31$32,959,485
Value of total assets at beginning of year2011-12-31$32,232,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$415,928
Total interest from all sources2011-12-31$84,098
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$636,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$636,917
Administrative expenses professional fees incurred2011-12-31$66,339
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,195,790
Participant contributions at end of year2011-12-31$2,261,712
Participant contributions at beginning of year2011-12-31$2,139,441
Participant contributions at end of year2011-12-31$44,377
Participant contributions at beginning of year2011-12-31$9,614
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,585
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$25,024
Administrative expenses (other) incurred2011-12-31$115,379
Liabilities. Value of operating payables at end of year2011-12-31$98,968
Liabilities. Value of operating payables at beginning of year2011-12-31$62,645
Total non interest bearing cash at end of year2011-12-31$83,094
Total non interest bearing cash at beginning of year2011-12-31$67,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$690,973
Value of net assets at end of year (total assets less liabilities)2011-12-31$32,860,517
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$32,169,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$82,609
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$23,512,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$23,431,731
Interest on participant loans2011-12-31$84,098
Value of interest in common/collective trusts at end of year2011-12-31$7,031,128
Value of interest in common/collective trusts at beginning of year2011-12-31$6,502,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-908,663
Net investment gain or loss from common/collective trusts2011-12-31$194,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$865,915
Employer contributions (assets) at end of year2011-12-31$22,845
Employer contributions (assets) at beginning of year2011-12-31$56,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,920,626
Contract administrator fees2011-12-31$151,601
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PETER DECARLO C.P.A., PLLC
Accountancy firm EIN2011-12-31510545975
2010 : UFCW LOCAL ONE 401(K) SAVINGS PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$62,645
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$56,999
Total income from all sources (including contributions)2010-12-31$14,560,714
Total of all expenses incurred2010-12-31$1,697,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,294,106
Expenses. Certain deemed distributions of participant loans2010-12-31$51,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,382,184
Value of total assets at end of year2010-12-31$32,232,189
Value of total assets at beginning of year2010-12-31$19,363,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$351,923
Total interest from all sources2010-12-31$78,452
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$479,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$479,708
Administrative expenses professional fees incurred2010-12-31$59,098
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$10,517,758
Participant contributions at end of year2010-12-31$2,139,441
Participant contributions at beginning of year2010-12-31$1,267,720
Participant contributions at end of year2010-12-31$9,614
Participant contributions at beginning of year2010-12-31$15,071
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$25,024
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$6,121
Administrative expenses (other) incurred2010-12-31$96,987
Liabilities. Value of operating payables at end of year2010-12-31$62,645
Liabilities. Value of operating payables at beginning of year2010-12-31$56,999
Total non interest bearing cash at end of year2010-12-31$67,958
Total non interest bearing cash at beginning of year2010-12-31$27,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$12,863,408
Value of net assets at end of year (total assets less liabilities)2010-12-31$32,169,544
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,306,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$64,552
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$23,431,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,995,678
Interest on participant loans2010-12-31$78,452
Value of interest in common/collective trusts at end of year2010-12-31$6,502,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,452,303
Net investment gain or loss from common/collective trusts2010-12-31$168,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$864,426
Employer contributions (assets) at end of year2010-12-31$56,308
Employer contributions (assets) at beginning of year2010-12-31$51,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,294,106
Contract administrator fees2010-12-31$131,286
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PETER DECARLO C.P.A., PLLC
Accountancy firm EIN2010-12-31510545975
2009 : UFCW LOCAL ONE 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UFCW LOCAL ONE 401(K) SAVINGS PLAN

2023: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UFCW LOCAL ONE 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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