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THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan NameTHE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN
Plan identification number 001

THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE J.M. SMUCKER COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE J.M. SMUCKER COMPANY
Employer identification number (EIN):340538550
NAIC Classification:311400
NAIC Description: Fruit and Vegetable Preserving and Specialty Food Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-05-01
0012021-05-01
0012020-05-01
0012019-05-01
0012018-05-01
0012017-05-01MICHAEL MAST
0012016-05-01MICHAEL MAST
0012015-05-01MICHAEL MAST
0012014-05-01MICHAEL MAST
0012013-05-01MICHAEL MAST
0012012-05-01MICHAEL MAST
0012011-05-01MICHAEL MAST
0012010-05-01MICHAEL MAST
0012009-05-01MICHAEL MAST

Plan Statistics for THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2023: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2023 401k membership
Market value of plan assets2023-04-30134,611,456
Acturial value of plan assets2023-04-30132,343,892
Funding target for retired participants and beneficiaries receiving payment2023-04-3063,963,455
Number of terminated vested participants2023-04-30448
Fundng target for terminated vested participants2023-04-3019,655,065
Active participant vested funding target2023-04-3033,048,788
Number of active participants2023-04-30424
Total funding liabilities for active participants2023-04-3034,436,227
Total participant count2023-04-301,439
Total funding target for all participants2023-04-30118,054,747
Balance at beginning of prior year after applicable adjustments2023-04-300
Prefunding balance at beginning of prior year after applicable adjustments2023-04-3011,518,444
Prefunding balanced used to offset prior years funding requirement2023-04-303,900,277
Amount remaining of carryover balance2023-04-300
Amount remaining of prefunding balance2023-04-307,618,167
Present value of excess contributions2023-04-3037,397,704
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-04-3039,206,796
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-04-3030,300,000
Reductions in caryover balances due to elections or deemed elections2023-04-300
Reductions in prefunding balances due to elections or deemed elections2023-04-300
Balance of carryovers at beginning of current year2023-04-300
Balance of prefunding at beginning of current year2023-04-3037,800,847
Total employer contributions2023-04-300
Total employee contributions2023-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-04-300
Contributions made to avoid restrictions adjusted to valuation date2023-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-04-300
Liquidity shortfalls end of Q12023-04-300
Liquidity shortfalls end of Q22023-04-300
Liquidity shortfalls end of Q32023-04-300
Liquidity shortfalls end of Q42023-04-300
Unpaid minimum required contributions for all prior years2023-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-04-300
Remaining amount of unpaid minimum required contributions2023-04-300
Minimum required contributions for current year target normal cost2023-04-30300,000
Net shortfall amortization installment of oustanding balance2023-04-3023,511,702
Waiver amortization installment2023-04-300
Total funding amount beforereflecting carryover/prefunding balances2023-04-302,713,510
Carryover balance elected to use to offset funding requirement2023-04-300
Prefunding balance elected to use to offset funding requirement2023-04-302,713,510
Additional cash requirement2023-04-300
Contributions allocatedtoward minimum required contributions for current year2023-04-300
Unpaid minimum required contributions for current year2023-04-300
Unpaid minimum required contributions for all years2023-04-300
2022: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-05-011,437
Total number of active participants reported on line 7a of the Form 55002022-05-01331
Number of retired or separated participants receiving benefits2022-05-01491
Number of other retired or separated participants entitled to future benefits2022-05-01418
Total of all active and inactive participants2022-05-011,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-05-0173
Total participants2022-05-011,313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-05-010
Market value of plan assets2022-04-30135,836,903
Acturial value of plan assets2022-04-30122,724,726
Funding target for retired participants and beneficiaries receiving payment2022-04-3065,064,335
Number of terminated vested participants2022-04-30472
Fundng target for terminated vested participants2022-04-3024,177,426
Active participant vested funding target2022-04-3047,223,356
Number of active participants2022-04-30549
Total funding liabilities for active participants2022-04-3049,742,131
Total participant count2022-04-301,601
Total funding target for all participants2022-04-30138,983,892
Balance at beginning of prior year after applicable adjustments2022-04-300
Prefunding balance at beginning of prior year after applicable adjustments2022-04-3016,064,950
Prefunding balanced used to offset prior years funding requirement2022-04-303,655,979
Amount remaining of carryover balance2022-04-300
Amount remaining of prefunding balance2022-04-3012,408,971
Present value of excess contributions2022-04-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-04-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-04-300
Reductions in caryover balances due to elections or deemed elections2022-04-300
Reductions in prefunding balances due to elections or deemed elections2022-04-304,200,000
Balance of carryovers at beginning of current year2022-04-300
Balance of prefunding at beginning of current year2022-04-3011,518,444
Total employer contributions2022-04-3040,000,000
Total employee contributions2022-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-04-300
Contributions made to avoid restrictions adjusted to valuation date2022-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-04-3037,397,704
Liquidity shortfalls end of Q12022-04-300
Liquidity shortfalls end of Q22022-04-300
Liquidity shortfalls end of Q32022-04-300
Liquidity shortfalls end of Q42022-04-300
Unpaid minimum required contributions for all prior years2022-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-04-300
Remaining amount of unpaid minimum required contributions2022-04-300
Minimum required contributions for current year target normal cost2022-04-301,200,000
Net shortfall amortization installment of oustanding balance2022-04-3027,777,610
Waiver amortization installment2022-04-300
Total funding amount beforereflecting carryover/prefunding balances2022-04-303,900,277
Prefunding balance elected to use to offset funding requirement2022-04-303,900,277
Additional cash requirement2022-04-300
Contributions allocatedtoward minimum required contributions for current year2022-04-3037,397,704
Unpaid minimum required contributions for current year2022-04-300
Unpaid minimum required contributions for all years2022-04-300
2021: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-011,598
Total number of active participants reported on line 7a of the Form 55002021-05-01424
Number of retired or separated participants receiving benefits2021-05-01501
Number of other retired or separated participants entitled to future benefits2021-05-01443
Total of all active and inactive participants2021-05-011,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-05-0169
Total participants2021-05-011,437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-05-010
Market value of plan assets2021-04-30121,891,808
Acturial value of plan assets2021-04-30128,648,502
Funding target for retired participants and beneficiaries receiving payment2021-04-3065,564,718
Number of terminated vested participants2021-04-30436
Fundng target for terminated vested participants2021-04-3020,982,678
Active participant vested funding target2021-04-3049,741,705
Number of active participants2021-04-30656
Total funding liabilities for active participants2021-04-3052,195,128
Total participant count2021-04-301,682
Total funding target for all participants2021-04-30138,742,524
Balance at beginning of prior year after applicable adjustments2021-04-300
Prefunding balance at beginning of prior year after applicable adjustments2021-04-3022,746,448
Prefunding balanced used to offset prior years funding requirement2021-04-306,612,120
Amount remaining of carryover balance2021-04-300
Amount remaining of prefunding balance2021-04-3016,134,328
Present value of excess contributions2021-04-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-04-300
Reductions in caryover balances due to elections or deemed elections2021-04-300
Reductions in prefunding balances due to elections or deemed elections2021-04-300
Balance of carryovers at beginning of current year2021-04-300
Balance of prefunding at beginning of current year2021-04-3016,064,950
Total employer contributions2021-04-300
Total employee contributions2021-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-04-300
Contributions made to avoid restrictions adjusted to valuation date2021-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-04-300
Liquidity shortfalls end of Q12021-04-300
Liquidity shortfalls end of Q22021-04-300
Liquidity shortfalls end of Q32021-04-300
Liquidity shortfalls end of Q42021-04-300
Unpaid minimum required contributions for all prior years2021-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-04-300
Remaining amount of unpaid minimum required contributions2021-04-300
Minimum required contributions for current year target normal cost2021-04-301,200,000
Net shortfall amortization installment of oustanding balance2021-04-3026,158,972
Total funding amount beforereflecting carryover/prefunding balances2021-04-303,655,979
Prefunding balance elected to use to offset funding requirement2021-04-303,655,979
Additional cash requirement2021-04-300
Contributions allocatedtoward minimum required contributions for current year2021-04-300
Unpaid minimum required contributions for current year2021-04-300
Unpaid minimum required contributions for all years2021-04-300
2020: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-011,680
Total number of active participants reported on line 7a of the Form 55002020-05-01549
Number of retired or separated participants receiving benefits2020-05-01518
Number of other retired or separated participants entitled to future benefits2020-05-01466
Total of all active and inactive participants2020-05-011,533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-05-0165
Total participants2020-05-011,598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-05-010
Market value of plan assets2020-04-30133,556,088
Acturial value of plan assets2020-04-30136,780,805
Funding target for retired participants and beneficiaries receiving payment2020-04-3065,889,163
Number of terminated vested participants2020-04-30429
Fundng target for terminated vested participants2020-04-3018,148,547
Active participant vested funding target2020-04-3057,012,116
Number of active participants2020-04-30710
Total funding liabilities for active participants2020-04-3057,574,803
Total participant count2020-04-301,726
Total funding target for all participants2020-04-30141,612,513
Balance at beginning of prior year after applicable adjustments2020-04-300
Prefunding balance at beginning of prior year after applicable adjustments2020-04-3027,096,416
Carryover balanced portion elected for use to offset prior years funding requirement2020-04-300
Prefunding balanced used to offset prior years funding requirement2020-04-305,068,091
Amount remaining of carryover balance2020-04-300
Amount remaining of prefunding balance2020-04-3022,028,325
Present value of excess contributions2020-04-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-04-300
Reductions in caryover balances due to elections or deemed elections2020-04-300
Reductions in prefunding balances due to elections or deemed elections2020-04-300
Balance of carryovers at beginning of current year2020-04-300
Balance of prefunding at beginning of current year2020-04-3022,746,448
Total employer contributions2020-04-300
Total employee contributions2020-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-04-300
Contributions made to avoid restrictions adjusted to valuation date2020-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-04-300
Liquidity shortfalls end of Q12020-04-300
Liquidity shortfalls end of Q22020-04-300
Liquidity shortfalls end of Q32020-04-300
Liquidity shortfalls end of Q42020-04-300
Unpaid minimum required contributions for all prior years2020-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-04-300
Remaining amount of unpaid minimum required contributions2020-04-300
Minimum required contributions for current year target normal cost2020-04-301,280,000
Net shortfall amortization installment of oustanding balance2020-04-3027,578,156
Total funding amount beforereflecting carryover/prefunding balances2020-04-306,612,120
Prefunding balance elected to use to offset funding requirement2020-04-306,612,120
Additional cash requirement2020-04-300
Contributions allocatedtoward minimum required contributions for current year2020-04-300
Unpaid minimum required contributions for current year2020-04-300
Unpaid minimum required contributions for all years2020-04-300
2019: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-011,726
Total number of active participants reported on line 7a of the Form 55002019-05-01656
Number of retired or separated participants receiving benefits2019-05-01524
Number of other retired or separated participants entitled to future benefits2019-05-01424
Total of all active and inactive participants2019-05-011,604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-05-0176
Total participants2019-05-011,680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-05-010
Market value of plan assets2019-04-30146,633,134
Acturial value of plan assets2019-04-30147,803,895
Funding target for retired participants and beneficiaries receiving payment2019-04-3063,126,338
Number of terminated vested participants2019-04-30401
Fundng target for terminated vested participants2019-04-3015,868,441
Active participant vested funding target2019-04-3062,937,329
Number of active participants2019-04-30800
Total funding liabilities for active participants2019-04-3063,391,839
Total participant count2019-04-301,787
Total funding target for all participants2019-04-30142,386,618
Balance at beginning of prior year after applicable adjustments2019-04-300
Prefunding balance at beginning of prior year after applicable adjustments2019-04-309,601,893
Carryover balanced portion elected for use to offset prior years funding requirement2019-04-300
Prefunding balanced used to offset prior years funding requirement2019-04-301,430,808
Amount remaining of carryover balance2019-04-300
Amount remaining of prefunding balance2019-04-308,171,085
Present value of excess contributions2019-04-3017,512,387
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-04-3018,537,204
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-04-3018,537,204
Reductions in caryover balances due to elections or deemed elections2019-04-300
Reductions in prefunding balances due to elections or deemed elections2019-04-300
Balance of carryovers at beginning of current year2019-04-300
Balance of prefunding at beginning of current year2019-04-3027,096,416
Total employer contributions2019-04-300
Total employee contributions2019-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-04-300
Contributions made to avoid restrictions adjusted to valuation date2019-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-04-300
Liquidity shortfalls end of Q12019-04-300
Liquidity shortfalls end of Q22019-04-300
Liquidity shortfalls end of Q32019-04-300
Liquidity shortfalls end of Q42019-04-300
Unpaid minimum required contributions for all prior years2019-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-04-300
Remaining amount of unpaid minimum required contributions2019-04-300
Minimum required contributions for current year target normal cost2019-04-301,170,000
Net shortfall amortization installment of oustanding balance2019-04-3021,679,139
Waiver amortization installment2019-04-300
Total funding amount beforereflecting carryover/prefunding balances2019-04-305,068,091
Carryover balance elected to use to offset funding requirement2019-04-300
Prefunding balance elected to use to offset funding requirement2019-04-305,068,091
Additional cash requirement2019-04-300
Contributions allocatedtoward minimum required contributions for current year2019-04-300
Unpaid minimum required contributions for current year2019-04-300
Unpaid minimum required contributions for all years2019-04-300
2018: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-011,787
Total number of active participants reported on line 7a of the Form 55002018-05-01710
Number of retired or separated participants receiving benefits2018-05-01527
Number of other retired or separated participants entitled to future benefits2018-05-01419
Total of all active and inactive participants2018-05-011,656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-05-0170
Total participants2018-05-011,726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-05-010
Market value of plan assets2018-04-30135,160,245
Acturial value of plan assets2018-04-30137,356,428
Funding target for retired participants and beneficiaries receiving payment2018-04-3056,682,071
Number of terminated vested participants2018-04-30361
Fundng target for terminated vested participants2018-04-3013,076,939
Active participant vested funding target2018-04-3068,956,069
Number of active participants2018-04-30926
Total funding liabilities for active participants2018-04-3069,811,337
Total participant count2018-04-301,852
Total funding target for all participants2018-04-30139,570,347
Balance at beginning of prior year after applicable adjustments2018-04-300
Prefunding balance at beginning of prior year after applicable adjustments2018-04-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-04-300
Prefunding balanced used to offset prior years funding requirement2018-04-300
Amount remaining of carryover balance2018-04-300
Amount remaining of prefunding balance2018-04-300
Present value of excess contributions2018-04-309,045,589
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-04-309,601,893
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-04-309,601,893
Reductions in prefunding balances due to elections or deemed elections2018-04-300
Balance of carryovers at beginning of current year2018-04-300
Balance of prefunding at beginning of current year2018-04-309,601,893
Total employer contributions2018-04-3024,292,424
Total employee contributions2018-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-04-300
Contributions made to avoid restrictions adjusted to valuation date2018-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-04-3022,440,724
Liquidity shortfalls end of Q12018-04-300
Liquidity shortfalls end of Q22018-04-300
Liquidity shortfalls end of Q32018-04-300
Liquidity shortfalls end of Q42018-04-300
Unpaid minimum required contributions for all prior years2018-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-04-300
Remaining amount of unpaid minimum required contributions2018-04-300
Minimum required contributions for current year target normal cost2018-04-304,309,024
Net shortfall amortization installment of oustanding balance2018-04-3011,815,812
Waiver amortization installment2018-04-300
Total funding amount beforereflecting carryover/prefunding balances2018-04-306,359,145
Prefunding balance elected to use to offset funding requirement2018-04-301,430,808
Additional cash requirement2018-04-304,928,337
Contributions allocatedtoward minimum required contributions for current year2018-04-3022,440,724
Unpaid minimum required contributions for current year2018-04-300
Unpaid minimum required contributions for all years2018-04-300
2017: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-011,852
Total number of active participants reported on line 7a of the Form 55002017-05-01800
Number of retired or separated participants receiving benefits2017-05-01534
Number of other retired or separated participants entitled to future benefits2017-05-01395
Total of all active and inactive participants2017-05-011,729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-0158
Total participants2017-05-011,787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-05-010
Market value of plan assets2017-04-30125,796,754
Acturial value of plan assets2017-04-30129,255,641
Funding target for retired participants and beneficiaries receiving payment2017-04-3050,376,960
Number of terminated vested participants2017-04-30352
Fundng target for terminated vested participants2017-04-3012,233,975
Active participant vested funding target2017-04-3071,671,631
Number of active participants2017-04-301,010
Total funding liabilities for active participants2017-04-3072,296,242
Total participant count2017-04-301,904
Total funding target for all participants2017-04-30134,907,177
Balance at beginning of prior year after applicable adjustments2017-04-300
Prefunding balance at beginning of prior year after applicable adjustments2017-04-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-04-300
Prefunding balanced used to offset prior years funding requirement2017-04-300
Amount remaining of carryover balance2017-04-300
Amount remaining of prefunding balance2017-04-300
Present value of excess contributions2017-04-302,022
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-04-302,150
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-04-300
Reductions in caryover balances due to elections or deemed elections2017-04-300
Reductions in prefunding balances due to elections or deemed elections2017-04-300
Balance of carryovers at beginning of current year2017-04-300
Balance of prefunding at beginning of current year2017-04-300
Total employer contributions2017-04-3017,918,979
Total employee contributions2017-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-04-300
Contributions made to avoid restrictions adjusted to valuation date2017-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-04-3016,198,144
Unpaid minimum required contributions for all prior years2017-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-04-300
Remaining amount of unpaid minimum required contributions2017-04-300
Minimum required contributions for current year target normal cost2017-04-306,218,789
Net shortfall amortization installment of oustanding balance2017-04-305,651,536
Waiver amortization installment2017-04-300
Total funding amount beforereflecting carryover/prefunding balances2017-04-307,152,555
Carryover balance elected to use to offset funding requirement2017-04-300
Prefunding balance elected to use to offset funding requirement2017-04-300
Additional cash requirement2017-04-307,152,555
Contributions allocatedtoward minimum required contributions for current year2017-04-3016,198,144
Unpaid minimum required contributions for current year2017-04-300
Unpaid minimum required contributions for all years2017-04-300
2016: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-011,904
Total number of active participants reported on line 7a of the Form 55002016-05-01926
Number of retired or separated participants receiving benefits2016-05-01509
Number of other retired or separated participants entitled to future benefits2016-05-01359
Total of all active and inactive participants2016-05-011,794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-0158
Total participants2016-05-011,852
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-05-010
2015: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-011,955
Total number of active participants reported on line 7a of the Form 55002015-05-011,010
Number of retired or separated participants receiving benefits2015-05-01491
Number of other retired or separated participants entitled to future benefits2015-05-01349
Total of all active and inactive participants2015-05-011,850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-0154
Total participants2015-05-011,904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-05-010
2014: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-012,010
Total number of active participants reported on line 7a of the Form 55002014-05-011,082
Number of retired or separated participants receiving benefits2014-05-01483
Number of other retired or separated participants entitled to future benefits2014-05-01335
Total of all active and inactive participants2014-05-011,900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-0155
Total participants2014-05-011,955
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-05-010
2013: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-012,090
Total number of active participants reported on line 7a of the Form 55002013-05-011,165
Number of retired or separated participants receiving benefits2013-05-01476
Number of other retired or separated participants entitled to future benefits2013-05-01313
Total of all active and inactive participants2013-05-011,954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-0156
Total participants2013-05-012,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-010
2012: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-012,417
Total number of active participants reported on line 7a of the Form 55002012-05-011,270
Number of retired or separated participants receiving benefits2012-05-01463
Number of other retired or separated participants entitled to future benefits2012-05-01298
Total of all active and inactive participants2012-05-012,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-0159
Total participants2012-05-012,090
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-0124
2011: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-012,436
Total number of active participants reported on line 7a of the Form 55002011-05-011,430
Number of retired or separated participants receiving benefits2011-05-01437
Number of other retired or separated participants entitled to future benefits2011-05-01505
Total of all active and inactive participants2011-05-012,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-0145
Total participants2011-05-012,417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-015
2010: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-05-012,469
Total number of active participants reported on line 7a of the Form 55002010-05-011,531
Number of retired or separated participants receiving benefits2010-05-01396
Number of other retired or separated participants entitled to future benefits2010-05-01459
Total of all active and inactive participants2010-05-012,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-05-0150
Total participants2010-05-012,436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-05-0113
2009: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-012,498
Total number of active participants reported on line 7a of the Form 55002009-05-011,604
Number of retired or separated participants receiving benefits2009-05-01384
Number of other retired or separated participants entitled to future benefits2009-05-01443
Total of all active and inactive participants2009-05-012,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-0138
Total participants2009-05-012,469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-0119

Financial Data on THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2023 : THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-04-30$-601,759
Total unrealized appreciation/depreciation of assets2023-04-30$-601,759
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$153,719
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$127,389
Total income from all sources (including contributions)2023-04-30$-3,908,384
Total loss/gain on sale of assets2023-04-30$-1,201,322
Total of all expenses incurred2023-04-30$23,418,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$22,611,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$0
Value of total assets at end of year2023-04-30$107,826,652
Value of total assets at beginning of year2023-04-30$135,126,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$806,726
Total interest from all sources2023-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2023-04-30$3,314,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-04-30$3,314,956
Administrative expenses professional fees incurred2023-04-30$146,384
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Assets. Other investments not covered elsewhere at end of year2023-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2023-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-04-30$275,395
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-04-30$93,006
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-04-30$153,719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-04-30$127,389
Administrative expenses (other) incurred2023-04-30$143,501
Total non interest bearing cash at end of year2023-04-30$0
Total non interest bearing cash at beginning of year2023-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Value of net income/loss2023-04-30$-27,326,637
Value of net assets at end of year (total assets less liabilities)2023-04-30$107,672,933
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$134,999,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-30No
Were any leases to which the plan was party in default or uncollectible2023-04-30No
Investment advisory and management fees2023-04-30$516,841
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-30$79,637,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-30$75,589,887
Value of interest in common/collective trusts at end of year2023-04-30$8,396,477
Value of interest in common/collective trusts at beginning of year2023-04-30$19,444,066
Asset value of US Government securities at end of year2023-04-30$19,517,225
Asset value of US Government securities at beginning of year2023-04-30$0
Net gain/loss from 103.12 investment entities2023-04-30$-5,420,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30Yes
Was there a failure to transmit to the plan any participant contributions2023-04-30No
Has the plan failed to provide any benefit when due under the plan2023-04-30No
Contributions received in cash from employer2023-04-30$0
Employer contributions (assets) at end of year2023-04-30$0
Employer contributions (assets) at beginning of year2023-04-30$40,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-30$22,611,527
Did the plan have assets held for investment2023-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-30No
Aggregate proceeds on sale of assets2023-04-30$145,737,532
Aggregate carrying amount (costs) on sale of assets2023-04-30$146,938,854
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30MALONEY & NOVOTNY LLC
Accountancy firm EIN2023-04-30340677006
2022 : THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-04-30$0
Total unrealized appreciation/depreciation of assets2022-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$127,389
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$0
Total income from all sources (including contributions)2022-04-30$38,602,851
Total loss/gain on sale of assets2022-04-30$6,635,115
Total of all expenses incurred2022-04-30$39,440,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$37,690,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$40,000,000
Value of total assets at end of year2022-04-30$135,126,959
Value of total assets at beginning of year2022-04-30$135,836,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$1,750,140
Total interest from all sources2022-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$2,802,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-30$2,802,058
Administrative expenses professional fees incurred2022-04-30$153,483
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Assets. Other investments not covered elsewhere at end of year2022-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-04-30$1,065,460
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-30$93,006
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-04-30$124,231
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-04-30$127,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-04-30$0
Administrative expenses (other) incurred2022-04-30$1,068,677
Total non interest bearing cash at end of year2022-04-30$0
Total non interest bearing cash at beginning of year2022-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$-837,333
Value of net assets at end of year (total assets less liabilities)2022-04-30$134,999,570
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$135,836,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Investment advisory and management fees2022-04-30$527,980
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$75,589,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$119,844,242
Value of interest in common/collective trusts at end of year2022-04-30$19,444,066
Value of interest in common/collective trusts at beginning of year2022-04-30$14,802,884
Asset value of US Government securities at end of year2022-04-30$0
Asset value of US Government securities at beginning of year2022-04-30$86
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$-15,475,504
Net investment gain or loss from common/collective trusts2022-04-30$4,641,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30Yes
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Contributions received in cash from employer2022-04-30$40,000,000
Employer contributions (assets) at end of year2022-04-30$40,000,000
Employer contributions (assets) at beginning of year2022-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$37,690,044
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Aggregate proceeds on sale of assets2022-04-30$51,859,091
Aggregate carrying amount (costs) on sale of assets2022-04-30$45,223,976
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30MALONEY & NOVOTNY LLC
Accountancy firm EIN2022-04-30340677006
2021 : THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$0
Total income from all sources (including contributions)2021-04-30$30,944,468
Total loss/gain on sale of assets2021-04-30$0
Total of all expenses incurred2021-04-30$16,999,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$15,158,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$0
Value of total assets at end of year2021-04-30$135,836,903
Value of total assets at beginning of year2021-04-30$121,891,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$1,840,980
Total interest from all sources2021-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$2,611,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-04-30$2,611,778
Administrative expenses professional fees incurred2021-04-30$20,663
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-04-30$0
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Assets. Other investments not covered elsewhere at end of year2021-04-30$1,065,460
Assets. Other investments not covered elsewhere at beginning of year2021-04-30$3,580,719
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-04-30$124,231
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-04-30$125,246
Other income not declared elsewhere2021-04-30$2,515,259
Administrative expenses (other) incurred2021-04-30$1,195,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$13,945,095
Value of net assets at end of year (total assets less liabilities)2021-04-30$135,836,903
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$121,891,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Investment advisory and management fees2021-04-30$624,506
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-04-30$119,844,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-04-30$103,975,325
Value of interest in common/collective trusts at end of year2021-04-30$14,802,884
Value of interest in common/collective trusts at beginning of year2021-04-30$14,210,518
Asset value of US Government securities at end of year2021-04-30$86
Asset value of US Government securities at beginning of year2021-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-04-30$25,225,065
Net investment gain or loss from common/collective trusts2021-04-30$592,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30Yes
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$15,158,393
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Opinion of an independent qualified public accountant for this plan2021-04-30Unqualified
Accountancy firm name2021-04-30MALONEY & NOVOTNY LLC
Accountancy firm EIN2021-04-30340677006
2020 : THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$0
Total income from all sources (including contributions)2020-04-30$20,874
Total loss/gain on sale of assets2020-04-30$0
Total of all expenses incurred2020-04-30$11,685,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$9,925,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$0
Value of total assets at end of year2020-04-30$121,891,808
Value of total assets at beginning of year2020-04-30$133,556,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$1,759,197
Total interest from all sources2020-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$3,478,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-04-30$3,478,225
Administrative expenses professional fees incurred2020-04-30$117,150
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Assets. Other investments not covered elsewhere at end of year2020-04-30$3,580,719
Assets. Other investments not covered elsewhere at beginning of year2020-04-30$6,859,740
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-04-30$125,246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-30$137,536
Other income not declared elsewhere2020-04-30$-3,279,020
Administrative expenses (other) incurred2020-04-30$1,073,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$-11,664,281
Value of net assets at end of year (total assets less liabilities)2020-04-30$121,891,808
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$133,556,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Investment advisory and management fees2020-04-30$568,406
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-30$103,975,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-30$113,146,712
Value of interest in common/collective trusts at end of year2020-04-30$14,210,518
Value of interest in common/collective trusts at beginning of year2020-04-30$13,412,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-30$-976,748
Net investment gain or loss from common/collective trusts2020-04-30$798,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30Yes
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$9,925,958
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30No
Opinion of an independent qualified public accountant for this plan2020-04-30Unqualified
Accountancy firm name2020-04-30MALONEY & NOVOTNY LLC
Accountancy firm EIN2020-04-30340677006
2019 : THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$0
Total income from all sources (including contributions)2019-04-30$4,501,513
Total loss/gain on sale of assets2019-04-30$0
Total of all expenses incurred2019-04-30$18,232,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$16,594,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$0
Value of total assets at end of year2019-04-30$133,556,089
Value of total assets at beginning of year2019-04-30$147,286,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$1,637,744
Total interest from all sources2019-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-04-30$2,030,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-04-30$2,030,733
Administrative expenses professional fees incurred2019-04-30$205,196
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-04-30$0
Were there any nonexempt tranactions with any party-in-interest2019-04-30No
Assets. Other investments not covered elsewhere at end of year2019-04-30$6,859,740
Assets. Other investments not covered elsewhere at beginning of year2019-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-04-30$137,536
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-04-30$0
Other income not declared elsewhere2019-04-30$-2,066,967
Administrative expenses (other) incurred2019-04-30$1,068,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Value of net income/loss2019-04-30$-13,730,788
Value of net assets at end of year (total assets less liabilities)2019-04-30$133,556,089
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$147,286,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-30No
Were any leases to which the plan was party in default or uncollectible2019-04-30No
Investment advisory and management fees2019-04-30$364,354
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-04-30$113,146,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-04-30$0
Value of interest in master investment trust accounts at end of year2019-04-30$0
Value of interest in master investment trust accounts at beginning of year2019-04-30$127,286,877
Value of interest in common/collective trusts at end of year2019-04-30$13,412,101
Value of interest in common/collective trusts at beginning of year2019-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-04-30$-753,637
Net investment gain or loss from common/collective trusts2019-04-30$237,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30Yes
Was there a failure to transmit to the plan any participant contributions2019-04-30No
Has the plan failed to provide any benefit when due under the plan2019-04-30No
Employer contributions (assets) at end of year2019-04-30$0
Employer contributions (assets) at beginning of year2019-04-30$20,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-30$16,594,557
Did the plan have assets held for investment2019-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30No
Opinion of an independent qualified public accountant for this plan2019-04-30Unqualified
Accountancy firm name2019-04-30MALONEY & NOVOTNY LLC
Accountancy firm EIN2019-04-30340677006
2018 : THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$0
Total income from all sources (including contributions)2018-04-30$29,835,381
Total loss/gain on sale of assets2018-04-30$0
Total of all expenses incurred2018-04-30$18,433,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$17,244,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$24,292,424
Value of total assets at end of year2018-04-30$147,286,877
Value of total assets at beginning of year2018-04-30$135,884,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$1,189,246
Total interest from all sources2018-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Administrative expenses professional fees incurred2018-04-30$105,138
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-04-30$0
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Administrative expenses (other) incurred2018-04-30$1,084,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$11,401,983
Value of net assets at end of year (total assets less liabilities)2018-04-30$147,286,877
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$135,884,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Value of interest in master investment trust accounts at end of year2018-04-30$127,286,877
Value of interest in master investment trust accounts at beginning of year2018-04-30$117,965,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30No
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$24,292,424
Employer contributions (assets) at end of year2018-04-30$20,000,000
Employer contributions (assets) at beginning of year2018-04-30$17,918,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$17,244,152
Did the plan have assets held for investment2018-04-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30No
Opinion of an independent qualified public accountant for this plan2018-04-30Unqualified
Accountancy firm name2018-04-30MALONEY & NOVOTNY LLC
Accountancy firm EIN2018-04-30340677006
2017 : THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$0
Total income from all sources (including contributions)2017-04-30$25,966,801
Total loss/gain on sale of assets2017-04-30$0
Total of all expenses incurred2017-04-30$16,062,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$14,906,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$17,918,979
Value of total assets at end of year2017-04-30$135,884,894
Value of total assets at beginning of year2017-04-30$125,980,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$1,155,751
Total interest from all sources2017-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Administrative expenses professional fees incurred2017-04-30$81,894
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Administrative expenses (other) incurred2017-04-30$1,073,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$9,904,300
Value of net assets at end of year (total assets less liabilities)2017-04-30$135,884,894
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$125,980,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Value of interest in master investment trust accounts at end of year2017-04-30$117,965,915
Value of interest in master investment trust accounts at beginning of year2017-04-30$121,598,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30No
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Contributions received in cash from employer2017-04-30$17,918,979
Employer contributions (assets) at end of year2017-04-30$17,918,979
Employer contributions (assets) at beginning of year2017-04-30$4,381,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$14,906,750
Did the plan have assets held for investment2017-04-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30No
Opinion of an independent qualified public accountant for this plan2017-04-30Unqualified
Accountancy firm name2017-04-30MALONEY & NOVOTNY LLC
Accountancy firm EIN2017-04-30340677006
2016 : THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$0
Total income from all sources (including contributions)2016-04-30$5,181,100
Total loss/gain on sale of assets2016-04-30$0
Total of all expenses incurred2016-04-30$11,365,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$10,427,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$4,381,972
Value of total assets at end of year2016-04-30$125,980,594
Value of total assets at beginning of year2016-04-30$132,165,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$938,396
Total interest from all sources2016-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Administrative expenses professional fees incurred2016-04-30$93,820
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-04-30$0
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Administrative expenses (other) incurred2016-04-30$844,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$-6,184,709
Value of net assets at end of year (total assets less liabilities)2016-04-30$125,980,594
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$132,165,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Value of interest in master investment trust accounts at end of year2016-04-30$121,598,622
Value of interest in master investment trust accounts at beginning of year2016-04-30$132,165,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30No
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$4,381,972
Employer contributions (assets) at end of year2016-04-30$4,381,972
Employer contributions (assets) at beginning of year2016-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$10,427,413
Did the plan have assets held for investment2016-04-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30No
Opinion of an independent qualified public accountant for this plan2016-04-30Unqualified
Accountancy firm name2016-04-30MALONEY & NOVOTNY LLC
Accountancy firm EIN2016-04-30340677006
2015 : THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$0
Total income from all sources (including contributions)2015-04-30$13,371,453
Total loss/gain on sale of assets2015-04-30$0
Total of all expenses incurred2015-04-30$7,537,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$6,919,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$0
Value of total assets at end of year2015-04-30$132,165,303
Value of total assets at beginning of year2015-04-30$126,331,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$617,856
Total interest from all sources2015-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Administrative expenses professional fees incurred2015-04-30$131,242
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-04-30$0
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Administrative expenses (other) incurred2015-04-30$486,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$5,834,253
Value of net assets at end of year (total assets less liabilities)2015-04-30$132,165,303
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$126,331,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Value of interest in master investment trust accounts at end of year2015-04-30$132,165,303
Value of interest in master investment trust accounts at beginning of year2015-04-30$126,331,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30No
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$6,919,344
Did the plan have assets held for investment2015-04-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30No
Opinion of an independent qualified public accountant for this plan2015-04-30Unqualified
Accountancy firm name2015-04-30MALONEY & NOVOTNY LLC
Accountancy firm EIN2015-04-30340677006
2014 : THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Total income from all sources (including contributions)2014-04-30$6,290,221
Total loss/gain on sale of assets2014-04-30$0
Total of all expenses incurred2014-04-30$10,006,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$9,625,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$0
Value of total assets at end of year2014-04-30$126,331,050
Value of total assets at beginning of year2014-04-30$130,047,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$380,461
Total interest from all sources2014-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Administrative expenses professional fees incurred2014-04-30$143,387
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-04-30$0
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Administrative expenses (other) incurred2014-04-30$237,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$-3,716,107
Value of net assets at end of year (total assets less liabilities)2014-04-30$126,331,050
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$130,047,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Value of interest in master investment trust accounts at end of year2014-04-30$126,331,050
Value of interest in master investment trust accounts at beginning of year2014-04-30$128,047,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30No
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Employer contributions (assets) at end of year2014-04-30$0
Employer contributions (assets) at beginning of year2014-04-30$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$9,625,867
Did the plan have assets held for investment2014-04-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30No
Opinion of an independent qualified public accountant for this plan2014-04-30Unqualified
Accountancy firm name2014-04-30MALONEY & NOVOTNY LLC
Accountancy firm EIN2014-04-30340677006
2013 : THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$21,005
Total income from all sources (including contributions)2013-04-30$17,753,755
Total loss/gain on sale of assets2013-04-30$0
Total of all expenses incurred2013-04-30$16,627,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$16,302,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$2,000,000
Value of total assets at end of year2013-04-30$130,047,157
Value of total assets at beginning of year2013-04-30$128,942,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$325,269
Total interest from all sources2013-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Administrative expenses professional fees incurred2013-04-30$246,616
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-04-30$0
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-04-30$117,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-04-30$21,005
Administrative expenses (other) incurred2013-04-30$78,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$1,126,022
Value of net assets at end of year (total assets less liabilities)2013-04-30$130,047,157
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$128,921,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Value of interest in master investment trust accounts at end of year2013-04-30$128,047,157
Value of interest in master investment trust accounts at beginning of year2013-04-30$116,324,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30No
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$2,000,000
Employer contributions (assets) at end of year2013-04-30$2,000,000
Employer contributions (assets) at beginning of year2013-04-30$12,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$16,302,464
Did the plan have assets held for investment2013-04-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30No
Opinion of an independent qualified public accountant for this plan2013-04-30Unqualified
Accountancy firm name2013-04-30MALONEY & NOVOTNY LLC
Accountancy firm EIN2013-04-30340677006
2012 : THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$21,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total income from all sources (including contributions)2012-04-30$13,693,776
Total loss/gain on sale of assets2012-04-30$0
Total of all expenses incurred2012-04-30$3,913,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$3,759,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$12,500,000
Value of total assets at end of year2012-04-30$128,942,140
Value of total assets at beginning of year2012-04-30$119,141,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$154,269
Total interest from all sources2012-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Administrative expenses professional fees incurred2012-04-30$68,904
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$0
Were there any nonexempt tranactions with any party-in-interest2012-04-30Yes
Amount of non-exempt transactions with any party-in-interest2012-04-30$113,871
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-04-30$117,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-04-30$21,005
Other income not declared elsewhere2012-04-30$117,704
Administrative expenses (other) incurred2012-04-30$85,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$9,779,928
Value of net assets at end of year (total assets less liabilities)2012-04-30$128,921,135
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$119,141,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Value of interest in master investment trust accounts at end of year2012-04-30$116,324,436
Value of interest in master investment trust accounts at beginning of year2012-04-30$119,141,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30No
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$12,500,000
Employer contributions (assets) at end of year2012-04-30$12,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$3,759,579
Did the plan have assets held for investment2012-04-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30No
Opinion of an independent qualified public accountant for this plan2012-04-30Unqualified
Accountancy firm name2012-04-30MALONEY & NOVOTNY LLC
Accountancy firm EIN2012-04-30340677006
2011 : THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total income from all sources (including contributions)2011-04-30$14,082,206
Total loss/gain on sale of assets2011-04-30$0
Total of all expenses incurred2011-04-30$3,645,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$3,476,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$0
Value of total assets at end of year2011-04-30$119,141,207
Value of total assets at beginning of year2011-04-30$108,704,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$169,343
Total interest from all sources2011-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-04-30$0
Administrative expenses professional fees incurred2011-04-30$82,590
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-04-30$0
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Administrative expenses (other) incurred2011-04-30$86,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$10,436,280
Value of net assets at end of year (total assets less liabilities)2011-04-30$119,141,207
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$108,704,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Value of interest in master investment trust accounts at end of year2011-04-30$119,141,207
Value of interest in master investment trust accounts at beginning of year2011-04-30$108,704,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$3,476,583
Did the plan have assets held for investment2011-04-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30No
Opinion of an independent qualified public accountant for this plan2011-04-30Unqualified
Accountancy firm name2011-04-30MALONEY & NOVOTNY LLC
Accountancy firm EIN2011-04-30340677006
2010 : THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-04-30$0

Form 5500 Responses for THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN

2022: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2022 form 5500 responses
2022-05-01Type of plan entitySingle employer plan
2022-05-01Submission has been amendedNo
2022-05-01This submission is the final filingNo
2022-05-01This return/report is a short plan year return/report (less than 12 months)No
2022-05-01Plan is a collectively bargained planNo
2022-05-01Plan funding arrangement – TrustYes
2022-05-01Plan benefit arrangement - TrustYes
2021: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Submission has been amendedNo
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
2021-05-01Plan is a collectively bargained planNo
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement - TrustYes
2020: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planNo
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement - TrustYes
2019: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planNo
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement - TrustYes
2018: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planNo
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement - TrustYes
2017: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement - TrustYes
2016: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement - TrustYes
2015: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement - TrustYes
2014: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement - TrustYes
2013: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement - TrustYes
2012: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2010: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01Submission has been amendedNo
2010-05-01This submission is the final filingNo
2010-05-01This return/report is a short plan year return/report (less than 12 months)No
2010-05-01Plan is a collectively bargained planNo
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement - TrustYes
2009: THE J.M. SMUCKER COMPANY EMPLOYEES' RETIREMENT PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes

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