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SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 401k Plan overview

Plan NameSAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC
Plan identification number 001

SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WHEELER BROTHERS GRAIN COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:WHEELER BROTHERS GRAIN COMPANY, LLC
Employer identification number (EIN):730564547
NAIC Classification:111100
NAIC Description:Oilseed and Grain Farming

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC

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
0012017-05-01JOHN ANSAY
0012016-05-01TODD LAFFERTY
0012015-05-01TODD LAFFERTY
0012014-05-01TODD LAFFERTY
0012013-05-01TODD LAFFERTY
0012012-05-01RICHARD COWAN
0012011-05-01RICHARD N. COWAN RICHARD N. COWAN2012-11-20
0012010-05-01RICHARD N. COWAN RICHARD N. COWAN2011-11-30
0012009-05-01RICHARD N. COWAN

Plan Statistics for SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC

401k plan membership statisitcs for SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC

Measure Date Value
2022: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2022 401k membership
Total participants, beginning-of-year2022-05-01135
Total number of active participants reported on line 7a of the Form 55002022-05-01198
Number of retired or separated participants receiving benefits2022-05-0111
Number of other retired or separated participants entitled to future benefits2022-05-013
Total of all active and inactive participants2022-05-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-05-010
Total participants2022-05-01212
Number of participants with account balances2022-05-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-05-010
2021: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2021 401k membership
Total participants, beginning-of-year2021-05-01148
Total number of active participants reported on line 7a of the Form 55002021-05-01135
Number of retired or separated participants receiving benefits2021-05-010
Number of other retired or separated participants entitled to future benefits2021-05-0112
Total of all active and inactive participants2021-05-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-05-010
Total participants2021-05-01147
Number of participants with account balances2021-05-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-05-012
2020: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2020 401k membership
Total participants, beginning-of-year2020-05-01227
Total number of active participants reported on line 7a of the Form 55002020-05-01139
Number of retired or separated participants receiving benefits2020-05-010
Number of other retired or separated participants entitled to future benefits2020-05-0149
Total of all active and inactive participants2020-05-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-05-010
Total participants2020-05-01188
Number of participants with account balances2020-05-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-05-015
2019: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2019 401k membership
Total participants, beginning-of-year2019-05-01201
Total number of active participants reported on line 7a of the Form 55002019-05-01176
Number of retired or separated participants receiving benefits2019-05-010
Number of other retired or separated participants entitled to future benefits2019-05-0136
Total of all active and inactive participants2019-05-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-05-010
Total participants2019-05-01212
Number of participants with account balances2019-05-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-05-019
2018: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2018 401k membership
Total participants, beginning-of-year2018-05-01164
Total number of active participants reported on line 7a of the Form 55002018-05-01157
Number of retired or separated participants receiving benefits2018-05-010
Number of other retired or separated participants entitled to future benefits2018-05-0130
Total of all active and inactive participants2018-05-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-05-010
Total participants2018-05-01187
Number of participants with account balances2018-05-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-05-013
2017: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2017 401k membership
Total participants, beginning-of-year2017-05-01198
Total number of active participants reported on line 7a of the Form 55002017-05-01125
Number of retired or separated participants receiving benefits2017-05-0131
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-010
Total participants2017-05-01156
Number of participants with account balances2017-05-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-05-0111
2016: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2016 401k membership
Total participants, beginning-of-year2016-05-01193
Total number of active participants reported on line 7a of the Form 55002016-05-01122
Number of retired or separated participants receiving benefits2016-05-010
Number of other retired or separated participants entitled to future benefits2016-05-0161
Total of all active and inactive participants2016-05-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-010
Total participants2016-05-01183
Number of participants with account balances2016-05-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-05-0112
2015: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2015 401k membership
Total participants, beginning-of-year2015-05-01204
Total number of active participants reported on line 7a of the Form 55002015-05-01134
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-0147
Total of all active and inactive participants2015-05-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-010
Total participants2015-05-01181
Number of participants with account balances2015-05-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-05-0116
2014: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2014 401k membership
Total participants, beginning-of-year2014-05-01193
Total number of active participants reported on line 7a of the Form 55002014-05-01125
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-0146
Total of all active and inactive participants2014-05-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-010
Total participants2014-05-01171
Number of participants with account balances2014-05-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-05-019
2013: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2013 401k membership
Total participants, beginning-of-year2013-05-01185
Total number of active participants reported on line 7a of the Form 55002013-05-01135
Number of retired or separated participants receiving benefits2013-05-010
Number of other retired or separated participants entitled to future benefits2013-05-0132
Total of all active and inactive participants2013-05-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-010
Total participants2013-05-01167
Number of participants with account balances2013-05-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-0111
2012: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2012 401k membership
Total participants, beginning-of-year2012-05-01186
Total number of active participants reported on line 7a of the Form 55002012-05-01134
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-0117
Total of all active and inactive participants2012-05-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-010
Total participants2012-05-01151
Number of participants with account balances2012-05-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-018
2011: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2011 401k membership
Total participants, beginning-of-year2011-05-01166
Total number of active participants reported on line 7a of the Form 55002011-05-01121
Number of retired or separated participants receiving benefits2011-05-011
Number of other retired or separated participants entitled to future benefits2011-05-0121
Total of all active and inactive participants2011-05-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-010
Total participants2011-05-01143
Number of participants with account balances2011-05-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-018
2010: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2010 401k membership
Total participants, beginning-of-year2010-05-01161
Total number of active participants reported on line 7a of the Form 55002010-05-01118
Number of retired or separated participants receiving benefits2010-05-011
Number of other retired or separated participants entitled to future benefits2010-05-0124
Total of all active and inactive participants2010-05-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-05-010
Total participants2010-05-01143
Number of participants with account balances2010-05-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-05-0111
2009: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2009 401k membership
Total participants, beginning-of-year2009-05-01149
Total number of active participants reported on line 7a of the Form 55002009-05-01135
Number of retired or separated participants receiving benefits2009-05-011
Number of other retired or separated participants entitled to future benefits2009-05-0114
Total of all active and inactive participants2009-05-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-010
Total participants2009-05-01150
Number of participants with account balances2009-05-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-016

Financial Data on SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC

Measure Date Value
2023 : SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$0
Total income from all sources (including contributions)2023-04-30$1,854,849
Total loss/gain on sale of assets2023-04-30$0
Total of all expenses incurred2023-04-30$1,099,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$1,025,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$1,652,498
Value of total assets at end of year2023-04-30$13,987,272
Value of total assets at beginning of year2023-04-30$13,231,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$74,184
Total interest from all sources2023-04-30$282,220
Total dividends received (eg from common stock, registered investment company shares)2023-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-30No
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$500,000
If this is an individual account plan, was there a blackout period2023-04-30Yes
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Contributions received from participants2023-04-30$716,272
Participant contributions at end of year2023-04-30$197,082
Participant contributions at beginning of year2023-04-30$150,627
Income. Received or receivable in cash from other sources (including rollovers)2023-04-30$34,885
Total non interest bearing cash at end of year2023-04-30$15,954
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$755,616
Value of net assets at end of year (total assets less liabilities)2023-04-30$13,987,272
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$13,231,656
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-30$13,521,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-30$11,583,727
Interest on participant loans2023-04-30$14,202
Interest earned on other investments2023-04-30$268,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-04-30$1,497,302
Net investment gain or loss from common/collective trusts2023-04-30$-79,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30No
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$901,341
Employer contributions (assets) at end of year2023-04-30$253,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-30$1,025,049
Contract administrator fees2023-04-30$74,184
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-04-30Yes
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
Opinion of an independent qualified public accountant for this plan2023-04-30Disclaimer
Accountancy firm name2023-04-30ALLEN GIBBS & HOULIK, L.C.
Accountancy firm EIN2023-04-30481032601
2022 : SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2022 401k financial data
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$0
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$312,584
Total loss/gain on sale of assets2022-04-30$0
Total of all expenses incurred2022-04-30$413,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$311,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$1,134,849
Value of total assets at end of year2022-04-30$13,231,656
Value of total assets at beginning of year2022-04-30$13,332,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$102,295
Total interest from all sources2022-04-30$10,800
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$500,000
If this is an individual account plan, was there a blackout period2022-04-30No
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Contributions received from participants2022-04-30$627,089
Participant contributions at end of year2022-04-30$150,627
Participant contributions at beginning of year2022-04-30$215,204
Income. Received or receivable in cash from other sources (including rollovers)2022-04-30$770
Other income not declared elsewhere2022-04-30$26,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$-101,305
Value of net assets at end of year (total assets less liabilities)2022-04-30$13,231,656
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$13,332,961
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$11,583,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$11,607,453
Interest on participant loans2022-04-30$10,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-04-30$1,497,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-04-30$1,510,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$-292,006
Net investment gain or loss from common/collective trusts2022-04-30$-567,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30No
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$506,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$311,594
Contract administrator fees2022-04-30$102,295
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
Opinion of an independent qualified public accountant for this plan2022-04-30Disclaimer
Accountancy firm name2022-04-30ALLEN GIBBS & HOULIK, L.C.
Accountancy firm EIN2022-04-30481032601
2021 : SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 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$3,814,441
Total loss/gain on sale of assets2021-04-30$0
Total of all expenses incurred2021-04-30$1,592,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$1,497,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$719,261
Value of total assets at end of year2021-04-30$13,332,961
Value of total assets at beginning of year2021-04-30$11,111,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$95,926
Total interest from all sources2021-04-30$12,569
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$500,000
If this is an individual account plan, was there a blackout period2021-04-30No
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
Contributions received from participants2021-04-30$588,040
Participant contributions at end of year2021-04-30$215,204
Participant contributions at beginning of year2021-04-30$183,355
Other income not declared elsewhere2021-04-30$32,507
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$2,221,502
Value of net assets at end of year (total assets less liabilities)2021-04-30$13,332,961
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$11,111,459
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-04-30$11,607,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-04-30$9,017,465
Interest on participant loans2021-04-30$12,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-04-30$1,510,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-04-30$1,910,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-04-30$3,050,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30No
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
Contributions received in cash from employer2021-04-30$131,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$1,497,013
Contract administrator fees2021-04-30$95,926
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 plan2021-04-30Disclaimer
Accountancy firm name2021-04-30ALLEN GIBBS & HOULIK, L.C.
Accountancy firm EIN2021-04-30481032601
2020 : SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-04-30$0
Total transfer of assets to this plan2020-04-30$0
Total transfer of assets from this plan2020-04-30$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$1,001,500
Total loss/gain on sale of assets2020-04-30$0
Total of all expenses incurred2020-04-30$693,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$609,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$1,078,126
Value of total assets at end of year2020-04-30$11,111,459
Value of total assets at beginning of year2020-04-30$10,803,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$83,894
Total interest from all sources2020-04-30$10,816
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$500,000
If this is an individual account plan, was there a blackout period2020-04-30No
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Contributions received from participants2020-04-30$634,254
Participant contributions at end of year2020-04-30$183,355
Participant contributions at beginning of year2020-04-30$165,748
Income. Received or receivable in cash from other sources (including rollovers)2020-04-30$1,528
Other income not declared elsewhere2020-04-30$41,730
Total non interest bearing cash at end of year2020-04-30$0
Total non interest bearing cash at beginning of year2020-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$308,412
Value of net assets at end of year (total assets less liabilities)2020-04-30$11,111,459
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$10,803,047
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-30$9,017,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-30$8,636,016
Interest on participant loans2020-04-30$10,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-04-30$1,910,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-04-30$2,001,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-30$-26,738
Net investment gain or loss from common/collective trusts2020-04-30$-102,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30No
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
Contributions received in cash from employer2020-04-30$442,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$609,194
Contract administrator fees2020-04-30$83,894
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)2020-04-30Yes
Opinion of an independent qualified public accountant for this plan2020-04-30Disclaimer
Accountancy firm name2020-04-30ALLEN GIBBS & HOULIK, L.C.
Accountancy firm EIN2020-04-30481032601
2019 : SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 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$1,773,511
Total loss/gain on sale of assets2019-04-30$0
Total of all expenses incurred2019-04-30$438,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$361,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$1,209,009
Value of total assets at end of year2019-04-30$10,803,047
Value of total assets at beginning of year2019-04-30$9,468,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$77,245
Total interest from all sources2019-04-30$9,667
Total dividends received (eg from common stock, registered investment company shares)2019-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$500,000
If this is an individual account plan, was there a blackout period2019-04-30No
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
Contributions received from participants2019-04-30$575,916
Participant contributions at end of year2019-04-30$165,748
Participant contributions at beginning of year2019-04-30$217,596
Income. Received or receivable in cash from other sources (including rollovers)2019-04-30$283,183
Other income not declared elsewhere2019-04-30$36,391
Total non interest bearing cash at end of year2019-04-30$0
Total non interest bearing cash at beginning of year2019-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Income. Non cash contributions2019-04-30$0
Value of net income/loss2019-04-30$1,334,725
Value of net assets at end of year (total assets less liabilities)2019-04-30$10,803,047
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$9,468,322
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-04-30$8,636,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-04-30$6,517,935
Interest on participant loans2019-04-30$9,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-04-30$2,001,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-04-30$2,732,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-04-30$518,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30No
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
Contributions received in cash from employer2019-04-30$349,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-30$361,541
Contract administrator fees2019-04-30$77,245
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-04-30No
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)2019-04-30Yes
Opinion of an independent qualified public accountant for this plan2019-04-30Disclaimer
Accountancy firm name2019-04-30ALLEN GIBBS & HOULIK, L.C.
Accountancy firm EIN2019-04-30481032601
2018 : SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 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$1,678,908
Total loss/gain on sale of assets2018-04-30$0
Total of all expenses incurred2018-04-30$577,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$513,205
Value of total corrective distributions2018-04-30$7,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$938,091
Value of total assets at end of year2018-04-30$9,468,322
Value of total assets at beginning of year2018-04-30$8,367,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$57,268
Total interest from all sources2018-04-30$9,862
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
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$500,000
If this is an individual account plan, was there a blackout period2018-04-30No
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
Contributions received from participants2018-04-30$538,162
Participant contributions at end of year2018-04-30$217,596
Participant contributions at beginning of year2018-04-30$178,565
Income. Received or receivable in cash from other sources (including rollovers)2018-04-30$22,518
Other income not declared elsewhere2018-04-30$2,534
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$1,101,034
Value of net assets at end of year (total assets less liabilities)2018-04-30$9,468,322
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$8,367,288
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 registered invesment companies (eg mutual funds) at end of year2018-04-30$6,517,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-04-30$8,188,723
Interest on participant loans2018-04-30$9,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-04-30$2,732,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-04-30$728,421
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$377,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$513,205
Contract administrator fees2018-04-30$57,268
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-04-30No
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2018-04-30Yes
Opinion of an independent qualified public accountant for this plan2018-04-30Disclaimer
Accountancy firm name2018-04-30ALLEN GIBBS & HOULIK, L.C.
Accountancy firm EIN2018-04-30481032601
2017 : SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2017 401k financial data
Total income from all sources (including contributions)2017-04-30$1,562,363
Total of all expenses incurred2017-04-30$683,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$596,528
Value of total corrective distributions2017-04-30$26,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$820,751
Value of total assets at end of year2017-04-30$8,367,288
Value of total assets at beginning of year2017-04-30$7,488,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$59,901
Total interest from all sources2017-04-30$7,700
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$140,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-04-30$140,583
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$500,000
If this is an individual account plan, was there a blackout period2017-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-04-30$0
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Contributions received from participants2017-04-30$506,133
Participant contributions at end of year2017-04-30$178,565
Participant contributions at beginning of year2017-04-30$173,858
Income. Received or receivable in cash from other sources (including rollovers)2017-04-30$4,938
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$879,148
Value of net assets at end of year (total assets less liabilities)2017-04-30$8,367,288
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$7,488,140
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 registered invesment companies (eg mutual funds) at end of year2017-04-30$8,188,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-04-30$7,314,282
Interest on participant loans2017-04-30$7,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-04-30$593,329
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$309,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$596,528
Contract administrator fees2017-04-30$59,901
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2017-04-30Yes
Opinion of an independent qualified public accountant for this plan2017-04-30Disclaimer
Accountancy firm name2017-04-30ALLEN GIBBS & HOULIK LC
Accountancy firm EIN2017-04-30481032601
2016 : SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2016 401k financial data
Total income from all sources (including contributions)2016-04-30$544,462
Total of all expenses incurred2016-04-30$2,333,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$2,282,712
Value of total corrective distributions2016-04-30$18,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$732,657
Value of total assets at end of year2016-04-30$7,488,140
Value of total assets at beginning of year2016-04-30$9,277,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$32,912
Total interest from all sources2016-04-30$7,535
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$358,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-04-30$358,480
Administrative expenses professional fees incurred2016-04-30$3,750
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$500,000
If this is an individual account plan, was there a blackout period2016-04-30Yes
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
Contributions received from participants2016-04-30$449,339
Participant contributions at end of year2016-04-30$173,858
Participant contributions at beginning of year2016-04-30$170,381
Other income not declared elsewhere2016-04-30$26,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$-1,789,297
Value of net assets at end of year (total assets less liabilities)2016-04-30$7,488,140
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$9,277,437
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
Investment advisory and management fees2016-04-30$29,162
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-04-30$7,314,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-30$8,069,822
Interest on participant loans2016-04-30$7,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-04-30$1,037,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-30$-580,343
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$283,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$2,282,712
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-04-30Yes
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2016-04-30Yes
Opinion of an independent qualified public accountant for this plan2016-04-30Disclaimer
Accountancy firm name2016-04-30ALLEN GIBBS & HOULIK LC
Accountancy firm EIN2016-04-30481032601
2015 : SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2015 401k financial data
Total income from all sources (including contributions)2015-04-30$1,284,639
Total of all expenses incurred2015-04-30$356,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$257,025
Expenses. Certain deemed distributions of participant loans2015-04-30$52,352
Value of total corrective distributions2015-04-30$33,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$584,822
Value of total assets at end of year2015-04-30$9,277,437
Value of total assets at beginning of year2015-04-30$8,349,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$13,259
Total interest from all sources2015-04-30$7,775
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$416,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-04-30$416,102
Administrative expenses professional fees incurred2015-04-30$2,725
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$500,000
If this is an individual account plan, was there a blackout period2015-04-30No
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
Contributions received from participants2015-04-30$351,116
Participant contributions at end of year2015-04-30$170,381
Participant contributions at beginning of year2015-04-30$192,966
Other income not declared elsewhere2015-04-30$8,416
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$928,348
Value of net assets at end of year (total assets less liabilities)2015-04-30$9,277,437
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$8,349,089
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
Investment advisory and management fees2015-04-30$10,534
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-04-30$8,069,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-04-30$7,095,015
Interest on participant loans2015-04-30$7,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-04-30$1,037,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-04-30$1,061,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-04-30$267,524
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
Contributions received in cash from employer2015-04-30$233,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$257,025
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2015-04-30Yes
Opinion of an independent qualified public accountant for this plan2015-04-30Disclaimer
Accountancy firm name2015-04-30ALLEN GIBBS & HOULIK LC
Accountancy firm EIN2015-04-30481032601
2014 : SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2014 401k financial data
Total income from all sources (including contributions)2014-04-30$1,465,689
Total of all expenses incurred2014-04-30$291,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$250,780
Value of total corrective distributions2014-04-30$27,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$535,127
Value of total assets at end of year2014-04-30$8,349,089
Value of total assets at beginning of year2014-04-30$7,174,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$13,020
Total interest from all sources2014-04-30$6,777
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$63,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-04-30$63,297
Administrative expenses professional fees incurred2014-04-30$3,095
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$500,000
If this is an individual account plan, was there a blackout period2014-04-30No
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
Contributions received from participants2014-04-30$340,187
Participant contributions at end of year2014-04-30$192,966
Participant contributions at beginning of year2014-04-30$165,558
Income. Received or receivable in cash from other sources (including rollovers)2014-04-30$0
Other income not declared elsewhere2014-04-30$9,503
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
Income. Non cash contributions2014-04-30$0
Value of net income/loss2014-04-30$1,174,496
Value of net assets at end of year (total assets less liabilities)2014-04-30$8,349,089
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$7,174,593
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
Investment advisory and management fees2014-04-30$9,925
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-04-30$7,095,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-04-30$5,720,936
Interest on participant loans2014-04-30$6,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-04-30$1,061,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-04-30$1,288,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-04-30$850,985
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
Contributions received in cash from employer2014-04-30$194,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$250,780
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2014-04-30Yes
Opinion of an independent qualified public accountant for this plan2014-04-30Disclaimer
Accountancy firm name2014-04-30ALLEN GIBBS & HOULIK LC
Accountancy firm EIN2014-04-30481032601
2013 : SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 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$9,261
Total income from all sources (including contributions)2013-04-30$1,259,268
Total loss/gain on sale of assets2013-04-30$0
Total of all expenses incurred2013-04-30$667,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$649,861
Expenses. Certain deemed distributions of participant loans2013-04-30$3,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$537,811
Value of total assets at end of year2013-04-30$7,174,593
Value of total assets at beginning of year2013-04-30$6,591,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$13,416
Total interest from all sources2013-04-30$7,480
Total dividends received (eg from common stock, registered investment company shares)2013-04-30$67,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-04-30$67,890
Administrative expenses professional fees incurred2013-04-30$4,137
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$500,000
If this is an individual account plan, was there a blackout period2013-04-30Yes
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
Contributions received from participants2013-04-30$367,202
Participant contributions at end of year2013-04-30$165,558
Participant contributions at beginning of year2013-04-30$145,323
Income. Received or receivable in cash from other sources (including rollovers)2013-04-30$170,609
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-04-30$9,261
Other income not declared elsewhere2013-04-30$16,010
Total non interest bearing cash at beginning of year2013-04-30$1,512
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$592,178
Value of net assets at end of year (total assets less liabilities)2013-04-30$7,174,593
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$6,582,415
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
Investment advisory and management fees2013-04-30$9,279
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-04-30$5,720,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-04-30$4,254,652
Interest on participant loans2013-04-30$7,480
Value of interest in common/collective trusts at beginning of year2013-04-30$1,883,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-04-30$1,288,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-04-30$630,077
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
Employer contributions (assets) at beginning of year2013-04-30$306,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$649,861
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-04-30Yes
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2013-04-30Yes
Opinion of an independent qualified public accountant for this plan2013-04-30Disclaimer
Accountancy firm name2013-04-30ALLEN GIBBS & HOULIK, L.C.
Accountancy firm EIN2013-04-30481032601
2012 : SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 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$9,261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$19,869
Total income from all sources (including contributions)2012-04-30$714,482
Total loss/gain on sale of assets2012-04-30$0
Total of all expenses incurred2012-04-30$294,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$283,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$668,449
Value of total assets at end of year2012-04-30$6,591,676
Value of total assets at beginning of year2012-04-30$6,182,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$11,112
Total interest from all sources2012-04-30$7,842
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$61,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-04-30$61,866
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$500,000
If this is an individual account plan, was there a blackout period2012-04-30No
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-interest2012-04-30No
Contributions received from participants2012-04-30$362,033
Participant contributions at end of year2012-04-30$145,323
Participant contributions at beginning of year2012-04-30$135,227
Liabilities. Value of operating payables at end of year2012-04-30$9,261
Liabilities. Value of operating payables at beginning of year2012-04-30$19,869
Total non interest bearing cash at end of year2012-04-30$1,512
Total non interest bearing cash at beginning of year2012-04-30$2,066
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$420,086
Value of net assets at end of year (total assets less liabilities)2012-04-30$6,582,415
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$6,162,329
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 registered invesment companies (eg mutual funds) at end of year2012-04-30$4,254,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-04-30$4,057,799
Interest on participant loans2012-04-30$7,842
Value of interest in common/collective trusts at end of year2012-04-30$1,883,773
Value of interest in common/collective trusts at beginning of year2012-04-30$1,583,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-04-30$-23,675
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$306,416
Employer contributions (assets) at end of year2012-04-30$306,416
Employer contributions (assets) at beginning of year2012-04-30$403,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$283,284
Contract administrator fees2012-04-30$11,112
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2012-04-30Yes
Opinion of an independent qualified public accountant for this plan2012-04-30Disclaimer
Accountancy firm name2012-04-30ALLEN GIBBS & HOULIK, L.C.
Accountancy firm EIN2012-04-30481032601
2011 : SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 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$19,869
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$1,084
Total income from all sources (including contributions)2011-04-30$1,372,535
Total loss/gain on sale of assets2011-04-30$0
Total of all expenses incurred2011-04-30$244,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$211,915
Value of total corrective distributions2011-04-30$29,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$730,453
Value of total assets at end of year2011-04-30$6,182,198
Value of total assets at beginning of year2011-04-30$5,035,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$3,791
Total interest from all sources2011-04-30$7,664
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$47,677
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$47,677
Administrative expenses professional fees incurred2011-04-30$3,791
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$500,000
If this is an individual account plan, was there a blackout period2011-04-30No
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
Contributions received from participants2011-04-30$324,199
Participant contributions at end of year2011-04-30$135,227
Participant contributions at beginning of year2011-04-30$120,404
Income. Received or receivable in cash from other sources (including rollovers)2011-04-30$2,632
Liabilities. Value of operating payables at end of year2011-04-30$19,869
Liabilities. Value of operating payables at beginning of year2011-04-30$1,084
Total non interest bearing cash at end of year2011-04-30$2,066
Total non interest bearing cash at beginning of year2011-04-30$1,084
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$1,127,616
Value of net assets at end of year (total assets less liabilities)2011-04-30$6,162,329
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$5,034,713
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 registered invesment companies (eg mutual funds) at end of year2011-04-30$4,057,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-04-30$4,680,387
Interest on participant loans2011-04-30$7,664
Value of interest in common/collective trusts at end of year2011-04-30$1,583,484
Value of interest in common/collective trusts at beginning of year2011-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-04-30$557,481
Net investment gain or loss from common/collective trusts2011-04-30$29,260
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
Contributions received in cash from employer2011-04-30$403,622
Employer contributions (assets) at end of year2011-04-30$403,622
Employer contributions (assets) at beginning of year2011-04-30$233,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$211,915
Liabilities. Value of benefit claims payable at beginning of year2011-04-30$0
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2011-04-30Yes
Opinion of an independent qualified public accountant for this plan2011-04-30Disclaimer
Accountancy firm name2011-04-30ALLEN, GIBBS & HOULIK, LC
Accountancy firm EIN2011-04-30481032601
2010 : SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 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 SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC

2022: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 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 – InsuranceYes
2022-05-01Plan funding arrangement – TrustYes
2022-05-01Plan benefit arrangement – InsuranceYes
2022-05-01Plan benefit arrangement - TrustYes
2021: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 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 – InsuranceYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement - TrustYes
2020: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 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 – InsuranceYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement - TrustYes
2019: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 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 – InsuranceYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement - TrustYes
2018: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 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 – InsuranceYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement - TrustYes
2017: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 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 – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement - TrustYes
2015: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 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 – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 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: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 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: SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY LLC 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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62856-1
Policy instance 1
Insurance contract or identification numberMR 62856-1
Number of Individuals Covered169
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62856-1
Policy instance 1
Insurance contract or identification numberMR 62856-1
Number of Individuals Covered135
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62856-1
Policy instance 1
Insurance contract or identification numberMR 62856-1
Number of Individuals Covered139
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62856-1
Policy instance 1
Insurance contract or identification numberMR 62856-1
Number of Individuals Covered176
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62856-1
Policy instance 1
Insurance contract or identification numberMR 62856-1
Number of Individuals Covered164
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62856-1
Policy instance 1
Insurance contract or identification numberMR 62856-1
Number of Individuals Covered156
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512642-000
Policy instance 2
Insurance contract or identification number512642-000
Number of Individuals Covered145
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512130000
Policy instance 1
Insurance contract or identification number512130000
Number of Individuals Covered0
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512130000
Policy instance 1
Insurance contract or identification number512130000
Number of Individuals Covered144
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $3,697
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,697
Insurance broker organization code?3
Insurance broker nameCOMMERCE BROKERAGE SERVICES INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512130000
Policy instance 1
Insurance contract or identification number512130000
Number of Individuals Covered124
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $4,213
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,213
Insurance broker organization code?3
Insurance broker nameCOMMERCE BROKERAGE SERVICES INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512130-000
Policy instance 1
Insurance contract or identification number512130-000
Number of Individuals Covered118
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $5,370
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,370
Insurance broker organization code?3
Insurance broker nameCOMMERCE BROKERAGE SERVICES, INC.

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