BI-RITE MARKET INC. has sponsored the creation of one or more 401k plans.
Additional information about BI-RITE MARKET INC.
Submission information for form 5500 for 401k plan BI-RITE MARKET 18TH ST. RETIREMENT PLAN
401k plan membership statisitcs for BI-RITE MARKET 18TH ST. RETIREMENT PLAN
Measure | Date | Value |
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2017 : BI-RITE MARKET 18TH ST. RETIREMENT PLAN 2017 401k financial data |
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Total transfer of assets to this plan | 2017-12-31 | $3,330,568 |
Total income from all sources (including contributions) | 2017-12-31 | $1,144,798 |
Total of all expenses incurred | 2017-12-31 | $188,149 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $186,074 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $588,784 |
Value of total assets at end of year | 2017-12-31 | $7,404,082 |
Value of total assets at beginning of year | 2017-12-31 | $3,116,865 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,075 |
Total interest from all sources | 2017-12-31 | $1,107 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $2,075 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $249,194 |
Participant contributions at end of year | 2017-12-31 | $102,077 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $129,821 |
Total non interest bearing cash at end of year | 2017-12-31 | $7,554 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $7,970 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $956,649 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $7,404,082 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,116,865 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $7,294,451 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $3,108,895 |
Interest on participant loans | 2017-12-31 | $1,107 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $554,907 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $209,769 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $186,074 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | JOHANSON & YAU ACCOUNTANCY CORP. |
Accountancy firm EIN | 2017-12-31 | 942702860 |
2016 : BI-RITE MARKET 18TH ST. RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources (including contributions) | 2016-12-31 | $770,947 |
Total of all expenses incurred | 2016-12-31 | $185,349 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $184,449 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $544,287 |
Value of total assets at end of year | 2016-12-31 | $3,116,865 |
Value of total assets at beginning of year | 2016-12-31 | $2,531,267 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $900 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $900 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $223,743 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $96,839 |
Total non interest bearing cash at end of year | 2016-12-31 | $7,970 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $385 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $585,598 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,116,865 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,531,267 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,108,895 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,530,882 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $226,660 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $223,705 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $184,449 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | DAVID J CORMIA, CPA |
Accountancy firm EIN | 2016-12-31 | 208298840 |
2015 : BI-RITE MARKET 18TH ST. RETIREMENT PLAN 2015 401k financial data |
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Total transfer of assets from this plan | 2015-12-31 | $36,460 |
Total income from all sources (including contributions) | 2015-12-31 | $510,936 |
Total of all expenses incurred | 2015-12-31 | $105,749 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $105,749 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $566,707 |
Value of total assets at end of year | 2015-12-31 | $2,531,267 |
Value of total assets at beginning of year | 2015-12-31 | $2,162,540 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $238,665 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $129,320 |
Total non interest bearing cash at end of year | 2015-12-31 | $385 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $5,284 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Income. Non cash contributions | 2015-12-31 | $0 |
Value of net income/loss | 2015-12-31 | $405,187 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,531,267 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,162,540 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,530,882 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,157,256 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-55,771 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $198,722 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $105,749 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | DAVID J. CORMIA, CPA |
Accountancy firm EIN | 2015-12-31 | 208298840 |
2014 : BI-RITE MARKET 18TH ST. RETIREMENT PLAN 2014 401k financial data |
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Total income from all sources (including contributions) | 2014-12-31 | $298,814 |
Total of all expenses incurred | 2014-12-31 | $583,129 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $583,129 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $165,727 |
Value of total assets at end of year | 2014-12-31 | $2,162,540 |
Value of total assets at beginning of year | 2014-12-31 | $2,446,855 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $159,909 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $5,818 |
Total non interest bearing cash at end of year | 2014-12-31 | $5,284 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-284,315 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,162,540 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,446,855 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,157,256 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,446,855 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $133,087 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $583,129 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | DAVID J. CORMIA, CPA |
Accountancy firm EIN | 2014-12-31 | 208298840 |