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SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan NameSHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN
Plan identification number 003

SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

SHOPRITE SUPERMARKETS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SHOPRITE SUPERMARKETS, INC.
Employer identification number (EIN):221705981
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01KEN GROGAN2023-09-21 KEN GROGAN2023-09-21
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01KEN GROGAN
0032017-01-01KEN GROGAN KEN GROGAN2018-10-12
0032016-01-01KEN GROGAN
0032016-01-01
0032015-01-01KEN GROGAN
0032015-01-01KEN GROGAN
0032014-01-01RONALD BERMAN
0032013-01-01RONALD BERMAN
0032012-01-01RONALD BERMAN
0032011-01-01RON BERMAN
0032010-01-01RONALD BERMAN
0032009-01-01RONALD J BERMAN
0032009-01-01RONALD J BERMAN

Plan Statistics for SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2022: SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-315,623,675
Acturial value of plan assets2022-12-315,623,675
Funding target for retired participants and beneficiaries receiving payment2022-12-313,061,940
Number of terminated vested participants2022-12-3164
Fundng target for terminated vested participants2022-12-311,338,934
Active participant vested funding target2022-12-310
Number of active participants2022-12-310
Total funding liabilities for active participants2022-12-310
Total participant count2022-12-31156
Total funding target for all participants2022-12-314,400,874
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3160,000
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01156
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-0189
Number of other retired or separated participants entitled to future benefits2022-01-0160
Total of all active and inactive participants2022-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01149
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-315,616,151
Acturial value of plan assets2021-12-315,616,151
Funding target for retired participants and beneficiaries receiving payment2021-12-313,193,695
Number of terminated vested participants2021-12-3165
Fundng target for terminated vested participants2021-12-311,384,504
Active participant vested funding target2021-12-310
Number of active participants2021-12-310
Total funding liabilities for active participants2021-12-310
Total participant count2021-12-31161
Total funding target for all participants2021-12-314,578,199
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3160,000
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01161
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-0192
Number of other retired or separated participants entitled to future benefits2021-01-0164
Total of all active and inactive participants2021-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01156
2020: SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-315,985,040
Acturial value of plan assets2020-12-315,985,040
Funding target for retired participants and beneficiaries receiving payment2020-12-313,254,984
Number of terminated vested participants2020-12-3169
Fundng target for terminated vested participants2020-12-311,334,068
Active participant vested funding target2020-12-310
Number of active participants2020-12-310
Total funding liabilities for active participants2020-12-310
Total participant count2020-12-31166
Total funding target for all participants2020-12-314,589,052
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3160,000
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01166
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-0196
Number of other retired or separated participants entitled to future benefits2020-01-0165
Total of all active and inactive participants2020-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01161
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-315,599,645
Acturial value of plan assets2019-12-315,599,645
Funding target for retired participants and beneficiaries receiving payment2019-12-313,695,270
Number of terminated vested participants2019-12-3169
Fundng target for terminated vested participants2019-12-311,341,801
Active participant vested funding target2019-12-310
Number of active participants2019-12-310
Total funding liabilities for active participants2019-12-310
Total participant count2019-12-31175
Total funding target for all participants2019-12-315,037,071
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3160,000
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Waived amount of outstanding balance2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01176
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-0197
Number of other retired or separated participants entitled to future benefits2019-01-0169
Total of all active and inactive participants2019-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01166
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-316,336,982
Acturial value of plan assets2018-12-316,336,982
Funding target for retired participants and beneficiaries receiving payment2018-12-313,853,284
Number of terminated vested participants2018-12-3169
Fundng target for terminated vested participants2018-12-311,258,053
Active participant vested funding target2018-12-310
Number of active participants2018-12-310
Total funding liabilities for active participants2018-12-310
Total participant count2018-12-31178
Total funding target for all participants2018-12-315,111,337
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3160,000
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01179
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-01106
Number of other retired or separated participants entitled to future benefits2018-01-0170
Total of all active and inactive participants2018-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01176
Number of participants with account balances2018-01-010
2017: SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-316,172,016
Acturial value of plan assets2017-12-316,172,016
Funding target for retired participants and beneficiaries receiving payment2017-12-313,838,248
Number of terminated vested participants2017-12-3170
Fundng target for terminated vested participants2017-12-311,120,176
Total participant count2017-12-31184
Total funding target for all participants2017-12-314,958,424
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Minimum required contributions for current year target normal cost2017-12-3160,000
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Active participant vested funding target2017-12-310
Number of active participants2017-12-310
Total funding liabilities for active participants2017-12-310
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Waived amount of outstanding balance2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Total participants, beginning-of-year2017-01-01185
Total number of active participants reported on line 7a of the Form 55002017-01-01109
Number of retired or separated participants receiving benefits2017-01-0170
Total of all active and inactive participants2017-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01184
Number of other retired or separated participants entitled to future benefits2017-01-0170
2016: SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-316,406,539
Acturial value of plan assets2016-12-316,406,539
Funding target for retired participants and beneficiaries receiving payment2016-12-314,037,518
Number of terminated vested participants2016-12-3172
Fundng target for terminated vested participants2016-12-311,016,505
Active participant vested funding target2016-12-310
Number of active participants2016-12-310
Total funding liabilities for active participants2016-12-310
Total participant count2016-12-31189
Total funding target for all participants2016-12-315,054,023
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31917,125
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31974,537
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3160,000
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Waived amount of outstanding balance2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Total participants, beginning-of-year2016-01-01189
Total number of active participants reported on line 7a of the Form 55002016-01-01116
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0168
Total of all active and inactive participants2016-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01222
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-01116
Number of other retired or separated participants entitled to future benefits2015-01-0173
Total of all active and inactive participants2015-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01189
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01349
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-01119
Number of other retired or separated participants entitled to future benefits2014-01-01103
Total of all active and inactive participants2014-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01222
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01381
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-01114
Number of other retired or separated participants entitled to future benefits2013-01-01235
Total of all active and inactive participants2013-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01349
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01383
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-01101
Number of other retired or separated participants entitled to future benefits2012-01-01280
Total of all active and inactive participants2012-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01381
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01431
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-0196
Number of other retired or separated participants entitled to future benefits2011-01-01287
Total of all active and inactive participants2011-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01383
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01435
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-0190
Number of other retired or separated participants entitled to future benefits2010-01-01341
Total of all active and inactive participants2010-01-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01431
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01438
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-0190
Number of other retired or separated participants entitled to future benefits2009-01-01345
Total of all active and inactive participants2009-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01435
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2022 : SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$402,217
Total unrealized appreciation/depreciation of assets2022-12-31$402,217
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,100
Total income from all sources (including contributions)2022-12-31$-599,429
Total loss/gain on sale of assets2022-12-31$-201,204
Total of all expenses incurred2022-12-31$423,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$338,760
Value of total assets at end of year2022-12-31$4,608,310
Value of total assets at beginning of year2022-12-31$5,629,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$84,926
Total interest from all sources2022-12-31$24
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$100,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$58,855
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$7,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$6,100
Other income not declared elsewhere2022-12-31$-900,645
Administrative expenses (other) incurred2022-12-31$84,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,023,115
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,600,560
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,623,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,466,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,974,998
Interest earned on other investments2022-12-31$24
Value of interest in common/collective trusts at end of year2022-12-31$527,152
Value of interest in common/collective trusts at beginning of year2022-12-31$623,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$160,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$92,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$92,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Income. Dividends from common stock2022-12-31$41,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$338,760
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$1,454,598
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$1,938,223
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,231,332
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,432,536
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITH+BROWN,PC
Accountancy firm EIN2022-12-31222027092
2021 : SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$243,445
Total unrealized appreciation/depreciation of assets2021-12-31$243,445
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,400
Total income from all sources (including contributions)2021-12-31$429,923
Total loss/gain on sale of assets2021-12-31$27,112
Total of all expenses incurred2021-12-31$422,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$341,365
Value of total assets at end of year2021-12-31$5,629,775
Value of total assets at beginning of year2021-12-31$5,622,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$81,034
Total interest from all sources2021-12-31$59
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$108,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$69,316
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$6,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$6,400
Other income not declared elsewhere2021-12-31$51,287
Administrative expenses (other) incurred2021-12-31$81,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,524
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,623,675
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,616,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,974,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,172,051
Interest earned on other investments2021-12-31$59
Value of interest in common/collective trusts at end of year2021-12-31$623,773
Value of interest in common/collective trusts at beginning of year2021-12-31$578,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$92,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$260,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$260,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Income. Dividends from common stock2021-12-31$38,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$341,365
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$1,938,223
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,611,569
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$414,416
Aggregate carrying amount (costs) on sale of assets2021-12-31$387,304
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUMSMITH+BROWN,PC
Accountancy firm EIN2021-12-31222027092
2020 : SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$262,136
Total unrealized appreciation/depreciation of assets2020-12-31$262,136
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,400
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$14,700
Total income from all sources (including contributions)2020-12-31$78,786
Total loss/gain on sale of assets2020-12-31$-276,482
Total of all expenses incurred2020-12-31$447,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$362,029
Value of total assets at end of year2020-12-31$5,622,551
Value of total assets at beginning of year2020-12-31$5,999,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$85,646
Total interest from all sources2020-12-31$118
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$141,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$85,748
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$6,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$14,700
Other income not declared elsewhere2020-12-31$-47,988
Administrative expenses (other) incurred2020-12-31$85,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-368,889
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,616,151
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,985,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,172,051
Interest earned on other investments2020-12-31$118
Value of interest in common/collective trusts at end of year2020-12-31$578,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$260,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,171,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,171,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Income. Dividends from common stock2020-12-31$55,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$362,029
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,611,569
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$2,828,437
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,531,047
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,807,529
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WITHUMSMITH+BROWN,PC
Accountancy firm EIN2020-12-31222027092
2019 : SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$487,830
Total unrealized appreciation/depreciation of assets2019-12-31$487,830
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$25,711
Total income from all sources (including contributions)2019-12-31$893,849
Total loss/gain on sale of assets2019-12-31$265,196
Total of all expenses incurred2019-12-31$508,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$410,478
Value of total assets at end of year2019-12-31$5,999,740
Value of total assets at beginning of year2019-12-31$5,625,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$97,976
Total interest from all sources2019-12-31$74,563
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$70,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$18,874
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$14,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$25,711
Other income not declared elsewhere2019-12-31$-3,821
Administrative expenses (other) incurred2019-12-31$97,976
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$53
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$385,395
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,985,040
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,599,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest earned on other investments2019-12-31$15,934
Income. Interest from US Government securities2019-12-31$22,888
Income. Interest from corporate debt instruments2019-12-31$35,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,171,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$169,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$169,937
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$1,172,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Income. Dividends from common stock2019-12-31$70,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$410,478
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,762,171
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$2,828,437
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$2,501,372
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$6,605,200
Aggregate carrying amount (costs) on sale of assets2019-12-31$6,340,004
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WITHUMSMITH+BROWN,PC
Accountancy firm EIN2019-12-31222027092
2018 : SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-292,569
Total unrealized appreciation/depreciation of assets2018-12-31$-292,569
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$25,711
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$18,716
Total income from all sources (including contributions)2018-12-31$-206,816
Total loss/gain on sale of assets2018-12-31$-61,920
Total of all expenses incurred2018-12-31$530,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$424,540
Value of total assets at end of year2018-12-31$5,625,356
Value of total assets at beginning of year2018-12-31$6,355,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$105,981
Total interest from all sources2018-12-31$72,656
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$72,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$18,874
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$16,229
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$25,711
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$18,716
Other income not declared elsewhere2018-12-31$2,466
Administrative expenses (other) incurred2018-12-31$105,981
Total non interest bearing cash at end of year2018-12-31$53
Total non interest bearing cash at beginning of year2018-12-31$193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-737,337
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,599,645
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,336,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest earned on other investments2018-12-31$15,735
Income. Interest from US Government securities2018-12-31$17,010
Income. Interest from corporate debt instruments2018-12-31$39,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$169,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$323,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$323,146
Asset value of US Government securities at end of year2018-12-31$1,172,949
Asset value of US Government securities at beginning of year2018-12-31$1,318,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Income. Dividends from common stock2018-12-31$72,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$424,540
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,762,171
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$1,591,597
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$2,501,372
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$3,106,481
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$3,486,285
Aggregate carrying amount (costs) on sale of assets2018-12-31$3,548,205
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WITHUMSMITH+BROWN,PC
Accountancy firm EIN2018-12-31222027092
2017 : SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$344,368
Total unrealized appreciation/depreciation of assets2017-12-31$344,368
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$18,716
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$45,574
Total income from all sources (including contributions)2017-12-31$705,430
Total loss/gain on sale of assets2017-12-31$233,849
Total of all expenses incurred2017-12-31$540,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$435,881
Value of total assets at end of year2017-12-31$6,355,698
Value of total assets at beginning of year2017-12-31$6,217,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$104,583
Total interest from all sources2017-12-31$66,767
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$69,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$430,548
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$16,229
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$16,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$18,716
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$45,574
Other income not declared elsewhere2017-12-31$-8,849
Administrative expenses (other) incurred2017-12-31$104,583
Total non interest bearing cash at end of year2017-12-31$193
Total non interest bearing cash at beginning of year2017-12-31$2,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$164,966
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,336,982
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,172,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest earned on other investments2017-12-31$13,411
Income. Interest from US Government securities2017-12-31$18,129
Income. Interest from corporate debt instruments2017-12-31$35,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$323,146
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$538,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$538,389
Asset value of US Government securities at end of year2017-12-31$1,318,052
Asset value of US Government securities at beginning of year2017-12-31$1,017,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Income. Dividends from common stock2017-12-31$69,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$435,881
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$1,591,597
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$1,409,800
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$3,106,481
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,803,246
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$3,857,570
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,623,721
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WITHUMSMITH+BROWN,PC
Accountancy firm EIN2017-12-31222027092
2016 : SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$100,638
Total unrealized appreciation/depreciation of assets2016-12-31$100,638
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$45,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$99,389
Total income from all sources (including contributions)2016-12-31$298,191
Total loss/gain on sale of assets2016-12-31$75,099
Total of all expenses incurred2016-12-31$555,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$452,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$6,217,590
Value of total assets at beginning of year2016-12-31$6,528,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$102,844
Total interest from all sources2016-12-31$56,609
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$65,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$430,548
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$384,553
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$16,079
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$45,574
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$99,389
Administrative expenses (other) incurred2016-12-31$102,844
Total non interest bearing cash at end of year2016-12-31$2,444
Total non interest bearing cash at beginning of year2016-12-31$139,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-257,398
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,172,016
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,429,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest earned on other investments2016-12-31$15,956
Income. Interest from US Government securities2016-12-31$16,502
Income. Interest from corporate debt instruments2016-12-31$24,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$538,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$160,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$160,534
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$122
Asset value of US Government securities at end of year2016-12-31$1,017,084
Asset value of US Government securities at beginning of year2016-12-31$1,088,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$1,000,000
Income. Dividends from preferred stock2016-12-31$81
Income. Dividends from common stock2016-12-31$65,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$452,745
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$1,409,800
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,173,664
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,803,246
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$2,581,422
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$3,837,810
Aggregate carrying amount (costs) on sale of assets2016-12-31$3,762,711
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2016-12-31134008324
2015 : SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-100,686
Total unrealized appreciation/depreciation of assets2015-12-31$-100,686
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$99,389
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$27,460
Total income from all sources (including contributions)2015-12-31$1,023,958
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,902,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,791,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,000,000
Value of total assets at end of year2015-12-31$6,528,803
Value of total assets at beginning of year2015-12-31$7,335,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$110,827
Total interest from all sources2015-12-31$72,332
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$52,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$384,553
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$61,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$99,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$27,460
Administrative expenses (other) incurred2015-12-31$56,046
Total non interest bearing cash at end of year2015-12-31$139,707
Total non interest bearing cash at beginning of year2015-12-31$465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-878,485
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,429,414
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,307,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$54,781
Interest earned on other investments2015-12-31$14,915
Income. Interest from US Government securities2015-12-31$22,819
Income. Interest from corporate debt instruments2015-12-31$34,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$160,534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$357,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$357,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$106
Asset value of US Government securities at end of year2015-12-31$1,088,923
Asset value of US Government securities at beginning of year2015-12-31$1,756,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,000,000
Employer contributions (assets) at end of year2015-12-31$1,000,000
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from common stock2015-12-31$52,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,791,616
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,173,664
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,687,939
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$2,581,422
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$3,471,763
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2015-12-31134008324
2014 : SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$338,218
Total unrealized appreciation/depreciation of assets2014-12-31$338,218
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$27,460
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,250
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$881,158
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,851,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,675,498
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$347,722
Value of total assets at end of year2014-12-31$7,335,359
Value of total assets at beginning of year2014-12-31$10,295,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$175,643
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$195,218
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$61,693
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$21,788
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$175,643
Liabilities. Value of operating payables at end of year2014-12-31$27,460
Liabilities. Value of operating payables at beginning of year2014-12-31$17,250
Total non interest bearing cash at end of year2014-12-31$465
Total non interest bearing cash at beginning of year2014-12-31$3,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$-2,969,983
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,307,899
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,277,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$0
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$195,218
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$357,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$225,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$225,367
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$1,756,119
Asset value of US Government securities at beginning of year2014-12-31$1,685,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$347,722
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$958,056
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,675,498
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,687,939
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$2,101,576
Contract administrator fees2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$3,471,763
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$5,299,501
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PRICEWATERHOUSE COOPERS LLP
Accountancy firm EIN2014-12-31134008324
2013 : SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$845,942
Total unrealized appreciation/depreciation of assets2013-12-31$845,942
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$18,775
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,490,871
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$885,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$755,185
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,432,224
Value of total assets at end of year2013-12-31$10,295,132
Value of total assets at beginning of year2013-12-31$8,691,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$130,254
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$212,705
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$21,788
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$19,972
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$130,254
Liabilities. Value of operating payables at end of year2013-12-31$17,250
Liabilities. Value of operating payables at beginning of year2013-12-31$18,775
Total non interest bearing cash at end of year2013-12-31$3,683
Total non interest bearing cash at beginning of year2013-12-31$1,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,605,432
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,277,882
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,672,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$0
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$212,705
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$225,367
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$392,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$392,152
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$1,685,161
Asset value of US Government securities at beginning of year2013-12-31$1,834,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$1,432,224
Employer contributions (assets) at end of year2013-12-31$958,056
Employer contributions (assets) at beginning of year2013-12-31$1,193,688
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$755,185
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$2,101,576
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$1,471,307
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$5,299,501
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$3,777,959
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PRICEWATERHOUSE COOPERS
Accountancy firm EIN2013-12-31134008324
2012 : SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$395,278
Total unrealized appreciation/depreciation of assets2012-12-31$395,278
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$18,775
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,500
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,213,936
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$532,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$375,216
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,624,752
Value of total assets at end of year2012-12-31$8,691,225
Value of total assets at beginning of year2012-12-31$7,004,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$156,896
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$193,906
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$19,972
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$19,816
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$156,896
Liabilities. Value of operating payables at end of year2012-12-31$18,775
Liabilities. Value of operating payables at beginning of year2012-12-31$17,500
Total non interest bearing cash at end of year2012-12-31$1,573
Total non interest bearing cash at beginning of year2012-12-31$1,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$1,681,824
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,672,450
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,986,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$0
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$193,906
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$392,152
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$267,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$267,058
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$1,834,574
Asset value of US Government securities at beginning of year2012-12-31$1,715,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$1,624,752
Employer contributions (assets) at end of year2012-12-31$1,193,688
Employer contributions (assets) at beginning of year2012-12-31$1,035,290
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$375,216
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$1,471,307
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,250,953
Contract administrator fees2012-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$3,777,959
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,714,393
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PRICEWATERHOUSE COOPERS LLP
Accountancy firm EIN2012-12-31134008324
2011 : SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-33,221
Total unrealized appreciation/depreciation of assets2011-12-31$-33,221
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$17,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$17,264
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,531,904
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$598,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$445,537
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,404,320
Value of total assets at end of year2011-12-31$7,004,381
Value of total assets at beginning of year2011-12-31$6,070,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$152,640
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$160,805
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$0
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$19,816
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$24,459
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$152,640
Liabilities. Value of operating payables at end of year2011-12-31$17,500
Liabilities. Value of operating payables at beginning of year2011-12-31$17,264
Total non interest bearing cash at end of year2011-12-31$138,789
Total non interest bearing cash at beginning of year2011-12-31$234,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$933,727
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,986,881
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,053,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$0
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$160,805
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$129,401
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$174,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$174,609
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$898,185
Asset value of US Government securities at beginning of year2011-12-31$668,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$1,404,320
Employer contributions (assets) at end of year2011-12-31$1,035,290
Employer contributions (assets) at beginning of year2011-12-31$156,242
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$445,537
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,068,507
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$2,514,656
Contract administrator fees2011-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,714,393
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$2,297,732
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2011-12-31134008324
2010 : SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$17,264
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$16,924
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$994,590
Total loss/gain on sale of assets2010-12-31$320,248
Total of all expenses incurred2010-12-31$453,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$325,316
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$515,718
Value of total assets at end of year2010-12-31$6,070,418
Value of total assets at beginning of year2010-12-31$5,529,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$128,374
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$158,624
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2010-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$515,718
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$24,459
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$24,395
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$128,374
Liabilities. Value of operating payables at end of year2010-12-31$17,264
Liabilities. Value of operating payables at beginning of year2010-12-31$16,924
Total non interest bearing cash at end of year2010-12-31$234,606
Total non interest bearing cash at beginning of year2010-12-31$72,099
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$540,900
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,053,154
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,512,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$158,624
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$174,609
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$219,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$219,304
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$668,114
Asset value of US Government securities at beginning of year2010-12-31$1,568,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$0
Employer contributions (assets) at end of year2010-12-31$156,242
Employer contributions (assets) at beginning of year2010-12-31$367,245
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$325,316
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$2,514,656
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,457,201
Contract administrator fees2010-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,297,732
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,820,784
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$320,248
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PRICEWATERHOUSE COOPERS
Accountancy firm EIN2010-12-31134008324
2009 : SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2009-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for SHOPRITE SUPERMARKETS, INC. RETAIL CLERKS EMPLOYEES' RETIREMENT PLAN

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

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