DAVIS FOODTOWN has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2014: DAVIS FOODTOWN 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 105 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 94 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 7 |
| Total of all active and inactive participants | 2014-01-01 | 101 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 101 |
| Number of participants with account balances | 2014-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: DAVIS FOODTOWN 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 117 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 93 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 7 |
| Total of all active and inactive participants | 2013-01-01 | 102 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 102 |
| Number of participants with account balances | 2013-01-01 | 44 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2009: DAVIS FOODTOWN 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 118 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 107 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 113 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 113 |
| Number of participants with account balances | 2009-01-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| 2008: DAVIS FOODTOWN 401(K) PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 113 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 96 |
| Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 10 |
| Total of all active and inactive participants | 2008-01-01 | 106 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
| Total participants | 2008-01-01 | 106 |
| Number of participants with account balances | 2008-01-01 | 61 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 2 |
| 2007: DAVIS FOODTOWN 401(K) PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 111 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 84 |
| Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 9 |
| Total of all active and inactive participants | 2007-01-01 | 93 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
| Total participants | 2007-01-01 | 93 |
| Number of participants with account balances | 2007-01-01 | 61 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 2 |
| 2006: DAVIS FOODTOWN 401(K) PLAN 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-01-01 | 105 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 92 |
| Number of retired or separated participants receiving benefits | 2006-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2006-01-01 | 8 |
| Total of all active and inactive participants | 2006-01-01 | 100 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2006-01-01 | 0 |
| Total participants | 2006-01-01 | 100 |
| Number of participants with account balances | 2006-01-01 | 65 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2006-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2014 : DAVIS FOODTOWN 401(K) PLAN 2014 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $123,700 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $200,525 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $175,831 |
| Total plan assets at end of year | 2014-12-31 | $1,731,002 |
| Total plan assets at beginning of year | 2014-12-31 | $1,807,827 |
| Total contributions received or receivable from participants | 2014-12-31 | $66,366 |
| Other income received | 2014-12-31 | $41,936 |
| Net income (gross income less expenses) | 2014-12-31 | $-76,825 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,731,002 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,807,827 |
| Assets. Value of participant loans | 2014-12-31 | $33,561 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $15,398 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $4,386 |
| Value of corrective distributions | 2014-12-31 | $516 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $19,792 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : DAVIS FOODTOWN 401(K) PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $328,856 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $108,413 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $78,573 |
| Total plan assets at end of year | 2013-12-31 | $1,807,827 |
| Total plan assets at beginning of year | 2013-12-31 | $1,587,384 |
| Total contributions received or receivable from participants | 2013-12-31 | $74,268 |
| Other income received | 2013-12-31 | $245,645 |
| Net income (gross income less expenses) | 2013-12-31 | $220,443 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,807,827 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,587,384 |
| Assets. Value of participant loans | 2013-12-31 | $34,816 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $8,943 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $10,176 |
| Value of corrective distributions | 2013-12-31 | $599 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $19,065 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2009 : DAVIS FOODTOWN 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2008 : DAVIS FOODTOWN 401(K) PLAN 2008 401k financial data |
|---|
| Total income from all sources | 2008-12-31 | $-208,201 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $11,034 |
| Benefits paid (including direct rollovers) | 2008-12-31 | $10,764 |
| Total plan assets at end of year | 2008-12-31 | $914,351 |
| Total plan assets at beginning of year | 2008-12-31 | $1,133,586 |
| Total contributions received or receivable from participants | 2008-12-31 | $105,820 |
| Expenses. Other expenses not covered elsewhere | 2008-12-31 | $270 |
| Other income received | 2008-12-31 | $-355,066 |
| Net income (gross income less expenses) | 2008-12-31 | $-219,235 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $914,351 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $1,133,586 |
| Assets. Value of participant loans | 2008-12-31 | $62,799 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $41,045 |
| 2007 : DAVIS FOODTOWN 401(K) PLAN 2007 401k financial data |
|---|
| Total income from all sources | 2007-12-31 | $192,136 |
| Expenses. Total of all expenses incurred | 2007-12-31 | $70,374 |
| Benefits paid (including direct rollovers) | 2007-12-31 | $58,201 |
| Total plan assets at end of year | 2007-12-31 | $1,133,586 |
| Total plan assets at beginning of year | 2007-12-31 | $1,011,824 |
| Total contributions received or receivable from participants | 2007-12-31 | $93,546 |
| Expenses. Other expenses not covered elsewhere | 2007-12-31 | $12,173 |
| Contributions received from other sources (not participants or employers) | 2007-12-31 | $33,662 |
| Other income received | 2007-12-31 | $37,771 |
| Net income (gross income less expenses) | 2007-12-31 | $121,762 |
| Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $1,133,586 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $1,011,824 |
| Assets. Value of participant loans | 2007-12-31 | $58,263 |
| Total contributions received or receivable from employer(s) | 2007-12-31 | $27,157 |
| 2006 : DAVIS FOODTOWN 401(K) PLAN 2006 401k financial data |
|---|
| Total income from all sources | 2006-12-31 | $190,240 |
| Expenses. Total of all expenses incurred | 2006-12-31 | $424 |
| Benefits paid (including direct rollovers) | 2006-12-31 | $91 |
| Total plan assets at end of year | 2006-12-31 | $1,011,824 |
| Total plan assets at beginning of year | 2006-12-31 | $822,008 |
| Total contributions received or receivable from participants | 2006-12-31 | $92,040 |
| Expenses. Other expenses not covered elsewhere | 2006-12-31 | $333 |
| Other income received | 2006-12-31 | $84,559 |
| Net income (gross income less expenses) | 2006-12-31 | $189,816 |
| Net plan assets at end of year (total assets less liabilities) | 2006-12-31 | $1,011,824 |
| Net plan assets at beginning of year (total assets less liabilities) | 2006-12-31 | $822,008 |
| Assets. Value of participant loans | 2006-12-31 | $33,733 |
| Total contributions received or receivable from employer(s) | 2006-12-31 | $13,641 |
| 2014: DAVIS FOODTOWN 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: DAVIS FOODTOWN 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DAVIS FOODTOWN 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2008: DAVIS FOODTOWN 401(K) PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: DAVIS FOODTOWN 401(K) PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
| 2006: DAVIS FOODTOWN 401(K) PLAN 2006 form 5500 responses |
|---|
| 2006-01-01 | Type of plan entity | Single employer plan |
| 2006-01-01 | Submission has been amended | No |
| 2006-01-01 | This submission is the final filing | No |
| 2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-01-01 | Plan is a collectively bargained plan | No |
| 2006-01-01 | Plan funding arrangement – Insurance | Yes |
| 2006-01-01 | Plan funding arrangement – Trust | Yes |
| 2006-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2006-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 45045 |
| Policy instance | 1 |
| Insurance contract or identification number | 45045 | | Number of Individuals Covered | 40 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $14,175 | | Total amount of fees paid to insurance company | USD $300 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,284 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 300 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | HUNTER BENEFITS CONSULTING GROUP |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 45045 |
| Policy instance | 1 |
| Insurance contract or identification number | 45045 | | Number of Individuals Covered | 45 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $12,436 | | Total amount of fees paid to insurance company | USD $1,032 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,436 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1032 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | HUNTER BENEFITS CONSULTING GROUP |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 45045 |
| Policy instance | 1 |
| Insurance contract or identification number | 45045 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2008-01-01 | | Insurance policy end date | 2008-12-31 | | Total amount of commissions paid to insurance broker | USD $7,818 | | Total amount of fees paid to insurance company | USD $750 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 45045 |
| Policy instance | 1 |
| Insurance contract or identification number | 45045 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2007-01-01 | | Insurance policy end date | 2007-12-31 | | Total amount of commissions paid to insurance broker | USD $8,124 | | Total amount of fees paid to insurance company | USD $750 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 45045 |
| Policy instance | 1 |
| Insurance contract or identification number | 45045 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2006-01-01 | | Insurance policy end date | 2006-12-31 | | Total amount of commissions paid to insurance broker | USD $6,353 | | Total amount of fees paid to insurance company | USD $500 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
