Plan Name | SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SUPERIOR DAIRY, INC. |
Employer identification number (EIN): | 340564691 |
NAIC Classification: | 311500 |
NAIC Description: | Dairy Product Manufacturing |
Additional information about SUPERIOR DAIRY, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1936-12-12 |
Company Identification Number: | 168833 |
Legal Registered Office Address: |
4625 FRAZER AVE NW - CANTON United States of America (USA) 44709 |
More information about SUPERIOR DAIRY, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-04-01 | ||||
001 | 2021-04-01 | ||||
001 | 2020-04-01 | ||||
001 | 2019-04-01 | ||||
001 | 2019-04-01 | ||||
001 | 2019-04-01 | ||||
001 | 2018-04-01 | ||||
001 | 2017-04-01 | JAMES INNES | |||
001 | 2016-04-01 | JAMES INNES | |||
001 | 2015-04-01 | JAMES INNES | |||
001 | 2015-04-01 | ||||
001 | 2014-04-01 | JAMES INNES | |||
001 | 2013-04-01 | JAMES INNES | |||
001 | 2012-04-01 | JAMES A. INNES | |||
001 | 2011-04-01 | JIM INNES | |||
001 | 2009-04-01 | JAMES A. INNES |
Measure | Date | Value |
---|---|---|
2022: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-04-01 | 277 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 155 |
Number of retired or separated participants receiving benefits | 2022-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 155 |
Total of all active and inactive participants | 2022-04-01 | 310 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-04-01 | 1 |
Total participants | 2022-04-01 | 311 |
Number of participants with account balances | 2022-04-01 | 260 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-04-01 | 0 |
2021: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-04-01 | 300 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 179 |
Number of retired or separated participants receiving benefits | 2021-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 117 |
Total of all active and inactive participants | 2021-04-01 | 296 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-04-01 | 0 |
Total participants | 2021-04-01 | 296 |
Number of participants with account balances | 2021-04-01 | 245 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-04-01 | 0 |
2020: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-04-01 | 276 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 226 |
Number of retired or separated participants receiving benefits | 2020-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 90 |
Total of all active and inactive participants | 2020-04-01 | 316 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-04-01 | 0 |
Total participants | 2020-04-01 | 316 |
Number of participants with account balances | 2020-04-01 | 233 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-04-01 | 0 |
2019: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-04-01 | 274 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 228 |
Number of retired or separated participants receiving benefits | 2019-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 61 |
Total of all active and inactive participants | 2019-04-01 | 289 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-04-01 | 0 |
Total participants | 2019-04-01 | 289 |
Number of participants with account balances | 2019-04-01 | 228 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-04-01 | 0 |
2018: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-04-01 | 271 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 227 |
Number of retired or separated participants receiving benefits | 2018-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 53 |
Total of all active and inactive participants | 2018-04-01 | 280 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-04-01 | 1 |
Total participants | 2018-04-01 | 281 |
Number of participants with account balances | 2018-04-01 | 222 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-04-01 | 0 |
2017: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-04-01 | 259 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 234 |
Number of retired or separated participants receiving benefits | 2017-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 52 |
Total of all active and inactive participants | 2017-04-01 | 286 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-04-01 | 0 |
Total participants | 2017-04-01 | 286 |
Number of participants with account balances | 2017-04-01 | 218 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-04-01 | 0 |
2016: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-04-01 | 278 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 280 |
Number of retired or separated participants receiving benefits | 2016-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 37 |
Total of all active and inactive participants | 2016-04-01 | 317 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-04-01 | 0 |
Total participants | 2016-04-01 | 317 |
Number of participants with account balances | 2016-04-01 | 184 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-04-01 | 0 |
2015: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-04-01 | 229 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 237 |
Number of retired or separated participants receiving benefits | 2015-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 29 |
Total of all active and inactive participants | 2015-04-01 | 266 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-01 | 0 |
Total participants | 2015-04-01 | 266 |
Number of participants with account balances | 2015-04-01 | 170 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-04-01 | 0 |
2014: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-04-01 | 215 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 171 |
Number of retired or separated participants receiving benefits | 2014-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 27 |
Total of all active and inactive participants | 2014-04-01 | 198 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 1 |
Total participants | 2014-04-01 | 199 |
Number of participants with account balances | 2014-04-01 | 160 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 0 |
2013: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-04-01 | 201 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 190 |
Number of retired or separated participants receiving benefits | 2013-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 24 |
Total of all active and inactive participants | 2013-04-01 | 214 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
Total participants | 2013-04-01 | 214 |
Number of participants with account balances | 2013-04-01 | 172 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 0 |
2012: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-04-01 | 182 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 186 |
Number of retired or separated participants receiving benefits | 2012-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 15 |
Total of all active and inactive participants | 2012-04-01 | 201 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
Total participants | 2012-04-01 | 201 |
Number of participants with account balances | 2012-04-01 | 176 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 0 |
2011: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-04-01 | 186 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 166 |
Number of retired or separated participants receiving benefits | 2011-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 15 |
Total of all active and inactive participants | 2011-04-01 | 181 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 1 |
Total participants | 2011-04-01 | 182 |
Number of participants with account balances | 2011-04-01 | 155 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 0 |
2009: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-04-01 | 172 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 163 |
Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 26 |
Total of all active and inactive participants | 2009-04-01 | 189 |
Total participants | 2009-04-01 | 189 |
Number of participants with account balances | 2009-04-01 | 166 |
Measure | Date | Value |
---|---|---|
2023 : SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-03-31 | $0 |
Total transfer of assets to this plan | 2023-03-31 | $0 |
Total transfer of assets from this plan | 2023-03-31 | $5,309 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $0 |
Total income from all sources (including contributions) | 2023-03-31 | $-219,481 |
Total loss/gain on sale of assets | 2023-03-31 | $0 |
Total of all expenses incurred | 2023-03-31 | $2,725,346 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $2,663,131 |
Expenses. Certain deemed distributions of participant loans | 2023-03-31 | $7,433 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $625,433 |
Value of total assets at end of year | 2023-03-31 | $9,694,523 |
Value of total assets at beginning of year | 2023-03-31 | $12,644,659 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $54,782 |
Total interest from all sources | 2023-03-31 | $13,308 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-03-31 | $439,539 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-03-31 | $439,539 |
Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
Value of fidelity bond cover | 2023-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
Contributions received from participants | 2023-03-31 | $390,826 |
Participant contributions at end of year | 2023-03-31 | $197,540 |
Participant contributions at beginning of year | 2023-03-31 | $187,344 |
Participant contributions at end of year | 2023-03-31 | $13,903 |
Other income not declared elsewhere | 2023-03-31 | $16,613 |
Administrative expenses (other) incurred | 2023-03-31 | $54,782 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
Value of net income/loss | 2023-03-31 | $-2,944,827 |
Value of net assets at end of year (total assets less liabilities) | 2023-03-31 | $9,694,523 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-03-31 | $12,644,659 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-03-31 | $8,680,981 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-03-31 | $11,628,576 |
Interest on participant loans | 2023-03-31 | $13,308 |
Value of interest in common/collective trusts at end of year | 2023-03-31 | $800,410 |
Value of interest in common/collective trusts at beginning of year | 2023-03-31 | $828,739 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-03-31 | $-1,327,902 |
Net investment gain or loss from common/collective trusts | 2023-03-31 | $13,528 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
Contributions received in cash from employer | 2023-03-31 | $234,607 |
Employer contributions (assets) at end of year | 2023-03-31 | $1,689 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $2,663,131 |
Did the plan have assets held for investment | 2023-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
Accountancy firm name | 2023-03-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2023-03-31 | 410746749 |
2022 : SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-03-31 | $0 |
Total transfer of assets to this plan | 2022-03-31 | $0 |
Total transfer of assets from this plan | 2022-03-31 | $164,828 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $0 |
Total income from all sources (including contributions) | 2022-03-31 | $1,391,384 |
Total loss/gain on sale of assets | 2022-03-31 | $0 |
Total of all expenses incurred | 2022-03-31 | $3,040,228 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $2,963,149 |
Expenses. Certain deemed distributions of participant loans | 2022-03-31 | $13,966 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $711,873 |
Value of total assets at end of year | 2022-03-31 | $12,644,659 |
Value of total assets at beginning of year | 2022-03-31 | $14,458,331 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $63,113 |
Total interest from all sources | 2022-03-31 | $17,123 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-03-31 | $1,276,701 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-03-31 | $1,276,701 |
Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
Value of fidelity bond cover | 2022-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
Contributions received from participants | 2022-03-31 | $439,496 |
Participant contributions at end of year | 2022-03-31 | $187,344 |
Participant contributions at beginning of year | 2022-03-31 | $341,160 |
Other income not declared elsewhere | 2022-03-31 | $40,305 |
Administrative expenses (other) incurred | 2022-03-31 | $63,113 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
Value of net income/loss | 2022-03-31 | $-1,648,844 |
Value of net assets at end of year (total assets less liabilities) | 2022-03-31 | $12,644,659 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-03-31 | $14,458,331 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-03-31 | $11,628,576 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-03-31 | $13,091,756 |
Interest on participant loans | 2022-03-31 | $17,123 |
Value of interest in common/collective trusts at end of year | 2022-03-31 | $828,739 |
Value of interest in common/collective trusts at beginning of year | 2022-03-31 | $1,025,415 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-03-31 | $-660,406 |
Net investment gain or loss from common/collective trusts | 2022-03-31 | $5,788 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
Contributions received in cash from employer | 2022-03-31 | $272,377 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $2,963,149 |
Did the plan have assets held for investment | 2022-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
Accountancy firm name | 2022-03-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2022-03-31 | 410746749 |
2021 : SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-03-31 | $0 |
Total transfer of assets to this plan | 2021-03-31 | $0 |
Total transfer of assets from this plan | 2021-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $0 |
Total income from all sources (including contributions) | 2021-03-31 | $5,277,172 |
Total loss/gain on sale of assets | 2021-03-31 | $0 |
Total of all expenses incurred | 2021-03-31 | $2,200,448 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $2,092,800 |
Expenses. Certain deemed distributions of participant loans | 2021-03-31 | $36,709 |
Value of total corrective distributions | 2021-03-31 | $632 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $857,877 |
Value of total assets at end of year | 2021-03-31 | $14,458,331 |
Value of total assets at beginning of year | 2021-03-31 | $11,381,607 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $70,307 |
Total interest from all sources | 2021-03-31 | $26,089 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-03-31 | $923,461 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-03-31 | $923,461 |
Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
Value of fidelity bond cover | 2021-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
Contributions received from participants | 2021-03-31 | $523,815 |
Participant contributions at end of year | 2021-03-31 | $341,160 |
Participant contributions at beginning of year | 2021-03-31 | $470,340 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-03-31 | $1,261 |
Other income not declared elsewhere | 2021-03-31 | $23,929 |
Administrative expenses (other) incurred | 2021-03-31 | $70,307 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Value of net income/loss | 2021-03-31 | $3,076,724 |
Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $14,458,331 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $11,381,607 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-03-31 | $13,091,756 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-03-31 | $9,796,042 |
Interest on participant loans | 2021-03-31 | $26,089 |
Value of interest in common/collective trusts at end of year | 2021-03-31 | $1,025,415 |
Value of interest in common/collective trusts at beginning of year | 2021-03-31 | $1,115,225 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-03-31 | $3,432,978 |
Net investment gain or loss from common/collective trusts | 2021-03-31 | $12,838 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
Contributions received in cash from employer | 2021-03-31 | $332,801 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $2,092,800 |
Did the plan have assets held for investment | 2021-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Disclaimer |
Accountancy firm name | 2021-03-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-03-31 | 410746749 |
2020 : SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-03-31 | $0 |
Total transfer of assets to this plan | 2020-03-31 | $0 |
Total transfer of assets from this plan | 2020-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $0 |
Total income from all sources (including contributions) | 2020-03-31 | $429,715 |
Total loss/gain on sale of assets | 2020-03-31 | $0 |
Total of all expenses incurred | 2020-03-31 | $1,314,454 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $1,240,923 |
Expenses. Certain deemed distributions of participant loans | 2020-03-31 | $5,205 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-03-31 | $908,662 |
Value of total assets at end of year | 2020-03-31 | $11,381,607 |
Value of total assets at beginning of year | 2020-03-31 | $12,266,346 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $68,326 |
Total interest from all sources | 2020-03-31 | $29,211 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-03-31 | $636,461 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-03-31 | $636,461 |
Was this plan covered by a fidelity bond | 2020-03-31 | Yes |
Value of fidelity bond cover | 2020-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
Contributions received from participants | 2020-03-31 | $540,800 |
Participant contributions at end of year | 2020-03-31 | $470,340 |
Participant contributions at beginning of year | 2020-03-31 | $471,325 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-03-31 | $7,781 |
Other income not declared elsewhere | 2020-03-31 | $26,567 |
Administrative expenses (other) incurred | 2020-03-31 | $68,326 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Value of net income/loss | 2020-03-31 | $-884,739 |
Value of net assets at end of year (total assets less liabilities) | 2020-03-31 | $11,381,607 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-03-31 | $12,266,346 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-03-31 | $9,796,042 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-03-31 | $10,758,070 |
Interest on participant loans | 2020-03-31 | $29,211 |
Value of interest in common/collective trusts at end of year | 2020-03-31 | $1,115,225 |
Value of interest in common/collective trusts at beginning of year | 2020-03-31 | $1,036,951 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-03-31 | $-1,190,206 |
Net investment gain or loss from common/collective trusts | 2020-03-31 | $19,020 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
Contributions received in cash from employer | 2020-03-31 | $360,081 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-31 | $1,240,923 |
Did the plan have assets held for investment | 2020-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-03-31 | Disclaimer |
Accountancy firm name | 2020-03-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2020-03-31 | 410746749 |
2019 : SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-03-31 | $0 |
Total transfer of assets to this plan | 2019-03-31 | $0 |
Total transfer of assets from this plan | 2019-03-31 | $1,719 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $0 |
Total income from all sources (including contributions) | 2019-03-31 | $1,423,369 |
Total loss/gain on sale of assets | 2019-03-31 | $0 |
Total of all expenses incurred | 2019-03-31 | $2,042,282 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-03-31 | $1,934,611 |
Expenses. Certain deemed distributions of participant loans | 2019-03-31 | $17,063 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-03-31 | $861,617 |
Value of total assets at end of year | 2019-03-31 | $12,266,346 |
Value of total assets at beginning of year | 2019-03-31 | $12,886,978 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-03-31 | $90,608 |
Total interest from all sources | 2019-03-31 | $28,260 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-03-31 | $971,096 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-03-31 | $971,096 |
Was this plan covered by a fidelity bond | 2019-03-31 | Yes |
Value of fidelity bond cover | 2019-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-03-31 | No |
Contributions received from participants | 2019-03-31 | $518,951 |
Participant contributions at end of year | 2019-03-31 | $471,325 |
Participant contributions at beginning of year | 2019-03-31 | $399,594 |
Other income not declared elsewhere | 2019-03-31 | $22,627 |
Administrative expenses (other) incurred | 2019-03-31 | $90,608 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
Value of net income/loss | 2019-03-31 | $-618,913 |
Value of net assets at end of year (total assets less liabilities) | 2019-03-31 | $12,266,346 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-03-31 | $12,886,978 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-03-31 | $10,758,070 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-03-31 | $11,775,579 |
Interest on participant loans | 2019-03-31 | $28,260 |
Value of interest in common/collective trusts at end of year | 2019-03-31 | $1,036,951 |
Value of interest in common/collective trusts at beginning of year | 2019-03-31 | $711,805 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-03-31 | $-475,838 |
Net investment gain or loss from common/collective trusts | 2019-03-31 | $15,607 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-03-31 | No |
Contributions received in cash from employer | 2019-03-31 | $342,666 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-03-31 | $1,934,611 |
Did the plan have assets held for investment | 2019-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-03-31 | Disclaimer |
Accountancy firm name | 2019-03-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2019-03-31 | 410746749 |
2018 : SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-03-31 | $0 |
Total transfer of assets to this plan | 2018-03-31 | $0 |
Total transfer of assets from this plan | 2018-03-31 | $2,748 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $0 |
Total income from all sources (including contributions) | 2018-03-31 | $2,235,124 |
Total loss/gain on sale of assets | 2018-03-31 | $0 |
Total of all expenses incurred | 2018-03-31 | $1,680,583 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-03-31 | $1,605,766 |
Expenses. Certain deemed distributions of participant loans | 2018-03-31 | $5,105 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-03-31 | $823,761 |
Value of total assets at end of year | 2018-03-31 | $12,886,978 |
Value of total assets at beginning of year | 2018-03-31 | $12,335,185 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-03-31 | $69,712 |
Total interest from all sources | 2018-03-31 | $21,941 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-03-31 | $1,010,242 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-03-31 | $1,010,242 |
Was this plan covered by a fidelity bond | 2018-03-31 | Yes |
Value of fidelity bond cover | 2018-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
Contributions received from participants | 2018-03-31 | $470,995 |
Participant contributions at end of year | 2018-03-31 | $399,594 |
Participant contributions at beginning of year | 2018-03-31 | $409,151 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-03-31 | $23,687 |
Other income not declared elsewhere | 2018-03-31 | $22,738 |
Administrative expenses (other) incurred | 2018-03-31 | $69,712 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
Value of net income/loss | 2018-03-31 | $554,541 |
Value of net assets at end of year (total assets less liabilities) | 2018-03-31 | $12,886,978 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-03-31 | $12,335,185 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-03-31 | $11,775,579 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-03-31 | $11,021,025 |
Interest on participant loans | 2018-03-31 | $21,941 |
Value of interest in common/collective trusts at end of year | 2018-03-31 | $711,805 |
Value of interest in common/collective trusts at beginning of year | 2018-03-31 | $905,009 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-03-31 | $346,244 |
Net investment gain or loss from common/collective trusts | 2018-03-31 | $10,198 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-03-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-03-31 | No |
Contributions received in cash from employer | 2018-03-31 | $329,079 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-03-31 | $1,605,766 |
Did the plan have assets held for investment | 2018-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-03-31 | Disclaimer |
Accountancy firm name | 2018-03-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2018-03-31 | 410746749 |
2017 : SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-03-31 | $0 |
Total transfer of assets to this plan | 2017-03-31 | $0 |
Total transfer of assets from this plan | 2017-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $0 |
Total income from all sources (including contributions) | 2017-03-31 | $2,175,141 |
Total loss/gain on sale of assets | 2017-03-31 | $0 |
Total of all expenses incurred | 2017-03-31 | $1,558,566 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $1,476,488 |
Expenses. Certain deemed distributions of participant loans | 2017-03-31 | $28,104 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-03-31 | $732,639 |
Value of total assets at end of year | 2017-03-31 | $12,335,185 |
Value of total assets at beginning of year | 2017-03-31 | $11,718,610 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $53,974 |
Total interest from all sources | 2017-03-31 | $21,553 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-03-31 | $336,465 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-03-31 | $336,465 |
Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
Value of fidelity bond cover | 2017-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
Contributions received from participants | 2017-03-31 | $428,715 |
Participant contributions at end of year | 2017-03-31 | $409,151 |
Participant contributions at beginning of year | 2017-03-31 | $428,684 |
Other income not declared elsewhere | 2017-03-31 | $22,386 |
Administrative expenses (other) incurred | 2017-03-31 | $53,974 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
Value of net income/loss | 2017-03-31 | $616,575 |
Value of net assets at end of year (total assets less liabilities) | 2017-03-31 | $12,335,185 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-03-31 | $11,718,610 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-03-31 | $11,021,025 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-03-31 | $10,321,874 |
Interest on participant loans | 2017-03-31 | $21,553 |
Value of interest in common/collective trusts at end of year | 2017-03-31 | $905,009 |
Value of interest in common/collective trusts at beginning of year | 2017-03-31 | $968,052 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-03-31 | $1,059,504 |
Net investment gain or loss from common/collective trusts | 2017-03-31 | $2,594 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
Contributions received in cash from employer | 2017-03-31 | $303,924 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $1,476,488 |
Did the plan have assets held for investment | 2017-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Disclaimer |
Accountancy firm name | 2017-03-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2017-03-31 | 410746749 |
2016 : SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-03-31 | $0 |
Total transfer of assets to this plan | 2016-03-31 | $0 |
Total transfer of assets from this plan | 2016-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $0 |
Total income from all sources (including contributions) | 2016-03-31 | $362,625 |
Total loss/gain on sale of assets | 2016-03-31 | $0 |
Total of all expenses incurred | 2016-03-31 | $581,095 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $555,329 |
Expenses. Certain deemed distributions of participant loans | 2016-03-31 | $-22,052 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-03-31 | $653,395 |
Value of total assets at end of year | 2016-03-31 | $11,722,888 |
Value of total assets at beginning of year | 2016-03-31 | $11,941,358 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $47,818 |
Total interest from all sources | 2016-03-31 | $20,610 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-03-31 | $578,269 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-03-31 | $578,269 |
Was this plan covered by a fidelity bond | 2016-03-31 | Yes |
Value of fidelity bond cover | 2016-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
Contributions received from participants | 2016-03-31 | $362,314 |
Participant contributions at end of year | 2016-03-31 | $432,962 |
Participant contributions at beginning of year | 2016-03-31 | $432,177 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-03-31 | $7,154 |
Other income not declared elsewhere | 2016-03-31 | $26,717 |
Administrative expenses (other) incurred | 2016-03-31 | $47,818 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
Value of net income/loss | 2016-03-31 | $-218,470 |
Value of net assets at end of year (total assets less liabilities) | 2016-03-31 | $11,722,888 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-03-31 | $11,941,358 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-03-31 | $10,321,874 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-03-31 | $10,543,195 |
Interest on participant loans | 2016-03-31 | $20,610 |
Value of interest in common/collective trusts at end of year | 2016-03-31 | $968,052 |
Value of interest in common/collective trusts at beginning of year | 2016-03-31 | $965,986 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-03-31 | $-917,067 |
Net investment gain or loss from common/collective trusts | 2016-03-31 | $701 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
Contributions received in cash from employer | 2016-03-31 | $283,927 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-03-31 | $555,329 |
Did the plan have assets held for investment | 2016-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Disclaimer |
Accountancy firm name | 2016-03-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2016-03-31 | 410746749 |
2015 : SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-03-31 | $0 |
Total transfer of assets to this plan | 2015-03-31 | $0 |
Total transfer of assets from this plan | 2015-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $0 |
Total income from all sources (including contributions) | 2015-03-31 | $1,355,896 |
Total loss/gain on sale of assets | 2015-03-31 | $0 |
Total of all expenses incurred | 2015-03-31 | $1,533,823 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $1,426,762 |
Expenses. Certain deemed distributions of participant loans | 2015-03-31 | $46,434 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-03-31 | $652,366 |
Value of total assets at end of year | 2015-03-31 | $11,941,358 |
Value of total assets at beginning of year | 2015-03-31 | $12,119,285 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $60,627 |
Total interest from all sources | 2015-03-31 | $22,986 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-03-31 | $954,227 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-03-31 | $954,227 |
Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
Value of fidelity bond cover | 2015-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
Contributions received from participants | 2015-03-31 | $355,188 |
Participant contributions at end of year | 2015-03-31 | $432,177 |
Participant contributions at beginning of year | 2015-03-31 | $436,959 |
Other income not declared elsewhere | 2015-03-31 | $35,062 |
Administrative expenses (other) incurred | 2015-03-31 | $60,627 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
Value of net income/loss | 2015-03-31 | $-177,927 |
Value of net assets at end of year (total assets less liabilities) | 2015-03-31 | $11,941,358 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-03-31 | $12,119,285 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-03-31 | $10,543,195 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-03-31 | $10,700,051 |
Interest on participant loans | 2015-03-31 | $22,986 |
Value of interest in common/collective trusts at end of year | 2015-03-31 | $965,986 |
Value of interest in common/collective trusts at beginning of year | 2015-03-31 | $982,275 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-03-31 | $-319,202 |
Net investment gain or loss from common/collective trusts | 2015-03-31 | $10,457 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
Contributions received in cash from employer | 2015-03-31 | $297,178 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $1,426,762 |
Did the plan have assets held for investment | 2015-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Disclaimer |
Accountancy firm name | 2015-03-31 | BRUNER-COX LLP |
Accountancy firm EIN | 2015-03-31 | 340641962 |
2014 : SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $0 |
Total income from all sources (including contributions) | 2014-03-31 | $2,500,618 |
Total loss/gain on sale of assets | 2014-03-31 | $0 |
Total of all expenses incurred | 2014-03-31 | $1,281,393 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $1,167,189 |
Expenses. Certain deemed distributions of participant loans | 2014-03-31 | $37,184 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-03-31 | $705,459 |
Value of total assets at end of year | 2014-03-31 | $12,109,751 |
Value of total assets at beginning of year | 2014-03-31 | $10,890,526 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $77,020 |
Total interest from all sources | 2014-03-31 | $23,020 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-03-31 | $404,497 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-03-31 | $404,497 |
Was this plan covered by a fidelity bond | 2014-03-31 | Yes |
Value of fidelity bond cover | 2014-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
Contributions received from participants | 2014-03-31 | $373,155 |
Participant contributions at end of year | 2014-03-31 | $437,054 |
Participant contributions at beginning of year | 2014-03-31 | $478,448 |
Other income not declared elsewhere | 2014-03-31 | $35,314 |
Administrative expenses (other) incurred | 2014-03-31 | $77,020 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
Value of net income/loss | 2014-03-31 | $1,219,225 |
Value of net assets at end of year (total assets less liabilities) | 2014-03-31 | $12,109,751 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-03-31 | $10,890,526 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-03-31 | $10,700,051 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-03-31 | $9,672,073 |
Interest on participant loans | 2014-03-31 | $23,020 |
Value of interest in common/collective trusts at end of year | 2014-03-31 | $972,646 |
Value of interest in common/collective trusts at beginning of year | 2014-03-31 | $740,005 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-03-31 | $1,327,500 |
Net investment gain or loss from common/collective trusts | 2014-03-31 | $4,828 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
Contributions received in cash from employer | 2014-03-31 | $332,304 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $1,167,189 |
Did the plan have assets held for investment | 2014-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Disclaimer |
Accountancy firm name | 2014-03-31 | BRUNER-COX LLP |
Accountancy firm EIN | 2014-03-31 | 340641962 |
2013 : SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $0 |
Total income from all sources (including contributions) | 2013-03-31 | $1,684,303 |
Total loss/gain on sale of assets | 2013-03-31 | $0 |
Total of all expenses incurred | 2013-03-31 | $950,712 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $865,248 |
Expenses. Certain deemed distributions of participant loans | 2013-03-31 | $29,830 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-03-31 | $686,482 |
Value of total assets at end of year | 2013-03-31 | $10,890,850 |
Value of total assets at beginning of year | 2013-03-31 | $10,157,259 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-03-31 | $55,634 |
Total interest from all sources | 2013-03-31 | $20,750 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-03-31 | $209,646 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-03-31 | $209,646 |
Was this plan covered by a fidelity bond | 2013-03-31 | Yes |
Value of fidelity bond cover | 2013-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
Contributions received from participants | 2013-03-31 | $355,984 |
Participant contributions at end of year | 2013-03-31 | $478,772 |
Participant contributions at beginning of year | 2013-03-31 | $444,573 |
Other income not declared elsewhere | 2013-03-31 | $47,987 |
Administrative expenses (other) incurred | 2013-03-31 | $55,634 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
Value of net income/loss | 2013-03-31 | $733,591 |
Value of net assets at end of year (total assets less liabilities) | 2013-03-31 | $10,890,850 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-03-31 | $10,157,259 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-03-31 | $9,672,073 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-03-31 | $9,005,856 |
Interest on participant loans | 2013-03-31 | $20,750 |
Value of interest in common/collective trusts at end of year | 2013-03-31 | $740,005 |
Value of interest in common/collective trusts at beginning of year | 2013-03-31 | $706,830 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-03-31 | $713,468 |
Net investment gain or loss from common/collective trusts | 2013-03-31 | $5,970 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-03-31 | No |
Contributions received in cash from employer | 2013-03-31 | $330,498 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-03-31 | $865,248 |
Did the plan have assets held for investment | 2013-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-03-31 | Disclaimer |
Accountancy firm name | 2013-03-31 | BRUNER-COX LLP |
Accountancy firm EIN | 2013-03-31 | 340641962 |
2012 : SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-03-31 | $0 |
Total transfer of assets from this plan | 2012-03-31 | $1,687 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $0 |
Total income from all sources (including contributions) | 2012-03-31 | $969,224 |
Total loss/gain on sale of assets | 2012-03-31 | $0 |
Total of all expenses incurred | 2012-03-31 | $840,269 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-31 | $781,933 |
Expenses. Certain deemed distributions of participant loans | 2012-03-31 | $2,416 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-03-31 | $663,472 |
Value of total assets at end of year | 2012-03-31 | $10,157,259 |
Value of total assets at beginning of year | 2012-03-31 | $10,029,991 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-31 | $55,920 |
Total interest from all sources | 2012-03-31 | $22,304 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-03-31 | $206,822 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-03-31 | $206,822 |
Was this plan covered by a fidelity bond | 2012-03-31 | Yes |
Value of fidelity bond cover | 2012-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
Contributions received from participants | 2012-03-31 | $344,848 |
Participant contributions at end of year | 2012-03-31 | $444,573 |
Participant contributions at beginning of year | 2012-03-31 | $504,012 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-03-31 | $13,840 |
Other income not declared elsewhere | 2012-03-31 | $29,350 |
Administrative expenses (other) incurred | 2012-03-31 | $55,920 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
Value of net income/loss | 2012-03-31 | $128,955 |
Value of net assets at end of year (total assets less liabilities) | 2012-03-31 | $10,157,259 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-03-31 | $10,029,991 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-03-31 | $9,005,856 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-03-31 | $8,821,182 |
Interest on participant loans | 2012-03-31 | $22,304 |
Value of interest in common/collective trusts at end of year | 2012-03-31 | $706,830 |
Value of interest in common/collective trusts at beginning of year | 2012-03-31 | $704,797 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-03-31 | $40,217 |
Net investment gain or loss from common/collective trusts | 2012-03-31 | $7,059 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-03-31 | No |
Contributions received in cash from employer | 2012-03-31 | $304,784 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-31 | $781,933 |
Did the plan have assets held for investment | 2012-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-03-31 | Disclaimer |
Accountancy firm name | 2012-03-31 | BRUNER-COX LLP |
Accountancy firm EIN | 2012-03-31 | 340641962 |
2011 : SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $0 |
Total income from all sources (including contributions) | 2011-03-31 | $1,869,457 |
Total loss/gain on sale of assets | 2011-03-31 | $0 |
Total of all expenses incurred | 2011-03-31 | $1,437,052 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $1,375,519 |
Expenses. Certain deemed distributions of participant loans | 2011-03-31 | $2,296 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-03-31 | $666,500 |
Value of total assets at end of year | 2011-03-31 | $10,029,991 |
Value of total assets at beginning of year | 2011-03-31 | $9,597,586 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-03-31 | $59,237 |
Total interest from all sources | 2011-03-31 | $23,674 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-03-31 | $166,168 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-03-31 | $166,168 |
Was this plan covered by a fidelity bond | 2011-03-31 | Yes |
Value of fidelity bond cover | 2011-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
Contributions received from participants | 2011-03-31 | $355,941 |
Participant contributions at end of year | 2011-03-31 | $504,012 |
Participant contributions at beginning of year | 2011-03-31 | $465,334 |
Other income not declared elsewhere | 2011-03-31 | $29,806 |
Administrative expenses (other) incurred | 2011-03-31 | $59,237 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
Value of net income/loss | 2011-03-31 | $432,405 |
Value of net assets at end of year (total assets less liabilities) | 2011-03-31 | $10,029,991 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-03-31 | $9,597,586 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-03-31 | $8,821,182 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-03-31 | $8,273,908 |
Interest on participant loans | 2011-03-31 | $23,674 |
Value of interest in common/collective trusts at end of year | 2011-03-31 | $704,797 |
Value of interest in common/collective trusts at beginning of year | 2011-03-31 | $858,344 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-03-31 | $973,881 |
Net investment gain or loss from common/collective trusts | 2011-03-31 | $9,428 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
Contributions received in cash from employer | 2011-03-31 | $310,559 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $1,375,519 |
Did the plan have assets held for investment | 2011-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-03-31 | Disclaimer |
Accountancy firm name | 2011-03-31 | BRUNER-COX LLP |
Accountancy firm EIN | 2011-03-31 | 340641962 |
2010 : SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-03-31 | $0 |
2022: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-04-01 | Type of plan entity | Single employer plan |
2022-04-01 | Submission has been amended | No |
2022-04-01 | This submission is the final filing | No |
2022-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-04-01 | Plan is a collectively bargained plan | No |
2022-04-01 | Plan funding arrangement – Trust | Yes |
2022-04-01 | Plan benefit arrangement - Trust | Yes |
2021: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2021 form 5500 responses | ||
2021-04-01 | Type of plan entity | Single employer plan |
2021-04-01 | Submission has been amended | No |
2021-04-01 | This submission is the final filing | No |
2021-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-04-01 | Plan is a collectively bargained plan | No |
2021-04-01 | Plan funding arrangement – Trust | Yes |
2021-04-01 | Plan benefit arrangement - Trust | Yes |
2020: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2020 form 5500 responses | ||
2020-04-01 | Type of plan entity | Single employer plan |
2020-04-01 | Submission has been amended | No |
2020-04-01 | This submission is the final filing | No |
2020-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-04-01 | Plan is a collectively bargained plan | No |
2020-04-01 | Plan funding arrangement – Trust | Yes |
2020-04-01 | Plan benefit arrangement - Trust | Yes |
2019: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2019 form 5500 responses | ||
2019-04-01 | Type of plan entity | Single employer plan |
2019-04-01 | Submission has been amended | Yes |
2019-04-01 | This submission is the final filing | No |
2019-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-04-01 | Plan is a collectively bargained plan | No |
2019-04-01 | Plan funding arrangement – Trust | Yes |
2019-04-01 | Plan benefit arrangement - Trust | Yes |
2018: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2018 form 5500 responses | ||
2018-04-01 | Type of plan entity | Single employer plan |
2018-04-01 | Submission has been amended | No |
2018-04-01 | This submission is the final filing | No |
2018-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-04-01 | Plan is a collectively bargained plan | No |
2018-04-01 | Plan funding arrangement – Trust | Yes |
2018-04-01 | Plan benefit arrangement - Trust | Yes |
2017: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2017 form 5500 responses | ||
2017-04-01 | Type of plan entity | Single employer plan |
2017-04-01 | Submission has been amended | No |
2017-04-01 | This submission is the final filing | No |
2017-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-04-01 | Plan is a collectively bargained plan | No |
2017-04-01 | Plan funding arrangement – Trust | Yes |
2017-04-01 | Plan benefit arrangement - Trust | Yes |
2016: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2016 form 5500 responses | ||
2016-04-01 | Type of plan entity | Single employer plan |
2016-04-01 | Submission has been amended | No |
2016-04-01 | This submission is the final filing | No |
2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-04-01 | Plan is a collectively bargained plan | No |
2016-04-01 | Plan funding arrangement – Trust | Yes |
2016-04-01 | Plan benefit arrangement - Trust | Yes |
2015: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2015 form 5500 responses | ||
2015-04-01 | Type of plan entity | Single employer plan |
2015-04-01 | Submission has been amended | Yes |
2015-04-01 | This submission is the final filing | No |
2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-04-01 | Plan is a collectively bargained plan | No |
2015-04-01 | Plan funding arrangement – Trust | Yes |
2015-04-01 | Plan benefit arrangement - Trust | Yes |
2014: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2014 form 5500 responses | ||
2014-04-01 | Type of plan entity | Single employer plan |
2014-04-01 | Submission has been amended | No |
2014-04-01 | This submission is the final filing | No |
2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-04-01 | Plan is a collectively bargained plan | No |
2014-04-01 | Plan funding arrangement – Trust | Yes |
2014-04-01 | Plan benefit arrangement - Trust | Yes |
2013: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2013 form 5500 responses | ||
2013-04-01 | Type of plan entity | Single employer plan |
2013-04-01 | Submission has been amended | No |
2013-04-01 | This submission is the final filing | No |
2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-04-01 | Plan is a collectively bargained plan | No |
2013-04-01 | Plan funding arrangement – Trust | Yes |
2013-04-01 | Plan benefit arrangement - Trust | Yes |
2012: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2012 form 5500 responses | ||
2012-04-01 | Type of plan entity | Single employer plan |
2012-04-01 | Submission has been amended | No |
2012-04-01 | This submission is the final filing | No |
2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-04-01 | Plan is a collectively bargained plan | Yes |
2012-04-01 | Plan funding arrangement – Trust | Yes |
2012-04-01 | Plan benefit arrangement - Trust | Yes |
2011: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2011 form 5500 responses | ||
2011-04-01 | Type of plan entity | Single employer plan |
2011-04-01 | Submission has been amended | No |
2011-04-01 | This submission is the final filing | No |
2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-04-01 | Plan is a collectively bargained plan | No |
2011-04-01 | Plan funding arrangement – Trust | Yes |
2011-04-01 | Plan benefit arrangement - Trust | Yes |
2009: SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN 2009 form 5500 responses | ||
2009-04-01 | Type of plan entity | Single employer plan |
2009-04-01 | This submission is the final filing | No |
2009-04-01 | Plan funding arrangement – Trust | Yes |
2009-04-01 | Plan benefit arrangement - Trust | Yes |