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CHIPPEWA VALLEY WAREHOUSE NON-UNION PROFIT SHARING PLAN 401k Plan overview

Plan NameCHIPPEWA VALLEY WAREHOUSE NON-UNION PROFIT SHARING PLAN
Plan identification number 002

CHIPPEWA VALLEY WAREHOUSE NON-UNION PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CHIPPEWA VALLEY WAREHOUSE OPERATIONS INC. has sponsored the creation of one or more 401k plans.

Company Name:CHIPPEWA VALLEY WAREHOUSE OPERATIONS INC.
Employer identification number (EIN):391885417
NAIC Classification:493100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHIPPEWA VALLEY WAREHOUSE NON-UNION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JON WESTPHAL2023-06-22 JON WESTPHAL2023-06-22
0022021-01-01JON WESTPHAL2022-05-12 JON WESTPHAL2022-05-12
0022020-01-01JON WESTPHAL2021-07-06 JON WESTPHAL2021-07-06
0022019-01-01JON WESTPHAL2020-06-11 JON WESTPHAL2020-06-11
0022018-01-01JON WESTPHAL2019-10-01 JON WESTPHAL2019-10-01
0022017-01-01JON WESTPHAL2018-07-02 JON WESTPHAL2018-07-02
0022016-01-01JON WESTPHAL2017-06-07 JON WESTPHAL2017-06-07
0022015-01-01JON WESTPHAL2016-07-28 JON WESTPHAL2016-07-28
0022014-01-01JON WESTPHAL
0022013-01-01JON WESTPHAL JON WESTPHAL2014-07-08
0022012-01-01JON WESTPHAL JON WESTPHAL2013-06-13
0022011-01-01JON WESTPHAL
0022010-01-01JON WESTPHAL2011-06-10 JON WESTPHAL2011-06-10

Plan Statistics for CHIPPEWA VALLEY WAREHOUSE NON-UNION PROFIT SHARING PLAN

401k plan membership statisitcs for CHIPPEWA VALLEY WAREHOUSE NON-UNION PROFIT SHARING PLAN

Measure Date Value
2014: CHIPPEWA VALLEY WAREHOUSE NON-UNION PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0124
Total number of active participants reported on line 7a of the Form 55002014-01-0118
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0124
Number of participants with account balances2014-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHIPPEWA VALLEY WAREHOUSE NON-UNION PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0129
Total number of active participants reported on line 7a of the Form 55002013-01-0121
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0126
Number of participants with account balances2013-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHIPPEWA VALLEY WAREHOUSE NON-UNION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0131
Total number of active participants reported on line 7a of the Form 55002012-01-0122
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0129
Number of participants with account balances2012-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: CHIPPEWA VALLEY WAREHOUSE NON-UNION PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0131
Total number of active participants reported on line 7a of the Form 55002011-01-0127
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0127
Number of participants with account balances2011-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on CHIPPEWA VALLEY WAREHOUSE NON-UNION PROFIT SHARING PLAN

Measure Date Value
2014 : CHIPPEWA VALLEY WAREHOUSE NON-UNION PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$123,730
Expenses. Total of all expenses incurred2014-12-31$150,943
Benefits paid (including direct rollovers)2014-12-31$150,561
Total plan assets at end of year2014-12-31$1,746,239
Total plan assets at beginning of year2014-12-31$1,773,452
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$25,701
Expenses. Other expenses not covered elsewhere2014-12-31$382
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$81,566
Net income (gross income less expenses)2014-12-31$-27,213
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,746,239
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,773,452
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$16,463
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : CHIPPEWA VALLEY WAREHOUSE NON-UNION PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$311,767
Expenses. Total of all expenses incurred2013-12-31$118,945
Benefits paid (including direct rollovers)2013-12-31$118,497
Total plan assets at end of year2013-12-31$1,773,452
Total plan assets at beginning of year2013-12-31$1,580,630
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$32,956
Expenses. Other expenses not covered elsewhere2013-12-31$448
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$258,804
Net income (gross income less expenses)2013-12-31$192,822
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,773,452
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,580,630
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$20,007
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : CHIPPEWA VALLEY WAREHOUSE NON-UNION PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$330,838
Total income from all sources2012-12-31$291,776
Expenses. Total of all expenses incurred2012-12-31$109,941
Benefits paid (including direct rollovers)2012-12-31$109,577
Total plan assets at end of year2012-12-31$1,580,630
Total plan assets at beginning of year2012-12-31$1,067,957
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$37,442
Expenses. Other expenses not covered elsewhere2012-12-31$364
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$168,800
Net income (gross income less expenses)2012-12-31$181,835
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,580,630
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,067,957
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$85,534
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : CHIPPEWA VALLEY WAREHOUSE NON-UNION PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$137,604
Expenses. Total of all expenses incurred2011-12-31$40,439
Benefits paid (including direct rollovers)2011-12-31$39,709
Total plan assets at end of year2011-12-31$1,067,957
Total plan assets at beginning of year2011-12-31$970,792
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$30,999
Expenses. Other expenses not covered elsewhere2011-12-31$730
Contributions received from other sources (not participants or employers)2011-12-31$109,235
Other income received2011-12-31$-19,387
Net income (gross income less expenses)2011-12-31$97,165
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,067,957
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$970,792
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$16,757
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0

Form 5500 Responses for CHIPPEWA VALLEY WAREHOUSE NON-UNION PROFIT SHARING PLAN

2014: CHIPPEWA VALLEY WAREHOUSE NON-UNION PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: CHIPPEWA VALLEY WAREHOUSE NON-UNION PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: CHIPPEWA VALLEY WAREHOUSE NON-UNION PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: CHIPPEWA VALLEY WAREHOUSE NON-UNION PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825373
Policy instance 1
Insurance contract or identification numberGA-825373
Number of Individuals Covered20
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,875
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,875
Insurance broker organization code?3
Insurance broker nameU.S. BANCORP INVESTMENTS, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825373
Policy instance 1
Insurance contract or identification numberGA-825373
Number of Individuals Covered20
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,654
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,654
Insurance broker organization code?3
Insurance broker nameUS BANCORP INVESTMENTS INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825373
Policy instance 1
Insurance contract or identification numberGA-825373
Number of Individuals Covered23
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,074
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,074
Insurance broker organization code?3
Insurance broker nameUS BANCORP INVESTMENTS INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825373
Policy instance 1
Insurance contract or identification numberGA-825373
Number of Individuals Covered15
Insurance policy start date2011-03-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,227
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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