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HAUG ENTERPRISES MINNETONKA PART-TIME UNION EMPLOYEES' RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameHAUG ENTERPRISES MINNETONKA PART-TIME UNION EMPLOYEES' RETIREMENT SAVINGS PLAN
Plan identification number 004

HAUG ENTERPRISES MINNETONKA PART-TIME UNION EMPLOYEES' RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HAUG ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name:HAUG ENTERPRISES, INC.
Employer identification number (EIN):410978598
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAUG ENTERPRISES MINNETONKA PART-TIME UNION EMPLOYEES' RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01DEBBIE BUTZ2024-05-16 DEBBIE BUTZ2024-05-16
0042022-01-01DEBBIE BUTZ2023-07-20 DEBBIE BUTZ2023-07-20
0042021-01-01DEBBIE A BUTZ2022-10-14
0042020-01-01DEBBIE A BUTZ2021-05-26
0042019-01-01DEBBIE A BUTZ2020-06-12
0042018-01-01DEBBIE A BUTZ2019-08-26
0042017-01-01DEBBIE A BUTZ2018-07-23
0042016-01-01DEBBIE A BUTZ2017-10-02
0042015-01-01DEBBIE A BUTZ2016-10-05
0042014-01-01DEBBIE A BUTZ2015-09-29
0042013-01-01DEBBIE BUTZ2014-06-30
0042012-01-01DEBBIE BUTZ2013-07-11
0042011-01-01DEBORAH A BUTZ2012-07-30
0042010-01-01DEBBIE BUTZ
0042009-01-01MARLIN STRAND

Plan Statistics for HAUG ENTERPRISES MINNETONKA PART-TIME UNION EMPLOYEES' RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for HAUG ENTERPRISES MINNETONKA PART-TIME UNION EMPLOYEES' RETIREMENT SAVINGS PLAN

Measure Date Value
2010: HAUG ENTERPRISES MINNETONKA PART-TIME UNION EMPLOYEES' RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0185
Total number of active participants reported on line 7a of the Form 55002010-01-0171
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0175
Number of participants with account balances2010-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HAUG ENTERPRISES MINNETONKA PART-TIME UNION EMPLOYEES' RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0182
Total number of active participants reported on line 7a of the Form 55002009-01-0166
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0177
Number of participants with account balances2009-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HAUG ENTERPRISES MINNETONKA PART-TIME UNION EMPLOYEES' RETIREMENT SAVINGS PLAN

Measure Date Value
2010 : HAUG ENTERPRISES MINNETONKA PART-TIME UNION EMPLOYEES' RETIREMENT SAVINGS PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$57,957
Expenses. Total of all expenses incurred2010-12-31$113
Benefits paid (including direct rollovers)2010-12-31$59
Total plan assets at end of year2010-12-31$364,701
Total plan assets at beginning of year2010-12-31$306,857
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$14,471
Other income received2010-12-31$43,486
Net income (gross income less expenses)2010-12-31$57,844
Net plan assets at end of year (total assets less liabilities)2010-12-31$364,701
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$306,857
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$54
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : HAUG ENTERPRISES MINNETONKA PART-TIME UNION EMPLOYEES' RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HAUG ENTERPRISES MINNETONKA PART-TIME UNION EMPLOYEES' RETIREMENT SAVINGS PLAN

2010: HAUG ENTERPRISES MINNETONKA PART-TIME UNION EMPLOYEES' RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HAUG ENTERPRISES MINNETONKA PART-TIME UNION EMPLOYEES' RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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