NUWAY COOPERATIVE has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2010: NUWAY COOPERATIVE 401K PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-08-01 | 145 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-08-01 | 47 |
Number of retired or separated participants receiving benefits | 2010-08-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2010-08-01 | 43 |
Total of all active and inactive participants | 2010-08-01 | 93 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-08-01 | 0 |
Total participants | 2010-08-01 | 93 |
Number of participants with account balances | 2010-08-01 | 81 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-08-01 | 0 |
2009: NUWAY COOPERATIVE 401K PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-08-01 | 137 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 122 |
Number of retired or separated participants receiving benefits | 2009-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 23 |
Total of all active and inactive participants | 2009-08-01 | 145 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-08-01 | 0 |
Total participants | 2009-08-01 | 145 |
Number of participants with account balances | 2009-08-01 | 104 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-08-01 | 0 |
Measure | Date | Value |
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2011 : NUWAY COOPERATIVE 401K PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-07-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-07-31 | $46 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-07-31 | $0 |
Total income from all sources (including contributions) | 2011-07-31 | $888,501 |
Total loss/gain on sale of assets | 2011-07-31 | $0 |
Total of all expenses incurred | 2011-07-31 | $297,187 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-07-31 | $241,560 |
Expenses. Certain deemed distributions of participant loans | 2011-07-31 | $17,044 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-07-31 | $356,090 |
Value of total assets at end of year | 2011-07-31 | $4,633,794 |
Value of total assets at beginning of year | 2011-07-31 | $4,042,434 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-07-31 | $38,583 |
Total interest from all sources | 2011-07-31 | $23,856 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-07-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-07-31 | No |
Administrative expenses professional fees incurred | 2011-07-31 | $22,878 |
Was this plan covered by a fidelity bond | 2011-07-31 | Yes |
Value of fidelity bond cover | 2011-07-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-07-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-07-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-07-31 | No |
Contributions received from participants | 2011-07-31 | $211,473 |
Participant contributions at end of year | 2011-07-31 | $50,392 |
Participant contributions at beginning of year | 2011-07-31 | $49,802 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-07-31 | $46 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-07-31 | No |
Value of net income/loss | 2011-07-31 | $591,314 |
Value of net assets at end of year (total assets less liabilities) | 2011-07-31 | $4,633,748 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-07-31 | $4,042,434 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-07-31 | No |
Investment advisory and management fees | 2011-07-31 | $15,705 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-07-31 | $3,623,645 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-07-31 | $3,172,760 |
Interest on participant loans | 2011-07-31 | $2,344 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-07-31 | $959,757 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-07-31 | $819,872 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-07-31 | $819,872 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-07-31 | $21,512 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-07-31 | $508,555 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-07-31 | No |
Contributions received in cash from employer | 2011-07-31 | $144,617 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-07-31 | $241,560 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-07-31 | Yes |
Did the plan have assets held for investment | 2011-07-31 | 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 | 2011-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-07-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-07-31 | Disclaimer |
Accountancy firm name | 2011-07-31 | CARLSON HIGHLAND CPAS |
Accountancy firm EIN | 2011-07-31 | 411562398 |
2010 : NUWAY COOPERATIVE 401K PLAN 2010 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-07-31 | $0 |
2010: NUWAY COOPERATIVE 401K PLAN 2010 form 5500 responses |
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2010-08-01 | Type of plan entity | Single employer plan |
2010-08-01 | Submission has been amended | No |
2010-08-01 | This submission is the final filing | No |
2010-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-08-01 | Plan is a collectively bargained plan | No |
2010-08-01 | Plan funding arrangement – Trust | Yes |
2010-08-01 | Plan benefit arrangement - Trust | Yes |
2009: NUWAY COOPERATIVE 401K PLAN 2009 form 5500 responses |
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2009-08-01 | Type of plan entity | Single employer plan |
2009-08-01 | Submission has been amended | No |
2009-08-01 | This submission is the final filing | No |
2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-08-01 | Plan is a collectively bargained plan | No |
2009-08-01 | Plan funding arrangement – Insurance | Yes |
2009-08-01 | Plan funding arrangement – Trust | Yes |
2009-08-01 | Plan benefit arrangement – Insurance | Yes |
2009-08-01 | Plan benefit arrangement - Trust | Yes |