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INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 401k Plan overview

Plan NameINGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN
Plan identification number 001

INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INGLES MARKETS INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:INGLES MARKETS INCORPORATED
Employer identification number (EIN):560846267
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Additional information about INGLES MARKETS INCORPORATED

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 569926

More information about INGLES MARKETS INCORPORATED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RON FREEMAN RON FREEMAN2018-08-21
0012016-01-01RON FREEMAN RON FREEMAN2017-07-27
0012015-01-012016-08-08
0012015-01-01RON FREEMAN RON FREEMAN2016-08-08
0012014-01-01RONALD B. FREEMAN
0012013-01-01RONALD B. FREEMAN RONALD B. FREEMAN2014-06-27
0012012-01-01RONALD B. FREEMAN
0012011-01-01RONALD B. FREEMAN RONALD B. FREEMAN2012-09-27
0012009-01-01RON FREEMAN

Plan Statistics for INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN

401k plan membership statisitcs for INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN

Measure Date Value
2022: INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0114,537
Total number of active participants reported on line 7a of the Form 55002022-01-0114,843
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01517
Total of all active and inactive participants2022-01-0115,366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0127
Total participants2022-01-0115,393
Number of participants with account balances2022-01-013,825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01168
2021: INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0114,570
Total number of active participants reported on line 7a of the Form 55002021-01-0112,554
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01547
Total of all active and inactive participants2021-01-0113,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0128
Total participants2021-01-0113,133
Number of participants with account balances2021-01-013,967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01201
2020: INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0114,648
Total number of active participants reported on line 7a of the Form 55002020-01-0114,484
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01451
Total of all active and inactive participants2020-01-0114,935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0126
Total participants2020-01-0114,961
Number of participants with account balances2020-01-014,171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0146
2019: INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0114,646
Total number of active participants reported on line 7a of the Form 55002019-01-0113,693
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01640
Total of all active and inactive participants2019-01-0114,333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0115
Total participants2019-01-0114,348
Number of participants with account balances2019-01-014,368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0160
2018: INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0114,269
Total number of active participants reported on line 7a of the Form 55002018-01-0113,675
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01640
Total of all active and inactive participants2018-01-0114,315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0123
Total participants2018-01-0114,338
Number of participants with account balances2018-01-014,468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0161
2017: INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0113,683
Total number of active participants reported on line 7a of the Form 55002017-01-0113,304
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01602
Total of all active and inactive participants2017-01-0113,906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0117
Total participants2017-01-0113,923
Number of participants with account balances2017-01-014,535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0169
2016: INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0113,087
Total number of active participants reported on line 7a of the Form 55002016-01-0112,861
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01549
Total of all active and inactive participants2016-01-0113,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0117
Total participants2016-01-0113,427
Number of participants with account balances2016-01-014,306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0154
2015: INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0113,254
Total number of active participants reported on line 7a of the Form 55002015-01-0112,320
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01509
Total of all active and inactive participants2015-01-0112,829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0110
Total participants2015-01-0112,839
Number of participants with account balances2015-01-014,005
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0133
2014: INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0113,018
Total number of active participants reported on line 7a of the Form 55002014-01-0112,518
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01498
Total of all active and inactive participants2014-01-0113,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-0113,022
Number of participants with account balances2014-01-013,941
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0158
2013: INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0114,597
Total number of active participants reported on line 7a of the Form 55002013-01-0112,340
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01436
Total of all active and inactive participants2013-01-0112,776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-0112,785
Number of participants with account balances2013-01-013,451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0129
2012: INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0116,382
Total number of active participants reported on line 7a of the Form 55002012-01-0113,964
Number of other retired or separated participants entitled to future benefits2012-01-01340
Total of all active and inactive participants2012-01-0114,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-0114,311
Number of participants with account balances2012-01-013,409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0135
2011: INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111,654
Total number of active participants reported on line 7a of the Form 55002011-01-0115,914
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01191
Total of all active and inactive participants2011-01-0116,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-0116,110
Number of participants with account balances2011-01-013,475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0144
2009: INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113,911
Total number of active participants reported on line 7a of the Form 55002009-01-0115,325
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01237
Total of all active and inactive participants2009-01-0115,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0115,562
Number of participants with account balances2009-01-013,132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0123

Financial Data on INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN

Measure Date Value
2022 : INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$1,798,089
Total unrealized appreciation/depreciation of assets2022-12-31$1,798,089
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$33,684
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,746,553
Total loss/gain on sale of assets2022-12-31$175,842
Total of all expenses incurred2022-12-31$17,123,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,837,724
Expenses. Certain deemed distributions of participant loans2022-12-31$76,893
Value of total corrective distributions2022-12-31$35
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,847,372
Value of total assets at end of year2022-12-31$161,395,862
Value of total assets at beginning of year2022-12-31$182,232,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$209,011
Total interest from all sources2022-12-31$321,992
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$885,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$747,456
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$10,524,814
Participant contributions at end of year2022-12-31$6,673,722
Participant contributions at beginning of year2022-12-31$6,560,694
Participant contributions at end of year2022-12-31$428
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$323,958
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$11,490
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,232
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$33,684
Other income not declared elsewhere2022-12-31$27,520
Administrative expenses (other) incurred2022-12-31$514
Total non interest bearing cash at end of year2022-12-31$264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-20,870,216
Value of net assets at end of year (total assets less liabilities)2022-12-31$161,362,178
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$182,232,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$41,791,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$59,072,337
Interest on participant loans2022-12-31$313,681
Value of interest in common/collective trusts at end of year2022-12-31$93,877,377
Value of interest in common/collective trusts at beginning of year2022-12-31$95,032,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$741,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$8,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,780,862
Net investment gain or loss from common/collective trusts2022-12-31$-11,021,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$18,309,073
Assets. Invements in employer securities at beginning of year2022-12-31$21,566,585
Contributions received in cash from employer2022-12-31$4,998,600
Employer contributions (assets) at end of year2022-12-31$261
Income. Dividends from common stock2022-12-31$138,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,826,234
Contract administrator fees2022-12-31$208,497
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$23,205,097
Aggregate carrying amount (costs) on sale of assets2022-12-31$23,029,255
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$11,436,629
Total unrealized appreciation/depreciation of assets2021-12-31$11,436,629
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$46,107,824
Total loss/gain on sale of assets2021-12-31$835,765
Total of all expenses incurred2021-12-31$22,272,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$21,961,532
Expenses. Certain deemed distributions of participant loans2021-12-31$60,723
Value of total corrective distributions2021-12-31$3,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$15,716,733
Value of total assets at end of year2021-12-31$182,232,394
Value of total assets at beginning of year2021-12-31$158,397,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$247,333
Total interest from all sources2021-12-31$485,962
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$977,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$796,344
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$10,404,671
Participant contributions at end of year2021-12-31$6,560,694
Participant contributions at beginning of year2021-12-31$6,735,922
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$140,042
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$54,065
Other income not declared elsewhere2021-12-31$39,181
Administrative expenses (other) incurred2021-12-31$108,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$23,835,086
Value of net assets at end of year (total assets less liabilities)2021-12-31$182,232,394
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$158,397,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$59,072,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$54,398,716
Interest on participant loans2021-12-31$485,901
Interest earned on other investments2021-12-31$61
Value of interest in common/collective trusts at end of year2021-12-31$95,032,778
Value of interest in common/collective trusts at beginning of year2021-12-31$82,724,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,401,136
Net investment gain or loss from common/collective trusts2021-12-31$8,215,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$21,566,585
Assets. Invements in employer securities at beginning of year2021-12-31$14,538,571
Contributions received in cash from employer2021-12-31$5,172,020
Income. Dividends from common stock2021-12-31$181,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$21,907,467
Contract administrator fees2021-12-31$139,167
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$15,996,236
Aggregate carrying amount (costs) on sale of assets2021-12-31$15,160,471
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-825,963
Total unrealized appreciation/depreciation of assets2020-12-31$-825,963
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$29,072,392
Total loss/gain on sale of assets2020-12-31$-489,140
Total of all expenses incurred2020-12-31$10,308,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,943,333
Value of total corrective distributions2020-12-31$72,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$14,764,980
Value of total assets at end of year2020-12-31$158,397,308
Value of total assets at beginning of year2020-12-31$139,633,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$292,957
Total interest from all sources2020-12-31$366,999
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$500,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$500,421
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$9,676,253
Participant contributions at end of year2020-12-31$6,735,922
Participant contributions at beginning of year2020-12-31$6,678,307
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$195,910
Other income not declared elsewhere2020-12-31$2,895
Administrative expenses (other) incurred2020-12-31$292,957
Total non interest bearing cash at beginning of year2020-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$18,763,860
Value of net assets at end of year (total assets less liabilities)2020-12-31$158,397,308
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$139,633,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$54,398,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$30,647,156
Interest on participant loans2020-12-31$362,907
Value of interest in common/collective trusts at end of year2020-12-31$82,724,099
Value of interest in common/collective trusts at beginning of year2020-12-31$85,682,671
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,734,881
Net investment gain or loss from common/collective trusts2020-12-31$8,017,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$14,538,571
Assets. Invements in employer securities at beginning of year2020-12-31$16,625,284
Contributions received in cash from employer2020-12-31$4,892,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,943,333
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$5,195,082
Aggregate carrying amount (costs) on sale of assets2020-12-31$5,684,222
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,902,632
Total unrealized appreciation/depreciation of assets2019-12-31$6,902,632
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$37,991,673
Total loss/gain on sale of assets2019-12-31$684,080
Total of all expenses incurred2019-12-31$8,135,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,765,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,920,323
Value of total assets at end of year2019-12-31$139,633,448
Value of total assets at beginning of year2019-12-31$109,777,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$370,356
Total interest from all sources2019-12-31$367,264
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$571,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$571,630
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$8,190,104
Participant contributions at end of year2019-12-31$6,678,307
Participant contributions at beginning of year2019-12-31$6,495,982
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$796,841
Other income not declared elsewhere2019-12-31$2,578
Administrative expenses (other) incurred2019-12-31$370,356
Total non interest bearing cash at end of year2019-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$29,855,903
Value of net assets at end of year (total assets less liabilities)2019-12-31$139,633,448
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$109,777,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$30,647,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$44,837,099
Interest on participant loans2019-12-31$353,339
Value of interest in common/collective trusts at end of year2019-12-31$85,682,671
Value of interest in common/collective trusts at beginning of year2019-12-31$47,115,416
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$13,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,429,421
Net investment gain or loss from common/collective trusts2019-12-31$10,113,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$16,625,284
Assets. Invements in employer securities at beginning of year2019-12-31$11,329,048
Contributions received in cash from employer2019-12-31$2,933,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,765,414
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$3,480,392
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,796,312
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
2018 : INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,371,709
Total unrealized appreciation/depreciation of assets2018-12-31$-2,371,709
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,065,798
Total loss/gain on sale of assets2018-12-31$-68,198
Total of all expenses incurred2018-12-31$8,710,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,343,126
Value of total corrective distributions2018-12-31$15,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,831,997
Value of total assets at end of year2018-12-31$109,777,545
Value of total assets at beginning of year2018-12-31$115,422,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$351,587
Total interest from all sources2018-12-31$312,261
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$918,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$918,164
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$7,826,094
Participant contributions at end of year2018-12-31$6,495,982
Participant contributions at beginning of year2018-12-31$6,445,160
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$231,833
Other income not declared elsewhere2018-12-31$1,748
Administrative expenses (other) incurred2018-12-31$351,587
Total non interest bearing cash at beginning of year2018-12-31$-59
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,644,713
Value of net assets at end of year (total assets less liabilities)2018-12-31$109,777,545
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$115,422,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$44,837,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$45,215,476
Interest on participant loans2018-12-31$301,800
Value of interest in common/collective trusts at end of year2018-12-31$47,115,416
Value of interest in common/collective trusts at beginning of year2018-12-31$49,273,389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$10,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,945,397
Net investment gain or loss from common/collective trusts2018-12-31$-1,613,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$11,329,048
Assets. Invements in employer securities at beginning of year2018-12-31$14,488,292
Contributions received in cash from employer2018-12-31$2,774,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,343,126
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$3,381,859
Aggregate carrying amount (costs) on sale of assets2018-12-31$3,450,057
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-4,157,547
Total unrealized appreciation/depreciation of assets2017-12-31$-4,157,547
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$17,772,068
Total loss/gain on sale of assets2017-12-31$-837,398
Total of all expenses incurred2017-12-31$8,417,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,030,170
Value of total corrective distributions2017-12-31$60,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,119,865
Value of total assets at end of year2017-12-31$115,422,258
Value of total assets at beginning of year2017-12-31$106,067,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$326,308
Total interest from all sources2017-12-31$275,538
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$733,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$733,863
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$7,303,342
Participant contributions at end of year2017-12-31$6,445,160
Participant contributions at beginning of year2017-12-31$6,042,764
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$190,542
Other income not declared elsewhere2017-12-31$75
Administrative expenses (other) incurred2017-12-31$326,308
Total non interest bearing cash at end of year2017-12-31$-59
Total non interest bearing cash at beginning of year2017-12-31$11,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,354,839
Value of net assets at end of year (total assets less liabilities)2017-12-31$115,422,258
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$106,067,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$45,215,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$35,301,447
Interest on participant loans2017-12-31$269,914
Value of interest in common/collective trusts at end of year2017-12-31$49,273,389
Value of interest in common/collective trusts at beginning of year2017-12-31$45,408,696
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$5,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,307,540
Net investment gain or loss from common/collective trusts2017-12-31$5,330,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$14,488,292
Assets. Invements in employer securities at beginning of year2017-12-31$19,302,658
Contributions received in cash from employer2017-12-31$2,625,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,030,170
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$2,639,172
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,476,570
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,810,784
Total unrealized appreciation/depreciation of assets2016-12-31$1,810,784
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$15,444,965
Total loss/gain on sale of assets2016-12-31$-237,146
Total of all expenses incurred2016-12-31$9,780,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,352,745
Value of total corrective distributions2016-12-31$134,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,228,545
Value of total assets at end of year2016-12-31$106,067,419
Value of total assets at beginning of year2016-12-31$100,403,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$293,185
Total interest from all sources2016-12-31$247,168
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$587,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$587,358
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,233,110
Participant contributions at end of year2016-12-31$6,042,764
Participant contributions at beginning of year2016-12-31$6,026,831
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$220,297
Other income not declared elsewhere2016-12-31$-333
Administrative expenses (other) incurred2016-12-31$293,185
Total non interest bearing cash at end of year2016-12-31$11,854
Total non interest bearing cash at beginning of year2016-12-31$-4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,664,060
Value of net assets at end of year (total assets less liabilities)2016-12-31$106,067,419
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$100,403,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$35,301,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$33,926,795
Interest on participant loans2016-12-31$245,852
Value of interest in common/collective trusts at end of year2016-12-31$45,408,696
Value of interest in common/collective trusts at beginning of year2016-12-31$41,842,882
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,152,727
Net investment gain or loss from common/collective trusts2016-12-31$2,655,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$19,302,658
Assets. Invements in employer securities at beginning of year2016-12-31$18,606,855
Contributions received in cash from employer2016-12-31$1,775,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,352,745
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$2,039,427
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,276,573
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2015 : INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$2,793,538
Total unrealized appreciation/depreciation of assets2015-12-31$2,793,538
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$11,195,799
Total loss/gain on sale of assets2015-12-31$1,727,021
Total of all expenses incurred2015-12-31$11,320,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,850,530
Value of total corrective distributions2015-12-31$124,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,045,980
Value of total assets at end of year2015-12-31$100,403,359
Value of total assets at beginning of year2015-12-31$100,527,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$345,481
Total interest from all sources2015-12-31$240,906
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$475,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$475,824
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,336,332
Participant contributions at end of year2015-12-31$6,026,831
Participant contributions at beginning of year2015-12-31$5,640,506
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$82,770
Other income not declared elsewhere2015-12-31$875
Administrative expenses (other) incurred2015-12-31$345,481
Total non interest bearing cash at end of year2015-12-31$-4
Total non interest bearing cash at beginning of year2015-12-31$21
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-124,600
Value of net assets at end of year (total assets less liabilities)2015-12-31$100,403,359
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$100,527,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$33,926,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$33,936,423
Interest on participant loans2015-12-31$240,906
Value of interest in common/collective trusts at end of year2015-12-31$41,842,882
Value of interest in common/collective trusts at beginning of year2015-12-31$40,088,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,439,422
Net investment gain or loss from common/collective trusts2015-12-31$351,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$18,606,855
Assets. Invements in employer securities at beginning of year2015-12-31$20,862,906
Contributions received in cash from employer2015-12-31$1,626,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,850,530
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$9,101,632
Aggregate carrying amount (costs) on sale of assets2015-12-31$7,374,611
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-12-31560747981
2014 : INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$5,728,631
Total unrealized appreciation/depreciation of assets2014-12-31$5,728,631
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$16,305,685
Total loss/gain on sale of assets2014-12-31$-299,413
Total of all expenses incurred2014-12-31$11,359,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,873,649
Value of total corrective distributions2014-12-31$132,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,330,828
Value of total assets at end of year2014-12-31$100,527,959
Value of total assets at beginning of year2014-12-31$95,581,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$352,901
Total interest from all sources2014-12-31$230,385
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,588,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,215,899
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,785,709
Participant contributions at end of year2014-12-31$5,640,506
Participant contributions at beginning of year2014-12-31$5,536,570
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$60,335
Other income not declared elsewhere2014-12-31$171,167
Administrative expenses (other) incurred2014-12-31$352,901
Total non interest bearing cash at end of year2014-12-31$21
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,946,609
Value of net assets at end of year (total assets less liabilities)2014-12-31$100,527,959
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$95,581,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$33,936,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$34,480,597
Interest on participant loans2014-12-31$230,385
Value of interest in common/collective trusts at end of year2014-12-31$40,088,103
Value of interest in common/collective trusts at beginning of year2014-12-31$36,671,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-588,277
Net investment gain or loss from common/collective trusts2014-12-31$2,144,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$20,862,906
Assets. Invements in employer securities at beginning of year2014-12-31$18,893,086
Contributions received in cash from employer2014-12-31$1,484,784
Income. Dividends from common stock2014-12-31$372,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,873,649
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$5,641,338
Aggregate carrying amount (costs) on sale of assets2014-12-31$5,940,751
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2014-12-31560747981
2013 : INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,805,516
Total unrealized appreciation/depreciation of assets2013-12-31$5,805,516
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$22,888,009
Total loss/gain on sale of assets2013-12-31$703,208
Total of all expenses incurred2013-12-31$7,513,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,052,036
Value of total corrective distributions2013-12-31$117,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,967,776
Value of total assets at end of year2013-12-31$95,581,350
Value of total assets at beginning of year2013-12-31$80,206,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$344,074
Total interest from all sources2013-12-31$222,911
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,874,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,559,557
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,430,888
Participant contributions at end of year2013-12-31$5,536,570
Participant contributions at beginning of year2013-12-31$5,224,368
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$207,108
Other income not declared elsewhere2013-12-31$213,460
Administrative expenses (other) incurred2013-12-31$344,074
Total non interest bearing cash at beginning of year2013-12-31$5,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$15,374,898
Value of net assets at end of year (total assets less liabilities)2013-12-31$95,581,350
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$80,206,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$34,480,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,256,422
Interest on participant loans2013-12-31$222,911
Value of interest in common/collective trusts at end of year2013-12-31$36,671,097
Value of interest in common/collective trusts at beginning of year2013-12-31$29,772,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,715,026
Net investment gain or loss from common/collective trusts2013-12-31$4,385,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$18,893,086
Assets. Invements in employer securities at beginning of year2013-12-31$13,948,075
Contributions received in cash from employer2013-12-31$1,329,780
Income. Dividends from common stock2013-12-31$314,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,052,036
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$3,286,089
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,582,881
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2013-12-31560747981
2012 : INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,968,180
Total unrealized appreciation/depreciation of assets2012-12-31$1,968,180
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$15,097,276
Total loss/gain on sale of assets2012-12-31$180,577
Total of all expenses incurred2012-12-31$5,218,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,834,832
Value of total corrective distributions2012-12-31$67,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,823,115
Value of total assets at end of year2012-12-31$80,206,452
Value of total assets at beginning of year2012-12-31$70,328,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$316,633
Total interest from all sources2012-12-31$214,874
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,912,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$907,072
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,434,206
Participant contributions at end of year2012-12-31$5,224,368
Participant contributions at beginning of year2012-12-31$5,031,350
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$109,620
Other income not declared elsewhere2012-12-31$163,018
Administrative expenses (other) incurred2012-12-31$316,633
Total non interest bearing cash at end of year2012-12-31$5,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,878,315
Value of net assets at end of year (total assets less liabilities)2012-12-31$80,206,452
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$70,328,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,256,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$29,298,158
Interest on participant loans2012-12-31$214,874
Value of interest in common/collective trusts at end of year2012-12-31$29,772,513
Value of interest in common/collective trusts at beginning of year2012-12-31$24,393,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,064,852
Net investment gain or loss from common/collective trusts2012-12-31$1,769,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$13,948,075
Assets. Invements in employer securities at beginning of year2012-12-31$11,605,052
Contributions received in cash from employer2012-12-31$1,279,289
Income. Dividends from common stock2012-12-31$1,005,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,834,832
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,634,544
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,453,967
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-12-31560747981
2011 : INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-3,062,349
Total unrealized appreciation/depreciation of assets2011-12-31$-3,062,349
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$150,796
Total income from all sources (including contributions)2011-12-31$2,568,223
Total loss/gain on sale of assets2011-12-31$-686,176
Total of all expenses incurred2011-12-31$8,455,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,045,292
Value of total corrective distributions2011-12-31$89,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,557,054
Value of total assets at end of year2011-12-31$70,328,137
Value of total assets at beginning of year2011-12-31$76,366,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$320,895
Total interest from all sources2011-12-31$219,579
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,351,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$807,139
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,289,199
Participant contributions at end of year2011-12-31$5,031,350
Participant contributions at beginning of year2011-12-31$4,640,979
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$32,388
Other income not declared elsewhere2011-12-31$171,889
Administrative expenses (other) incurred2011-12-31$320,895
Liabilities. Value of operating payables at beginning of year2011-12-31$150,796
Total non interest bearing cash at beginning of year2011-12-31$150,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-5,887,421
Value of net assets at end of year (total assets less liabilities)2011-12-31$70,328,137
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$76,215,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$29,298,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$30,079,541
Interest on participant loans2011-12-31$219,579
Value of interest in common/collective trusts at end of year2011-12-31$24,393,577
Value of interest in common/collective trusts at beginning of year2011-12-31$23,762,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,629,244
Net investment gain or loss from common/collective trusts2011-12-31$645,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$11,605,052
Assets. Invements in employer securities at beginning of year2011-12-31$17,732,094
Contributions received in cash from employer2011-12-31$1,235,467
Income. Dividends from common stock2011-12-31$544,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,045,292
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$3,865,525
Aggregate carrying amount (costs) on sale of assets2011-12-31$4,551,701
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31560747981
2010 : INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$3,546,072
Total unrealized appreciation/depreciation of assets2010-12-31$3,546,072
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$150,796
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$664,469
Total income from all sources (including contributions)2010-12-31$15,230,251
Total loss/gain on sale of assets2010-12-31$152,522
Total of all expenses incurred2010-12-31$5,286,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,912,359
Value of total corrective distributions2010-12-31$65,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,277,866
Value of total assets at end of year2010-12-31$76,366,354
Value of total assets at beginning of year2010-12-31$66,936,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$309,021
Total interest from all sources2010-12-31$239,569
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$962,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$393,083
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,004,394
Participant contributions at end of year2010-12-31$4,640,979
Participant contributions at beginning of year2010-12-31$4,254,172
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$87,287
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$500,000
Other income not declared elsewhere2010-12-31$228,984
Administrative expenses (other) incurred2010-12-31$309,021
Liabilities. Value of operating payables at end of year2010-12-31$150,796
Liabilities. Value of operating payables at beginning of year2010-12-31$164,469
Total non interest bearing cash at end of year2010-12-31$150,796
Total non interest bearing cash at beginning of year2010-12-31$164,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$9,943,602
Value of net assets at end of year (total assets less liabilities)2010-12-31$76,215,558
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$66,271,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$30,079,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$24,698,857
Interest on participant loans2010-12-31$239,569
Value of interest in common/collective trusts at end of year2010-12-31$23,762,944
Value of interest in common/collective trusts at beginning of year2010-12-31$22,692,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,466,304
Net investment gain or loss from common/collective trusts2010-12-31$1,356,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$17,732,094
Assets. Invements in employer securities at beginning of year2010-12-31$15,126,287
Contributions received in cash from employer2010-12-31$1,186,185
Income. Dividends from common stock2010-12-31$569,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,912,359
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$2,137,371
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,984,849
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2010-12-31560747981
2009 : INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING 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 INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN

2022: INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INGLES MARKETS, INCORPORATED INVESTMENT/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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INGLES MARKETS, INCORPORATED INVESTMENT/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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INGLES MARKETS, INCORPORATED INVESTMENT/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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INGLES MARKETS, INCORPORATED INVESTMENT/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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: INGLES MARKETS, INCORPORATED INVESTMENT/PROFIT SHARING 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 planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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