401k Plan data: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN plan

ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ASSOCIATED GROCERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ASSOCIATED GROCERS, INC.

Employer identification number (EIN): 720403734

NAIC Classification: 424400

Additional information about ASSOCIATED GROCERS, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1990-09-10

Company Identification Number: 0008487506

Legal Registered Office Address: PO BOX 261748

BATON ROUGE
United States of America (USA)
70826

More information about ASSOCIATED GROCERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-06-01 BOBBY WILLIAMS 2023-12-25
002 2021-06-01 BOBBY WILLIAMS 2022-12-27
002 2020-06-01 BOBBY WILLIAMS 2022-03-09
002 2019-06-01 BOBBY WILLIAMS 2021-02-18
002 2018-06-01 BOBBY WILLIAMS 2020-02-10
002 2017-06-01
002 2016-06-01
002 2016-06-01 CHRIS BLAND 2018-01-08
002 2015-06-01 CHRIS BLAND
002 2014-06-01 CHRIS BLAND
002 2013-06-01 CHRIS BLAND
002 2012-06-01 CHRIS BLAND
002 2011-06-01 CHRIS BLAND
002 2010-06-01 CHRIS BLAND
002 2009-06-01 DARIN ARCENEAUX

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-06-01	BOBBY WILLIAMS	2023-12-25
002	2021-06-01	BOBBY WILLIAMS	2022-12-27
002	2020-06-01	BOBBY WILLIAMS	2022-03-09
002	2019-06-01	BOBBY WILLIAMS	2021-02-18
002	2018-06-01	BOBBY WILLIAMS	2020-02-10
002	2017-06-01
002	2016-06-01
002	2016-06-01	CHRIS BLAND	2018-01-08
002	2015-06-01	CHRIS BLAND
002	2014-06-01	CHRIS BLAND
002	2013-06-01	CHRIS BLAND
002	2012-06-01	CHRIS BLAND
002	2011-06-01	CHRIS BLAND
002	2010-06-01	CHRIS BLAND
002	2009-06-01	DARIN ARCENEAUX

Plan Statistics for ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-06-01 478
Total number of active participants reported on line 7a of the Form 5500 2022-06-01 297
Number of retired or separated participants receiving benefits 2022-06-01 8
Number of other retired or separated participants entitled to future benefits 2022-06-01 145
Total of all active and inactive participants 2022-06-01 450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-06-01 4
Total participants 2022-06-01 454
Number of participants with account balances 2022-06-01 446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-06-01 27
2021: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-06-01 465
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 310
Number of retired or separated participants receiving benefits 2021-06-01 7
Number of other retired or separated participants entitled to future benefits 2021-06-01 139
Total of all active and inactive participants 2021-06-01 456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-06-01 2
Total participants 2021-06-01 458
Number of participants with account balances 2021-06-01 451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-06-01 11
2020: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-06-01 450
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 305
Number of retired or separated participants receiving benefits 2020-06-01 6
Number of other retired or separated participants entitled to future benefits 2020-06-01 131
Total of all active and inactive participants 2020-06-01 442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-06-01 2
Total participants 2020-06-01 444
Number of participants with account balances 2020-06-01 429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-06-01 20
2019: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-06-01 446
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 295
Number of retired or separated participants receiving benefits 2019-06-01 7
Number of other retired or separated participants entitled to future benefits 2019-06-01 122
Total of all active and inactive participants 2019-06-01 424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 1
Total participants 2019-06-01 425
Number of participants with account balances 2019-06-01 419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-06-01 12
2018: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-06-01 462
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 301
Number of retired or separated participants receiving benefits 2018-06-01 7
Number of other retired or separated participants entitled to future benefits 2018-06-01 121
Total of all active and inactive participants 2018-06-01 429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-06-01 1
Total participants 2018-06-01 430
Number of participants with account balances 2018-06-01 421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-06-01 20
2017: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-06-01 484
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 302
Number of retired or separated participants receiving benefits 2017-06-01 7
Number of other retired or separated participants entitled to future benefits 2017-06-01 130
Total of all active and inactive participants 2017-06-01 439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 1
Total participants 2017-06-01 440
Number of participants with account balances 2017-06-01 429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 39
2016: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-06-01 499
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 329
Number of retired or separated participants receiving benefits 2016-06-01 7
Number of other retired or separated participants entitled to future benefits 2016-06-01 124
Total of all active and inactive participants 2016-06-01 460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 1
Total participants 2016-06-01 461
Number of participants with account balances 2016-06-01 442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 36
2015: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-06-01 482
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 346
Number of retired or separated participants receiving benefits 2015-06-01 4
Number of other retired or separated participants entitled to future benefits 2015-06-01 105
Total of all active and inactive participants 2015-06-01 455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 1
Total participants 2015-06-01 456
Number of participants with account balances 2015-06-01 440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 29
2014: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-06-01 448
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 347
Number of retired or separated participants receiving benefits 2014-06-01 3
Number of other retired or separated participants entitled to future benefits 2014-06-01 96
Total of all active and inactive participants 2014-06-01 446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 1
Total participants 2014-06-01 447
Number of participants with account balances 2014-06-01 408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 18
2013: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-01 446
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 330
Number of retired or separated participants receiving benefits 2013-06-01 5
Number of other retired or separated participants entitled to future benefits 2013-06-01 90
Total of all active and inactive participants 2013-06-01 425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 0
Total participants 2013-06-01 425
Number of participants with account balances 2013-06-01 409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 22
2012: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 454
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 328
Number of retired or separated participants receiving benefits 2012-06-01 1
Number of other retired or separated participants entitled to future benefits 2012-06-01 95
Total of all active and inactive participants 2012-06-01 424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 1
Total participants 2012-06-01 425
Number of participants with account balances 2012-06-01 410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 28
2011: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 438
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 345
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 99
Total of all active and inactive participants 2011-06-01 444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 1
Total participants 2011-06-01 445
Number of participants with account balances 2011-06-01 419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 16
2010: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-06-01 462
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 349
Number of retired or separated participants receiving benefits 2010-06-01 0
Number of other retired or separated participants entitled to future benefits 2010-06-01 70
Total of all active and inactive participants 2010-06-01 419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-06-01 2
Total participants 2010-06-01 421
Number of participants with account balances 2010-06-01 388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-06-01 20
2009: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 474
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 354
Number of retired or separated participants receiving benefits 2009-06-01 0
Number of other retired or separated participants entitled to future benefits 2009-06-01 101
Total of all active and inactive participants 2009-06-01 455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 1
Total participants 2009-06-01 456
Number of participants with account balances 2009-06-01 405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 19

Measure	Date	Value
2022: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-06-01	478
Total number of active participants reported on line 7a of the Form 5500	2022-06-01	297
Number of retired or separated participants receiving benefits	2022-06-01	8
Number of other retired or separated participants entitled to future benefits	2022-06-01	145
Total of all active and inactive participants	2022-06-01	450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-06-01	4
Total participants	2022-06-01	454
Number of participants with account balances	2022-06-01	446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-06-01	27
2021: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-06-01	465
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	310
Number of retired or separated participants receiving benefits	2021-06-01	7
Number of other retired or separated participants entitled to future benefits	2021-06-01	139
Total of all active and inactive participants	2021-06-01	456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-06-01	2
Total participants	2021-06-01	458
Number of participants with account balances	2021-06-01	451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-06-01	11
2020: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-06-01	450
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	305
Number of retired or separated participants receiving benefits	2020-06-01	6
Number of other retired or separated participants entitled to future benefits	2020-06-01	131
Total of all active and inactive participants	2020-06-01	442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-06-01	2
Total participants	2020-06-01	444
Number of participants with account balances	2020-06-01	429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-06-01	20
2019: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-06-01	446
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	295
Number of retired or separated participants receiving benefits	2019-06-01	7
Number of other retired or separated participants entitled to future benefits	2019-06-01	122
Total of all active and inactive participants	2019-06-01	424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	1
Total participants	2019-06-01	425
Number of participants with account balances	2019-06-01	419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-06-01	12
2018: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-06-01	462
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	301
Number of retired or separated participants receiving benefits	2018-06-01	7
Number of other retired or separated participants entitled to future benefits	2018-06-01	121
Total of all active and inactive participants	2018-06-01	429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-06-01	1
Total participants	2018-06-01	430
Number of participants with account balances	2018-06-01	421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-06-01	20
2017: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-06-01	484
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	302
Number of retired or separated participants receiving benefits	2017-06-01	7
Number of other retired or separated participants entitled to future benefits	2017-06-01	130
Total of all active and inactive participants	2017-06-01	439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	1
Total participants	2017-06-01	440
Number of participants with account balances	2017-06-01	429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	39
2016: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-06-01	499
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	329
Number of retired or separated participants receiving benefits	2016-06-01	7
Number of other retired or separated participants entitled to future benefits	2016-06-01	124
Total of all active and inactive participants	2016-06-01	460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	1
Total participants	2016-06-01	461
Number of participants with account balances	2016-06-01	442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	36
2015: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-06-01	482
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	346
Number of retired or separated participants receiving benefits	2015-06-01	4
Number of other retired or separated participants entitled to future benefits	2015-06-01	105
Total of all active and inactive participants	2015-06-01	455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	1
Total participants	2015-06-01	456
Number of participants with account balances	2015-06-01	440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	29
2014: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-06-01	448
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	347
Number of retired or separated participants receiving benefits	2014-06-01	3
Number of other retired or separated participants entitled to future benefits	2014-06-01	96
Total of all active and inactive participants	2014-06-01	446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	1
Total participants	2014-06-01	447
Number of participants with account balances	2014-06-01	408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	18
2013: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-01	446
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	330
Number of retired or separated participants receiving benefits	2013-06-01	5
Number of other retired or separated participants entitled to future benefits	2013-06-01	90
Total of all active and inactive participants	2013-06-01	425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	0
Total participants	2013-06-01	425
Number of participants with account balances	2013-06-01	409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	22
2012: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	454
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	328
Number of retired or separated participants receiving benefits	2012-06-01	1
Number of other retired or separated participants entitled to future benefits	2012-06-01	95
Total of all active and inactive participants	2012-06-01	424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	1
Total participants	2012-06-01	425
Number of participants with account balances	2012-06-01	410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	28
2011: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	438
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	345
Number of retired or separated participants receiving benefits	2011-06-01	0
Number of other retired or separated participants entitled to future benefits	2011-06-01	99
Total of all active and inactive participants	2011-06-01	444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	1
Total participants	2011-06-01	445
Number of participants with account balances	2011-06-01	419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	16
2010: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-06-01	462
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	349
Number of retired or separated participants receiving benefits	2010-06-01	0
Number of other retired or separated participants entitled to future benefits	2010-06-01	70
Total of all active and inactive participants	2010-06-01	419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-06-01	2
Total participants	2010-06-01	421
Number of participants with account balances	2010-06-01	388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-06-01	20
2009: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	474
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	354
Number of retired or separated participants receiving benefits	2009-06-01	0
Number of other retired or separated participants entitled to future benefits	2009-06-01	101
Total of all active and inactive participants	2009-06-01	455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	1
Total participants	2009-06-01	456
Number of participants with account balances	2009-06-01	405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	19

Financial Data on ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-05-31	$0
Total income from all sources (including contributions)	2023-05-31	$3,784,007
Total loss/gain on sale of assets	2023-05-31	$0
Total of all expenses incurred	2023-05-31	$4,548,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-05-31	$4,537,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-05-31	$2,809,633
Value of total assets at end of year	2023-05-31	$40,809,045
Value of total assets at beginning of year	2023-05-31	$41,573,500
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-05-31	$10,886
Total interest from all sources	2023-05-31	$436,186
Total dividends received (eg from common stock, registered investment company shares)	2023-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-05-31	No
Was this plan covered by a fidelity bond	2023-05-31	Yes
Value of fidelity bond cover	2023-05-31	$2,000,000
If this is an individual account plan, was there a blackout period	2023-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-05-31	No
Contributions received from participants	2023-05-31	$1,542,462
Income. Received or receivable in cash from other sources (including rollovers)	2023-05-31	$544,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-05-31	No
Value of net income/loss	2023-05-31	$-764,455
Value of net assets at end of year (total assets less liabilities)	2023-05-31	$40,809,045
Value of net assets at beginning of year (total assets less liabilities)	2023-05-31	$41,573,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-05-31	No
Were any leases to which the plan was party in default or uncollectible	2023-05-31	No
Value of interest in pooled separate accounts at end of year	2023-05-31	$27,015,749
Value of interest in pooled separate accounts at beginning of year	2023-05-31	$25,385,374
Interest earned on other investments	2023-05-31	$436,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-05-31	$13,071,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-05-31	$15,436,095
Net investment gain/loss from pooled separate accounts	2023-05-31	$538,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-05-31	No
Was there a failure to transmit to the plan any participant contributions	2023-05-31	No
Has the plan failed to provide any benefit when due under the plan	2023-05-31	No
Contributions received in cash from employer	2023-05-31	$722,251
Employer contributions (assets) at end of year	2023-05-31	$722,251
Employer contributions (assets) at beginning of year	2023-05-31	$752,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-05-31	$4,537,576
Contract administrator fees	2023-05-31	$10,886
Did the plan have assets held for investment	2023-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-05-31	No
Opinion of an independent qualified public accountant for this plan	2023-05-31	Unqualified
Accountancy firm name	2023-05-31	HANNIS T. BOURGEOIS, LLP
Accountancy firm EIN	2023-05-31	720636725
2022 : ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$0
Total income from all sources (including contributions)	2022-05-31	$-74,525
Total loss/gain on sale of assets	2022-05-31	$0
Total of all expenses incurred	2022-05-31	$2,557,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-05-31	$2,533,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-05-31	$3,033,884
Value of total assets at end of year	2022-05-31	$41,573,500
Value of total assets at beginning of year	2022-05-31	$44,205,966
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-05-31	$24,473
Total interest from all sources	2022-05-31	$450,916
Total dividends received (eg from common stock, registered investment company shares)	2022-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-05-31	No
Was this plan covered by a fidelity bond	2022-05-31	Yes
Value of fidelity bond cover	2022-05-31	$2,000,000
If this is an individual account plan, was there a blackout period	2022-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2022-05-31	No
Contributions received from participants	2022-05-31	$1,468,448
Participant contributions at beginning of year	2022-05-31	$27,638
Income. Received or receivable in cash from other sources (including rollovers)	2022-05-31	$138,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-31	No
Value of net income/loss	2022-05-31	$-2,632,466
Value of net assets at end of year (total assets less liabilities)	2022-05-31	$41,573,500
Value of net assets at beginning of year (total assets less liabilities)	2022-05-31	$44,205,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-05-31	No
Were any leases to which the plan was party in default or uncollectible	2022-05-31	No
Value of interest in pooled separate accounts at end of year	2022-05-31	$25,385,374
Value of interest in pooled separate accounts at beginning of year	2022-05-31	$29,364,404
Interest earned on other investments	2022-05-31	$450,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-05-31	$15,436,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-05-31	$14,813,924
Net investment gain/loss from pooled separate accounts	2022-05-31	$-3,559,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-05-31	No
Was there a failure to transmit to the plan any participant contributions	2022-05-31	No
Has the plan failed to provide any benefit when due under the plan	2022-05-31	No
Contributions received in cash from employer	2022-05-31	$1,426,816
Employer contributions (assets) at end of year	2022-05-31	$752,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-05-31	$2,533,468
Contract administrator fees	2022-05-31	$24,473
Did the plan have assets held for investment	2022-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-05-31	No
Opinion of an independent qualified public accountant for this plan	2022-05-31	Unqualified
Accountancy firm name	2022-05-31	HANNIS T. BOURGEOIS, LLP
Accountancy firm EIN	2022-05-31	720636725
2021 : ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-05-31	$0
Total income from all sources (including contributions)	2021-05-31	$11,183,579
Total loss/gain on sale of assets	2021-05-31	$0
Total of all expenses incurred	2021-05-31	$2,185,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-05-31	$2,099,944
Value of total corrective distributions	2021-05-31	$411
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-05-31	$2,001,215
Value of total assets at end of year	2021-05-31	$44,205,966
Value of total assets at beginning of year	2021-05-31	$35,207,904
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-05-31	$85,162
Total interest from all sources	2021-05-31	$409,214
Total dividends received (eg from common stock, registered investment company shares)	2021-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-05-31	No
Was this plan covered by a fidelity bond	2021-05-31	Yes
Value of fidelity bond cover	2021-05-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-05-31	No
Contributions received from participants	2021-05-31	$1,390,988
Participant contributions at end of year	2021-05-31	$27,638
Income. Received or receivable in cash from other sources (including rollovers)	2021-05-31	$4,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-05-31	No
Value of net income/loss	2021-05-31	$8,998,062
Value of net assets at end of year (total assets less liabilities)	2021-05-31	$44,205,966
Value of net assets at beginning of year (total assets less liabilities)	2021-05-31	$35,207,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-05-31	No
Were any leases to which the plan was party in default or uncollectible	2021-05-31	No
Value of interest in pooled separate accounts at end of year	2021-05-31	$29,364,404
Value of interest in pooled separate accounts at beginning of year	2021-05-31	$24,124,627
Interest earned on other investments	2021-05-31	$409,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-05-31	$14,813,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-05-31	$11,083,277
Net investment gain/loss from pooled separate accounts	2021-05-31	$8,773,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-05-31	No
Was there a failure to transmit to the plan any participant contributions	2021-05-31	No
Has the plan failed to provide any benefit when due under the plan	2021-05-31	No
Contributions received in cash from employer	2021-05-31	$605,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-05-31	$2,099,944
Contract administrator fees	2021-05-31	$85,162
Did the plan have assets held for investment	2021-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-05-31	No
Opinion of an independent qualified public accountant for this plan	2021-05-31	Disclaimer
Accountancy firm name	2021-05-31	HANNIS T. BOURGEOIS, LLP
Accountancy firm EIN	2021-05-31	720636725
2020 : ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-05-31	$0
Total income from all sources (including contributions)	2020-05-31	$4,449,075
Total loss/gain on sale of assets	2020-05-31	$0
Total of all expenses incurred	2020-05-31	$2,504,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-05-31	$2,410,389
Value of total corrective distributions	2020-05-31	$1,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-05-31	$1,784,886
Value of total assets at end of year	2020-05-31	$35,207,904
Value of total assets at beginning of year	2020-05-31	$33,263,356
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-05-31	$92,772
Total interest from all sources	2020-05-31	$309,974
Total dividends received (eg from common stock, registered investment company shares)	2020-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-05-31	No
Was this plan covered by a fidelity bond	2020-05-31	Yes
Value of fidelity bond cover	2020-05-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-05-31	No
Contributions received from participants	2020-05-31	$1,223,828
Income. Received or receivable in cash from other sources (including rollovers)	2020-05-31	$20,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-05-31	No
Value of net income/loss	2020-05-31	$1,944,548
Value of net assets at end of year (total assets less liabilities)	2020-05-31	$35,207,904
Value of net assets at beginning of year (total assets less liabilities)	2020-05-31	$33,263,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-05-31	No
Were any leases to which the plan was party in default or uncollectible	2020-05-31	No
Value of interest in pooled separate accounts at end of year	2020-05-31	$24,124,627
Value of interest in pooled separate accounts at beginning of year	2020-05-31	$24,077,215
Interest earned on other investments	2020-05-31	$309,974
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-05-31	$11,083,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-05-31	$9,186,141
Net investment gain/loss from pooled separate accounts	2020-05-31	$2,354,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-05-31	No
Was there a failure to transmit to the plan any participant contributions	2020-05-31	No
Has the plan failed to provide any benefit when due under the plan	2020-05-31	No
Contributions received in cash from employer	2020-05-31	$540,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-05-31	$2,410,389
Contract administrator fees	2020-05-31	$92,772
Did the plan have assets held for investment	2020-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-05-31	Disclaimer
Accountancy firm name	2020-05-31	HANNIS T. BOURGEOIS, LLP
Accountancy firm EIN	2020-05-31	720636725
2019 : ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-05-31	$0
Total income from all sources (including contributions)	2019-05-31	$2,771,308
Total loss/gain on sale of assets	2019-05-31	$0
Total of all expenses incurred	2019-05-31	$2,838,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-05-31	$2,785,385
Value of total corrective distributions	2019-05-31	$5,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-05-31	$1,800,844
Value of total assets at end of year	2019-05-31	$33,263,356
Value of total assets at beginning of year	2019-05-31	$33,330,965
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-05-31	$47,964
Total interest from all sources	2019-05-31	$281,488
Total dividends received (eg from common stock, registered investment company shares)	2019-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-05-31	No
Was this plan covered by a fidelity bond	2019-05-31	Yes
Value of fidelity bond cover	2019-05-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-05-31	No
Contributions received from participants	2019-05-31	$1,226,126
Income. Received or receivable in cash from other sources (including rollovers)	2019-05-31	$55,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-05-31	No
Value of net income/loss	2019-05-31	$-67,609
Value of net assets at end of year (total assets less liabilities)	2019-05-31	$33,263,356
Value of net assets at beginning of year (total assets less liabilities)	2019-05-31	$33,330,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-05-31	No
Were any leases to which the plan was party in default or uncollectible	2019-05-31	No
Value of interest in pooled separate accounts at end of year	2019-05-31	$24,077,215
Value of interest in pooled separate accounts at beginning of year	2019-05-31	$24,591,775
Interest earned on other investments	2019-05-31	$281,488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-05-31	$9,186,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-05-31	$8,739,190
Net investment gain/loss from pooled separate accounts	2019-05-31	$688,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-05-31	No
Was there a failure to transmit to the plan any participant contributions	2019-05-31	No
Has the plan failed to provide any benefit when due under the plan	2019-05-31	No
Contributions received in cash from employer	2019-05-31	$519,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-05-31	$2,785,385
Contract administrator fees	2019-05-31	$47,964
Did the plan have assets held for investment	2019-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-05-31	Disclaimer
Accountancy firm name	2019-05-31	POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN	2019-05-31	721202445
2018 : ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-05-31	$0
Total income from all sources (including contributions)	2018-05-31	$4,862,371
Total loss/gain on sale of assets	2018-05-31	$0
Total of all expenses incurred	2018-05-31	$2,223,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-05-31	$2,157,846
Value of total corrective distributions	2018-05-31	$13,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-05-31	$1,793,893
Value of total assets at end of year	2018-05-31	$33,330,965
Value of total assets at beginning of year	2018-05-31	$30,692,062
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-05-31	$51,727
Total interest from all sources	2018-05-31	$278,857
Total dividends received (eg from common stock, registered investment company shares)	2018-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-05-31	No
Was this plan covered by a fidelity bond	2018-05-31	Yes
Value of fidelity bond cover	2018-05-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-05-31	No
Contributions received from participants	2018-05-31	$1,200,433
Income. Received or receivable in cash from other sources (including rollovers)	2018-05-31	$22,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-05-31	No
Value of net income/loss	2018-05-31	$2,638,903
Value of net assets at end of year (total assets less liabilities)	2018-05-31	$33,330,965
Value of net assets at beginning of year (total assets less liabilities)	2018-05-31	$30,692,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-05-31	No
Were any leases to which the plan was party in default or uncollectible	2018-05-31	No
Value of interest in pooled separate accounts at end of year	2018-05-31	$24,591,775
Value of interest in pooled separate accounts at beginning of year	2018-05-31	$21,374,389
Interest earned on other investments	2018-05-31	$278,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-05-31	$8,739,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-05-31	$9,317,673
Net investment gain/loss from pooled separate accounts	2018-05-31	$2,789,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-05-31	No
Was there a failure to transmit to the plan any participant contributions	2018-05-31	No
Has the plan failed to provide any benefit when due under the plan	2018-05-31	No
Contributions received in cash from employer	2018-05-31	$570,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-05-31	$2,157,846
Contract administrator fees	2018-05-31	$51,727
Did the plan have assets held for investment	2018-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-05-31	Disclaimer
Accountancy firm name	2018-05-31	POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN	2018-05-31	721202445
2017 : ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$0
Total income from all sources (including contributions)	2017-05-31	$5,668,730
Total loss/gain on sale of assets	2017-05-31	$0
Total of all expenses incurred	2017-05-31	$1,523,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-05-31	$1,494,750
Value of total corrective distributions	2017-05-31	$3,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-05-31	$2,317,242
Value of total assets at end of year	2017-05-31	$30,692,062
Value of total assets at beginning of year	2017-05-31	$26,547,240
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-05-31	$25,195
Total interest from all sources	2017-05-31	$285,325
Total dividends received (eg from common stock, registered investment company shares)	2017-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-05-31	No
Was this plan covered by a fidelity bond	2017-05-31	Yes
Value of fidelity bond cover	2017-05-31	$2,000,000
If this is an individual account plan, was there a blackout period	2017-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-05-31	No
Contributions received from participants	2017-05-31	$1,207,848
Income. Received or receivable in cash from other sources (including rollovers)	2017-05-31	$507,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Value of net income/loss	2017-05-31	$4,144,822
Value of net assets at end of year (total assets less liabilities)	2017-05-31	$30,692,062
Value of net assets at beginning of year (total assets less liabilities)	2017-05-31	$26,547,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-05-31	No
Were any leases to which the plan was party in default or uncollectible	2017-05-31	No
Value of interest in pooled separate accounts at end of year	2017-05-31	$21,374,389
Value of interest in pooled separate accounts at beginning of year	2017-05-31	$19,660,243
Interest earned on other investments	2017-05-31	$285,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-05-31	$9,317,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-05-31	$6,886,997
Net investment gain/loss from pooled separate accounts	2017-05-31	$3,066,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-05-31	No
Was there a failure to transmit to the plan any participant contributions	2017-05-31	No
Has the plan failed to provide any benefit when due under the plan	2017-05-31	No
Contributions received in cash from employer	2017-05-31	$602,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-05-31	$1,494,750
Contract administrator fees	2017-05-31	$25,195
Did the plan have assets held for investment	2017-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-05-31	Disclaimer
Accountancy firm name	2017-05-31	POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN	2017-05-31	721202445
2016 : ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$0
Total income from all sources (including contributions)	2016-05-31	$1,394,297
Total loss/gain on sale of assets	2016-05-31	$0
Total of all expenses incurred	2016-05-31	$1,905,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-05-31	$1,899,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-05-31	$1,833,052
Value of total assets at end of year	2016-05-31	$26,547,240
Value of total assets at beginning of year	2016-05-31	$27,058,455
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-05-31	$6,180
Total interest from all sources	2016-05-31	$222,849
Total dividends received (eg from common stock, registered investment company shares)	2016-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-05-31	No
Was this plan covered by a fidelity bond	2016-05-31	Yes
Value of fidelity bond cover	2016-05-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-05-31	No
Contributions received from participants	2016-05-31	$1,227,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Value of net income/loss	2016-05-31	$-511,215
Value of net assets at end of year (total assets less liabilities)	2016-05-31	$26,547,240
Value of net assets at beginning of year (total assets less liabilities)	2016-05-31	$27,058,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-05-31	No
Were any leases to which the plan was party in default or uncollectible	2016-05-31	No
Value of interest in pooled separate accounts at end of year	2016-05-31	$19,660,243
Value of interest in pooled separate accounts at beginning of year	2016-05-31	$21,558,190
Interest earned on other investments	2016-05-31	$222,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-05-31	$6,886,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-05-31	$5,500,265
Net investment gain/loss from pooled separate accounts	2016-05-31	$-661,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-05-31	No
Was there a failure to transmit to the plan any participant contributions	2016-05-31	No
Has the plan failed to provide any benefit when due under the plan	2016-05-31	No
Contributions received in cash from employer	2016-05-31	$605,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-05-31	$1,899,332
Contract administrator fees	2016-05-31	$6,180
Did the plan have assets held for investment	2016-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-05-31	Disclaimer
Accountancy firm name	2016-05-31	POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN	2016-05-31	721202445
2015 : ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-05-31	$0
Total transfer of assets from this plan	2015-05-31	$4,802
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$0
Total income from all sources (including contributions)	2015-05-31	$4,122,909
Total loss/gain on sale of assets	2015-05-31	$0
Total of all expenses incurred	2015-05-31	$1,555,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-05-31	$1,533,237
Value of total corrective distributions	2015-05-31	$17,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-05-31	$1,876,078
Value of total assets at end of year	2015-05-31	$27,058,455
Value of total assets at beginning of year	2015-05-31	$24,495,724
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-05-31	$5,027
Total interest from all sources	2015-05-31	$180,068
Total dividends received (eg from common stock, registered investment company shares)	2015-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-05-31	No
Was this plan covered by a fidelity bond	2015-05-31	Yes
Value of fidelity bond cover	2015-05-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-05-31	No
Contributions received from participants	2015-05-31	$1,110,438
Income. Received or receivable in cash from other sources (including rollovers)	2015-05-31	$155,482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-31	No
Value of net income/loss	2015-05-31	$2,567,533
Value of net assets at end of year (total assets less liabilities)	2015-05-31	$27,058,455
Value of net assets at beginning of year (total assets less liabilities)	2015-05-31	$24,495,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-05-31	No
Were any leases to which the plan was party in default or uncollectible	2015-05-31	No
Value of interest in pooled separate accounts at end of year	2015-05-31	$21,558,190
Value of interest in pooled separate accounts at beginning of year	2015-05-31	$19,515,421
Interest earned on other investments	2015-05-31	$180,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-05-31	$5,500,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-05-31	$4,980,303
Net investment gain/loss from pooled separate accounts	2015-05-31	$2,066,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-05-31	No
Was there a failure to transmit to the plan any participant contributions	2015-05-31	No
Has the plan failed to provide any benefit when due under the plan	2015-05-31	No
Contributions received in cash from employer	2015-05-31	$610,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-05-31	$1,533,237
Contract administrator fees	2015-05-31	$5,027
Did the plan have assets held for investment	2015-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-05-31	Disclaimer
Accountancy firm name	2015-05-31	POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN	2015-05-31	721202445
2014 : ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$0
Total income from all sources (including contributions)	2014-05-31	$4,856,688
Total loss/gain on sale of assets	2014-05-31	$0
Total of all expenses incurred	2014-05-31	$1,340,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-05-31	$1,330,502
Value of total corrective distributions	2014-05-31	$4,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-05-31	$1,802,740
Value of total assets at end of year	2014-05-31	$24,495,724
Value of total assets at beginning of year	2014-05-31	$20,979,493
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-05-31	$5,420
Total interest from all sources	2014-05-31	$185,648
Total dividends received (eg from common stock, registered investment company shares)	2014-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-05-31	No
Was this plan covered by a fidelity bond	2014-05-31	Yes
Value of fidelity bond cover	2014-05-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-05-31	No
Contributions received from participants	2014-05-31	$1,180,014
Income. Received or receivable in cash from other sources (including rollovers)	2014-05-31	$4,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Value of net income/loss	2014-05-31	$3,516,231
Value of net assets at end of year (total assets less liabilities)	2014-05-31	$24,495,724
Value of net assets at beginning of year (total assets less liabilities)	2014-05-31	$20,979,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-05-31	No
Were any leases to which the plan was party in default or uncollectible	2014-05-31	No
Value of interest in pooled separate accounts at end of year	2014-05-31	$19,515,421
Value of interest in pooled separate accounts at beginning of year	2014-05-31	$15,807,795
Interest earned on other investments	2014-05-31	$185,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-05-31	$4,980,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-05-31	$5,171,698
Net investment gain/loss from pooled separate accounts	2014-05-31	$2,868,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-05-31	No
Was there a failure to transmit to the plan any participant contributions	2014-05-31	No
Has the plan failed to provide any benefit when due under the plan	2014-05-31	No
Contributions received in cash from employer	2014-05-31	$617,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-05-31	$1,330,502
Contract administrator fees	2014-05-31	$5,420
Did the plan have assets held for investment	2014-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-05-31	Disclaimer
Accountancy firm name	2014-05-31	POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN	2014-05-31	721202445
2013 : ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$0
Total income from all sources (including contributions)	2013-05-31	$4,800,540
Total loss/gain on sale of assets	2013-05-31	$0
Total of all expenses incurred	2013-05-31	$1,485,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-05-31	$1,461,489
Value of total corrective distributions	2013-05-31	$18,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-05-31	$1,732,997
Value of total assets at end of year	2013-05-31	$20,979,493
Value of total assets at beginning of year	2013-05-31	$17,664,182
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-05-31	$5,713
Total interest from all sources	2013-05-31	$177,414
Total dividends received (eg from common stock, registered investment company shares)	2013-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-05-31	No
Was this plan covered by a fidelity bond	2013-05-31	Yes
Value of fidelity bond cover	2013-05-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-05-31	No
Contributions received from participants	2013-05-31	$1,154,659
Income. Received or receivable in cash from other sources (including rollovers)	2013-05-31	$23,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Value of net income/loss	2013-05-31	$3,315,311
Value of net assets at end of year (total assets less liabilities)	2013-05-31	$20,979,493
Value of net assets at beginning of year (total assets less liabilities)	2013-05-31	$17,664,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-05-31	No
Were any leases to which the plan was party in default or uncollectible	2013-05-31	No
Value of interest in pooled separate accounts at end of year	2013-05-31	$15,807,795
Value of interest in pooled separate accounts at beginning of year	2013-05-31	$12,564,929
Interest earned on other investments	2013-05-31	$177,414
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-05-31	$5,171,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-05-31	$5,099,253
Net investment gain/loss from pooled separate accounts	2013-05-31	$2,890,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-05-31	No
Was there a failure to transmit to the plan any participant contributions	2013-05-31	No
Has the plan failed to provide any benefit when due under the plan	2013-05-31	No
Contributions received in cash from employer	2013-05-31	$554,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-05-31	$1,461,489
Contract administrator fees	2013-05-31	$5,713
Did the plan have assets held for investment	2013-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-05-31	Disclaimer
Accountancy firm name	2013-05-31	POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN	2013-05-31	721202445
2012 : ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$0
Total income from all sources (including contributions)	2012-05-31	$1,477,054
Total loss/gain on sale of assets	2012-05-31	$0
Total of all expenses incurred	2012-05-31	$826,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-31	$797,088
Value of total corrective distributions	2012-05-31	$26,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-31	$1,828,894
Value of total assets at end of year	2012-05-31	$17,664,182
Value of total assets at beginning of year	2012-05-31	$17,013,876
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-31	$3,590
Total interest from all sources	2012-05-31	$163,541
Total dividends received (eg from common stock, registered investment company shares)	2012-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-05-31	No
Was this plan covered by a fidelity bond	2012-05-31	Yes
Value of fidelity bond cover	2012-05-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-05-31	No
Contributions received from participants	2012-05-31	$1,162,226
Income. Received or receivable in cash from other sources (including rollovers)	2012-05-31	$49,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Value of net income/loss	2012-05-31	$650,306
Value of net assets at end of year (total assets less liabilities)	2012-05-31	$17,664,182
Value of net assets at beginning of year (total assets less liabilities)	2012-05-31	$17,013,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-31	No
Were any leases to which the plan was party in default or uncollectible	2012-05-31	No
Value of interest in pooled separate accounts at end of year	2012-05-31	$12,564,929
Value of interest in pooled separate accounts at beginning of year	2012-05-31	$12,856,497
Interest earned on other investments	2012-05-31	$163,541
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-05-31	$5,099,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-05-31	$4,157,379
Net investment gain/loss from pooled separate accounts	2012-05-31	$-515,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-31	No
Was there a failure to transmit to the plan any participant contributions	2012-05-31	No
Has the plan failed to provide any benefit when due under the plan	2012-05-31	No
Contributions received in cash from employer	2012-05-31	$616,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-31	$797,088
Contract administrator fees	2012-05-31	$3,590
Did the plan have assets held for investment	2012-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-05-31	Disclaimer
Accountancy firm name	2012-05-31	POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN	2012-05-31	721202445
2011 : ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$0
Total income from all sources (including contributions)	2011-05-31	$4,298,802
Total loss/gain on sale of assets	2011-05-31	$0
Total of all expenses incurred	2011-05-31	$625,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-05-31	$575,139
Value of total corrective distributions	2011-05-31	$45,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-05-31	$1,607,188
Value of total assets at end of year	2011-05-31	$17,013,876
Value of total assets at beginning of year	2011-05-31	$13,340,330
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-05-31	$4,877
Total interest from all sources	2011-05-31	$124,785
Total dividends received (eg from common stock, registered investment company shares)	2011-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-05-31	No
Was this plan covered by a fidelity bond	2011-05-31	Yes
Value of fidelity bond cover	2011-05-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-05-31	No
Contributions received from participants	2011-05-31	$966,576
Income. Received or receivable in cash from other sources (including rollovers)	2011-05-31	$28,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Value of net income/loss	2011-05-31	$3,673,546
Value of net assets at end of year (total assets less liabilities)	2011-05-31	$17,013,876
Value of net assets at beginning of year (total assets less liabilities)	2011-05-31	$13,340,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-05-31	No
Were any leases to which the plan was party in default or uncollectible	2011-05-31	No
Value of interest in pooled separate accounts at end of year	2011-05-31	$12,856,497
Value of interest in pooled separate accounts at beginning of year	2011-05-31	$10,001,093
Interest earned on other investments	2011-05-31	$124,785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-05-31	$4,157,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-05-31	$3,339,237
Net investment gain/loss from pooled separate accounts	2011-05-31	$2,566,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-05-31	No
Was there a failure to transmit to the plan any participant contributions	2011-05-31	No
Has the plan failed to provide any benefit when due under the plan	2011-05-31	No
Contributions received in cash from employer	2011-05-31	$611,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-05-31	$575,139
Contract administrator fees	2011-05-31	$4,877
Did the plan have assets held for investment	2011-05-31	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	2011-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-05-31	Disclaimer
Accountancy firm name	2011-05-31	POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN	2011-05-31	721202445
2010 : ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-05-31	$0

Form 5500 Responses for ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN

2022: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-06-01	Type of plan entity	Single employer plan
2022-06-01	Submission has been amended	No
2022-06-01	This submission is the final filing	No
2022-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-06-01	Plan is a collectively bargained plan	No
2022-06-01	Plan funding arrangement – Insurance	Yes
2022-06-01	Plan funding arrangement – Trust	Yes
2022-06-01	Plan benefit arrangement – Insurance	Yes
2022-06-01	Plan benefit arrangement - Trust	Yes
2021: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-06-01	Type of plan entity	Single employer plan
2021-06-01	Submission has been amended	No
2021-06-01	This submission is the final filing	No
2021-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-06-01	Plan is a collectively bargained plan	No
2021-06-01	Plan funding arrangement – Insurance	Yes
2021-06-01	Plan funding arrangement – Trust	Yes
2021-06-01	Plan benefit arrangement – Insurance	Yes
2021-06-01	Plan benefit arrangement - Trust	Yes
2020: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-06-01	Type of plan entity	Single employer plan
2020-06-01	Submission has been amended	No
2020-06-01	This submission is the final filing	No
2020-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-06-01	Plan is a collectively bargained plan	No
2020-06-01	Plan funding arrangement – Insurance	Yes
2020-06-01	Plan funding arrangement – Trust	Yes
2020-06-01	Plan benefit arrangement – Insurance	Yes
2020-06-01	Plan benefit arrangement - Trust	Yes
2019: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-06-01	Type of plan entity	Single employer plan
2019-06-01	Submission has been amended	No
2019-06-01	This submission is the final filing	No
2019-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-06-01	Plan is a collectively bargained plan	No
2019-06-01	Plan funding arrangement – Insurance	Yes
2019-06-01	Plan funding arrangement – Trust	Yes
2019-06-01	Plan benefit arrangement – Insurance	Yes
2019-06-01	Plan benefit arrangement - Trust	Yes
2018: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-06-01	Type of plan entity	Single employer plan
2018-06-01	Submission has been amended	No
2018-06-01	This submission is the final filing	No
2018-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-06-01	Plan is a collectively bargained plan	No
2018-06-01	Plan funding arrangement – Insurance	Yes
2018-06-01	Plan funding arrangement – Trust	Yes
2018-06-01	Plan benefit arrangement – Insurance	Yes
2018-06-01	Plan benefit arrangement - Trust	Yes
2017: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	Submission has been amended	No
2017-06-01	This submission is the final filing	No
2017-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-06-01	Plan is a collectively bargained plan	No
2017-06-01	Plan funding arrangement – Insurance	Yes
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement – Insurance	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Submission has been amended	No
2016-06-01	This submission is the final filing	No
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-06-01	Plan is a collectively bargained plan	No
2016-06-01	Plan funding arrangement – Insurance	Yes
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement – Insurance	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Submission has been amended	No
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	No
2015-06-01	Plan funding arrangement – Insurance	Yes
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement – Insurance	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Submission has been amended	No
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-06-01	Plan is a collectively bargained plan	No
2014-06-01	Plan funding arrangement – Insurance	Yes
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement – Insurance	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Submission has been amended	No
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	No
2013-06-01	Plan funding arrangement – Insurance	Yes
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement – Insurance	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Insurance	Yes
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement – Insurance	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	No
2011-06-01	Plan funding arrangement – Insurance	Yes
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement – Insurance	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-06-01	Type of plan entity	Single employer plan
2010-06-01	Submission has been amended	No
2010-06-01	This submission is the final filing	No
2010-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-06-01	Plan is a collectively bargained plan	No
2010-06-01	Plan funding arrangement – Insurance	Yes
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement – Insurance	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Insurance	Yes
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement – Insurance	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

800586

Policy instance

Insurance contract or identification number	800586
Number of Individuals Covered	454
Insurance policy start date	2022-06-01
Insurance policy end date	2023-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

800586

Policy instance

Insurance contract or identification number	800586
Number of Individuals Covered	458
Insurance policy start date	2021-06-01
Insurance policy end date	2022-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

800586

Policy instance

Insurance contract or identification number	800586
Number of Individuals Covered	444
Insurance policy start date	2020-06-01
Insurance policy end date	2021-05-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

800586

Policy instance

Insurance contract or identification number	800586
Number of Individuals Covered	425
Insurance policy start date	2019-06-01
Insurance policy end date	2020-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

800586

Policy instance

Insurance contract or identification number	800586
Number of Individuals Covered	430
Insurance policy start date	2018-06-01
Insurance policy end date	2019-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

800586

Policy instance

Insurance contract or identification number	800586
Number of Individuals Covered	440
Insurance policy start date	2017-06-01
Insurance policy end date	2018-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ASSOCIATED GROCERS, INC.
Employer identification number (EIN):	720403734
NAIC Classification:	424400

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1990-09-10
Company Identification Number:	0008487506
Legal Registered Office Address:	PO BOX 261748 BATON ROUGE United States of America (USA) 70826