SHERLEY GRAIN, LP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SHERLEY GRAIN, LP EMPLOYEES' PROFIT-SHARING PLAN
401k plan membership statisitcs for SHERLEY GRAIN, LP EMPLOYEES' PROFIT-SHARING PLAN
| Measure | Date | Value |
|---|
| 2012: SHERLEY GRAIN, LP EMPLOYEES' PROFIT-SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 9 |
| Number of retired or separated participants receiving benefits | 2012-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-06-01 | 1 |
| Total of all active and inactive participants | 2012-06-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-06-01 | 0 |
| Total participants | 2012-06-01 | 10 |
| Number of participants with account balances | 2012-06-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-06-01 | 0 |
| 2011: SHERLEY GRAIN, LP EMPLOYEES' PROFIT-SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 9 |
| 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 | 1 |
| Total of all active and inactive participants | 2011-06-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-06-01 | 0 |
| Total participants | 2011-06-01 | 10 |
| Number of participants with account balances | 2011-06-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-06-01 | 0 |
| 2009: SHERLEY GRAIN, LP EMPLOYEES' PROFIT-SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-06-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 10 |
| 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 | 0 |
| Total of all active and inactive participants | 2009-06-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-06-01 | 0 |
| Total participants | 2009-06-01 | 10 |
| Number of participants with account balances | 2009-06-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-06-01 | 0 |
| Measure | Date | Value |
|---|
| 2013 : SHERLEY GRAIN, LP EMPLOYEES' PROFIT-SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-05-31 | $0 |
| Total plan liabilities at end of year | 2013-05-31 | $0 |
| Total plan liabilities at beginning of year | 2013-05-31 | $0 |
| Total income from all sources | 2013-05-31 | $72,538 |
| Expenses. Total of all expenses incurred | 2013-05-31 | $45,399 |
| Benefits paid (including direct rollovers) | 2013-05-31 | $37,066 |
| Total plan assets at end of year | 2013-05-31 | $1,346,275 |
| Total plan assets at beginning of year | 2013-05-31 | $1,319,136 |
| Value of fidelity bond covering the plan | 2013-05-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-05-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-05-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-05-31 | $0 |
| Other income received | 2013-05-31 | $14,481 |
| Noncash contributions received | 2013-05-31 | $0 |
| Net income (gross income less expenses) | 2013-05-31 | $27,139 |
| Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $1,346,275 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $1,319,136 |
| Total contributions received or receivable from employer(s) | 2013-05-31 | $58,057 |
| Value of certain deemed distributions of participant loans | 2013-05-31 | $0 |
| Value of corrective distributions | 2013-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-05-31 | $8,333 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-05-31 | $0 |
| 2012 : SHERLEY GRAIN, LP EMPLOYEES' PROFIT-SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-05-31 | $0 |
| Total plan liabilities at end of year | 2012-05-31 | $0 |
| Total plan liabilities at beginning of year | 2012-05-31 | $0 |
| Total income from all sources | 2012-05-31 | $85,589 |
| Expenses. Total of all expenses incurred | 2012-05-31 | $132,248 |
| Benefits paid (including direct rollovers) | 2012-05-31 | $123,914 |
| Total plan assets at end of year | 2012-05-31 | $1,319,136 |
| Total plan assets at beginning of year | 2012-05-31 | $1,365,795 |
| Value of fidelity bond covering the plan | 2012-05-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-05-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-05-31 | $8,334 |
| Contributions received from other sources (not participants or employers) | 2012-05-31 | $0 |
| Other income received | 2012-05-31 | $29,792 |
| Noncash contributions received | 2012-05-31 | $0 |
| Net income (gross income less expenses) | 2012-05-31 | $-46,659 |
| Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $1,319,136 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $1,365,795 |
| Total contributions received or receivable from employer(s) | 2012-05-31 | $55,797 |
| Value of certain deemed distributions of participant loans | 2012-05-31 | $0 |
| Value of corrective distributions | 2012-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-05-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-05-31 | $0 |
| 2011 : SHERLEY GRAIN, LP EMPLOYEES' PROFIT-SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-05-31 | $0 |
| Total plan liabilities at end of year | 2011-05-31 | $0 |
| Total plan liabilities at beginning of year | 2011-05-31 | $0 |
| Total income from all sources | 2011-05-31 | $75,471 |
| Expenses. Total of all expenses incurred | 2011-05-31 | $8,952 |
| Benefits paid (including direct rollovers) | 2011-05-31 | $0 |
| Total plan assets at end of year | 2011-05-31 | $1,365,795 |
| Total plan assets at beginning of year | 2011-05-31 | $1,299,276 |
| Value of fidelity bond covering the plan | 2011-05-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-05-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-05-31 | $8,952 |
| Contributions received from other sources (not participants or employers) | 2011-05-31 | $0 |
| Other income received | 2011-05-31 | $22,476 |
| Noncash contributions received | 2011-05-31 | $0 |
| Net income (gross income less expenses) | 2011-05-31 | $66,519 |
| Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $1,365,795 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $1,299,276 |
| Total contributions received or receivable from employer(s) | 2011-05-31 | $52,995 |
| Value of certain deemed distributions of participant loans | 2011-05-31 | $0 |
| Value of corrective distributions | 2011-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-05-31 | $0 |
| 2012: SHERLEY GRAIN, LP EMPLOYEES' 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: SHERLEY GRAIN, LP EMPLOYEES' 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 |
| 2009: SHERLEY GRAIN, LP EMPLOYEES' 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 |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 054995 100 |
| Policy instance | 1 |
| Insurance contract or identification number | 054995 100 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2011-08-01 | | Insurance policy end date | 2012-07-31 | | Total amount of commissions paid to insurance broker | USD $250 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 | 0 | | 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 | | Commission paid to Insurance Broker | USD $250 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 2 | | Insurance broker name | DICK VANDEWEGE |
|
| MONY (National Association of Insurance Commissioners NAIC id number: 78077 ) |
| Policy contract number | 21SL003082 |
| Policy instance | 2 |
| Insurance contract or identification number | 21SL003082 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-07-02 | | Insurance policy end date | 2012-07-01 | | Total amount of commissions paid to insurance broker | USD $34 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 | 0 | | 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 | | Commission paid to Insurance Broker | USD $34 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 2 | | Insurance broker name | AXA NETWORK LLC |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 054995 100 |
| Policy instance | 1 |
| Insurance contract or identification number | 054995 100 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2010-08-01 | | Insurance policy end date | 2011-07-31 | | Total amount of commissions paid to insurance broker | USD $40 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 | 0 | | 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 |
|
| MONY (National Association of Insurance Commissioners NAIC id number: 78077 ) |
| Policy contract number | 21SL003082 |
| Policy instance | 2 |
| Insurance contract or identification number | 21SL003082 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-07-02 | | Insurance policy end date | 2011-07-01 | | Total amount of commissions paid to insurance broker | USD $34 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 | 0 | | 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 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 054995 100 |
| Policy instance | 1 |
| Insurance contract or identification number | 054995 100 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2009-08-01 | | Insurance policy end date | 2010-07-31 | | Total amount of commissions paid to insurance broker | USD $168 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 | 0 | | 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 | | Commission paid to Insurance Broker | USD $160 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 2 | | Insurance broker name | TOM ROSE & BRANDON WOODARD |
|
| MONY (National Association of Insurance Commissioners NAIC id number: 78077 ) |
| Policy contract number | 21SL003082 |
| Policy instance | 2 |
| Insurance contract or identification number | 21SL003082 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2009-07-02 | | Insurance policy end date | 2010-07-01 | | Total amount of commissions paid to insurance broker | USD $36 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 | 0 | | 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 | | Commission paid to Insurance Broker | USD $27 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 2 | | Insurance broker name | AXA NETWORK LLC |
|
