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BASHAS' RETIREMENTPLUS PLAN 401k Plan overview

Plan NameBASHAS' RETIREMENTPLUS PLAN
Plan identification number 002

BASHAS' RETIREMENTPLUS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RALEY'S ARIZONA LLC has sponsored the creation of one or more 401k plans.

Company Name:RALEY'S ARIZONA LLC
Employer identification number (EIN):872167964
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BASHAS' RETIREMENTPLUS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01

Plan Statistics for BASHAS' RETIREMENTPLUS PLAN

401k plan membership statisitcs for BASHAS' RETIREMENTPLUS PLAN

Measure Date Value
2023: BASHAS' RETIREMENTPLUS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-017,381
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: BASHAS' RETIREMENTPLUS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016,371
Total number of active participants reported on line 7a of the Form 55002022-01-016,089
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01852
Total of all active and inactive participants2022-01-016,941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0114
Total participants2022-01-016,955
Number of participants with account balances2022-01-013,713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0121
2021: BASHAS' RETIREMENTPLUS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,865
Total number of active participants reported on line 7a of the Form 55002021-01-015,230
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01937
Total of all active and inactive participants2021-01-016,167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0121
Total participants2021-01-016,188
Number of participants with account balances2021-01-013,593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0161

Financial Data on BASHAS' RETIREMENTPLUS PLAN

Measure Date Value
2023 : BASHAS' RETIREMENTPLUS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets from this plan2023-01-01$119,843,167
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$983,703
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$-44,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$-44,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$-2,469,662
Value of total assets at end of year2023-01-01$0
Value of total assets at beginning of year2023-01-01$118,815,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$-40
Total interest from all sources2023-01-01$-31,554
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-01-01$0
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$476
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$5,000,000
If this is an individual account plan, was there a blackout period2023-01-01Yes
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Participant contributions at beginning of year2023-01-01$3,704,187
Other income not declared elsewhere2023-01-01$21,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$1,028,146
Value of net assets at end of year (total assets less liabilities)2023-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$118,815,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$92,015,707
Interest on participant loans2023-01-01$-31,554
Value of interest in common/collective trusts at beginning of year2023-01-01$20,625,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$3,364,292
Net investment gain or loss from common/collective trusts2023-01-01$98,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$-2,469,662
Employer contributions (assets) at beginning of year2023-01-01$2,469,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$-44,403
Contract administrator fees2023-01-01$-40
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-01-01Yes
Did the plan have assets held for investment2023-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01Yes
Opinion of an independent qualified public accountant for this plan2023-01-01Unqualified
Accountancy firm name2023-01-01CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2023-01-01410746749
2022 : BASHAS' RETIREMENTPLUS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-8,376,550
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$15,075,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,723,766
Expenses. Certain deemed distributions of participant loans2022-12-31$30,479
Value of total corrective distributions2022-12-31$4,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,055,873
Value of total assets at end of year2022-12-31$118,815,021
Value of total assets at beginning of year2022-12-31$142,266,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$316,810
Total interest from all sources2022-12-31$142,710
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,722,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,722,649
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,186,391
Participant contributions at end of year2022-12-31$3,704,187
Participant contributions at beginning of year2022-12-31$3,842,672
Participant contributions at beginning of year2022-12-31$1,370
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$402,896
Other income not declared elsewhere2022-12-31$40,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-23,451,801
Value of net assets at end of year (total assets less liabilities)2022-12-31$118,815,021
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$142,266,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$92,015,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$114,803,395
Interest on participant loans2022-12-31$142,710
Value of interest in common/collective trusts at end of year2022-12-31$20,625,465
Value of interest in common/collective trusts at beginning of year2022-12-31$21,229,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,896,566
Net investment gain or loss from common/collective trusts2022-12-31$-441,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,466,586
Employer contributions (assets) at end of year2022-12-31$2,469,662
Employer contributions (assets) at beginning of year2022-12-31$2,390,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,723,766
Contract administrator fees2022-12-31$316,810
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : BASHAS' RETIREMENTPLUS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$25,855,935
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$15,183,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,791,989
Expenses. Certain deemed distributions of participant loans2021-12-31$29,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,392,734
Value of total assets at end of year2021-12-31$142,266,822
Value of total assets at beginning of year2021-12-31$131,594,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$362,387
Total interest from all sources2021-12-31$209,214
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,588,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,588,113
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,946,504
Participant contributions at end of year2021-12-31$3,842,672
Participant contributions at beginning of year2021-12-31$4,126,892
Participant contributions at end of year2021-12-31$1,370
Participant contributions at beginning of year2021-12-31$331
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$56,185
Other income not declared elsewhere2021-12-31$23,378
Administrative expenses (other) incurred2021-12-31$141,269
Total non interest bearing cash at beginning of year2021-12-31$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$10,672,313
Value of net assets at end of year (total assets less liabilities)2021-12-31$142,266,822
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$131,594,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$114,803,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$103,573,973
Interest on participant loans2021-12-31$209,214
Value of interest in common/collective trusts at end of year2021-12-31$21,229,340
Value of interest in common/collective trusts at beginning of year2021-12-31$21,367,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$13,442,029
Net investment gain or loss from common/collective trusts2021-12-31$200,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,390,045
Employer contributions (assets) at end of year2021-12-31$2,390,045
Employer contributions (assets) at beginning of year2021-12-31$2,525,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,791,989
Contract administrator fees2021-12-31$221,118
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749

Form 5500 Responses for BASHAS' RETIREMENTPLUS PLAN

2023: BASHAS' RETIREMENTPLUS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BASHAS' RETIREMENTPLUS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BASHAS' RETIREMENTPLUS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes

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