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K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameK. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 001

K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Life insurance

401k Sponsoring company profile

K. TAKATA STORE, INC. has sponsored the creation of one or more 401k plans.

Company Name:K. TAKATA STORE, INC.
Employer identification number (EIN):990109595
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01JERRY TAKATA2022-08-31 JERRY TAKATA2022-08-31
0012020-01-01JERRY TAKATA2021-03-18 JERRY TAKATA2021-03-18
0012019-01-01JERRY TAKATA2020-04-20 JERRY TAKATA2020-04-20
0012018-01-01JERRY TAKATA2019-04-01 JERRY TAKATA2019-04-01
0012017-01-01JERRY Y. TAKATA2018-07-25 JERRY Y. TAKATA2018-07-25
0012016-01-01JERRY Y. TAKATA2017-04-27 JERRY Y. TAKATA2017-04-27
0012015-01-01JERRY TAKATA2016-04-12 JERRY TAKATA2016-04-12
0012014-01-01JERRY TAKATA JERRY TAKATA2015-03-11
0012013-01-01JERRY TAKATA JERRY TAKATA2014-04-17
0012012-01-01JERRY TAKATA JERRY TAKATA2013-07-30
0012011-01-01JERRY TAKATA JERRY TAKATA2012-07-09
0012010-01-01JERRY TAKATA JERRY TAKATA2011-09-07
0012009-01-01RAYTON TAKATA RAYTON TAKATA2010-07-26

Plan Statistics for K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2014: K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0123
Total number of active participants reported on line 7a of the Form 55002014-01-0121
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0123
Total participants2014-01-0123
Number of participants with account balances2014-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0121
Total number of active participants reported on line 7a of the Form 55002013-01-0120
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0123
Total participants2013-01-0123
Number of participants with account balances2013-01-0123
2012: K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0124
Total number of active participants reported on line 7a of the Form 55002012-01-0121
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0121
Number of participants with account balances2012-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0124
Total number of active participants reported on line 7a of the Form 55002011-01-0121
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0124
Number of participants with account balances2011-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0123
Total number of active participants reported on line 7a of the Form 55002010-01-0120
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0122
Number of participants with account balances2010-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0123
Total number of active participants reported on line 7a of the Form 55002009-01-0118
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0120
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2014 : K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$236,988
Expenses. Total of all expenses incurred2014-12-31$48,184
Benefits paid (including direct rollovers)2014-12-31$13,559
Total plan assets at end of year2014-12-31$3,808,477
Total plan assets at beginning of year2014-12-31$3,619,673
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$95,793
Expenses. Other expenses not covered elsewhere2014-12-31$111
Other income received2014-12-31$55,192
Net income (gross income less expenses)2014-12-31$188,804
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,808,477
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,619,673
Assets. Value of participant loans2014-12-31$4,115
Assets. Value of real-estate (other than employer real property)2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$86,003
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$34,514
2013 : K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources2013-12-31$446,185
Expenses. Total of all expenses incurred2013-12-31$179,888
Benefits paid (including direct rollovers)2013-12-31$154,010
Total plan assets at end of year2013-12-31$3,619,673
Total plan assets at beginning of year2013-12-31$3,353,376
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$99,495
Expenses. Other expenses not covered elsewhere2013-12-31$199
Other income received2013-12-31$258,270
Net income (gross income less expenses)2013-12-31$266,297
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,619,673
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,353,376
Assets. Value of participant loans2013-12-31$5,402
Assets. Value of real-estate (other than employer real property)2013-12-31$300,000
Total contributions received or receivable from employer(s)2013-12-31$88,420
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$25,679
2012 : K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$417,906
Expenses. Total of all expenses incurred2012-12-31$262,348
Benefits paid (including direct rollovers)2012-12-31$258,602
Total plan assets at end of year2012-12-31$3,353,376
Total plan assets at beginning of year2012-12-31$3,197,818
Value of fidelity bond covering the plan2012-12-31$350,000
Total contributions received or receivable from participants2012-12-31$98,921
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$71,699
Other income received2012-12-31$163,066
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$155,558
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,353,376
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,197,818
Assets. Value of participant loans2012-12-31$4,244
Assets. Value of real-estate (other than employer real property)2012-12-31$240,000
Total contributions received or receivable from employer(s)2012-12-31$84,220
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,746
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$798,087
Expenses. Total of all expenses incurred2011-12-31$42,714
Benefits paid (including direct rollovers)2011-12-31$38,862
Total plan assets at end of year2011-12-31$3,197,818
Total plan assets at beginning of year2011-12-31$2,442,445
Value of fidelity bond covering the plan2011-12-31$350,000
Total contributions received or receivable from participants2011-12-31$88,206
Expenses. Other expenses not covered elsewhere2011-12-31$3,852
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$631,836
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$755,373
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,197,818
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,442,445
Assets. Value of participant loans2011-12-31$2,094
Assets. Value of real-estate (other than employer real property)2011-12-31$300,000
Total contributions received or receivable from employer(s)2011-12-31$78,045
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$336,740
Expenses. Total of all expenses incurred2010-12-31$11,445
Benefits paid (including direct rollovers)2010-12-31$7,591
Total plan assets at end of year2010-12-31$2,442,445
Total plan assets at beginning of year2010-12-31$2,117,150
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$101,800
Expenses. Other expenses not covered elsewhere2010-12-31$3,854
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$152,015
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$325,295
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,442,445
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,117,150
Assets. Value of participant loans2010-12-31$2,648
Assets. Value of real-estate (other than employer real property)2010-12-31$200,000
Total contributions received or receivable from employer(s)2010-12-31$82,925
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN

2014: K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: K. TAKATA STORE, INC. 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 )
Policy contract numberC2297
Policy instance 1
Insurance contract or identification numberC2297
Number of Individuals Covered6
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $70
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $3,490
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $70
Insurance broker organization code?3
Insurance broker nameBRADLEY KINOSHITA
THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 )
Policy contract numberC2297
Policy instance 1
Insurance contract or identification numberC2297
Number of Individuals Covered6
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $71
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $3,564
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $71
Insurance broker organization code?3
Insurance broker nameBRADLEY KINOSHITA
THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 )
Policy contract numberC2297
Policy instance 1
Insurance contract or identification numberC2297
Number of Individuals Covered6
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $75
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,746
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $75
Insurance broker organization code?3
Insurance broker nameBRADLEY KINOSHITA
THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 )
Policy contract numberC2297
Policy instance 1
Insurance contract or identification numberC2297
Number of Individuals Covered6
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,852
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 )
Policy contract numberC2297
Policy instance 1
Insurance contract or identification numberC2297
Number of Individuals Covered6
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $77
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,854
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $77
Insurance broker organization code?3
Insurance broker nameBRADLEY KINOSHITA

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