?>
Logo

UFCW LOCAL 50-627 SEVERANCE PAY FUND 401k Plan overview

Plan NameUFCW LOCAL 50-627 SEVERANCE PAY FUND
Plan identification number 501

UFCW LOCAL 50-627 SEVERANCE PAY FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Severance pay

401k Sponsoring company profile

UFCW LOCAL 50-627 SEVERANCE PAY FUND has sponsored the creation of one or more 401k plans.

Company Name:UFCW LOCAL 50-627 SEVERANCE PAY FUND
Employer identification number (EIN):136415226
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UFCW LOCAL 50-627 SEVERANCE PAY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01DEBRA DUNN - UNION TRUSTEE2023-10-12
5012021-01-01DEBRA DUNN - UNION TRUSTEE2022-10-03
5012020-01-01DEBRA DUNN - UNION TRUSTEE2021-10-14
5012019-01-01DEBRA DUNN - UNION TRUSTEE2020-10-09
5012018-01-01
5012017-01-01LISA O'LEARY - UNION TRUSTEE
5012016-01-01LISA O'LEARY - UNION TRUSTEE
5012015-01-01LISA O'LEARY - UNION TRUSTEE
5012014-01-01LISA O'LEARY - UNION TRUSTEE
5012013-01-01LISA O'LEARY - UNION TRUSTEE
5012012-01-01LISA O'LEARY
5012011-01-01JACK SQUICCIARINI
5012010-01-01JACK SQUICCIARINI
5012009-01-01LISA O'LEARY JACK SQUICCIARINI2010-10-06

Plan Statistics for UFCW LOCAL 50-627 SEVERANCE PAY FUND

401k plan membership statisitcs for UFCW LOCAL 50-627 SEVERANCE PAY FUND

Measure Date Value
2022: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01126
Total number of active participants reported on line 7a of the Form 55002022-01-01130
Total of all active and inactive participants2022-01-01130
Number of employers contributing to the scheme2022-01-013
2021: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01128
Total number of active participants reported on line 7a of the Form 55002021-01-01126
Total of all active and inactive participants2021-01-01126
Number of employers contributing to the scheme2021-01-013
2020: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01132
Total number of active participants reported on line 7a of the Form 55002020-01-01128
Total of all active and inactive participants2020-01-01128
Number of employers contributing to the scheme2020-01-014
2019: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01171
Total number of active participants reported on line 7a of the Form 55002019-01-01132
Total of all active and inactive participants2019-01-01132
Number of employers contributing to the scheme2019-01-016
2018: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01172
Total number of active participants reported on line 7a of the Form 55002018-01-01171
Total of all active and inactive participants2018-01-01171
Number of employers contributing to the scheme2018-01-016
2017: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01163
Total number of active participants reported on line 7a of the Form 55002017-01-01172
Total of all active and inactive participants2017-01-01172
Number of employers contributing to the scheme2017-01-016
2016: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01162
Total number of active participants reported on line 7a of the Form 55002016-01-01163
Total of all active and inactive participants2016-01-01163
Number of employers contributing to the scheme2016-01-017
2015: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01164
Total number of active participants reported on line 7a of the Form 55002015-01-01162
Total of all active and inactive participants2015-01-01162
Number of employers contributing to the scheme2015-01-017
2014: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01156
Total number of active participants reported on line 7a of the Form 55002014-01-01164
Total of all active and inactive participants2014-01-01164
Number of employers contributing to the scheme2014-01-017
2013: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01138
Total number of active participants reported on line 7a of the Form 55002013-01-01156
Total of all active and inactive participants2013-01-01156
Number of employers contributing to the scheme2013-01-017
2012: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01158
Total number of active participants reported on line 7a of the Form 55002012-01-01138
Total of all active and inactive participants2012-01-01138
Number of employers contributing to the scheme2012-01-019
2011: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01145
Total number of active participants reported on line 7a of the Form 55002011-01-01158
Total of all active and inactive participants2011-01-01158
Number of employers contributing to the scheme2011-01-0111
2010: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01226
Total number of active participants reported on line 7a of the Form 55002010-01-01145
Total of all active and inactive participants2010-01-01145
Number of employers contributing to the scheme2010-01-0114
2009: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01212
Total number of active participants reported on line 7a of the Form 55002009-01-01226
Total of all active and inactive participants2009-01-01226
Number of employers contributing to the scheme2009-01-0114

Financial Data on UFCW LOCAL 50-627 SEVERANCE PAY FUND

Measure Date Value
2022 : UFCW LOCAL 50-627 SEVERANCE PAY FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,766
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$667
Total income from all sources (including contributions)2022-12-31$15,086
Total of all expenses incurred2022-12-31$15,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$13,873
Value of total assets at end of year2022-12-31$487,793
Value of total assets at beginning of year2022-12-31$487,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,744
Total interest from all sources2022-12-31$1,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$8,303
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$60,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,153
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$4,024
Administrative expenses (other) incurred2022-12-31$7,441
Liabilities. Value of operating payables at end of year2022-12-31$1,766
Liabilities. Value of operating payables at beginning of year2022-12-31$667
Total non interest bearing cash at end of year2022-12-31$6,349
Total non interest bearing cash at beginning of year2022-12-31$6,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-658
Value of net assets at end of year (total assets less liabilities)2022-12-31$486,027
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$486,685
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 bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$477,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$477,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$477,256
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,213
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$13,873
Employer contributions (assets) at end of year2022-12-31$152
Employer contributions (assets) at beginning of year2022-12-31$60
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 name2022-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-12-31611436956
2021 : UFCW LOCAL 50-627 SEVERANCE PAY FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$667
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$333
Total income from all sources (including contributions)2021-12-31$14,297
Total of all expenses incurred2021-12-31$10,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,632
Value of total assets at end of year2021-12-31$487,352
Value of total assets at beginning of year2021-12-31$483,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,650
Total interest from all sources2021-12-31$665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$4,193
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$60,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$4,024
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,250
Administrative expenses (other) incurred2021-12-31$6,457
Liabilities. Value of operating payables at end of year2021-12-31$667
Liabilities. Value of operating payables at beginning of year2021-12-31$333
Total non interest bearing cash at end of year2021-12-31$6,012
Total non interest bearing cash at beginning of year2021-12-31$2,981
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$3,647
Value of net assets at end of year (total assets less liabilities)2021-12-31$486,685
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$483,038
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 bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$477,256
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$477,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$477,140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$13,632
Employer contributions (assets) at end of year2021-12-31$60
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$0
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 name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : UFCW LOCAL 50-627 SEVERANCE PAY FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$333
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$667
Total income from all sources (including contributions)2020-12-31$14,634
Total of all expenses incurred2020-12-31$19,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,480
Value of total assets at end of year2020-12-31$483,371
Value of total assets at beginning of year2020-12-31$488,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,022
Total interest from all sources2020-12-31$1,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$3,881
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$60,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,250
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,964
Administrative expenses (other) incurred2020-12-31$6,141
Liabilities. Value of operating payables at end of year2020-12-31$333
Liabilities. Value of operating payables at beginning of year2020-12-31$667
Total non interest bearing cash at end of year2020-12-31$2,981
Total non interest bearing cash at beginning of year2020-12-31$2,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-4,688
Value of net assets at end of year (total assets less liabilities)2020-12-31$483,038
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$487,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$477,140
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$482,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$482,336
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$13,480
Employer contributions (assets) at beginning of year2020-12-31$310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,300
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2020-12-31611436956
2019 : UFCW LOCAL 50-627 SEVERANCE PAY FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$667
Total income from all sources (including contributions)2019-12-31$17,608
Total of all expenses incurred2019-12-31$9,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,994
Value of total assets at end of year2019-12-31$488,393
Value of total assets at beginning of year2019-12-31$479,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,779
Total interest from all sources2019-12-31$2,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$4,350
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$60,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,964
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,851
Administrative expenses (other) incurred2019-12-31$5,429
Liabilities. Value of operating payables at end of year2019-12-31$667
Total non interest bearing cash at end of year2019-12-31$2,783
Total non interest bearing cash at beginning of year2019-12-31$1,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,829
Value of net assets at end of year (total assets less liabilities)2019-12-31$487,726
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$479,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$482,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$475,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$475,242
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$14,994
Employer contributions (assets) at end of year2019-12-31$310
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2019-12-31611436956
2018 : UFCW LOCAL 50-627 SEVERANCE PAY FUND 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$666
Total income from all sources (including contributions)2018-12-31$21,129
Total of all expenses incurred2018-12-31$9,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$18,571
Value of total assets at end of year2018-12-31$479,897
Value of total assets at beginning of year2018-12-31$469,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,698
Total interest from all sources2018-12-31$2,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$4,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$60,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,851
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,473
Administrative expenses (other) incurred2018-12-31$5,698
Liabilities. Value of operating payables at beginning of year2018-12-31$666
Total non interest bearing cash at end of year2018-12-31$1,804
Total non interest bearing cash at beginning of year2018-12-31$1,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$11,431
Value of net assets at end of year (total assets less liabilities)2018-12-31$479,897
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$468,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$475,242
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$463,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$463,841
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$18,571
Employer contributions (assets) at beginning of year2018-12-31$10
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2018-12-31611436956
2017 : UFCW LOCAL 50-627 SEVERANCE PAY FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$666
Total income from all sources (including contributions)2017-12-31$19,484
Total of all expenses incurred2017-12-31$13,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,155
Value of total assets at end of year2017-12-31$469,132
Value of total assets at beginning of year2017-12-31$462,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,421
Total interest from all sources2017-12-31$2,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$7,994
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$60,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,473
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,473
Administrative expenses (other) incurred2017-12-31$5,427
Liabilities. Value of operating payables at end of year2017-12-31$666
Total non interest bearing cash at end of year2017-12-31$1,808
Total non interest bearing cash at beginning of year2017-12-31$4,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,063
Value of net assets at end of year (total assets less liabilities)2017-12-31$468,466
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$462,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$463,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$453,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$453,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$17,155
Employer contributions (assets) at end of year2017-12-31$10
Employer contributions (assets) at beginning of year2017-12-31$10
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31NOVAK FRANCELLA,LLC
Accountancy firm EIN2017-12-31611436956
2016 : UFCW LOCAL 50-627 SEVERANCE PAY FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-9
Total unrealized appreciation/depreciation of assets2016-12-31$-9
Total income from all sources (including contributions)2016-12-31$18,405
Total of all expenses incurred2016-12-31$11,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$16,390
Value of total assets at end of year2016-12-31$462,403
Value of total assets at beginning of year2016-12-31$455,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,664
Total interest from all sources2016-12-31$2,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$6,358
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$60,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,473
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,585
Administrative expenses (other) incurred2016-12-31$5,306
Total non interest bearing cash at end of year2016-12-31$4,959
Total non interest bearing cash at beginning of year2016-12-31$1,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,741
Value of net assets at end of year (total assets less liabilities)2016-12-31$462,403
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$455,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$453,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$450,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$450,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,024
Asset value of US Government securities at beginning of year2016-12-31$631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$16,390
Employer contributions (assets) at end of year2016-12-31$10
Employer contributions (assets) at beginning of year2016-12-31$678
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2016-12-31611436956
2015 : UFCW LOCAL 50-627 SEVERANCE PAY FUND 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$19,457
Total of all expenses incurred2015-12-31$20,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$17,464
Value of total assets at end of year2015-12-31$455,662
Value of total assets at beginning of year2015-12-31$456,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,008
Total interest from all sources2015-12-31$1,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$14,500
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$60,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,585
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,444
Administrative expenses (other) incurred2015-12-31$5,508
Total non interest bearing cash at end of year2015-12-31$1,589
Total non interest bearing cash at beginning of year2015-12-31$1,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-551
Value of net assets at end of year (total assets less liabilities)2015-12-31$455,662
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$456,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$450,179
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$451,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$451,147
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,993
Asset value of US Government securities at end of year2015-12-31$631
Asset value of US Government securities at beginning of year2015-12-31$631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$17,464
Employer contributions (assets) at end of year2015-12-31$678
Employer contributions (assets) at beginning of year2015-12-31$628
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2015-12-31611436956
2014 : UFCW LOCAL 50-627 SEVERANCE PAY FUND 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$132
Total income from all sources (including contributions)2014-12-31$19,712
Total of all expenses incurred2014-12-31$9,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$17,716
Value of total assets at end of year2014-12-31$456,213
Value of total assets at beginning of year2014-12-31$446,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,861
Total interest from all sources2014-12-31$1,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$3,592
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$60,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,444
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,373
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$132
Administrative expenses (other) incurred2014-12-31$5,269
Total non interest bearing cash at end of year2014-12-31$1,363
Total non interest bearing cash at beginning of year2014-12-31$46
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$10,251
Value of net assets at end of year (total assets less liabilities)2014-12-31$456,213
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$445,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$451,147
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$443,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$443,044
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,996
Asset value of US Government securities at end of year2014-12-31$631
Asset value of US Government securities at beginning of year2014-12-31$631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$17,716
Employer contributions (assets) at end of year2014-12-31$628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$600
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2014-12-31611436956
2013 : UFCW LOCAL 50-627 SEVERANCE PAY FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$132
Total income from all sources (including contributions)2013-12-31$17,632
Total of all expenses incurred2013-12-31$9,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$16,115
Value of total assets at end of year2013-12-31$446,094
Value of total assets at beginning of year2013-12-31$438,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,989
Total interest from all sources2013-12-31$1,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$4,810
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$60,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,373
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,339
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$132
Administrative expenses (other) incurred2013-12-31$5,179
Total non interest bearing cash at end of year2013-12-31$46
Total non interest bearing cash at beginning of year2013-12-31$33
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,643
Value of net assets at end of year (total assets less liabilities)2013-12-31$445,962
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$438,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$443,044
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$435,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$435,309
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,517
Asset value of US Government securities at end of year2013-12-31$631
Asset value of US Government securities at beginning of year2013-12-31$638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$16,115
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2013-12-31611436956
2012 : UFCW LOCAL 50-627 SEVERANCE PAY FUND 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,644
Total income from all sources (including contributions)2012-12-31$17,489
Total of all expenses incurred2012-12-31$12,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$16,547
Value of total assets at end of year2012-12-31$438,319
Value of total assets at beginning of year2012-12-31$434,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,907
Total interest from all sources2012-12-31$942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$4,925
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$60,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,339
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,120
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$785
Administrative expenses (other) incurred2012-12-31$5,982
Liabilities. Value of operating payables at beginning of year2012-12-31$859
Total non interest bearing cash at end of year2012-12-31$33
Total non interest bearing cash at beginning of year2012-12-31$508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,082
Value of net assets at end of year (total assets less liabilities)2012-12-31$438,319
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$433,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$435,309
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$430,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$430,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$942
Asset value of US Government securities at end of year2012-12-31$638
Asset value of US Government securities at beginning of year2012-12-31$654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$16,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2012-12-31611436956
2011 : UFCW LOCAL 50-627 SEVERANCE PAY FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,644
Total income from all sources (including contributions)2011-12-31$31,933
Total of all expenses incurred2011-12-31$55,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$43,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$28,819
Value of total assets at end of year2011-12-31$434,881
Value of total assets at beginning of year2011-12-31$457,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,028
Total interest from all sources2011-12-31$3,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$6,662
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$60,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,120
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$785
Administrative expenses (other) incurred2011-12-31$5,366
Liabilities. Value of operating payables at end of year2011-12-31$859
Total non interest bearing cash at end of year2011-12-31$508
Total non interest bearing cash at beginning of year2011-12-31$172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-23,895
Value of net assets at end of year (total assets less liabilities)2011-12-31$433,237
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$457,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest earned on other investments2011-12-31$1,615
Income. Interest from US Government securities2011-12-31$13
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$430,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$453,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$453,032
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,486
Asset value of US Government securities at end of year2011-12-31$654
Asset value of US Government securities at beginning of year2011-12-31$708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$28,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$43,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2011-12-31611436956
2010 : UFCW LOCAL 50-627 SEVERANCE PAY FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$975
Total income from all sources (including contributions)2010-12-31$15,784
Total loss/gain on sale of assets2010-12-31$-1,875
Total of all expenses incurred2010-12-31$11,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$15,266
Value of total assets at end of year2010-12-31$457,132
Value of total assets at beginning of year2010-12-31$453,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,510
Total interest from all sources2010-12-31$2,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$6,248
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$60,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,220
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,487
Administrative expenses (other) incurred2010-12-31$5,262
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$975
Total non interest bearing cash at end of year2010-12-31$172
Total non interest bearing cash at beginning of year2010-12-31$9,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,274
Value of net assets at end of year (total assets less liabilities)2010-12-31$457,132
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$452,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at beginning of year2010-12-31$1,875
Income. Interest from US Government securities2010-12-31$194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$453,032
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$439,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$439,575
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,199
Asset value of US Government securities at end of year2010-12-31$708
Asset value of US Government securities at beginning of year2010-12-31$805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$15,266
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$16
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$329,800
Aggregate carrying amount (costs) on sale of assets2010-12-31$331,675
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2010-12-31611436956

Form 5500 Responses for UFCW LOCAL 50-627 SEVERANCE PAY FUND

2022: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UFCW LOCAL 50-627 SEVERANCE PAY FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3