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UFCW LOCAL UNION NO. 152 SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameUFCW LOCAL UNION NO. 152 SAVINGS AND RETIREMENT PLAN
Plan identification number 001

UFCW LOCAL UNION NO. 152 SAVINGS AND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL NO. 152 has sponsored the creation of one or more 401k plans.

Company Name:UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL NO. 152
Employer identification number (EIN):203953178
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UFCW LOCAL UNION NO. 152 SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ANTHONY M. PERRONE, INT'L SEC-TREAS2013-07-31
0012011-01-01ANTHONY M. PERRONE, INT'L SEC-TREAS2012-07-23
0012010-01-01ANTHONY M. PERRONE, INT'L SEC-TREAS2011-07-27

Financial Data on UFCW LOCAL UNION NO. 152 SAVINGS AND RETIREMENT PLAN

Measure Date Value
2025 : UFCW LOCAL UNION NO. 152 SAVINGS AND RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-21681911
Net assets as of the end of the plan year2025-08-213502079
Total assets as of the beginning of the plan year2025-08-213499533
Value of plan covered by a fidelity bond2025-08-212000000
Participant contributions to plan in this plan year2025-08-21169302
Value of participant loans at end of plan year2025-08-2193001
Other income to plan in this plan year2025-08-21430365
Plan net income in this plan year2025-08-212546
Net assets as of the end of the plan year2025-08-213502079
Net assets as of the beginning of the plan year2025-08-213499533
Employer contributions to plan in this plan year2025-08-2184790
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-21183
2024 : UFCW LOCAL UNION NO. 152 SAVINGS AND RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-01147428
Net assets as of the end of the plan year2024-08-013499533
Total assets as of the beginning of the plan year2024-08-012931437
Value of plan covered by a fidelity bond2024-08-012000000
Participant contributions to plan in this plan year2024-08-01156259
Value of participant loans at end of plan year2024-08-01123420
Other income to plan in this plan year2024-08-01479648
Plan net income in this plan year2024-08-01568096
Net assets as of the end of the plan year2024-08-013499533
Net assets as of the beginning of the plan year2024-08-012931437
Employer contributions to plan in this plan year2024-08-0179617
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-01170
2022 : UFCW LOCAL UNION NO. 152 SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-13-1851
Net assets as of the end of the plan year2022-09-133666754
Total assets as of the beginning of the plan year2022-09-133002004
Value of plan covered by a fidelity bond2022-09-132000000
Participant contributions to plan in this plan year2022-09-13179634
Value of participant loans at end of plan year2022-09-13139386
Other income to plan in this plan year2022-09-13397088
Plan net income in this plan year2022-09-13664750
Net assets as of the end of the plan year2022-09-133666754
Net assets as of the beginning of the plan year2022-09-133002004
Employer contributions to plan in this plan year2022-09-1386177
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-13-1851

Potentially related plans

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