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UFCW LOCAL 5 401K PLAN 401k Plan overview

Plan NameUFCW LOCAL 5 401K PLAN
Plan identification number 002

UFCW LOCAL 5 401K PLAN Benefits

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

401k Sponsoring company profile

UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL NO. 5 has sponsored the creation of one or more 401k plans.

Company Name:UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL NO. 5
Employer identification number (EIN):208028546
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 5 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JOHN FRAHM2024-10-02
0022022-01-01JOHN FRAHM2023-10-06
0022021-01-01JOHN NUNES2022-10-14
0022021-01-01JOHN NUNES2022-10-14
0022020-01-01JOHN NUNES2021-07-19
0022019-01-01JOHN NUNES2020-09-29
0022018-01-01JOHN NUNES2019-07-18
0022017-01-01JOHN NUNES2018-07-23
0022016-01-01JOHN NUNES2017-10-11
0022015-01-01JOHN NUNES2017-03-03
0022013-01-01JOHN NUNES2014-07-22
0022012-01-01JOHN NUNES2013-10-07
0022011-01-01JOHN NUNES2014-07-21
0022010-01-01JOHN NUNES2014-07-21

Plan Statistics for UFCW LOCAL 5 401K PLAN

401k plan membership statisitcs for UFCW LOCAL 5 401K PLAN

Measure Date Value
2025: UFCW LOCAL 5 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-0868
Total number of particpants at end of year2025-09-0882
Number of Participants With Account Balances2025-09-0832
2024: UFCW LOCAL 5 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0260
Total number of particpants at end of year2024-10-0273
Number of Participants With Account Balances2024-10-0231

Financial Data on UFCW LOCAL 5 401K PLAN

Measure Date Value
2025 : UFCW LOCAL 5 401K PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-080
Total liabilities as of the beginning of the plan year2025-09-08375
Total expenses incurred by plan in this plan year2025-09-08446158
Net assets as of the end of the plan year2025-09-081976619
Total assets as of the beginning of the plan year2025-09-082057142
Value of plan covered by a fidelity bond2025-09-08100000
Participant contributions to plan in this plan year2025-09-08150611
Other contributions to plan in this plan year2025-09-080
Other income to plan in this plan year2025-09-08215399
Plan net income in this plan year2025-09-08-80148
Net assets as of the end of the plan year2025-09-081976619
Net assets as of the beginning of the plan year2025-09-082056767
Employer contributions to plan in this plan year2025-09-080
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-08108
2024 : UFCW LOCAL 5 401K PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-02375
Total expenses incurred by plan in this plan year2024-10-0257861
Net assets as of the end of the plan year2024-10-022057142
Total assets as of the beginning of the plan year2024-10-021667440
Value of plan covered by a fidelity bond2024-10-02100000
Participant contributions to plan in this plan year2024-10-02177432
Other income to plan in this plan year2024-10-02269756
Plan net income in this plan year2024-10-02389327
Net assets as of the end of the plan year2024-10-022056767
Net assets as of the beginning of the plan year2024-10-021667440
Value of contributions failed to transmitted timely2024-10-024060
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-028

Potentially related plans

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