401k Plan data: UFCW UNION LOCAL 1049 RETIREMENT PLAN plan

UFCW UNION LOCAL 1049 RETIREMENT PLAN 401k Plan overview

Plan Name	UFCW UNION LOCAL 1049 RETIREMENT PLAN
Plan identification number	001

UFCW UNION LOCAL 1049 RETIREMENT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily flat dollar (includes dollars per year of service) Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

UFCW UNION LOCAL 1049 RETIREMENT FUND BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name: UFCW UNION LOCAL 1049 RETIREMENT FUND BOARD OF TRUSTEES

Employer identification number (EIN): 221468736

NAIC Classification: 448140
NAIC Description: Family Clothing Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UFCW UNION LOCAL 1049 RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 JOHN ROSADO
001 2016-01-01 JOHN ROSADO
001 2015-01-01 JOHN ROSADO
001 2014-01-01 JOHN ROSADO
001 2013-01-01 JOHN ROSADO
001 2011-01-01 JOSEPH MONEY
001 2009-01-01 JOSEPH MONEY

Plan Statistics for UFCW UNION LOCAL 1049 RETIREMENT PLAN

401k plan membership statisitcs for UFCW UNION LOCAL 1049 RETIREMENT PLAN

Measure Date Value
2022: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 184
Number of retired or separated participants receiving benefits 2022-01-01 107
Number of other retired or separated participants entitled to future benefits 2022-01-01 45
Total of all active and inactive participants 2022-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 18
Total participants 2022-01-01 170
Number of employers contributing to the scheme 2022-01-01 0
2021: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 118
Number of other retired or separated participants entitled to future benefits 2021-01-01 47
Total of all active and inactive participants 2021-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 19
Total participants 2021-01-01 184
Number of employers contributing to the scheme 2021-01-01 0
2020: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 124
Number of other retired or separated participants entitled to future benefits 2020-01-01 48
Total of all active and inactive participants 2020-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 21
Total participants 2020-01-01 193
Number of employers contributing to the scheme 2020-01-01 0
2019: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 219
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 133
Number of other retired or separated participants entitled to future benefits 2019-01-01 51
Total of all active and inactive participants 2019-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 24
Total participants 2019-01-01 208
Number of employers contributing to the scheme 2019-01-01 0
2018: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 143
Number of other retired or separated participants entitled to future benefits 2018-01-01 52
Total of all active and inactive participants 2018-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 24
Total participants 2018-01-01 219
Number of employers contributing to the scheme 2018-01-01 0
2017: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 147
Number of other retired or separated participants entitled to future benefits 2017-01-01 55
Total of all active and inactive participants 2017-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 26
Total participants 2017-01-01 228
Number of employers contributing to the scheme 2017-01-01 0
2016: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 160
Number of other retired or separated participants entitled to future benefits 2016-01-01 63
Total of all active and inactive participants 2016-01-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 27
Total participants 2016-01-01 250
Number of employers contributing to the scheme 2016-01-01 0
2015: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 287
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 164
Number of other retired or separated participants entitled to future benefits 2015-01-01 88
Total of all active and inactive participants 2015-01-01 252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 29
Total participants 2015-01-01 281
Number of employers contributing to the scheme 2015-01-01 0
2014: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 297
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 168
Number of other retired or separated participants entitled to future benefits 2014-01-01 89
Total of all active and inactive participants 2014-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 30
Total participants 2014-01-01 287
Number of employers contributing to the scheme 2014-01-01 0
2013: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 323
Number of retired or separated participants receiving benefits 2013-01-01 176
Number of other retired or separated participants entitled to future benefits 2013-01-01 92
Total of all active and inactive participants 2013-01-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 29
Total participants 2013-01-01 297
Number of employers contributing to the scheme 2013-01-01 0
2011: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 354
Number of retired or separated participants receiving benefits 2011-01-01 202
Number of other retired or separated participants entitled to future benefits 2011-01-01 98
Total of all active and inactive participants 2011-01-01 300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 36
Total participants 2011-01-01 336
Number of employers contributing to the scheme 2011-01-01 0
2009: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 372
Number of retired or separated participants receiving benefits 2009-01-01 224
Number of other retired or separated participants entitled to future benefits 2009-01-01 105
Total of all active and inactive participants 2009-01-01 329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 37
Total participants 2009-01-01 366
Number of employers contributing to the scheme 2009-01-01 1

Measure	Date	Value
2022: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	184
Number of retired or separated participants receiving benefits	2022-01-01	107
Number of other retired or separated participants entitled to future benefits	2022-01-01	45
Total of all active and inactive participants	2022-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	18
Total participants	2022-01-01	170
Number of employers contributing to the scheme	2022-01-01	0
2021: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	118
Number of other retired or separated participants entitled to future benefits	2021-01-01	47
Total of all active and inactive participants	2021-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	19
Total participants	2021-01-01	184
Number of employers contributing to the scheme	2021-01-01	0
2020: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	124
Number of other retired or separated participants entitled to future benefits	2020-01-01	48
Total of all active and inactive participants	2020-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	21
Total participants	2020-01-01	193
Number of employers contributing to the scheme	2020-01-01	0
2019: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	219
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	133
Number of other retired or separated participants entitled to future benefits	2019-01-01	51
Total of all active and inactive participants	2019-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	24
Total participants	2019-01-01	208
Number of employers contributing to the scheme	2019-01-01	0
2018: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	143
Number of other retired or separated participants entitled to future benefits	2018-01-01	52
Total of all active and inactive participants	2018-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	24
Total participants	2018-01-01	219
Number of employers contributing to the scheme	2018-01-01	0
2017: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	147
Number of other retired or separated participants entitled to future benefits	2017-01-01	55
Total of all active and inactive participants	2017-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	26
Total participants	2017-01-01	228
Number of employers contributing to the scheme	2017-01-01	0
2016: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	160
Number of other retired or separated participants entitled to future benefits	2016-01-01	63
Total of all active and inactive participants	2016-01-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	27
Total participants	2016-01-01	250
Number of employers contributing to the scheme	2016-01-01	0
2015: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	287
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	164
Number of other retired or separated participants entitled to future benefits	2015-01-01	88
Total of all active and inactive participants	2015-01-01	252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	29
Total participants	2015-01-01	281
Number of employers contributing to the scheme	2015-01-01	0
2014: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	297
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	168
Number of other retired or separated participants entitled to future benefits	2014-01-01	89
Total of all active and inactive participants	2014-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	30
Total participants	2014-01-01	287
Number of employers contributing to the scheme	2014-01-01	0
2013: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	323
Number of retired or separated participants receiving benefits	2013-01-01	176
Number of other retired or separated participants entitled to future benefits	2013-01-01	92
Total of all active and inactive participants	2013-01-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	29
Total participants	2013-01-01	297
Number of employers contributing to the scheme	2013-01-01	0
2011: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	354
Number of retired or separated participants receiving benefits	2011-01-01	202
Number of other retired or separated participants entitled to future benefits	2011-01-01	98
Total of all active and inactive participants	2011-01-01	300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	36
Total participants	2011-01-01	336
Number of employers contributing to the scheme	2011-01-01	0
2009: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	372
Number of retired or separated participants receiving benefits	2009-01-01	224
Number of other retired or separated participants entitled to future benefits	2009-01-01	105
Total of all active and inactive participants	2009-01-01	329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	37
Total participants	2009-01-01	366
Number of employers contributing to the scheme	2009-01-01	1

Financial Data on UFCW UNION LOCAL 1049 RETIREMENT PLAN

Measure	Date	Value
2022 : UFCW UNION LOCAL 1049 RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$28,235
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$8,071
Total income from all sources (including contributions)	2022-12-31	$232,700
Total of all expenses incurred	2022-12-31	$263,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$211,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$232,700
Value of total assets at end of year	2022-12-31	$133,426
Value of total assets at beginning of year	2022-12-31	$144,112
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$51,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$19,758
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$75,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$232,700
Administrative expenses (other) incurred	2022-12-31	$10,017
Liabilities. Value of operating payables at end of year	2022-12-31	$28,235
Liabilities. Value of operating payables at beginning of year	2022-12-31	$8,071
Total non interest bearing cash at end of year	2022-12-31	$133,426
Total non interest bearing cash at beginning of year	2022-12-31	$144,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-30,850
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$105,191
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$136,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$211,775
Contract administrator fees	2022-12-31	$22,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Qualified
Accountancy firm name	2022-12-31	DAVID A GERSON CPA & ASSOC
Accountancy firm EIN	2022-12-31	223163246
2021 : UFCW UNION LOCAL 1049 RETIREMENT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$8,071
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$7,138
Total income from all sources (including contributions)	2021-12-31	$219,600
Total of all expenses incurred	2021-12-31	$280,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$237,069
Value of total assets at end of year	2021-12-31	$144,112
Value of total assets at beginning of year	2021-12-31	$204,530
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$43,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$9,996
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$75,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Other income not declared elsewhere	2021-12-31	$219,600
Administrative expenses (other) incurred	2021-12-31	$12,219
Liabilities. Value of operating payables at end of year	2021-12-31	$8,071
Liabilities. Value of operating payables at beginning of year	2021-12-31	$7,138
Total non interest bearing cash at end of year	2021-12-31	$144,112
Total non interest bearing cash at beginning of year	2021-12-31	$204,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-61,351
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$136,041
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$197,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$237,069
Contract administrator fees	2021-12-31	$21,667
Did the plan have assets held for investment	2021-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Qualified
Accountancy firm name	2021-12-31	WASILEWSKI & KEATING, P.C.
Accountancy firm EIN	2021-12-31	222676761
2020 : UFCW UNION LOCAL 1049 RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$7,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$6,979
Total income from all sources (including contributions)	2020-12-31	$329,500
Total of all expenses incurred	2020-12-31	$310,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$272,753
Value of total assets at end of year	2020-12-31	$204,530
Value of total assets at beginning of year	2020-12-31	$185,459
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$37,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$8,581
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$75,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Other income not declared elsewhere	2020-12-31	$329,500
Administrative expenses (other) incurred	2020-12-31	$11,254
Liabilities. Value of operating payables at end of year	2020-12-31	$7,138
Liabilities. Value of operating payables at beginning of year	2020-12-31	$6,979
Total non interest bearing cash at end of year	2020-12-31	$204,530
Total non interest bearing cash at beginning of year	2020-12-31	$185,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$18,912
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$197,392
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$178,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$272,753
Contract administrator fees	2020-12-31	$18,000
Did the plan have assets held for investment	2020-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Qualified
Accountancy firm name	2020-12-31	WASILEWSKI & KEATING, P.C.
Accountancy firm EIN	2020-12-31	222676761
2019 : UFCW UNION LOCAL 1049 RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$6,979
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$18,589
Total income from all sources (including contributions)	2019-12-31	$334,000
Total of all expenses incurred	2019-12-31	$330,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$291,887
Value of total assets at end of year	2019-12-31	$185,459
Value of total assets at beginning of year	2019-12-31	$193,631
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$38,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$10,531
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$75,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Other income not declared elsewhere	2019-12-31	$334,000
Administrative expenses (other) incurred	2019-12-31	$10,144
Liabilities. Value of operating payables at end of year	2019-12-31	$6,979
Liabilities. Value of operating payables at beginning of year	2019-12-31	$18,589
Total non interest bearing cash at end of year	2019-12-31	$185,459
Total non interest bearing cash at beginning of year	2019-12-31	$193,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,438
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$178,480
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$175,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$291,887
Contract administrator fees	2019-12-31	$18,000
Did the plan have assets held for investment	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Qualified
Accountancy firm name	2019-12-31	WASILEWSKI & KEATING, P.C.
Accountancy firm EIN	2019-12-31	222676761
2018 : UFCW UNION LOCAL 1049 RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$18,589
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$19,664
Total income from all sources (including contributions)	2018-12-31	$393,100
Total of all expenses incurred	2018-12-31	$352,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$309,186
Value of total assets at end of year	2018-12-31	$193,631
Value of total assets at beginning of year	2018-12-31	$153,908
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$43,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$15,581
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$75,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Other income not declared elsewhere	2018-12-31	$393,100
Administrative expenses (other) incurred	2018-12-31	$9,535
Liabilities. Value of operating payables at end of year	2018-12-31	$18,589
Liabilities. Value of operating payables at beginning of year	2018-12-31	$19,664
Total non interest bearing cash at end of year	2018-12-31	$193,631
Total non interest bearing cash at beginning of year	2018-12-31	$153,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$40,798
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$175,042
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$134,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$309,186
Contract administrator fees	2018-12-31	$18,000
Did the plan have assets held for investment	2018-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	WASILEWSKI & KEATING, P.C.
Accountancy firm EIN	2018-12-31	222676761
2017 : UFCW UNION LOCAL 1049 RETIREMENT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$19,664
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$18,600
Total income from all sources (including contributions)	2017-12-31	$380,800
Total of all expenses incurred	2017-12-31	$408,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$359,278
Value of total assets at end of year	2017-12-31	$153,908
Value of total assets at beginning of year	2017-12-31	$180,624
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$49,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
Administrative expenses professional fees incurred	2017-12-31	$17,494
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$750,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Other income not declared elsewhere	2017-12-31	$380,800
Administrative expenses (other) incurred	2017-12-31	$13,808
Liabilities. Value of operating payables at end of year	2017-12-31	$19,664
Liabilities. Value of operating payables at beginning of year	2017-12-31	$18,600
Total non interest bearing cash at end of year	2017-12-31	$153,908
Total non interest bearing cash at beginning of year	2017-12-31	$180,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-27,780
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$134,244
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$162,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$359,278
Contract administrator fees	2017-12-31	$18,000
Did the plan have assets held for investment	2017-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	WASILEWSKI & KEATING, P.C.
Accountancy firm EIN	2017-12-31	222676761
2016 : UFCW UNION LOCAL 1049 RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$18,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$25,431
Total income from all sources (including contributions)	2016-12-31	$423,800
Total of all expenses incurred	2016-12-31	$402,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$353,844
Value of total assets at end of year	2016-12-31	$180,624
Value of total assets at beginning of year	2016-12-31	$165,748
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$48,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$0
Administrative expenses professional fees incurred	2016-12-31	$15,231
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$750,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$218
Other income not declared elsewhere	2016-12-31	$423,800
Administrative expenses (other) incurred	2016-12-31	$15,018
Liabilities. Value of operating payables at end of year	2016-12-31	$18,600
Liabilities. Value of operating payables at beginning of year	2016-12-31	$25,431
Total non interest bearing cash at end of year	2016-12-31	$180,624
Total non interest bearing cash at beginning of year	2016-12-31	$165,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$21,707
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$162,024
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$140,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$353,844
Contract administrator fees	2016-12-31	$18,000
Did the plan have assets held for investment	2016-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	WASILEWSKI & KEATING, P.C.
Accountancy firm EIN	2016-12-31	222676761
2015 : UFCW UNION LOCAL 1049 RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$25,431
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$20,149
Total income from all sources (including contributions)	2015-12-31	$416,600
Total of all expenses incurred	2015-12-31	$415,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$362,442
Value of total assets at end of year	2015-12-31	$165,748
Value of total assets at beginning of year	2015-12-31	$159,073
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$52,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$20,056
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$750,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$218
Other income not declared elsewhere	2015-12-31	$416,600
Administrative expenses (other) incurred	2015-12-31	$14,709
Liabilities. Value of operating payables at end of year	2015-12-31	$25,431
Liabilities. Value of operating payables at beginning of year	2015-12-31	$20,149
Total non interest bearing cash at end of year	2015-12-31	$165,530
Total non interest bearing cash at beginning of year	2015-12-31	$159,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,393
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$140,317
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$138,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$362,442
Contract administrator fees	2015-12-31	$18,000
Did the plan have assets held for investment	2015-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	WASILEWSKI & KEATING, P.C.
Accountancy firm EIN	2015-12-31	222676761
2014 : UFCW UNION LOCAL 1049 RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$20,149
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$12,175
Total income from all sources (including contributions)	2014-12-31	$427,000
Total of all expenses incurred	2014-12-31	$421,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$370,882
Value of total assets at end of year	2014-12-31	$159,073
Value of total assets at beginning of year	2014-12-31	$145,735
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$50,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$14,544
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$750,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$10
Other income not declared elsewhere	2014-12-31	$427,000
Administrative expenses (other) incurred	2014-12-31	$18,210
Liabilities. Value of operating payables at end of year	2014-12-31	$20,149
Liabilities. Value of operating payables at beginning of year	2014-12-31	$12,175
Total non interest bearing cash at end of year	2014-12-31	$159,073
Total non interest bearing cash at beginning of year	2014-12-31	$145,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$5,364
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$138,924
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$133,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$370,882
Contract administrator fees	2014-12-31	$18,000
Did the plan have assets held for investment	2014-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	WASILEWSKI & KEATING, P.C.
Accountancy firm EIN	2014-12-31	222676761
2013 : UFCW UNION LOCAL 1049 RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$12,175
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$17,510
Total income from all sources (including contributions)	2013-12-31	$439,100
Total of all expenses incurred	2013-12-31	$450,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$387,336
Value of total assets at end of year	2013-12-31	$145,735
Value of total assets at beginning of year	2013-12-31	$162,002
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$62,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$17,331
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$750,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$10
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$2,700
Other income not declared elsewhere	2013-12-31	$439,100
Administrative expenses (other) incurred	2013-12-31	$15,515
Liabilities. Value of operating payables at end of year	2013-12-31	$12,175
Liabilities. Value of operating payables at beginning of year	2013-12-31	$17,510
Total non interest bearing cash at end of year	2013-12-31	$145,725
Total non interest bearing cash at beginning of year	2013-12-31	$159,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-10,932
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$133,560
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$144,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$387,336
Contract administrator fees	2013-12-31	$29,850
Did the plan have assets held for investment	2013-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	WASILEWSKI & KEATING, P.C.
Accountancy firm EIN	2013-12-31	222676761
2012 : UFCW UNION LOCAL 1049 RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$17,510
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$9,871
Total income from all sources (including contributions)	2012-12-31	$475,700
Total of all expenses incurred	2012-12-31	$492,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$416,252
Value of total assets at end of year	2012-12-31	$162,002
Value of total assets at beginning of year	2012-12-31	$171,622
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$76,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	Yes
Administrative expenses professional fees incurred	2012-12-31	$25,606
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$2,700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$2,550
Other income not declared elsewhere	2012-12-31	$475,700
Administrative expenses (other) incurred	2012-12-31	$14,701
Liabilities. Value of operating payables at end of year	2012-12-31	$17,510
Liabilities. Value of operating payables at beginning of year	2012-12-31	$9,871
Total non interest bearing cash at end of year	2012-12-31	$159,302
Total non interest bearing cash at beginning of year	2012-12-31	$169,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-17,259
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$144,492
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$161,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$416,252
Contract administrator fees	2012-12-31	$36,400
Did the plan have assets held for investment	2012-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	WASILEWSKI & KEATING, P.C.
Accountancy firm EIN	2012-12-31	222676761
2011 : UFCW UNION LOCAL 1049 RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$9,871
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$5,160
Total income from all sources (including contributions)	2011-12-31	$508,400
Total of all expenses incurred	2011-12-31	$511,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$441,424
Value of total assets at end of year	2011-12-31	$171,622
Value of total assets at beginning of year	2011-12-31	$170,327
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$70,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	Yes
Administrative expenses professional fees incurred	2011-12-31	$19,981
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$2,550
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$2,550
Other income not declared elsewhere	2011-12-31	$508,400
Administrative expenses (other) incurred	2011-12-31	$17,811
Liabilities. Value of operating payables at end of year	2011-12-31	$9,871
Liabilities. Value of operating payables at beginning of year	2011-12-31	$5,160
Total non interest bearing cash at end of year	2011-12-31	$169,072
Total non interest bearing cash at beginning of year	2011-12-31	$167,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-3,416
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$161,751
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$165,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$441,424
Contract administrator fees	2011-12-31	$32,600
Did the plan have assets held for investment	2011-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	WASILEWSKI & KEATING, P.C.
Accountancy firm EIN	2011-12-31	222676761
2010 : UFCW UNION LOCAL 1049 RETIREMENT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$5,160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$6,308
Total income from all sources (including contributions)	2010-12-31	$566,938
Total of all expenses incurred	2010-12-31	$501,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$451,040
Value of total assets at end of year	2010-12-31	$170,327
Value of total assets at beginning of year	2010-12-31	$106,324
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$50,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	Yes
Administrative expenses professional fees incurred	2010-12-31	$6,200
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$750,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$2,550
Other income not declared elsewhere	2010-12-31	$566,938
Administrative expenses (other) incurred	2010-12-31	$13,947
Liabilities. Value of operating payables at end of year	2010-12-31	$5,160
Liabilities. Value of operating payables at beginning of year	2010-12-31	$6,308
Total non interest bearing cash at end of year	2010-12-31	$167,777
Total non interest bearing cash at beginning of year	2010-12-31	$106,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$65,151
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$165,167
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$100,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$451,040
Contract administrator fees	2010-12-31	$30,600
Did the plan have assets held for investment	2010-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	WASILEWSKI & KEATING, P.C.
Accountancy firm EIN	2010-12-31	222676761

Form 5500 Responses for UFCW UNION LOCAL 1049 RETIREMENT PLAN

2022: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2011: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: UFCW UNION LOCAL 1049 RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UFCW UNION LOCAL 1049 RETIREMENT FUND BOARD OF TRUSTEES
Employer identification number (EIN):	221468736
NAIC Classification:	448140
NAIC Description:	Family Clothing Stores