MARKET BASKET has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE MARKET BASKET 401(K) RETIREMENT PLAN
Measure | Date | Value |
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2022 : THE MARKET BASKET 401(K) RETIREMENT PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,191,956 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $483,404 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $460,837 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $2,861 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $426,385 |
Value of total assets at end of year | 2022-12-31 | $6,794,896 |
Value of total assets at beginning of year | 2022-12-31 | $8,470,256 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $19,706 |
Total interest from all sources | 2022-12-31 | $2,682 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $445,679 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $445,679 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
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 |
Contributions received from participants | 2022-12-31 | $400,395 |
Participant contributions at end of year | 2022-12-31 | $41,353 |
Participant contributions at beginning of year | 2022-12-31 | $61,807 |
Participant contributions at end of year | 2022-12-31 | $15,880 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,525 |
Other income not declared elsewhere | 2022-12-31 | $18,767 |
Administrative expenses (other) incurred | 2022-12-31 | $19,706 |
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 | $-1,675,360 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,794,896 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,470,256 |
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 registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,342,211 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,878,938 |
Interest on participant loans | 2022-12-31 | $2,682 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $394,377 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $529,511 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,068,804 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-16,665 |
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 |
Contributions received in cash from employer | 2022-12-31 | $24,465 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,075 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $460,837 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
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 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : THE MARKET BASKET 401(K) RETIREMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,373,991 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $588,648 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $568,461 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $363,868 |
Value of total assets at end of year | 2021-12-31 | $8,470,256 |
Value of total assets at beginning of year | 2021-12-31 | $7,684,913 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $20,187 |
Total interest from all sources | 2021-12-31 | $4,159 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $877,189 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $877,189 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $342,132 |
Participant contributions at end of year | 2021-12-31 | $61,807 |
Participant contributions at beginning of year | 2021-12-31 | $88,791 |
Other income not declared elsewhere | 2021-12-31 | $19,115 |
Administrative expenses (other) incurred | 2021-12-31 | $20,187 |
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 | $785,343 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,470,256 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,684,913 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,878,938 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,695,010 |
Interest on participant loans | 2021-12-31 | $4,159 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $529,511 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $901,112 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $92,253 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $17,407 |
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 |
Contributions received in cash from employer | 2021-12-31 | $21,736 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $568,461 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
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 | Unqualified |
Accountancy firm name | 2021-12-31 | VARGO AND COMPANY |
Accountancy firm EIN | 2021-12-31 | 222972561 |
2020 : THE MARKET BASKET 401(K) RETIREMENT PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,626,024 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $301,177 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $272,536 |
Value of total corrective distributions | 2020-12-31 | $12,531 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $335,399 |
Value of total assets at end of year | 2020-12-31 | $7,684,913 |
Value of total assets at beginning of year | 2020-12-31 | $6,360,066 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $16,110 |
Total interest from all sources | 2020-12-31 | $6,156 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $321,648 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $321,648 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $314,137 |
Participant contributions at end of year | 2020-12-31 | $88,791 |
Participant contributions at beginning of year | 2020-12-31 | $127,317 |
Other income not declared elsewhere | 2020-12-31 | $19,803 |
Administrative expenses (other) incurred | 2020-12-31 | $16,110 |
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 | $1,324,847 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $7,684,913 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,360,066 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,695,010 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,899,070 |
Interest on participant loans | 2020-12-31 | $6,156 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $901,112 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $333,679 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $931,331 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $11,687 |
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 |
Contributions received in cash from employer | 2020-12-31 | $21,262 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $272,536 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
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 | Disclaimer |
Accountancy firm name | 2020-12-31 | VARGO AND COMPANY |
Accountancy firm EIN | 2020-12-31 | 222972561 |
2019 : THE MARKET BASKET 401(K) RETIREMENT PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,647,338 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $753,267 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $737,160 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $446 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $305,389 |
Value of total assets at end of year | 2019-12-31 | $6,360,066 |
Value of total assets at beginning of year | 2019-12-31 | $5,465,995 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $15,661 |
Total interest from all sources | 2019-12-31 | $7,149 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $306,924 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $306,924 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $287,833 |
Participant contributions at end of year | 2019-12-31 | $127,317 |
Participant contributions at beginning of year | 2019-12-31 | $141,939 |
Other income not declared elsewhere | 2019-12-31 | $23,070 |
Administrative expenses (other) incurred | 2019-12-31 | $15,661 |
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 | $894,071 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,360,066 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,465,995 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,899,070 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,140,144 |
Interest on participant loans | 2019-12-31 | $7,149 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $333,679 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $183,912 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $992,474 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $12,332 |
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 |
Contributions received in cash from employer | 2019-12-31 | $17,556 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $737,160 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | VARGO AND COMPANY |
Accountancy firm EIN | 2019-12-31 | 222972561 |
2018 : THE MARKET BASKET 401(K) RETIREMENT PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-30,319 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $850,382 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $828,747 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $8,198 |
Value of total corrective distributions | 2018-12-31 | $440 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $289,225 |
Value of total assets at end of year | 2018-12-31 | $5,465,995 |
Value of total assets at beginning of year | 2018-12-31 | $6,346,696 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $12,997 |
Total interest from all sources | 2018-12-31 | $8,451 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $372,060 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $372,060 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $271,209 |
Participant contributions at end of year | 2018-12-31 | $141,939 |
Participant contributions at beginning of year | 2018-12-31 | $189,262 |
Other income not declared elsewhere | 2018-12-31 | $11,473 |
Administrative expenses (other) incurred | 2018-12-31 | $12,997 |
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 | $-880,701 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,465,995 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,346,696 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,140,144 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $5,965,715 |
Interest on participant loans | 2018-12-31 | $8,451 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $183,912 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $191,719 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-712,259 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $731 |
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 |
Contributions received in cash from employer | 2018-12-31 | $18,016 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $828,747 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
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 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | VARGO AND COMPANY |
Accountancy firm EIN | 2018-12-31 | 222972561 |
2017 : THE MARKET BASKET 401(K) RETIREMENT PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,390,887 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $530,831 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $528,663 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $921 |
Value of total corrective distributions | 2017-12-31 | $121 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $273,242 |
Value of total assets at end of year | 2017-12-31 | $6,346,696 |
Value of total assets at beginning of year | 2017-12-31 | $5,486,640 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,126 |
Total interest from all sources | 2017-12-31 | $8,915 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $201,197 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $201,197 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $256,181 |
Participant contributions at end of year | 2017-12-31 | $189,262 |
Participant contributions at beginning of year | 2017-12-31 | $164,104 |
Other income not declared elsewhere | 2017-12-31 | $42 |
Administrative expenses (other) incurred | 2017-12-31 | $1,126 |
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 | $860,056 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,346,696 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,486,640 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $5,965,715 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $5,140,752 |
Interest on participant loans | 2017-12-31 | $8,915 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $191,719 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $181,784 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $905,428 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $2,063 |
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 |
Contributions received in cash from employer | 2017-12-31 | $17,061 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $528,663 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
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 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | VARGO AND COMPANY |
Accountancy firm EIN | 2017-12-31 | 222972561 |
2016 : THE MARKET BASKET 401(K) RETIREMENT PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $584,798 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $873,515 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $857,856 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $848 |
Value of total corrective distributions | 2016-12-31 | $13,875 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $247,678 |
Value of total assets at end of year | 2016-12-31 | $5,486,640 |
Value of total assets at beginning of year | 2016-12-31 | $5,775,357 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $936 |
Total interest from all sources | 2016-12-31 | $7,255 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $149,238 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $149,238 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $232,256 |
Participant contributions at end of year | 2016-12-31 | $164,104 |
Participant contributions at beginning of year | 2016-12-31 | $171,699 |
Other income not declared elsewhere | 2016-12-31 | $7 |
Administrative expenses (other) incurred | 2016-12-31 | $936 |
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 | $-288,717 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,486,640 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,775,357 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $5,140,752 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $5,428,121 |
Interest on participant loans | 2016-12-31 | $7,255 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $181,784 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $175,537 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $180,150 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $470 |
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 |
Contributions received in cash from employer | 2016-12-31 | $15,422 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $857,856 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
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 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | VARGO AND COMPANY |
Accountancy firm EIN | 2016-12-31 | 222972561 |
2015 : THE MARKET BASKET 401(K) RETIREMENT PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $393,282 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $441,334 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $425,569 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $780 |
Value of total corrective distributions | 2015-12-31 | $14,035 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $278,682 |
Value of total assets at end of year | 2015-12-31 | $5,775,357 |
Value of total assets at beginning of year | 2015-12-31 | $5,823,409 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $950 |
Total interest from all sources | 2015-12-31 | $5,340 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $341,662 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $341,662 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $261,785 |
Participant contributions at end of year | 2015-12-31 | $171,699 |
Participant contributions at beginning of year | 2015-12-31 | $117,102 |
Other income not declared elsewhere | 2015-12-31 | $2 |
Administrative expenses (other) incurred | 2015-12-31 | $950 |
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 | $-48,052 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,775,357 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,823,409 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $5,428,121 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $5,525,406 |
Interest on participant loans | 2015-12-31 | $5,340 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $175,537 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $180,901 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-232,404 |
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 |
Contributions received in cash from employer | 2015-12-31 | $16,897 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $425,569 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
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 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | VARGO AND COMPANY |
Accountancy firm EIN | 2015-12-31 | 222972561 |
2014 : THE MARKET BASKET 401(K) RETIREMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $666,482 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $468,553 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $445,127 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $1,155 |
Value of total corrective distributions | 2014-12-31 | $20,949 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $293,761 |
Value of total assets at end of year | 2014-12-31 | $5,823,409 |
Value of total assets at beginning of year | 2014-12-31 | $5,625,480 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,322 |
Total interest from all sources | 2014-12-31 | $5,762 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $405,432 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $405,432 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $272,339 |
Participant contributions at end of year | 2014-12-31 | $117,102 |
Participant contributions at beginning of year | 2014-12-31 | $142,259 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $4,094 |
Other income not declared elsewhere | 2014-12-31 | $50 |
Administrative expenses (other) incurred | 2014-12-31 | $1,322 |
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 | $197,929 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,823,409 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,625,480 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $5,525,406 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,300,519 |
Interest on participant loans | 2014-12-31 | $5,762 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $180,901 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $182,702 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-40,360 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,837 |
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 |
Contributions received in cash from employer | 2014-12-31 | $17,328 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $445,127 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
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 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | VARGO AND COMPANY |
Accountancy firm EIN | 2014-12-31 | 222972561 |
2013 : THE MARKET BASKET 401(K) RETIREMENT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,481,046 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $545,067 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $515,509 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $667 |
Value of total corrective distributions | 2013-12-31 | $26,616 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $284,805 |
Value of total assets at end of year | 2013-12-31 | $5,625,480 |
Value of total assets at beginning of year | 2013-12-31 | $4,689,501 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,275 |
Total interest from all sources | 2013-12-31 | $8,845 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $276,196 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $276,196 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $469,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $264,931 |
Participant contributions at end of year | 2013-12-31 | $142,259 |
Participant contributions at beginning of year | 2013-12-31 | $211,246 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $4,079 |
Other income not declared elsewhere | 2013-12-31 | $3 |
Administrative expenses (other) incurred | 2013-12-31 | $2,275 |
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 | $935,979 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,625,480 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,689,501 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $5,300,519 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,478,255 |
Interest on participant loans | 2013-12-31 | $8,845 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $182,702 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $909,141 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $2,056 |
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 |
Contributions received in cash from employer | 2013-12-31 | $15,795 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $515,509 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
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 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | VARGO AND COMPANY |
Accountancy firm EIN | 2013-12-31 | 222972561 |
2012 : THE MARKET BASKET 401(K) RETIREMENT PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $814,704 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $761,983 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $739,575 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $614 |
Value of total corrective distributions | 2012-12-31 | $17,979 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $296,998 |
Value of total assets at end of year | 2012-12-31 | $4,689,501 |
Value of total assets at beginning of year | 2012-12-31 | $4,636,780 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,815 |
Total interest from all sources | 2012-12-31 | $11,589 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $139,240 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $139,240 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $277,172 |
Participant contributions at end of year | 2012-12-31 | $211,246 |
Participant contributions at beginning of year | 2012-12-31 | $281,860 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $4,080 |
Other income not declared elsewhere | 2012-12-31 | $16 |
Administrative expenses (other) incurred | 2012-12-31 | $3,815 |
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 | $52,721 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,689,501 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,636,780 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,478,255 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,354,920 |
Interest on participant loans | 2012-12-31 | $11,589 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $366,861 |
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 |
Contributions received in cash from employer | 2012-12-31 | $15,746 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $739,575 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
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 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | VARGO AND COMPANY |
Accountancy firm EIN | 2012-12-31 | 222972561 |
2011 : THE MARKET BASKET 401(K) RETIREMENT PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $118,817 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $182,355 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $177,153 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $562 |
Value of total corrective distributions | 2011-12-31 | $126 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $303,941 |
Value of total assets at end of year | 2011-12-31 | $4,636,780 |
Value of total assets at beginning of year | 2011-12-31 | $4,700,318 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,514 |
Total interest from all sources | 2011-12-31 | $10,240 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $104,695 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $104,695 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $283,941 |
Participant contributions at end of year | 2011-12-31 | $281,860 |
Participant contributions at beginning of year | 2011-12-31 | $188,918 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $4,043 |
Other income not declared elsewhere | 2011-12-31 | $287 |
Administrative expenses (other) incurred | 2011-12-31 | $4,514 |
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 | $-63,538 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,636,780 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,700,318 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,354,920 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,511,400 |
Interest on participant loans | 2011-12-31 | $10,240 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-300,346 |
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 |
Contributions received in cash from employer | 2011-12-31 | $15,957 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $177,153 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
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 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | VARGO AND COMPANY |
Accountancy firm EIN | 2011-12-31 | 222972561 |
2010 : THE MARKET BASKET 401(K) RETIREMENT PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
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 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $993,941 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $404,868 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $395,499 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $516 |
Value of total corrective distributions | 2010-12-31 | $4,367 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $322,708 |
Value of total assets at end of year | 2010-12-31 | $4,700,318 |
Value of total assets at beginning of year | 2010-12-31 | $4,111,245 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $4,486 |
Total interest from all sources | 2010-12-31 | $6,950 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $80,068 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $80,068 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $300,712 |
Participant contributions at end of year | 2010-12-31 | $188,918 |
Participant contributions at beginning of year | 2010-12-31 | $31,524 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $4,043 |
Administrative expenses (other) incurred | 2010-12-31 | $4,486 |
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 | $589,073 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,700,318 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,111,245 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,511,400 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,079,721 |
Interest on participant loans | 2010-12-31 | $6,950 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $584,215 |
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 |
Contributions received in cash from employer | 2010-12-31 | $17,953 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $395,499 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
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 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | VARGO AND COMPANY |
Accountancy firm EIN | 2010-12-31 | 222972561 |
2009 : THE MARKET BASKET 401(K) RETIREMENT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |