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BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 401k Plan overview

Plan NameBIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN
Plan identification number 002

BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

BIG G HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name:BIG G HOLDINGS, INC.
Employer identification number (EIN):271192613
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ROGER ROSS2024-10-07
0022022-01-01ROGER ROSS2023-10-11
0022021-01-01ROGER ROSS2022-10-10
0022020-01-01ROGER ROSS2020-10-11
0022020-01-01ROGER ROSS2020-10-11
0022019-01-01STEPHEN VOORHEES2020-10-14
0022018-01-01STEPHEN VOORHEES2019-10-14
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01TERESA CROSSLIN

Financial Data on BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

Measure Date Value
2024 : BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2024 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2024-01-01$3,860,944
Total unrealized appreciation/depreciation of assets2024-01-01$3,860,944
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$6,264,317
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$7,096,427
Total income from all sources (including contributions)2024-01-01$8,068,838
Total loss/gain on sale of assets2024-01-01$0
Total of all expenses incurred2024-01-01$6,486,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2024-01-01$6,334,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2024-01-01$3,035,269
Value of total assets at end of year2024-01-01$94,783,081
Value of total assets at beginning of year2024-01-01$94,032,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2024-01-01$80,349
Total interest from all sources2024-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2024-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2024-01-01No
Was this plan covered by a fidelity bond2024-01-01Yes
Value of fidelity bond cover2024-01-01$1,000,000
If this is an individual account plan, was there a blackout period2024-01-01No
Were there any nonexempt tranactions with any party-in-interest2024-01-01No
Contributions received from participants2024-01-01$668,009
Liabilities. Value of operating payables at end of year2024-01-01$1,485
Liabilities. Value of operating payables at beginning of year2024-01-01$2
Total non interest bearing cash at end of year2024-01-01$0
Total non interest bearing cash at beginning of year2024-01-01$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Value of net income/loss2024-01-01$1,582,745
Value of net assets at end of year (total assets less liabilities)2024-01-01$88,518,764
Value of net assets at beginning of year (total assets less liabilities)2024-01-01$86,936,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2024-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2024-01-01No
Were any leases to which the plan was party in default or uncollectible2024-01-01No
Value of interest in common/collective trusts at end of year2024-01-01$11,880,242
Value of interest in common/collective trusts at beginning of year2024-01-01$11,112,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2024-01-01$1,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2024-01-01$477,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2024-01-01$378,352
Net investment gain or loss from common/collective trusts2024-01-01$1,172,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2024-01-01No
Was there a failure to transmit to the plan any participant contributions2024-01-01No
Has the plan failed to provide any benefit when due under the plan2024-01-01No
Assets. Invements in employer securities at end of year2024-01-01$82,424,337
Assets. Invements in employer securities at beginning of year2024-01-01$82,541,473
Contributions received in cash from employer2024-01-01$2,367,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2024-01-01$6,334,571
Did the plan have assets held for investment2024-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2024-01-01No
Liabilities. Value of acquisition indebtedness at end of year2024-01-01$6,262,832
Liabilities. Value of acquisition indebtedness at beginning of year2024-01-01$7,096,425
Opinion of an independent qualified public accountant for this plan2024-01-011
Accountancy firm name2024-01-01KATZ, SAPPER & MILLER. LLP
Accountancy firm EIN2024-01-01351090346
2023 : BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$10,164,971
Total unrealized appreciation/depreciation of assets2023-12-31$10,164,971
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$7,096,427
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$5,319,137
Expenses. Interest paid2023-12-31$53,189
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$53,189
Total income from all sources (including contributions)2023-12-31$15,288,730
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$5,118,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,995,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,718,846
Value of total assets at end of year2023-12-31$94,032,446
Value of total assets at beginning of year2023-12-31$82,084,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$69,233
Total interest from all sources2023-12-31$5
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$661,946
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$240,347
Administrative expenses (other) incurred2023-12-31$2,990
Liabilities. Value of operating payables at end of year2023-12-31$2
Liabilities. Value of operating payables at beginning of year2023-12-31$2
Total non interest bearing cash at end of year2023-12-31$2
Total non interest bearing cash at beginning of year2023-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$10,170,553
Value of net assets at end of year (total assets less liabilities)2023-12-31$86,936,019
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$76,765,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$22,524
Value of interest in common/collective trusts at end of year2023-12-31$11,112,619
Value of interest in common/collective trusts at beginning of year2023-12-31$9,248,486
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$378,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$459,613
Net investment gain or loss from common/collective trusts2023-12-31$1,404,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$82,541,473
Assets. Invements in employer securities at beginning of year2023-12-31$72,376,502
Contributions received in cash from employer2023-12-31$2,816,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,995,755
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$7,096,425
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$5,319,135
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31KATZ, SAPPER & MILLER. LLP
Accountancy firm EIN2023-12-31351090346
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$10,164,971
Total unrealized appreciation/depreciation of assets2023-01-01$10,164,971
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$7,096,427
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$5,319,137
Total income from all sources (including contributions)2023-01-01$15,288,730
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$5,118,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$4,995,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$3,718,846
Value of total assets at end of year2023-01-01$94,032,446
Value of total assets at beginning of year2023-01-01$82,084,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$69,233
Total interest from all sources2023-01-01$5
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$661,946
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$240,347
Administrative expenses (other) incurred2023-01-01$2,990
Liabilities. Value of operating payables at end of year2023-01-01$2
Liabilities. Value of operating payables at beginning of year2023-01-01$2
Total non interest bearing cash at end of year2023-01-01$2
Total non interest bearing cash at beginning of year2023-01-01$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$10,170,553
Value of net assets at end of year (total assets less liabilities)2023-01-01$86,936,019
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$76,765,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$22,524
Value of interest in common/collective trusts at end of year2023-01-01$11,112,619
Value of interest in common/collective trusts at beginning of year2023-01-01$9,248,486
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$378,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$459,613
Net investment gain or loss from common/collective trusts2023-01-01$1,404,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$82,541,473
Assets. Invements in employer securities at beginning of year2023-01-01$72,376,502
Contributions received in cash from employer2023-01-01$2,816,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$4,995,755
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Liabilities. Value of acquisition indebtedness at end of year2023-01-01$7,096,425
Liabilities. Value of acquisition indebtedness at beginning of year2023-01-01$5,319,135
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01KATZ, SAPPER & MILLER. LLP
Accountancy firm EIN2023-01-01351090346
2022 : BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$5,869,914
Total unrealized appreciation/depreciation of assets2022-12-31$5,869,914
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,319,137
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,050,718
Expenses. Interest paid2022-12-31$60,495
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$60,495
Total income from all sources (including contributions)2022-12-31$7,171,655
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,428,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,283,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,071,804
Value of total assets at end of year2022-12-31$82,084,603
Value of total assets at beginning of year2022-12-31$81,072,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$83,897
Total interest from all sources2022-12-31$1,506
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$723,113
Administrative expenses (other) incurred2022-12-31$83,897
Liabilities. Value of operating payables at end of year2022-12-31$2
Liabilities. Value of operating payables at beginning of year2022-12-31$559
Total non interest bearing cash at end of year2022-12-31$2
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$1,743,628
Value of net assets at end of year (total assets less liabilities)2022-12-31$76,765,466
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$75,021,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,715,795
Value of interest in common/collective trusts at end of year2022-12-31$9,248,486
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$39,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$39,104
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,506
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$459,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$637,657
Net investment gain or loss from common/collective trusts2022-12-31$-1,771,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$72,376,502
Assets. Invements in employer securities at beginning of year2022-12-31$69,680,000
Contributions received in cash from employer2022-12-31$2,348,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,283,635
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$944
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$5,319,135
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$6,049,215
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KATZ, SAPPER & MILLER. LLP
Accountancy firm EIN2022-12-31351090346
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$5,869,914
Total unrealized appreciation/depreciation of assets2022-01-01$5,869,914
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$5,319,137
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$6,050,718
Total income from all sources (including contributions)2022-01-01$7,171,655
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$5,428,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$5,283,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$3,071,804
Value of total assets at end of year2022-01-01$82,084,603
Value of total assets at beginning of year2022-01-01$81,072,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$83,897
Total interest from all sources2022-01-01$1,506
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$723,113
Administrative expenses (other) incurred2022-01-01$83,897
Liabilities. Value of operating payables at end of year2022-01-01$2
Liabilities. Value of operating payables at beginning of year2022-01-01$559
Total non interest bearing cash at end of year2022-01-01$2
Total non interest bearing cash at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$1,743,628
Value of net assets at end of year (total assets less liabilities)2022-01-01$76,765,466
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$75,021,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$0
Value of interest in pooled separate accounts at end of year2022-01-01$0
Value of interest in pooled separate accounts at beginning of year2022-01-01$10,715,795
Value of interest in common/collective trusts at end of year2022-01-01$9,248,486
Value of interest in common/collective trusts at beginning of year2022-01-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$1,506
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$459,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$637,657
Net investment gain or loss from common/collective trusts2022-01-01$-1,771,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Assets. Invements in employer securities at end of year2022-01-01$72,376,502
Assets. Invements in employer securities at beginning of year2022-01-01$69,680,000
Contributions received in cash from employer2022-01-01$2,348,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$5,283,635
Liabilities. Value of benefit claims payable at end of year2022-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$944
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Liabilities. Value of acquisition indebtedness at end of year2022-01-01$5,319,135
Liabilities. Value of acquisition indebtedness at beginning of year2022-01-01$6,049,215
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01KATZ, SAPPER & MILLER. LLP
Accountancy firm EIN2022-01-01351090346
2021 : BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$5,190,000
Total unrealized appreciation/depreciation of assets2021-12-31$5,190,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,050,718
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,772,617
Expenses. Interest paid2021-12-31$67,721
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$67,721
Total income from all sources (including contributions)2021-12-31$11,532,473
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,743,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,613,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,336,573
Value of total assets at end of year2021-12-31$81,072,556
Value of total assets at beginning of year2021-12-31$74,005,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$62,956
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,616
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$663,791
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$113,940
Administrative expenses (other) incurred2021-12-31$62,956
Liabilities. Value of operating payables at end of year2021-12-31$559
Liabilities. Value of operating payables at beginning of year2021-12-31$549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,788,594
Value of net assets at end of year (total assets less liabilities)2021-12-31$75,021,838
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$67,233,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$493,220
Value of interest in pooled separate accounts at end of year2021-12-31$10,715,795
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,631,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$39,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$637,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$391,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,000,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$69,680,000
Assets. Invements in employer securities at beginning of year2021-12-31$64,490,000
Contributions received in cash from employer2021-12-31$4,558,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,613,202
Liabilities. Value of benefit claims payable at end of year2021-12-31$944
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$6,049,215
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$6,772,068
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KATZ, SAPPER & MILLER. LLP
Accountancy firm EIN2021-12-31351090346
2020 : BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$4,680,000
Total unrealized appreciation/depreciation of assets2020-12-31$4,680,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,772,617
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,487,764
Expenses. Interest paid2020-12-31$74,878
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$74,878
Total income from all sources (including contributions)2020-12-31$10,055,157
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,277,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,202,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,427,845
Value of total assets at end of year2020-12-31$74,005,861
Value of total assets at beginning of year2020-12-31$67,943,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$765
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$22,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$22,398
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$689,736
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,972
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$646,043
Administrative expenses (other) incurred2020-12-31$765
Liabilities. Value of operating payables at end of year2020-12-31$549
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,777,364
Value of net assets at end of year (total assets less liabilities)2020-12-31$67,233,244
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$60,455,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$493,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$8,631,002
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,944,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$391,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$542,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$924,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$64,490,000
Assets. Invements in employer securities at beginning of year2020-12-31$59,810,000
Contributions received in cash from employer2020-12-31$3,734,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,202,150
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$6,772,068
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$7,487,764
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KATZ, SAPPER & MILLER. LLP
Accountancy firm EIN2020-12-31351090346
2019 : BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$10,410,000
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$10,410,000
Total unrealized appreciation/depreciation of assets2019-12-31$10,410,000
Total unrealized appreciation/depreciation of assets2019-12-31$10,410,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,487,764
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,487,764
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,196,404
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,196,404
Expenses. Interest paid2019-12-31$81,964
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$81,964
Expenses. Interest paid2019-12-31$81,964
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$81,964
Total income from all sources (including contributions)2019-12-31$16,260,549
Total income from all sources (including contributions)2019-12-31$16,260,549
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,395,403
Total of all expenses incurred2019-12-31$2,395,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,311,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,311,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,556,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,556,716
Value of total assets at end of year2019-12-31$67,943,644
Value of total assets at end of year2019-12-31$67,943,644
Value of total assets at beginning of year2019-12-31$54,787,138
Value of total assets at beginning of year2019-12-31$54,787,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,928
Total interest from all sources2019-12-31$8,203
Total interest from all sources2019-12-31$8,203
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$632,578
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,639
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,639
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$646,043
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$646,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$36,658
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$36,658
Other income not declared elsewhere2019-12-31$454,545
Other income not declared elsewhere2019-12-31$454,545
Administrative expenses (other) incurred2019-12-31$1,928
Administrative expenses (other) incurred2019-12-31$1,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$13,865,146
Value of net income/loss2019-12-31$13,865,146
Value of net assets at end of year (total assets less liabilities)2019-12-31$60,455,880
Value of net assets at end of year (total assets less liabilities)2019-12-31$60,455,880
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$46,590,734
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$46,590,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$6,944,714
Value of interest in pooled separate accounts at end of year2019-12-31$6,944,714
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,094,805
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,094,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$30
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$30
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$30
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$30
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$542,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$542,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$255,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$255,645
Net investment gain/loss from pooled separate accounts2019-12-31$831,085
Net investment gain/loss from pooled separate accounts2019-12-31$831,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$59,810,000
Assets. Invements in employer securities at beginning of year2019-12-31$49,400,000
Assets. Invements in employer securities at beginning of year2019-12-31$49,400,000
Contributions received in cash from employer2019-12-31$3,896,499
Contributions received in cash from employer2019-12-31$3,896,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,311,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,311,511
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$30
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$30
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$7,487,764
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$7,487,764
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$8,196,374
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$8,196,374
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KATZ, SAPPER & MILLER. LLP
Accountancy firm name2019-12-31KATZ, SAPPER & MILLER. LLP
Accountancy firm EIN2019-12-31351090346
Accountancy firm EIN2019-12-31351090346
2018 : BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$4,640,000
Total unrealized appreciation/depreciation of assets2018-12-31$4,640,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,196,404
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,897,968
Expenses. Interest paid2018-12-31$88,980
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$88,980
Total income from all sources (including contributions)2018-12-31$7,572,563
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,620,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,530,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,210,475
Value of total assets at end of year2018-12-31$54,787,138
Value of total assets at beginning of year2018-12-31$49,536,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$787
Total interest from all sources2018-12-31$2,547
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$560,188
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$33,349
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$36,658
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$513
Other income not declared elsewhere2018-12-31$365
Administrative expenses (other) incurred2018-12-31$787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$5,951,907
Value of net assets at end of year (total assets less liabilities)2018-12-31$46,590,734
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$40,638,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$5,094,805
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,542,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$30
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$27,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$27,072
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$255,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$206,293
Net investment gain/loss from pooled separate accounts2018-12-31$-280,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$49,400,000
Assets. Invements in employer securities at beginning of year2018-12-31$44,760,000
Contributions received in cash from employer2018-12-31$2,616,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,530,889
Liabilities. Value of benefit claims payable at end of year2018-12-31$30
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$8,196,374
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$8,897,968
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KATZ, SAPPER & MILLER. LLP
Accountancy firm EIN2018-12-31351090346
2017 : BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,420,000
Total unrealized appreciation/depreciation of assets2017-12-31$1,420,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,897,968
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,595,712
Expenses. Interest paid2017-12-31$95,926
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$95,926
Total income from all sources (including contributions)2017-12-31$3,758,132
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,210,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,114,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,829,834
Value of total assets at end of year2017-12-31$49,536,795
Value of total assets at beginning of year2017-12-31$47,687,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$348
Total interest from all sources2017-12-31$1,998
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$529,086
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$111,645
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$513
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$42
Other income not declared elsewhere2017-12-31$241
Administrative expenses (other) incurred2017-12-31$348
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$3,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,547,364
Value of net assets at end of year (total assets less liabilities)2017-12-31$40,638,827
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$38,091,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$4,542,917
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,155,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$27,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$30,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$30,595
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$206,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$161,211
Net investment gain/loss from pooled separate accounts2017-12-31$506,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$44,760,000
Assets. Invements in employer securities at beginning of year2017-12-31$43,340,000
Contributions received in cash from employer2017-12-31$1,189,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,114,494
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$8,897,968
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$9,592,615
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KATZ, SAPPER & MILLER. LLP
Accountancy firm EIN2017-12-31351090346
2016 : BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$6,144,078
Total unrealized appreciation/depreciation of assets2016-12-31$6,144,078
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,595,712
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,284,540
Expenses. Interest paid2016-12-31$102,804
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$102,804
Total income from all sources (including contributions)2016-12-31$8,754,840
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$749,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$643,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,368,242
Value of total assets at end of year2016-12-31$47,687,175
Value of total assets at beginning of year2016-12-31$40,370,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,173
Total interest from all sources2016-12-31$80
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$537,264
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$120,788
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$42
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$1,678
Administrative expenses (other) incurred2016-12-31$3,097
Liabilities. Value of operating payables at end of year2016-12-31$3,097
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,005,434
Value of net assets at end of year (total assets less liabilities)2016-12-31$38,091,463
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$30,086,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$4,155,327
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,009,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$30,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$37,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$37,250
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$80
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$161,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$127,966
Net investment gain/loss from pooled separate accounts2016-12-31$240,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$43,340,000
Assets. Invements in employer securities at beginning of year2016-12-31$37,195,922
Contributions received in cash from employer2016-12-31$1,710,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$643,429
Contract administrator fees2016-12-31$76
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$4,155
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$9,592,615
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$10,280,385
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KATZ, SAPPER & MILLER. LLP
Accountancy firm EIN2016-12-31351090346
2015 : BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$9,445,922
Total unrealized appreciation/depreciation of assets2015-12-31$9,445,922
Total transfer of assets to this plan2015-12-31$2,378,055
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,284,540
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,961,345
Expenses. Interest paid2015-12-31$109,613
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$109,613
Total income from all sources (including contributions)2015-12-31$11,294,795
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$403,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$293,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,908,901
Value of total assets at end of year2015-12-31$40,370,569
Value of total assets at beginning of year2015-12-31$27,778,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36
Total interest from all sources2015-12-31$1,337
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$566,711
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$153,114
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$16,258
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$10,280,385
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$10,961,345
Administrative expenses (other) incurred2015-12-31$36
Total non interest bearing cash at end of year2015-12-31$37,250
Total non interest bearing cash at beginning of year2015-12-31$11,907
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$10,891,154
Value of net assets at end of year (total assets less liabilities)2015-12-31$30,086,029
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,816,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,009,431
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest earned on other investments2015-12-31$1,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$127,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-61,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$37,195,922
Assets. Invements in employer securities at beginning of year2015-12-31$27,750,000
Contributions received in cash from employer2015-12-31$1,189,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$293,992
Liabilities. Value of benefit claims payable at end of year2015-12-31$4,155
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KATZ, SAPPER & MILLER. LLP
Accountancy firm EIN2015-12-31351090346
2014 : BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$11,150,000
Total unrealized appreciation/depreciation of assets2014-12-31$11,150,000
Total transfer of assets from this plan2014-12-31$355,391
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,961,345
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$11,654,770
Expenses. Interest paid2014-12-31$116,356
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$116,356
Total income from all sources (including contributions)2014-12-31$12,448,775
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$271,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$155,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,298,775
Value of total assets at end of year2014-12-31$27,778,165
Value of total assets at beginning of year2014-12-31$16,650,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$16,258
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$10,961,345
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$11,635,563
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$19,207
Total non interest bearing cash at end of year2014-12-31$11,907
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$12,176,981
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,816,820
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,995,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$27,750,000
Assets. Invements in employer securities at beginning of year2014-12-31$16,600,000
Contributions received in cash from employer2014-12-31$1,298,775
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$155,438
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KATZ, SAPPER & MILLER. LLP
Accountancy firm EIN2014-12-31351090346

Form 5500 Responses for BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

2023: BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BIG G EXPRESS EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513923-000
Policy instance 2
Insurance contract or identification number513923-000
Number of Individuals Covered8
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,336
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513922-000
Policy instance 1
Insurance contract or identification number513922-000
Number of Individuals Covered38
Insurance policy start date2023-01-01
Insurance policy end date2023-03-22
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,183
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513923-000
Policy instance 3
Insurance contract or identification number513923-000
Number of Individuals Covered45
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,420
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513922-000
Policy instance 2
Insurance contract or identification number513922-000
Number of Individuals Covered45
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,952
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number915532-01
Policy instance 1
Insurance contract or identification number915532-01
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-03-22
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number915532-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number915532-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number915532-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number915532-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number915532-01
Policy instance 1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number915532-01
Policy instance 1

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