MARSH SUPERMARKETS, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE PENSION PLAN OF MARSH SUPERMARKETS, INC. & SUBSIDIARIES
401k plan membership statisitcs for EMPLOYEE PENSION PLAN OF MARSH SUPERMARKETS, INC. & SUBSIDIARIES
| Measure | Date | Value |
|---|
| 2017: EMPLOYEE PENSION PLAN OF MARSH SUPERMARKETS, INC. & SUBSIDIARIES 2017 401k membership |
|---|
| Market value of plan assets | 2017-03-31 | 53,575,381 |
| Acturial value of plan assets | 2017-03-31 | 56,567,322 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-03-31 | 35,609,885 |
| Number of terminated vested participants | 2017-03-31 | 1,484 |
| Fundng target for terminated vested participants | 2017-03-31 | 14,988,960 |
| Active participant vested funding target | 2017-03-31 | 8,493,631 |
| Number of active participants | 2017-03-31 | 914 |
| Total funding liabilities for active participants | 2017-03-31 | 8,584,533 |
| Total participant count | 2017-03-31 | 4,011 |
| Total funding target for all participants | 2017-03-31 | 59,183,378 |
| Balance at beginning of prior year after applicable adjustments | 2017-03-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-03-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-03-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-03-31 | 0 |
| Amount remaining of carryover balance | 2017-03-31 | 0 |
| Amount remaining of prefunding balance | 2017-03-31 | 0 |
| Present value of excess contributions | 2017-03-31 | 86 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-03-31 | 91 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-03-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2017-03-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-03-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-03-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-03-31 | 0 |
| Total employer contributions | 2017-03-31 | 784,797 |
| Total employee contributions | 2017-03-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-03-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-03-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-03-31 | 764,220 |
| Liquidity shortfalls end of Q1 | 2017-03-31 | 0 |
| Liquidity shortfalls end of Q2 | 2017-03-31 | 0 |
| Liquidity shortfalls end of Q3 | 2017-03-31 | 0 |
| Liquidity shortfalls end of Q4 | 2017-03-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2017-03-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-03-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-03-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-03-31 | 875,000 |
| Net shortfall amortization installment of oustanding balance | 2017-03-31 | 2,616,056 |
| Waiver amortization installment | 2017-03-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-03-31 | 1,162,659 |
| Carryover balance elected to use to offset funding requirement | 2017-03-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-03-31 | 0 |
| Additional cash requirement | 2017-03-31 | 1,162,659 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-03-31 | 764,220 |
| Unpaid minimum required contributions for current year | 2017-03-31 | 398,439 |
| Unpaid minimum required contributions for all years | 2017-03-31 | 398,439 |
| 2016: EMPLOYEE PENSION PLAN OF MARSH SUPERMARKETS, INC. & SUBSIDIARIES 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-04-01 | 4,006 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 821 |
| Number of retired or separated participants receiving benefits | 2016-04-01 | 1,546 |
| Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 1,376 |
| Total of all active and inactive participants | 2016-04-01 | 3,743 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-04-01 | 133 |
| Total participants | 2016-04-01 | 3,876 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-04-01 | 0 |
| 2015: EMPLOYEE PENSION PLAN OF MARSH SUPERMARKETS, INC. & SUBSIDIARIES 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-04-01 | 4,092 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 914 |
| Number of retired or separated participants receiving benefits | 2015-04-01 | 1,486 |
| Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 1,477 |
| Total of all active and inactive participants | 2015-04-01 | 3,877 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-01 | 129 |
| Total participants | 2015-04-01 | 4,006 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-04-01 | 2 |
| 2014: EMPLOYEE PENSION PLAN OF MARSH SUPERMARKETS, INC. & SUBSIDIARIES 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-04-01 | 4,275 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 999 |
| Number of retired or separated participants receiving benefits | 2014-04-01 | 1,429 |
| Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 1,546 |
| Total of all active and inactive participants | 2014-04-01 | 3,974 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 118 |
| Total participants | 2014-04-01 | 4,092 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 0 |
| 2013: EMPLOYEE PENSION PLAN OF MARSH SUPERMARKETS, INC. & SUBSIDIARIES 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-04-01 | 4,385 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 1,123 |
| Number of retired or separated participants receiving benefits | 2013-04-01 | 1,381 |
| Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 1,648 |
| Total of all active and inactive participants | 2013-04-01 | 4,152 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 123 |
| Total participants | 2013-04-01 | 4,275 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 0 |
| 2012: EMPLOYEE PENSION PLAN OF MARSH SUPERMARKETS, INC. & SUBSIDIARIES 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-04-01 | 4,424 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 1,245 |
| Number of retired or separated participants receiving benefits | 2012-04-01 | 1,462 |
| Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 1,678 |
| Total of all active and inactive participants | 2012-04-01 | 4,385 |
| Total participants | 2012-04-01 | 4,385 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 0 |
| 2011: EMPLOYEE PENSION PLAN OF MARSH SUPERMARKETS, INC. & SUBSIDIARIES 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-04-01 | 4,478 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 1,278 |
| Number of retired or separated participants receiving benefits | 2011-04-01 | 1,349 |
| Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 1,699 |
| Total of all active and inactive participants | 2011-04-01 | 4,326 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 98 |
| Total participants | 2011-04-01 | 4,424 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 0 |
| 2010: EMPLOYEE PENSION PLAN OF MARSH SUPERMARKETS, INC. & SUBSIDIARIES 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-04-01 | 4,543 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 1,349 |
| Number of retired or separated participants receiving benefits | 2010-04-01 | 1,284 |
| Number of other retired or separated participants entitled to future benefits | 2010-04-01 | 1,756 |
| Total of all active and inactive participants | 2010-04-01 | 4,389 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-04-01 | 89 |
| Total participants | 2010-04-01 | 4,478 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-04-01 | 0 |
| 2009: EMPLOYEE PENSION PLAN OF MARSH SUPERMARKETS, INC. & SUBSIDIARIES 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-04-01 | 4,656 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 1,390 |
| Number of retired or separated participants receiving benefits | 2009-04-01 | 1,252 |
| Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 1,819 |
| Total of all active and inactive participants | 2009-04-01 | 4,461 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 82 |
| Total participants | 2009-04-01 | 4,543 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 0 |
| Measure | Date | Value |
|---|
| 2017 : EMPLOYEE PENSION PLAN OF MARSH SUPERMARKETS, INC. & SUBSIDIARIES 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-03-31 | $77,997 |
| Total unrealized appreciation/depreciation of assets | 2017-03-31 | $77,997 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $0 |
| Total income from all sources (including contributions) | 2017-03-31 | $6,286,242 |
| Total loss/gain on sale of assets | 2017-03-31 | $0 |
| Total of all expenses incurred | 2017-03-31 | $4,895,847 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $3,971,825 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-03-31 | $784,797 |
| Value of total assets at end of year | 2017-03-31 | $54,966,394 |
| Value of total assets at beginning of year | 2017-03-31 | $53,575,999 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $924,022 |
| Total interest from all sources | 2017-03-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-03-31 | $57,743 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-03-31 | $57,743 |
| Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
| Value of fidelity bond cover | 2017-03-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
| Administrative expenses (other) incurred | 2017-03-31 | $924,022 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
| Value of net income/loss | 2017-03-31 | $1,390,395 |
| Value of net assets at end of year (total assets less liabilities) | 2017-03-31 | $54,966,394 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-03-31 | $53,575,999 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2017-03-31 | $1,000,000 |
| Assets. partnership/joint venture interests at beginning of year | 2017-03-31 | $1,002,704 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-03-31 | $6,070,950 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-03-31 | $5,706,043 |
| Value of interest in pooled separate accounts at end of year | 2017-03-31 | $47,895,444 |
| Value of interest in pooled separate accounts at beginning of year | 2017-03-31 | $46,589,678 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-03-31 | $1,326,597 |
| Net investment gain/loss from pooled separate accounts | 2017-03-31 | $4,039,108 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
| Contributions received in cash from employer | 2017-03-31 | $784,797 |
| Employer contributions (assets) at end of year | 2017-03-31 | $0 |
| Employer contributions (assets) at beginning of year | 2017-03-31 | $277,574 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $3,971,825 |
| Did the plan have assets held for investment | 2017-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Disclaimer |
| Accountancy firm name | 2017-03-31 | RSM US LLP |
| Accountancy firm EIN | 2017-03-31 | 420714325 |
| 2016 : EMPLOYEE PENSION PLAN OF MARSH SUPERMARKETS, INC. & SUBSIDIARIES 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-03-31 | $-28,737 |
| Total unrealized appreciation/depreciation of assets | 2016-03-31 | $-28,737 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $0 |
| Total income from all sources (including contributions) | 2016-03-31 | $569,068 |
| Total loss/gain on sale of assets | 2016-03-31 | $0 |
| Total of all expenses incurred | 2016-03-31 | $4,576,567 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $3,921,499 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-03-31 | $1,435,575 |
| Value of total assets at end of year | 2016-03-31 | $53,575,999 |
| Value of total assets at beginning of year | 2016-03-31 | $57,583,498 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $655,068 |
| Total interest from all sources | 2016-03-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-03-31 | $918,759 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-03-31 | No |
| Was this plan covered by a fidelity bond | 2016-03-31 | Yes |
| Value of fidelity bond cover | 2016-03-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
| Other income not declared elsewhere | 2016-03-31 | $5,354 |
| Administrative expenses (other) incurred | 2016-03-31 | $655,068 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
| Value of net income/loss | 2016-03-31 | $-4,007,499 |
| Value of net assets at end of year (total assets less liabilities) | 2016-03-31 | $53,575,999 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-03-31 | $57,583,498 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2016-03-31 | $1,002,704 |
| Assets. partnership/joint venture interests at beginning of year | 2016-03-31 | $1,080,953 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-03-31 | $5,706,043 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-03-31 | $6,435,667 |
| Value of interest in pooled separate accounts at end of year | 2016-03-31 | $46,589,678 |
| Value of interest in pooled separate accounts at beginning of year | 2016-03-31 | $49,164,392 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-03-31 | $-1,353,343 |
| Net investment gain/loss from pooled separate accounts | 2016-03-31 | $-408,540 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
| Contributions received in cash from employer | 2016-03-31 | $1,435,575 |
| Employer contributions (assets) at end of year | 2016-03-31 | $277,574 |
| Employer contributions (assets) at beginning of year | 2016-03-31 | $902,486 |
| Income. Dividends from common stock | 2016-03-31 | $918,759 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-03-31 | $3,921,499 |
| Did the plan have assets held for investment | 2016-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Disclaimer |
| Accountancy firm name | 2016-03-31 | RSM US LLP |
| Accountancy firm EIN | 2016-03-31 | 420714325 |
| 2015 : EMPLOYEE PENSION PLAN OF MARSH SUPERMARKETS, INC. & SUBSIDIARIES 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-03-31 | $12,045 |
| Total unrealized appreciation/depreciation of assets | 2015-03-31 | $12,045 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $0 |
| Total income from all sources (including contributions) | 2015-03-31 | $7,522,796 |
| Total loss/gain on sale of assets | 2015-03-31 | $0 |
| Total of all expenses incurred | 2015-03-31 | $4,291,142 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $3,748,831 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-03-31 | $3,487,921 |
| Value of total assets at end of year | 2015-03-31 | $57,583,498 |
| Value of total assets at beginning of year | 2015-03-31 | $54,351,844 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $542,311 |
| Total interest from all sources | 2015-03-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-03-31 | $805,522 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-03-31 | $805,522 |
| Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
| Value of fidelity bond cover | 2015-03-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
| Administrative expenses (other) incurred | 2015-03-31 | $542,311 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
| Value of net income/loss | 2015-03-31 | $3,231,654 |
| Value of net assets at end of year (total assets less liabilities) | 2015-03-31 | $57,583,498 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-03-31 | $54,351,844 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2015-03-31 | $1,080,953 |
| Assets. partnership/joint venture interests at beginning of year | 2015-03-31 | $1,124,173 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-03-31 | $6,435,667 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-03-31 | $5,980,733 |
| Value of interest in pooled separate accounts at end of year | 2015-03-31 | $49,164,392 |
| Value of interest in pooled separate accounts at beginning of year | 2015-03-31 | $45,446,180 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-03-31 | $-331,949 |
| Net investment gain/loss from pooled separate accounts | 2015-03-31 | $3,549,257 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
| Contributions received in cash from employer | 2015-03-31 | $3,487,921 |
| Employer contributions (assets) at end of year | 2015-03-31 | $902,486 |
| Employer contributions (assets) at beginning of year | 2015-03-31 | $1,800,758 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $3,748,831 |
| Did the plan have assets held for investment | 2015-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Disclaimer |
| Accountancy firm name | 2015-03-31 | KATZ, SAPPER & MILLER, LLP |
| Accountancy firm EIN | 2015-03-31 | 351090346 |
| 2014 : EMPLOYEE PENSION PLAN OF MARSH SUPERMARKETS, INC. & SUBSIDIARIES 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-03-31 | $9,802 |
| Total unrealized appreciation/depreciation of assets | 2014-03-31 | $9,802 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $0 |
| Total income from all sources (including contributions) | 2014-03-31 | $8,834,875 |
| Total loss/gain on sale of assets | 2014-03-31 | $0 |
| Total of all expenses incurred | 2014-03-31 | $4,129,557 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $3,672,930 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-03-31 | $3,555,563 |
| Value of total assets at end of year | 2014-03-31 | $54,351,844 |
| Value of total assets at beginning of year | 2014-03-31 | $49,646,526 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $456,627 |
| Total interest from all sources | 2014-03-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-03-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-03-31 | No |
| Was this plan covered by a fidelity bond | 2014-03-31 | Yes |
| Value of fidelity bond cover | 2014-03-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
| Administrative expenses (other) incurred | 2014-03-31 | $456,627 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
| Value of net income/loss | 2014-03-31 | $4,705,318 |
| Value of net assets at end of year (total assets less liabilities) | 2014-03-31 | $54,351,844 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-03-31 | $49,646,526 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2014-03-31 | $1,124,173 |
| Assets. partnership/joint venture interests at beginning of year | 2014-03-31 | $1,292,158 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-03-31 | $5,980,733 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-03-31 | $3,573,863 |
| Value of interest in pooled separate accounts at end of year | 2014-03-31 | $45,446,180 |
| Value of interest in pooled separate accounts at beginning of year | 2014-03-31 | $43,895,836 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-03-31 | $86,295 |
| Net investment gain/loss from pooled separate accounts | 2014-03-31 | $5,183,215 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
| Contributions received in cash from employer | 2014-03-31 | $3,555,563 |
| Employer contributions (assets) at end of year | 2014-03-31 | $1,800,758 |
| Employer contributions (assets) at beginning of year | 2014-03-31 | $884,669 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $3,672,930 |
| Did the plan have assets held for investment | 2014-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Disclaimer |
| Accountancy firm name | 2014-03-31 | KATZ, SAPPER & MILLER, LLP |
| Accountancy firm EIN | 2014-03-31 | 351090346 |
| 2013 : EMPLOYEE PENSION PLAN OF MARSH SUPERMARKETS, INC. & SUBSIDIARIES 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-03-31 | $21,996 |
| Total unrealized appreciation/depreciation of assets | 2013-03-31 | $21,996 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $0 |
| Total income from all sources (including contributions) | 2013-03-31 | $5,911,086 |
| Total loss/gain on sale of assets | 2013-03-31 | $0 |
| Total of all expenses incurred | 2013-03-31 | $4,103,278 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $3,667,499 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-03-31 | $2,463,995 |
| Value of total assets at end of year | 2013-03-31 | $49,646,526 |
| Value of total assets at beginning of year | 2013-03-31 | $47,838,718 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-03-31 | $435,779 |
| Total interest from all sources | 2013-03-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-03-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-03-31 | No |
| Was this plan covered by a fidelity bond | 2013-03-31 | Yes |
| Value of fidelity bond cover | 2013-03-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
| Administrative expenses (other) incurred | 2013-03-31 | $435,779 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
| Value of net income/loss | 2013-03-31 | $1,807,808 |
| Value of net assets at end of year (total assets less liabilities) | 2013-03-31 | $49,646,526 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-03-31 | $47,838,718 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2013-03-31 | $1,292,158 |
| Assets. partnership/joint venture interests at beginning of year | 2013-03-31 | $1,471,063 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-03-31 | $3,573,863 |
| Value of interest in pooled separate accounts at end of year | 2013-03-31 | $43,895,836 |
| Value of interest in pooled separate accounts at beginning of year | 2013-03-31 | $44,977,592 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-03-31 | $274,208 |
| Net investment gain/loss from pooled separate accounts | 2013-03-31 | $3,150,887 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-03-31 | No |
| Contributions received in cash from employer | 2013-03-31 | $2,463,995 |
| Employer contributions (assets) at end of year | 2013-03-31 | $884,669 |
| Employer contributions (assets) at beginning of year | 2013-03-31 | $1,390,063 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-03-31 | $3,667,499 |
| Did the plan have assets held for investment | 2013-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-03-31 | Disclaimer |
| Accountancy firm name | 2013-03-31 | KATZ, SAPPER & MILLER, LLP |
| Accountancy firm EIN | 2013-03-31 | 351090346 |
| 2012 : EMPLOYEE PENSION PLAN OF MARSH SUPERMARKETS, INC. & SUBSIDIARIES 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-03-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $0 |
| Total income from all sources (including contributions) | 2012-03-31 | $5,632,268 |
| Total loss/gain on sale of assets | 2012-03-31 | $0 |
| Total of all expenses incurred | 2012-03-31 | $3,910,980 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-31 | $3,559,502 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-03-31 | $3,832,318 |
| Value of total assets at end of year | 2012-03-31 | $47,838,718 |
| Value of total assets at beginning of year | 2012-03-31 | $46,117,430 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-31 | $351,478 |
| Total interest from all sources | 2012-03-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-03-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-03-31 | No |
| Was this plan covered by a fidelity bond | 2012-03-31 | Yes |
| Value of fidelity bond cover | 2012-03-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-03-31 | $0 |
| Other income not declared elsewhere | 2012-03-31 | $156,674 |
| Administrative expenses (other) incurred | 2012-03-31 | $351,478 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
| Value of net income/loss | 2012-03-31 | $1,721,288 |
| Value of net assets at end of year (total assets less liabilities) | 2012-03-31 | $47,838,718 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-03-31 | $46,117,430 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2012-03-31 | $1,471,063 |
| Assets. partnership/joint venture interests at beginning of year | 2012-03-31 | $1,407,912 |
| Value of interest in pooled separate accounts at end of year | 2012-03-31 | $44,977,592 |
| Value of interest in pooled separate accounts at beginning of year | 2012-03-31 | $43,368,706 |
| Net investment gain/loss from pooled separate accounts | 2012-03-31 | $1,643,276 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-03-31 | No |
| Contributions received in cash from employer | 2012-03-31 | $3,832,318 |
| Employer contributions (assets) at end of year | 2012-03-31 | $1,390,063 |
| Employer contributions (assets) at beginning of year | 2012-03-31 | $1,340,812 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-31 | $3,559,502 |
| Did the plan have assets held for investment | 2012-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-03-31 | Disclaimer |
| Accountancy firm name | 2012-03-31 | KATZ, SAPPER & MILLER, LLP |
| Accountancy firm EIN | 2012-03-31 | 351090346 |
| 2011 : EMPLOYEE PENSION PLAN OF MARSH SUPERMARKETS, INC. & SUBSIDIARIES 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-03-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $0 |
| Total income from all sources (including contributions) | 2011-03-31 | $8,786,394 |
| Total loss/gain on sale of assets | 2011-03-31 | $0 |
| Total of all expenses incurred | 2011-03-31 | $3,982,635 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $3,583,951 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-03-31 | $3,438,866 |
| Value of total assets at end of year | 2011-03-31 | $46,117,430 |
| Value of total assets at beginning of year | 2011-03-31 | $41,313,671 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-03-31 | $398,684 |
| Total interest from all sources | 2011-03-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-03-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-03-31 | No |
| Was this plan covered by a fidelity bond | 2011-03-31 | Yes |
| Value of fidelity bond cover | 2011-03-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2011-03-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-03-31 | $1,035,739 |
| Other income not declared elsewhere | 2011-03-31 | $122,449 |
| Administrative expenses (other) incurred | 2011-03-31 | $398,684 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
| Value of net income/loss | 2011-03-31 | $4,803,759 |
| Value of net assets at end of year (total assets less liabilities) | 2011-03-31 | $46,117,430 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-03-31 | $41,313,671 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2011-03-31 | $1,407,912 |
| Assets. partnership/joint venture interests at beginning of year | 2011-03-31 | $1,329,739 |
| Value of interest in pooled separate accounts at end of year | 2011-03-31 | $43,368,706 |
| Value of interest in pooled separate accounts at beginning of year | 2011-03-31 | $37,434,573 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-03-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2011-03-31 | $5,225,079 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
| Contributions received in cash from employer | 2011-03-31 | $3,438,866 |
| Employer contributions (assets) at end of year | 2011-03-31 | $1,340,812 |
| Employer contributions (assets) at beginning of year | 2011-03-31 | $1,513,620 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $3,583,951 |
| Did the plan have assets held for investment | 2011-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-03-31 | Disclaimer |
| Accountancy firm name | 2011-03-31 | KATZ, SAPPER & MILLER, LLP |
| Accountancy firm EIN | 2011-03-31 | 351090346 |
| 2010 : EMPLOYEE PENSION PLAN OF MARSH SUPERMARKETS, INC. & SUBSIDIARIES 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-03-31 | $0 |
