401k Plan data: KEHE FOOD DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

KEHE FOOD DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	KEHE FOOD DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	006

KEHE FOOD DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus 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 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

KEHE FOOD DISTRIBUTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: KEHE FOOD DISTRIBUTORS, INC.

Employer identification number (EIN): 362466088

NAIC Classification: 424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEHE FOOD DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2012-05-01 GEORGE KASPAR ANNETTE RODER 2014-02-14
006 2011-05-01 GEORGE KASPAR GEORGE KASPAR 2013-02-14
006 2009-05-01 ANNETTE RODER ANNETTE RODER 2011-02-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
006	2012-05-01	GEORGE KASPAR	ANNETTE RODER	2014-02-14
006	2011-05-01	GEORGE KASPAR	GEORGE KASPAR	2013-02-14
006	2009-05-01	ANNETTE RODER	ANNETTE RODER	2011-02-15

Plan Statistics for KEHE FOOD DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for KEHE FOOD DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2012: KEHE FOOD DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-05-01 3,977
Total number of active participants reported on line 7a of the Form 5500 2012-05-01 2,479
Number of retired or separated participants receiving benefits 2012-05-01 149
Number of other retired or separated participants entitled to future benefits 2012-05-01 1,177
Total of all active and inactive participants 2012-05-01 3,805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-05-01 22
Total participants 2012-05-01 3,827
Number of participants with account balances 2012-05-01 3,816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-05-01 74
2011: KEHE FOOD DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-05-01 4,416
Total number of active participants reported on line 7a of the Form 5500 2011-05-01 2,873
Number of retired or separated participants receiving benefits 2011-05-01 88
Number of other retired or separated participants entitled to future benefits 2011-05-01 908
Total of all active and inactive participants 2011-05-01 3,869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-05-01 18
Total participants 2011-05-01 3,887
Number of participants with account balances 2011-05-01 3,816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-05-01 260
2009: KEHE FOOD DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-05-01 1,935
Total number of active participants reported on line 7a of the Form 5500 2009-05-01 3,798
Number of retired or separated participants receiving benefits 2009-05-01 26
Number of other retired or separated participants entitled to future benefits 2009-05-01 427
Total of all active and inactive participants 2009-05-01 4,251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-05-01 4
Total participants 2009-05-01 4,255
Number of participants with account balances 2009-05-01 4,253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-05-01 64

Measure	Date	Value
2012: KEHE FOOD DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-05-01	3,977
Total number of active participants reported on line 7a of the Form 5500	2012-05-01	2,479
Number of retired or separated participants receiving benefits	2012-05-01	149
Number of other retired or separated participants entitled to future benefits	2012-05-01	1,177
Total of all active and inactive participants	2012-05-01	3,805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-05-01	22
Total participants	2012-05-01	3,827
Number of participants with account balances	2012-05-01	3,816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-05-01	74
2011: KEHE FOOD DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-05-01	4,416
Total number of active participants reported on line 7a of the Form 5500	2011-05-01	2,873
Number of retired or separated participants receiving benefits	2011-05-01	88
Number of other retired or separated participants entitled to future benefits	2011-05-01	908
Total of all active and inactive participants	2011-05-01	3,869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-05-01	18
Total participants	2011-05-01	3,887
Number of participants with account balances	2011-05-01	3,816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-05-01	260
2009: KEHE FOOD DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-05-01	1,935
Total number of active participants reported on line 7a of the Form 5500	2009-05-01	3,798
Number of retired or separated participants receiving benefits	2009-05-01	26
Number of other retired or separated participants entitled to future benefits	2009-05-01	427
Total of all active and inactive participants	2009-05-01	4,251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-05-01	4
Total participants	2009-05-01	4,255
Number of participants with account balances	2009-05-01	4,253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-05-01	64

Financial Data on KEHE FOOD DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2013 : KEHE FOOD DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-04-30	$76,873,671
Total unrealized appreciation/depreciation of assets	2013-04-30	$76,873,671
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-04-30	$1,273,857
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-04-30	$1,977,011
Expenses. Interest paid	2013-04-30	$112,491
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-04-30	$112,491
Total income from all sources (including contributions)	2013-04-30	$101,677,917
Total loss/gain on sale of assets	2013-04-30	$0
Total of all expenses incurred	2013-04-30	$1,618,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-04-30	$1,506,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-04-30	$24,804,246
Value of total assets at end of year	2013-04-30	$165,684,440
Value of total assets at beginning of year	2013-04-30	$66,328,275
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-04-30	$0
Total interest from all sources	2013-04-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-04-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-04-30	No
Was this plan covered by a fidelity bond	2013-04-30	Yes
Value of fidelity bond cover	2013-04-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-04-30	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-04-30	$37,089
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-04-30	$95,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-04-30	No
Value of net income/loss	2013-04-30	$100,059,319
Value of net assets at end of year (total assets less liabilities)	2013-04-30	$164,410,583
Value of net assets at beginning of year (total assets less liabilities)	2013-04-30	$64,351,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-04-30	No
Were any leases to which the plan was party in default or uncollectible	2013-04-30	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-04-30	No
Was there a failure to transmit to the plan any participant contributions	2013-04-30	No
Has the plan failed to provide any benefit when due under the plan	2013-04-30	No
Assets. Invements in employer securities at end of year	2013-04-30	$164,869,281
Assets. Invements in employer securities at beginning of year	2013-04-30	$65,512,624
Contributions received in cash from employer	2013-04-30	$24,804,246
Employer contributions (assets) at end of year	2013-04-30	$815,159
Employer contributions (assets) at beginning of year	2013-04-30	$815,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-04-30	$1,506,107
Did the plan have assets held for investment	2013-04-30	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	2013-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-04-30	No
Liabilities. Value of acquisition indebtedness at end of year	2013-04-30	$1,236,768
Liabilities. Value of acquisition indebtedness at beginning of year	2013-04-30	$1,881,968
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-04-30	No
Opinion of an independent qualified public accountant for this plan	2013-04-30	Unqualified
Accountancy firm name	2013-04-30	CUTRARA & COMPANY
Accountancy firm EIN	2013-04-30	362887252
2012 : KEHE FOOD DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-04-30	$3,555,510
Total unrealized appreciation/depreciation of assets	2012-04-30	$3,555,510
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-04-30	$1,977,011
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-04-30	$2,638,449
Expenses. Interest paid	2012-04-30	$146,511
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-04-30	$146,511
Total income from all sources (including contributions)	2012-04-30	$8,764,161
Total loss/gain on sale of assets	2012-04-30	$0
Total of all expenses incurred	2012-04-30	$1,692,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-04-30	$1,545,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-04-30	$5,208,651
Value of total assets at end of year	2012-04-30	$66,328,275
Value of total assets at beginning of year	2012-04-30	$59,917,556
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-04-30	$0
Total interest from all sources	2012-04-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-04-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-04-30	No
Was this plan covered by a fidelity bond	2012-04-30	Yes
Value of fidelity bond cover	2012-04-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-04-30	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-04-30	$95,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-04-30	No
Value of net income/loss	2012-04-30	$7,072,157
Value of net assets at end of year (total assets less liabilities)	2012-04-30	$64,351,264
Value of net assets at beginning of year (total assets less liabilities)	2012-04-30	$57,279,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-04-30	No
Were any leases to which the plan was party in default or uncollectible	2012-04-30	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-04-30	No
Was there a failure to transmit to the plan any participant contributions	2012-04-30	No
Has the plan failed to provide any benefit when due under the plan	2012-04-30	No
Assets. Invements in employer securities at end of year	2012-04-30	$65,512,624
Assets. Invements in employer securities at beginning of year	2012-04-30	$59,109,606
Contributions received in cash from employer	2012-04-30	$5,208,651
Employer contributions (assets) at end of year	2012-04-30	$815,651
Employer contributions (assets) at beginning of year	2012-04-30	$807,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-04-30	$1,545,493
Did the plan have assets held for investment	2012-04-30	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	2012-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-04-30	No
Liabilities. Value of acquisition indebtedness at end of year	2012-04-30	$1,881,968
Liabilities. Value of acquisition indebtedness at beginning of year	2012-04-30	$2,638,449
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-04-30	No
Opinion of an independent qualified public accountant for this plan	2012-04-30	Unqualified
Accountancy firm name	2012-04-30	CUTRARA & COMPANY
Accountancy firm EIN	2012-04-30	362887252
2011 : KEHE FOOD DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-04-30	$5,441,085
Total unrealized appreciation/depreciation of assets	2011-04-30	$5,441,085
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-04-30	$2,638,449
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-04-30	$3,255,545
Expenses. Interest paid	2011-04-30	$190,855
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-04-30	$190,855
Total income from all sources (including contributions)	2011-04-30	$10,903,565
Total loss/gain on sale of assets	2011-04-30	$0
Total of all expenses incurred	2011-04-30	$1,215,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-04-30	$1,024,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-04-30	$5,462,480
Value of total assets at end of year	2011-04-30	$59,917,556
Value of total assets at beginning of year	2011-04-30	$50,846,618
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-04-30	$0
Total interest from all sources	2011-04-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-04-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-04-30	No
Was this plan covered by a fidelity bond	2011-04-30	Yes
Value of fidelity bond cover	2011-04-30	$1,110,000
If this is an individual account plan, was there a blackout period	2011-04-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-04-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-04-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-04-30	No
Value of net income/loss	2011-04-30	$9,688,034
Value of net assets at end of year (total assets less liabilities)	2011-04-30	$57,279,107
Value of net assets at beginning of year (total assets less liabilities)	2011-04-30	$47,591,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-04-30	No
Were any leases to which the plan was party in default or uncollectible	2011-04-30	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-04-30	No
Was there a failure to transmit to the plan any participant contributions	2011-04-30	No
Has the plan failed to provide any benefit when due under the plan	2011-04-30	No
Assets. Invements in employer securities at end of year	2011-04-30	$59,109,606
Assets. Invements in employer securities at beginning of year	2011-04-30	$50,038,668
Contributions received in cash from employer	2011-04-30	$5,462,480
Employer contributions (assets) at end of year	2011-04-30	$807,950
Employer contributions (assets) at beginning of year	2011-04-30	$807,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-04-30	$1,024,676
Did the plan have assets held for investment	2011-04-30	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	2011-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-04-30	No
Liabilities. Value of acquisition indebtedness at end of year	2011-04-30	$2,638,449
Liabilities. Value of acquisition indebtedness at beginning of year	2011-04-30	$3,255,545
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-04-30	No
Opinion of an independent qualified public accountant for this plan	2011-04-30	Unqualified
Accountancy firm name	2011-04-30	CUTRARA & COMPANY
Accountancy firm EIN	2011-04-30	362887252
2010 : KEHE FOOD DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-04-30	$0

Form 5500 Responses for KEHE FOOD DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2012: KEHE FOOD DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-05-01	Type of plan entity	Single employer plan
2012-05-01	Submission has been amended	No
2012-05-01	This submission is the final filing	No
2012-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-05-01	Plan is a collectively bargained plan	No
2012-05-01	Plan funding arrangement – Trust	Yes
2012-05-01	Plan benefit arrangement - Trust	Yes
2011: KEHE FOOD DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-05-01	Type of plan entity	Single employer plan
2011-05-01	Submission has been amended	No
2011-05-01	This submission is the final filing	No
2011-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-05-01	Plan is a collectively bargained plan	No
2011-05-01	Plan funding arrangement – Trust	Yes
2011-05-01	Plan benefit arrangement - Trust	Yes
2009: KEHE FOOD DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-05-01	Type of plan entity	Single employer plan
2009-05-01	Submission has been amended	No
2009-05-01	This submission is the final filing	No
2009-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-05-01	Plan is a collectively bargained plan	No
2009-05-01	Plan funding arrangement – Trust	Yes
2009-05-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KEHE FOOD DISTRIBUTORS, INC.
Employer identification number (EIN):	362466088
NAIC Classification:	424400