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UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 401k Plan overview

Plan NameUFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN
Plan identification number 003

UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.

401k Sponsoring company profile

UFCW MEMBERS, LOCAL UNIONS, AND MU has sponsored the creation of one or more 401k plans.

Company Name:UFCW MEMBERS, LOCAL UNIONS, AND MU
Employer identification number (EIN):380513037
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01DANIEL PEDERSEN
0032016-01-01DANIEL PEDERSEN
0032015-01-01PHILIP BOMMARITO
0032014-01-01PHILIP BOMMARITO
0032013-01-01CHRIS MICHALAKIS
0032012-01-01RICK BLOCKER
0032011-01-01RICK BLOCKER
0032010-01-01RICK BLOCKER
0032009-01-01RICK BLOCKER

Plan Statistics for UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN

401k plan membership statisitcs for UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN

Measure Date Value
2022: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,149
Total number of active participants reported on line 7a of the Form 55002022-01-011,473
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01325
Total of all active and inactive participants2022-01-011,798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,798
Number of participants with account balances2022-01-011,798
Number of employers contributing to the scheme2022-01-0129
2021: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,170
Total number of active participants reported on line 7a of the Form 55002021-01-01927
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01222
Total of all active and inactive participants2021-01-011,149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,149
Number of participants with account balances2021-01-011,149
Number of employers contributing to the scheme2021-01-0123
2020: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,412
Total number of active participants reported on line 7a of the Form 55002020-01-01946
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01224
Total of all active and inactive participants2020-01-011,170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,170
Number of participants with account balances2020-01-011,170
Number of employers contributing to the scheme2020-01-0126
2019: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,461
Total number of active participants reported on line 7a of the Form 55002019-01-011,286
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01238
Total of all active and inactive participants2019-01-011,524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,524
Number of participants with account balances2019-01-011,412
Number of employers contributing to the scheme2019-01-0125
2018: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01519
Total number of active participants reported on line 7a of the Form 55002018-01-011,113
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01348
Total of all active and inactive participants2018-01-011,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,461
Number of participants with account balances2018-01-011,461
Number of employers contributing to the scheme2018-01-0124
2017: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01682
Total number of active participants reported on line 7a of the Form 55002017-01-01282
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01237
Total of all active and inactive participants2017-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01519
Number of participants with account balances2017-01-01519
Number of employers contributing to the scheme2017-01-018
2016: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01655
Total number of active participants reported on line 7a of the Form 55002016-01-01344
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01338
Total of all active and inactive participants2016-01-01682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01682
Number of participants with account balances2016-01-01682
Number of employers contributing to the scheme2016-01-018
2015: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01661
Total number of active participants reported on line 7a of the Form 55002015-01-01266
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01389
Total of all active and inactive participants2015-01-01655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01655
Number of participants with account balances2015-01-01655
Number of employers contributing to the scheme2015-01-019
2014: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01655
Total number of active participants reported on line 7a of the Form 55002014-01-01407
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01254
Total of all active and inactive participants2014-01-01661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01661
Number of participants with account balances2014-01-01661
Number of employers contributing to the scheme2014-01-017
2013: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01589
Total number of active participants reported on line 7a of the Form 55002013-01-01435
Number of other retired or separated participants entitled to future benefits2013-01-01220
Total of all active and inactive participants2013-01-01655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01655
Number of participants with account balances2013-01-01655
Number of employers contributing to the scheme2013-01-015
2012: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01605
Total number of active participants reported on line 7a of the Form 55002012-01-01327
Number of other retired or separated participants entitled to future benefits2012-01-01262
Total of all active and inactive participants2012-01-01589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01589
Number of participants with account balances2012-01-01589
Number of employers contributing to the scheme2012-01-015
2011: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01660
Total number of active participants reported on line 7a of the Form 55002011-01-01341
Number of other retired or separated participants entitled to future benefits2011-01-01264
Total of all active and inactive participants2011-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01605
Number of participants with account balances2011-01-01605
Number of employers contributing to the scheme2011-01-015
2010: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01784
Total number of active participants reported on line 7a of the Form 55002010-01-01347
Number of other retired or separated participants entitled to future benefits2010-01-01313
Total of all active and inactive participants2010-01-01660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01660
Number of participants with account balances2010-01-01660
Number of employers contributing to the scheme2010-01-015
2009: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01910
Total number of active participants reported on line 7a of the Form 55002009-01-01367
Number of other retired or separated participants entitled to future benefits2009-01-01417
Total of all active and inactive participants2009-01-01784
Total participants2009-01-01784
Number of participants with account balances2009-01-01784
Number of employers contributing to the scheme2009-01-015

Financial Data on UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN

Measure Date Value
2022 : UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-4,460,665
Total unrealized appreciation/depreciation of assets2022-12-31$-4,460,665
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$31,082
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$32,918
Total income from all sources (including contributions)2022-12-31$-1,724,645
Total of all expenses incurred2022-12-31$2,164,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,872,520
Expenses. Certain deemed distributions of participant loans2022-12-31$20,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,444,273
Value of total assets at end of year2022-12-31$23,030,254
Value of total assets at beginning of year2022-12-31$26,921,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$271,300
Total interest from all sources2022-12-31$22,530
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$790,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$790,280
Administrative expenses professional fees incurred2022-12-31$200,452
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$2,099,446
Participant contributions at end of year2022-12-31$671,677
Participant contributions at beginning of year2022-12-31$600,842
Participant contributions at end of year2022-12-31$67,327
Participant contributions at beginning of year2022-12-31$38,479
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,311,876
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,440,004
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$60,391
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$7,698
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,480
Liabilities. Value of operating payables at end of year2022-12-31$31,082
Liabilities. Value of operating payables at beginning of year2022-12-31$32,918
Total non interest bearing cash at end of year2022-12-31$57,965
Total non interest bearing cash at beginning of year2022-12-31$10,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,889,414
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,999,172
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,888,586
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
Investment advisory and management fees2022-12-31$70,848
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$20,889,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,745,251
Interest on participant loans2022-12-31$22,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-521,063
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
Contributions received in cash from employer2022-12-31$284,436
Employer contributions (assets) at end of year2022-12-31$24,378
Employer contributions (assets) at beginning of year2022-12-31$83,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,872,520
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LOTITO & LAZZARA, P.C.
Accountancy firm EIN2022-12-31383074311
2021 : UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,074,864
Total unrealized appreciation/depreciation of assets2021-12-31$2,074,864
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$32,918
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$65,138
Total income from all sources (including contributions)2021-12-31$5,987,402
Total of all expenses incurred2021-12-31$2,854,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,549,949
Expenses. Certain deemed distributions of participant loans2021-12-31$35,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,188,159
Value of total assets at end of year2021-12-31$26,921,504
Value of total assets at beginning of year2021-12-31$23,820,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$269,268
Total interest from all sources2021-12-31$23,159
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,083,196
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$1,083,196
Administrative expenses professional fees incurred2021-12-31$189,392
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,759,284
Participant contributions at end of year2021-12-31$600,842
Participant contributions at beginning of year2021-12-31$540,729
Participant contributions at end of year2021-12-31$38,479
Participant contributions at beginning of year2021-12-31$54,650
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,440,004
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$23,478
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,480
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,519
Administrative expenses (other) incurred2021-12-31$9,028
Liabilities. Value of operating payables at end of year2021-12-31$32,918
Liabilities. Value of operating payables at beginning of year2021-12-31$23,842
Total non interest bearing cash at end of year2021-12-31$10,478
Total non interest bearing cash at beginning of year2021-12-31$20,188
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$3,133,150
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,888,586
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,755,436
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
Investment advisory and management fees2021-12-31$70,848
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$24,745,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,062,480
Interest on participant loans2021-12-31$23,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$42,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$42,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$618,024
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$405,397
Employer contributions (assets) at end of year2021-12-31$83,120
Employer contributions (assets) at beginning of year2021-12-31$97,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,549,949
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$41,296
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LOTITO & LAZZARA, P.C.
Accountancy firm EIN2021-12-31383074311
2020 : UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,249,961
Total unrealized appreciation/depreciation of assets2020-12-31$2,249,961
Total transfer of assets from this plan2020-12-31$2,263,924
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$65,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$26,897
Total income from all sources (including contributions)2020-12-31$5,169,608
Total of all expenses incurred2020-12-31$3,782,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,478,681
Expenses. Certain deemed distributions of participant loans2020-12-31$17,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,422,060
Value of total assets at end of year2020-12-31$23,820,574
Value of total assets at beginning of year2020-12-31$24,659,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$286,314
Total interest from all sources2020-12-31$40,554
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$549,672
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$549,672
Administrative expenses professional fees incurred2020-12-31$207,482
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,846,987
Participant contributions at end of year2020-12-31$540,729
Participant contributions at beginning of year2020-12-31$790,198
Participant contributions at end of year2020-12-31$54,650
Participant contributions at beginning of year2020-12-31$28,830
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$9,756
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,519
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$28,692
Administrative expenses (other) incurred2020-12-31$7,984
Liabilities. Value of operating payables at end of year2020-12-31$23,842
Liabilities. Value of operating payables at beginning of year2020-12-31$26,897
Total non interest bearing cash at end of year2020-12-31$20,188
Total non interest bearing cash at beginning of year2020-12-31$55,923
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$1,387,195
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,755,436
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,632,165
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
Investment advisory and management fees2020-12-31$70,848
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$23,062,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$23,646,833
Interest on participant loans2020-12-31$40,365
Interest earned on other investments2020-12-31$189
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$42,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$30,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$30,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-92,639
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$565,317
Employer contributions (assets) at end of year2020-12-31$97,718
Employer contributions (assets) at beginning of year2020-12-31$77,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,478,681
Liabilities. Value of benefit claims payable at end of year2020-12-31$41,296
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LOTITO & LAZZARA, P.C.
Accountancy firm EIN2020-12-31383074311
2019 : UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,756,993
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,756,993
Total unrealized appreciation/depreciation of assets2019-12-31$2,756,993
Total unrealized appreciation/depreciation of assets2019-12-31$2,756,993
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$26,897
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$26,897
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,084
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,084
Total income from all sources (including contributions)2019-12-31$6,483,594
Total income from all sources (including contributions)2019-12-31$6,483,594
Total of all expenses incurred2019-12-31$2,894,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,485,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,485,683
Expenses. Certain deemed distributions of participant loans2019-12-31$105,287
Expenses. Certain deemed distributions of participant loans2019-12-31$105,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,500,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,500,737
Value of total assets at end of year2019-12-31$24,659,062
Value of total assets at end of year2019-12-31$24,659,062
Value of total assets at beginning of year2019-12-31$21,045,208
Value of total assets at beginning of year2019-12-31$21,045,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$303,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$303,583
Total interest from all sources2019-12-31$51,822
Total interest from all sources2019-12-31$51,822
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$670,632
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$670,632
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$670,632
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$670,632
Administrative expenses professional fees incurred2019-12-31$215,357
Administrative expenses professional fees incurred2019-12-31$215,357
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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
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$1,720,869
Contributions received from participants2019-12-31$1,720,869
Participant contributions at end of year2019-12-31$790,198
Participant contributions at end of year2019-12-31$790,198
Participant contributions at beginning of year2019-12-31$868,970
Participant contributions at beginning of year2019-12-31$868,970
Participant contributions at end of year2019-12-31$28,830
Participant contributions at end of year2019-12-31$28,830
Participant contributions at beginning of year2019-12-31$35,412
Participant contributions at beginning of year2019-12-31$35,412
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$232,329
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$232,329
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$28,692
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$28,692
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,064
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,064
Administrative expenses (other) incurred2019-12-31$17,378
Administrative expenses (other) incurred2019-12-31$17,378
Liabilities. Value of operating payables at end of year2019-12-31$26,897
Liabilities. Value of operating payables at end of year2019-12-31$26,897
Liabilities. Value of operating payables at beginning of year2019-12-31$2,084
Liabilities. Value of operating payables at beginning of year2019-12-31$2,084
Total non interest bearing cash at end of year2019-12-31$55,923
Total non interest bearing cash at end of year2019-12-31$55,923
Total non interest bearing cash at beginning of year2019-12-31$49,053
Total non interest bearing cash at beginning of year2019-12-31$49,053
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$3,589,041
Value of net income/loss2019-12-31$3,589,041
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,632,165
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,632,165
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,043,124
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,043,124
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
Investment advisory and management fees2019-12-31$70,848
Investment advisory and management fees2019-12-31$70,848
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,646,833
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,646,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,010,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,010,661
Interest on participant loans2019-12-31$51,804
Interest on participant loans2019-12-31$51,804
Interest earned on other investments2019-12-31$18
Interest earned on other investments2019-12-31$18
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$30,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$30,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$50,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$50,956
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$50,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$50,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$503,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$503,410
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
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
Contributions received in cash from employer2019-12-31$547,539
Contributions received in cash from employer2019-12-31$547,539
Employer contributions (assets) at end of year2019-12-31$77,650
Employer contributions (assets) at end of year2019-12-31$77,650
Employer contributions (assets) at beginning of year2019-12-31$26,092
Employer contributions (assets) at beginning of year2019-12-31$26,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,485,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,485,683
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LOTITO & LAZZARA, P.C.
Accountancy firm name2019-12-31LOTITO & LAZZARA, P.C.
Accountancy firm EIN2019-12-31383074311
Accountancy firm EIN2019-12-31383074311
2018 : UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,380,569
Total unrealized appreciation/depreciation of assets2018-12-31$-1,380,569
Total transfer of assets to this plan2018-12-31$12,197,169
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,084
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$20,866
Total income from all sources (including contributions)2018-12-31$-103,618
Total of all expenses incurred2018-12-31$1,857,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,686,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$869,662
Value of total assets at end of year2018-12-31$21,045,208
Value of total assets at beginning of year2018-12-31$10,827,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$171,392
Total interest from all sources2018-12-31$13,927
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$393,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$393,362
Administrative expenses professional fees incurred2018-12-31$130,532
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$775,614
Participant contributions at end of year2018-12-31$868,970
Participant contributions at beginning of year2018-12-31$144,739
Participant contributions at end of year2018-12-31$35,412
Participant contributions at beginning of year2018-12-31$9,714
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,883
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,064
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,402
Liabilities. Value of operating payables at end of year2018-12-31$2,084
Liabilities. Value of operating payables at beginning of year2018-12-31$20,866
Total non interest bearing cash at end of year2018-12-31$49,053
Total non interest bearing cash at beginning of year2018-12-31$12,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,961,070
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,043,124
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,807,025
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
Investment advisory and management fees2018-12-31$40,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,010,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,652,400
Interest on participant loans2018-12-31$13,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$50,956
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$272
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
Contributions received in cash from employer2018-12-31$92,165
Employer contributions (assets) at end of year2018-12-31$26,092
Employer contributions (assets) at beginning of year2018-12-31$6,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,686,060
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31INNES & LOTITO, P.C.
Accountancy firm EIN2018-12-31383074311
2017 : UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$996,863
Total unrealized appreciation/depreciation of assets2017-12-31$996,863
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$19,707
Total income from all sources (including contributions)2017-12-31$1,847,569
Total of all expenses incurred2017-12-31$917,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$754,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$555,336
Value of total assets at end of year2017-12-31$10,827,891
Value of total assets at beginning of year2017-12-31$9,896,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$162,433
Total interest from all sources2017-12-31$7,029
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$288,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$288,341
Administrative expenses professional fees incurred2017-12-31$121,573
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$540,426
Participant contributions at end of year2017-12-31$144,739
Participant contributions at beginning of year2017-12-31$124,100
Participant contributions at end of year2017-12-31$9,714
Participant contributions at beginning of year2017-12-31$10,498
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,721
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,402
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,135
Liabilities. Value of operating payables at end of year2017-12-31$20,866
Liabilities. Value of operating payables at beginning of year2017-12-31$19,707
Total non interest bearing cash at end of year2017-12-31$12,249
Total non interest bearing cash at beginning of year2017-12-31$35,829
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$930,383
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,807,025
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,876,642
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
Investment advisory and management fees2017-12-31$40,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,652,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,720,059
Interest on participant loans2017-12-31$6,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,012
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$52
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
Contributions received in cash from employer2017-12-31$6,189
Employer contributions (assets) at end of year2017-12-31$6,115
Employer contributions (assets) at beginning of year2017-12-31$3,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$754,753
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31INNES & LOTITO, P.C.
Accountancy firm EIN2017-12-31383074311
2016 : UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$815,720
Total unrealized appreciation/depreciation of assets2016-12-31$815,720
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$19,707
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,021
Total income from all sources (including contributions)2016-12-31$1,385,601
Total of all expenses incurred2016-12-31$1,131,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$971,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$563,273
Value of total assets at end of year2016-12-31$9,896,349
Value of total assets at beginning of year2016-12-31$9,642,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$159,530
Total interest from all sources2016-12-31$6,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$118,670
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$542,855
Participant contributions at end of year2016-12-31$124,100
Participant contributions at beginning of year2016-12-31$170,897
Participant contributions at end of year2016-12-31$10,498
Participant contributions at beginning of year2016-12-31$9,034
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$16,702
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,135
Liabilities. Value of operating payables at end of year2016-12-31$19,707
Liabilities. Value of operating payables at beginning of year2016-12-31$20,021
Total non interest bearing cash at end of year2016-12-31$35,829
Total non interest bearing cash at beginning of year2016-12-31$12,597
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$254,148
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,876,642
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,622,494
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
Investment advisory and management fees2016-12-31$40,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,720,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,448,426
Interest on participant loans2016-12-31$6,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,012
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,175
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,716
Employer contributions (assets) at end of year2016-12-31$3,716
Employer contributions (assets) at beginning of year2016-12-31$386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$971,923
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31INNES & LOTITO, P.C.
Accountancy firm EIN2016-12-31383074311
2015 : UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-141,869
Total unrealized appreciation/depreciation of assets2015-12-31$-141,869
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,785
Total income from all sources (including contributions)2015-12-31$474,607
Total of all expenses incurred2015-12-31$1,322,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,160,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$606,151
Value of total assets at end of year2015-12-31$9,642,515
Value of total assets at beginning of year2015-12-31$10,472,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$162,600
Total interest from all sources2015-12-31$10,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$115,870
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$525,715
Participant contributions at end of year2015-12-31$170,897
Participant contributions at beginning of year2015-12-31$212,873
Participant contributions at end of year2015-12-31$9,034
Participant contributions at beginning of year2015-12-31$10,263
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$80,050
Administrative expenses (other) incurred2015-12-31$2,855
Liabilities. Value of operating payables at end of year2015-12-31$20,021
Liabilities. Value of operating payables at beginning of year2015-12-31$1,785
Total non interest bearing cash at end of year2015-12-31$12,597
Total non interest bearing cash at beginning of year2015-12-31$11,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-848,077
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,622,494
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,470,571
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
Investment advisory and management fees2015-12-31$43,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,448,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,237,057
Interest on participant loans2015-12-31$10,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$650
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
Contributions received in cash from employer2015-12-31$386
Employer contributions (assets) at end of year2015-12-31$386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,160,084
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31INNES & LOTITO, P.C.
Accountancy firm EIN2015-12-31383074311
2014 : UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$482,612
Total unrealized appreciation/depreciation of assets2014-12-31$482,612
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$11,572
Total income from all sources (including contributions)2014-12-31$1,043,540
Total of all expenses incurred2014-12-31$1,496,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,340,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$553,253
Value of total assets at end of year2014-12-31$10,472,356
Value of total assets at beginning of year2014-12-31$10,934,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$155,555
Total interest from all sources2014-12-31$7,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$110,675
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$553,253
Participant contributions at end of year2014-12-31$212,873
Participant contributions at beginning of year2014-12-31$173,432
Participant contributions at end of year2014-12-31$10,263
Participant contributions at beginning of year2014-12-31$4,660
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,731
Liabilities. Value of operating payables at end of year2014-12-31$1,785
Liabilities. Value of operating payables at beginning of year2014-12-31$11,572
Total non interest bearing cash at end of year2014-12-31$11,513
Total non interest bearing cash at beginning of year2014-12-31$6,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-452,767
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,470,571
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,923,338
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
Investment advisory and management fees2014-12-31$44,880
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,237,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,726,685
Interest on participant loans2014-12-31$7,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$21,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$21,948
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,340,752
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 name2014-12-31INNES & LOTITO, P.C.
Accountancy firm EIN2014-12-31383074311
2013 : UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,572
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,048
Total income from all sources (including contributions)2013-12-31$2,076,793
Total of all expenses incurred2013-12-31$965,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$816,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$473,128
Value of total assets at end of year2013-12-31$10,934,910
Value of total assets at beginning of year2013-12-31$9,813,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$148,440
Total interest from all sources2013-12-31$7,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$103,560
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$473,128
Participant contributions at end of year2013-12-31$173,432
Participant contributions at beginning of year2013-12-31$198,069
Participant contributions at end of year2013-12-31$4,660
Participant contributions at beginning of year2013-12-31$8,220
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,731
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,763
Liabilities. Value of operating payables at end of year2013-12-31$11,572
Liabilities. Value of operating payables at beginning of year2013-12-31$2,048
Total non interest bearing cash at end of year2013-12-31$6,454
Total non interest bearing cash at beginning of year2013-12-31$6,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,111,520
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,923,338
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,811,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$44,880
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,726,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,591,528
Interest on participant loans2013-12-31$7,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$21,948
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$7,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$7,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,596,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$816,833
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31INNES & LOTITO, P.C.
Accountancy firm EIN2013-12-31383074311
2012 : UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,048
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,275
Total income from all sources (including contributions)2012-12-31$1,628,609
Total of all expenses incurred2012-12-31$1,044,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$888,509
Expenses. Certain deemed distributions of participant loans2012-12-31$11,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$481,186
Value of total assets at end of year2012-12-31$9,813,866
Value of total assets at beginning of year2012-12-31$9,232,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$144,968
Total interest from all sources2012-12-31$7,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$103,564
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$481,186
Participant contributions at end of year2012-12-31$198,069
Participant contributions at beginning of year2012-12-31$189,640
Participant contributions at end of year2012-12-31$8,220
Participant contributions at beginning of year2012-12-31$7,496
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,763
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,898
Administrative expenses (other) incurred2012-12-31$370
Liabilities. Value of operating payables at end of year2012-12-31$2,048
Liabilities. Value of operating payables at beginning of year2012-12-31$4,275
Total non interest bearing cash at end of year2012-12-31$6,461
Total non interest bearing cash at beginning of year2012-12-31$4,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$583,900
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,811,818
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,227,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$41,034
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,591,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,004,821
Interest on participant loans2012-12-31$7,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$7,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$24,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$24,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,139,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$888,509
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31INNES & LOTITO, P.C.
Accountancy firm EIN2012-12-31383074311
2011 : UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,275
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$19,718
Total income from all sources (including contributions)2011-12-31$642,253
Total of all expenses incurred2011-12-31$979,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$814,074
Expenses. Certain deemed distributions of participant loans2011-12-31$5,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$572,046
Value of total assets at end of year2011-12-31$9,232,193
Value of total assets at beginning of year2011-12-31$9,585,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$160,076
Total interest from all sources2011-12-31$7,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$24,027
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$476,362
Participant contributions at end of year2011-12-31$189,640
Participant contributions at beginning of year2011-12-31$167,577
Participant contributions at end of year2011-12-31$7,496
Participant contributions at beginning of year2011-12-31$8,401
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$95,684
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,898
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,417
Administrative expenses (other) incurred2011-12-31$18
Liabilities. Value of operating payables at end of year2011-12-31$4,275
Liabilities. Value of operating payables at beginning of year2011-12-31$10,439
Total non interest bearing cash at end of year2011-12-31$4,164
Total non interest bearing cash at beginning of year2011-12-31$31,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-337,740
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,227,918
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,565,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$136,031
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,004,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,367,430
Interest on participant loans2011-12-31$7,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$24,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$7,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$7,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$62,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$814,074
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$9,279
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31INNES & LOTITO, P.C.
Accountancy firm EIN2011-12-31383074311
2010 : UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$19,718
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$65,454
Total income from all sources (including contributions)2010-12-31$1,725,432
Total of all expenses incurred2010-12-31$1,587,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,284,642
Expenses. Certain deemed distributions of participant loans2010-12-31$155,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$520,459
Value of total assets at end of year2010-12-31$9,585,376
Value of total assets at beginning of year2010-12-31$9,493,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$147,523
Total interest from all sources2010-12-31$33,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$14,620
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$520,459
Participant contributions at end of year2010-12-31$167,577
Participant contributions at beginning of year2010-12-31$274,524
Participant contributions at end of year2010-12-31$8,401
Participant contributions at beginning of year2010-12-31$12,411
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,417
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,654
Administrative expenses (other) incurred2010-12-31$1,600
Liabilities. Value of operating payables at end of year2010-12-31$10,439
Liabilities. Value of operating payables at beginning of year2010-12-31$3,859
Total non interest bearing cash at end of year2010-12-31$31,000
Total non interest bearing cash at beginning of year2010-12-31$25,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$137,928
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,565,658
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,427,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$131,303
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,367,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,127,002
Interest on participant loans2010-12-31$33,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$7,551
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$50,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$50,626
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,171,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,284,642
Liabilities. Value of benefit claims payable at end of year2010-12-31$9,279
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$61,595
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31INNES & LOTITO, P.C.
Accountancy firm EIN2010-12-31383074311

Form 5500 Responses for UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN

2022: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UFCW LOCAL 876 MULTI-EMPLOYER 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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