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UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN 401k Plan overview

Plan NameUFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN
Plan identification number 002

UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD OF TRUSTEES UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN
Employer identification number (EIN):386994031
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JEAN-JOSEPH MAX BRUNY2023-10-13 FELIX BURGOS2023-10-13
0022021-01-01JEAN-JOSEPH MAX BRUNY2022-10-14
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JEAN-JOSEPH MAX BRUNY
0022016-01-01JEAN-JOSEPH MAX BRUNY
0022015-01-01JEAN-JOSEPH MAX BRUNY
0022014-01-01JEAN-JOSEPH MAX BRUNY
0022013-01-01JEAN-JOSEPH MAX BRUNY
0022012-01-01JEAN-JOSEPH MAX BRUNY
0022011-01-01JEAN-JOSEPH MAX BRUNY

Plan Statistics for UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN

401k plan membership statisitcs for UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN

Measure Date Value
2022: UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01704
Total number of active participants reported on line 7a of the Form 55002022-01-01558
Number of other retired or separated participants entitled to future benefits2022-01-01146
Total of all active and inactive participants2022-01-01704
Total participants2022-01-01704
Number of participants with account balances2022-01-01704
Number of employers contributing to the scheme2022-01-0125
2021: UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01795
Total number of active participants reported on line 7a of the Form 55002021-01-01514
Number of other retired or separated participants entitled to future benefits2021-01-01190
Total of all active and inactive participants2021-01-01704
Total participants2021-01-01704
Number of participants with account balances2021-01-01704
Number of employers contributing to the scheme2021-01-0125
2020: UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,023
Total number of active participants reported on line 7a of the Form 55002020-01-01704
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0190
Total of all active and inactive participants2020-01-01795
Total participants2020-01-01795
Number of participants with account balances2020-01-01691
Number of employers contributing to the scheme2020-01-0133
2019: UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,040
Total number of active participants reported on line 7a of the Form 55002019-01-01901
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01121
Total of all active and inactive participants2019-01-011,023
Total participants2019-01-011,023
Number of participants with account balances2019-01-01744
Number of employers contributing to the scheme2019-01-0133
2018: UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,012
Total number of active participants reported on line 7a of the Form 55002018-01-01921
Number of other retired or separated participants entitled to future benefits2018-01-01118
Total of all active and inactive participants2018-01-011,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,040
Number of participants with account balances2018-01-01750
Number of employers contributing to the scheme2018-01-0134
2017: UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01994
Total number of active participants reported on line 7a of the Form 55002017-01-01913
Number of other retired or separated participants entitled to future benefits2017-01-0199
Total of all active and inactive participants2017-01-011,012
Total participants2017-01-011,012
Number of participants with account balances2017-01-01721
Number of employers contributing to the scheme2017-01-0134
2016: UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01748
Total number of active participants reported on line 7a of the Form 55002016-01-01900
Number of other retired or separated participants entitled to future benefits2016-01-0194
Total of all active and inactive participants2016-01-01994
Total participants2016-01-01994
Number of participants with account balances2016-01-01723
Number of employers contributing to the scheme2016-01-0135
2015: UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01840
Total number of active participants reported on line 7a of the Form 55002015-01-01679
Number of other retired or separated participants entitled to future benefits2015-01-0169
Total of all active and inactive participants2015-01-01748
Total participants2015-01-01748
Number of participants with account balances2015-01-01748
Number of employers contributing to the scheme2015-01-0135
2014: UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01987
Total number of active participants reported on line 7a of the Form 55002014-01-01759
Number of other retired or separated participants entitled to future benefits2014-01-0181
Total of all active and inactive participants2014-01-01840
Total participants2014-01-01840
Number of participants with account balances2014-01-01840
Number of employers contributing to the scheme2014-01-0139
2013: UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01981
Total number of active participants reported on line 7a of the Form 55002013-01-01834
Number of retired or separated participants receiving benefits2013-01-01118
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-01987
Total participants2013-01-01987
Number of participants with account balances2013-01-01987
Number of employers contributing to the scheme2013-01-0139
2012: UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01936
Total number of active participants reported on line 7a of the Form 55002012-01-01971
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-01981
Total participants2012-01-01981
Number of participants with account balances2012-01-01981
Number of employers contributing to the scheme2012-01-0145
2011: UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0128
Total number of active participants reported on line 7a of the Form 55002011-01-01936
Total of all active and inactive participants2011-01-01936
Total participants2011-01-01936
Number of participants with account balances2011-01-01936
Number of employers contributing to the scheme2011-01-0144

Financial Data on UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN

Measure Date Value
2022 : UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,841
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$96,516
Total income from all sources (including contributions)2022-12-31$-1,331,314
Total of all expenses incurred2022-12-31$1,557,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,309,338
Expenses. Certain deemed distributions of participant loans2022-12-31$12,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,569,403
Value of total assets at end of year2022-12-31$17,106,719
Value of total assets at beginning of year2022-12-31$20,081,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$235,756
Total interest from all sources2022-12-31$30,692
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$652,135
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$652,135
Administrative expenses professional fees incurred2022-12-31$50,361
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,500,000
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$500,431
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$688,937
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$715,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$10,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$96,516
Other income not declared elsewhere2022-12-31$133,836
Administrative expenses (other) incurred2022-12-31$50,971
Total non interest bearing cash at end of year2022-12-31$151,521
Total non interest bearing cash at beginning of year2022-12-31$204,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,889,118
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,095,878
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,984,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,266,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,505,454
Interest on participant loans2022-12-31$30,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$656,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$656,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,717,380
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,068,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,309,338
Contract administrator fees2022-12-31$134,424
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31GETTRY MARCUS CPA PC
Accountancy firm EIN2022-12-31133418879
2021 : UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$96,516
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$73,266
Total income from all sources (including contributions)2021-12-31$3,923,159
Total of all expenses incurred2021-12-31$2,197,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,864,289
Expenses. Certain deemed distributions of participant loans2021-12-31$119,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,548,056
Value of total assets at end of year2021-12-31$20,081,512
Value of total assets at beginning of year2021-12-31$18,332,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$213,755
Total interest from all sources2021-12-31$40,711
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$465,856
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$465,856
Administrative expenses professional fees incurred2021-12-31$51,211
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,500,000
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$486,384
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$14,162
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$715,263
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$731,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$96,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$73,266
Other income not declared elsewhere2021-12-31$119,466
Administrative expenses (other) incurred2021-12-31$42,020
Total non interest bearing cash at end of year2021-12-31$204,122
Total non interest bearing cash at beginning of year2021-12-31$165,330
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$1,726,108
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,984,996
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,258,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,505,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,551,140
Interest on participant loans2021-12-31$40,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$656,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$884,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$884,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,749,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,047,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,864,289
Contract administrator fees2021-12-31$120,524
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31GETTRY MARCUS CPA PC
Accountancy firm EIN2021-12-31133418879
2020 : UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$73,266
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$13,281
Total income from all sources (including contributions)2020-12-31$3,957,740
Total of all expenses incurred2020-12-31$2,381,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,088,280
Expenses. Certain deemed distributions of participant loans2020-12-31$28,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,650,236
Value of total assets at end of year2020-12-31$18,332,154
Value of total assets at beginning of year2020-12-31$16,696,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$265,072
Total interest from all sources2020-12-31$34,509
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$542,940
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$542,940
Administrative expenses professional fees incurred2020-12-31$72,697
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,500,000
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$551,850
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$731,467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$686,364
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$73,266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$13,281
Other income not declared elsewhere2020-12-31$99,200
Administrative expenses (other) incurred2020-12-31$83,766
Total non interest bearing cash at end of year2020-12-31$165,330
Total non interest bearing cash at beginning of year2020-12-31$156,559
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$1,576,116
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,258,888
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,682,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,551,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,053,390
Value of interest in pooled separate accounts at end of year2020-12-31$0
Interest on participant loans2020-12-31$34,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$884,217
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$799,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$799,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,630,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,098,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,088,280
Contract administrator fees2020-12-31$108,609
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2020-12-31112836481
2019 : UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,280
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,280
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,289
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,289
Total income from all sources (including contributions)2019-12-31$4,647,542
Total income from all sources (including contributions)2019-12-31$4,647,542
Total of all expenses incurred2019-12-31$1,383,425
Total of all expenses incurred2019-12-31$1,383,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,163,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,163,442
Expenses. Certain deemed distributions of participant loans2019-12-31$41,994
Expenses. Certain deemed distributions of participant loans2019-12-31$41,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,868,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,868,585
Value of total assets at end of year2019-12-31$16,696,053
Value of total assets at end of year2019-12-31$16,696,053
Value of total assets at beginning of year2019-12-31$13,431,945
Value of total assets at beginning of year2019-12-31$13,431,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$177,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$177,989
Total interest from all sources2019-12-31$33,242
Total interest from all sources2019-12-31$33,242
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$401,097
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$401,097
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$401,097
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$401,097
Administrative expenses professional fees incurred2019-12-31$52,275
Administrative expenses professional fees incurred2019-12-31$52,275
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$2,500,000
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$584,939
Contributions received from participants2019-12-31$584,939
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$686,364
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$686,364
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$661,971
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$661,971
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$13,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$13,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$13,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$13,289
Other income not declared elsewhere2019-12-31$86,839
Other income not declared elsewhere2019-12-31$86,839
Administrative expenses (other) incurred2019-12-31$37,207
Administrative expenses (other) incurred2019-12-31$37,207
Total non interest bearing cash at end of year2019-12-31$156,559
Total non interest bearing cash at end of year2019-12-31$156,559
Total non interest bearing cash at beginning of year2019-12-31$138,299
Total non interest bearing cash at beginning of year2019-12-31$138,299
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$3,264,117
Value of net income/loss2019-12-31$3,264,117
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,682,773
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,682,773
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,418,656
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,418,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,053,390
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,053,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,852,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,852,032
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Interest on participant loans2019-12-31$33,242
Interest on participant loans2019-12-31$33,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$799,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$799,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$779,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$779,643
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$779,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$779,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,257,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,257,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,283,646
Contributions received in cash from employer2019-12-31$1,283,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,163,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,163,442
Contract administrator fees2019-12-31$88,507
Contract administrator fees2019-12-31$88,507
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WAGNER & ZWERMAN LLP
Accountancy firm name2019-12-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2019-12-31112836481
Accountancy firm EIN2019-12-31112836481
2018 : UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,289
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,127
Total income from all sources (including contributions)2018-12-31$1,264,726
Total of all expenses incurred2018-12-31$1,088,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$884,571
Expenses. Certain deemed distributions of participant loans2018-12-31$31,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,921,738
Value of total assets at end of year2018-12-31$13,431,945
Value of total assets at beginning of year2018-12-31$13,251,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$172,367
Total interest from all sources2018-12-31$27,444
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$392,893
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$392,893
Administrative expenses professional fees incurred2018-12-31$56,806
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,500,000
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$611,129
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$661,971
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$776,058
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$13,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$9,127
Other income not declared elsewhere2018-12-31$58,344
Administrative expenses (other) incurred2018-12-31$31,145
Total non interest bearing cash at end of year2018-12-31$138,299
Total non interest bearing cash at beginning of year2018-12-31$184,764
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$176,048
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,418,656
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,242,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,852,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,578,503
Value of interest in pooled separate accounts at end of year2018-12-31$0
Interest on participant loans2018-12-31$27,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$779,643
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$712,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$712,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,135,693
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$1,310,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$884,571
Contract administrator fees2018-12-31$84,416
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 plan2018-12-31Unqualified
Accountancy firm name2018-12-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2018-12-31112836481
2017 : UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,127
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,986
Total income from all sources (including contributions)2017-12-31$3,823,531
Total of all expenses incurred2017-12-31$972,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$746,525
Value of total corrective distributions2017-12-31$32,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,971,374
Value of total assets at end of year2017-12-31$13,251,735
Value of total assets at beginning of year2017-12-31$10,404,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$192,888
Total interest from all sources2017-12-31$24,965
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$279,209
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$279,209
Administrative expenses professional fees incurred2017-12-31$63,233
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,500,000
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$614,925
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$776,058
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$535,874
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$9,127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$12,986
Other income not declared elsewhere2017-12-31$148,276
Administrative expenses (other) incurred2017-12-31$28,692
Total non interest bearing cash at end of year2017-12-31$184,764
Total non interest bearing cash at beginning of year2017-12-31$136,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,851,382
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,242,608
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,391,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,578,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,115,544
Interest on participant loans2017-12-31$24,965
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$712,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$616,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$616,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,399,707
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$1,356,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$746,525
Contract administrator fees2017-12-31$100,963
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2017-12-31112836481
2016 : UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,986
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$30,466
Total income from all sources (including contributions)2016-12-31$2,647,799
Total of all expenses incurred2016-12-31$957,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$665,435
Value of total corrective distributions2016-12-31$38,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,830,348
Value of total assets at end of year2016-12-31$10,404,212
Value of total assets at beginning of year2016-12-31$8,731,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$253,706
Total interest from all sources2016-12-31$18,512
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$237,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$237,872
Administrative expenses professional fees incurred2016-12-31$123,256
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,500,000
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$562,859
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$535,874
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$470,474
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$12,986
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$30,466
Other income not declared elsewhere2016-12-31$145,528
Administrative expenses (other) incurred2016-12-31$30,288
Total non interest bearing cash at end of year2016-12-31$136,545
Total non interest bearing cash at beginning of year2016-12-31$121,465
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$1,689,950
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,391,226
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,701,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,731,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,139,138
Interest on participant loans2016-12-31$18,512
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$665
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$415,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,267,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$665,435
Contract administrator fees2016-12-31$100,162
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 name2016-12-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2016-12-31112836481
2015 : UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$30,466
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,860
Total income from all sources (including contributions)2015-12-31$2,042,020
Total of all expenses incurred2015-12-31$1,126,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$838,093
Value of total corrective distributions2015-12-31$45,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,946,797
Value of total assets at end of year2015-12-31$8,731,742
Value of total assets at beginning of year2015-12-31$7,798,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$242,764
Total interest from all sources2015-12-31$15,291
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$286,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$286,402
Administrative expenses professional fees incurred2015-12-31$105,436
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,500,000
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$613,363
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$470,474
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$393,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$30,466
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$12,860
Other income not declared elsewhere2015-12-31$146,610
Administrative expenses (other) incurred2015-12-31$48,038
Total non interest bearing cash at end of year2015-12-31$121,465
Total non interest bearing cash at beginning of year2015-12-31$157,115
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$915,527
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,701,276
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,785,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,139,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,247,961
Interest on participant loans2015-12-31$15,291
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-353,080
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,333,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$838,093
Contract administrator fees2015-12-31$89,290
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 name2015-12-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2015-12-31112836481
2014 : UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,860
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$19,414
Total income from all sources (including contributions)2014-12-31$2,625,122
Total of all expenses incurred2014-12-31$826,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$512,591
Expenses. Certain deemed distributions of participant loans2014-12-31$66,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,002,077
Value of total assets at end of year2014-12-31$7,798,609
Value of total assets at beginning of year2014-12-31$6,006,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$247,513
Total interest from all sources2014-12-31$11,760
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$151,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$151,803
Administrative expenses professional fees incurred2014-12-31$95,507
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$538,357
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$393,533
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$303,243
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$12,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$19,414
Other income not declared elsewhere2014-12-31$183,033
Administrative expenses (other) incurred2014-12-31$41,443
Total non interest bearing cash at end of year2014-12-31$157,115
Total non interest bearing cash at beginning of year2014-12-31$92,311
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$1,798,667
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,785,749
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,987,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,247,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,610,942
Interest on participant loans2014-12-31$11,760
Value of interest in common/collective trusts at end of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$276,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,463,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$512,591
Contract administrator fees2014-12-31$110,563
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 name2014-12-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2014-12-31112836481
2013 : UFCW LOCAL 888 AND EMPLOYERS 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$19,414
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,620
Total income from all sources (including contributions)2013-12-31$2,702,832
Total of all expenses incurred2013-12-31$803,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$493,760
Expenses. Certain deemed distributions of participant loans2013-12-31$39,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,808,012
Value of total assets at end of year2013-12-31$6,006,496
Value of total assets at beginning of year2013-12-31$4,089,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$270,008
Total interest from all sources2013-12-31$7,756
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$111,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$111,033
Administrative expenses professional fees incurred2013-12-31$118,768
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$497,899
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$303,243
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$187,463
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$19,414
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,620
Other income not declared elsewhere2013-12-31$154,992
Administrative expenses (other) incurred2013-12-31$33,227
Total non interest bearing cash at end of year2013-12-31$92,311
Total non interest bearing cash at beginning of year2013-12-31$50,792
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$1,899,345
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,987,082
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,087,737
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,610,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,851,102
Interest on participant loans2013-12-31$7,756
Value of interest in common/collective trusts at end of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$621,039
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
Contributions received in cash from employer2013-12-31$1,310,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$493,760
Contract administrator fees2013-12-31$118,013
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 name2013-12-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2013-12-31112836481
2012 : UFCW LOCAL 888 AND EMPLOYERS 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$1,620
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,620
Total income from all sources (including contributions)2012-12-31$2,229,572
Total of all expenses incurred2012-12-31$323,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$124,107
Expenses. Certain deemed distributions of participant loans2012-12-31$17,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,869,885
Value of total assets at end of year2012-12-31$4,089,357
Value of total assets at beginning of year2012-12-31$2,182,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$181,599
Total interest from all sources2012-12-31$6,454
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$91,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$91,567
Administrative expenses professional fees incurred2012-12-31$81,331
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$483,867
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,146
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$187,463
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$142,041
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,620
Other income not declared elsewhere2012-12-31$46,870
Administrative expenses (other) incurred2012-12-31$2,283
Total non interest bearing cash at end of year2012-12-31$50,792
Total non interest bearing cash at beginning of year2012-12-31$63,227
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$1,906,384
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,087,737
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,181,353
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,851,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,977,705
Interest on participant loans2012-12-31$6,454
Value of interest in common/collective trusts at end of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$214,796
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
Contributions received in cash from employer2012-12-31$1,383,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$124,107
Contract administrator fees2012-12-31$97,985
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 name2012-12-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2012-12-31112836481
2011 : UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$1,620
Total income from all sources2011-12-31$1,209,827
Expenses. Total of all expenses incurred2011-12-31$71,632
Benefits paid (including direct rollovers)2011-12-31$14,468
Total plan assets at end of year2011-12-31$2,182,973
Total plan assets at beginning of year2011-12-31$1,043,158
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$336,853
Expenses. Other expenses not covered elsewhere2011-12-31$57,164
Other income received2011-12-31$-15,452
Net income (gross income less expenses)2011-12-31$1,138,195
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,181,353
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,043,158
Total contributions received or receivable from employer(s)2011-12-31$888,426

Form 5500 Responses for UFCW LOCAL 888 AND EMPLOYERS 401(K) PLAN

2022: UFCW LOCAL 888 AND EMPLOYERS 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 888 AND EMPLOYERS 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 888 AND EMPLOYERS 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 888 AND EMPLOYERS 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 888 AND EMPLOYERS 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 888 AND EMPLOYERS 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 888 AND EMPLOYERS 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 888 AND EMPLOYERS 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 888 AND EMPLOYERS 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 888 AND EMPLOYERS 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 888 AND EMPLOYERS 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 888 AND EMPLOYERS 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

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