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THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 401k Plan overview

Plan NameTHE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES
Plan identification number 030

THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

UNITED FARMERS COOPERATIVE has sponsored the creation of one or more 401k plans.

Company Name:UNITED FARMERS COOPERATIVE
Employer identification number (EIN):420241770
NAIC Classification:115110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0302022-01-01
0302021-01-01
0302020-01-01
0302019-01-01
0302018-01-01
0302017-01-01KELLY HAYERTZ KIM HARDISTY2018-10-11
0302016-01-01KELLY HAYERTZ KIM HARDISTY2017-10-13
0302015-01-01KELLY HAYERTZ JAMES SCHENDT2016-10-05
0302014-01-01KELLY HAYERTZ JAMES SCHENDT2015-10-05
0302013-01-01KELLY HAYERTZ JAMES SCHENDT2014-10-10
0302012-01-01KELLY HAYERTZ JAMES SCHENDT2013-10-15
0302011-01-01KELLY HAYERTZ2012-07-17 JAMES SCHENDT2012-07-17
0302010-01-01KELLY HAYERTZ2011-07-07 JAMES SCHENDT2011-07-11

Plan Statistics for THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES

401k plan membership statisitcs for THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES

Measure Date Value
2022: THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2022 401k membership
Total participants, beginning-of-year2022-01-01411
Total number of active participants reported on line 7a of the Form 55002022-01-01255
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01144
Total of all active and inactive participants2022-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01404
Number of participants with account balances2022-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0127
2021: THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2021 401k membership
Total participants, beginning-of-year2021-01-01394
Total number of active participants reported on line 7a of the Form 55002021-01-01263
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01128
Total of all active and inactive participants2021-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01396
Number of participants with account balances2021-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2020 401k membership
Total participants, beginning-of-year2020-01-01376
Total number of active participants reported on line 7a of the Form 55002020-01-01296
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0192
Total of all active and inactive participants2020-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01388
Number of participants with account balances2020-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2019 401k membership
Total participants, beginning-of-year2019-01-01315
Total number of active participants reported on line 7a of the Form 55002019-01-01297
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0179
Total of all active and inactive participants2019-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01376
Number of participants with account balances2019-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2018 401k membership
Total participants, beginning-of-year2018-01-01285
Total number of active participants reported on line 7a of the Form 55002018-01-01229
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0186
Total of all active and inactive participants2018-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01315
Number of participants with account balances2018-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2017 401k membership
Total participants, beginning-of-year2017-01-01272
Total number of active participants reported on line 7a of the Form 55002017-01-01222
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0162
Total of all active and inactive participants2017-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01285
Number of participants with account balances2017-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2016 401k membership
Total participants, beginning-of-year2016-01-01168
Total number of active participants reported on line 7a of the Form 55002016-01-01222
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0149
Total of all active and inactive participants2016-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01272
Number of participants with account balances2016-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2015 401k membership
Total participants, beginning-of-year2015-01-01166
Total number of active participants reported on line 7a of the Form 55002015-01-01128
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01168
Number of participants with account balances2015-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2014 401k membership
Total participants, beginning-of-year2014-01-01160
Total number of active participants reported on line 7a of the Form 55002014-01-01133
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01166
Number of participants with account balances2014-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0129
2013: THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2013 401k membership
Total participants, beginning-of-year2013-01-01140
Total number of active participants reported on line 7a of the Form 55002013-01-01129
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01160
Number of participants with account balances2013-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0130
2012: THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2012 401k membership
Total participants, beginning-of-year2012-01-01141
Total number of active participants reported on line 7a of the Form 55002012-01-01100
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-01140
Number of participants with account balances2012-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0126

Financial Data on THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES

Measure Date Value
2022 : THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$25,297
Total transfer of assets from this plan2022-12-31$35,624
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-622,367
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,606,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,580,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,623,304
Value of total assets at end of year2022-12-31$14,407,660
Value of total assets at beginning of year2022-12-31$16,647,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$26,203
Total interest from all sources2022-12-31$8,624
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$13,202
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$13,202
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$956,912
Participant contributions at end of year2022-12-31$161,093
Participant contributions at beginning of year2022-12-31$194,189
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$493,953
Other income not declared elsewhere2022-12-31$1,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,229,037
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,407,660
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,647,024
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$3,956
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$702,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$854,723
Interest on participant loans2022-12-31$8,624
Value of interest in common/collective trusts at end of year2022-12-31$13,544,403
Value of interest in common/collective trusts at beginning of year2022-12-31$15,598,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-129,750
Net investment gain or loss from common/collective trusts2022-12-31$-2,139,472
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$172,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,580,467
Contract administrator fees2022-12-31$22,247
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 name2022-12-31MERIWETHER, WILSON AND CO., PLLC
Accountancy firm EIN2022-12-31420731256
2021 : THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$5,405
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,891,071
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$779,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$742,465
Expenses. Certain deemed distributions of participant loans2021-12-31$11,472
Value of total corrective distributions2021-12-31$101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,115,369
Value of total assets at end of year2021-12-31$16,647,024
Value of total assets at beginning of year2021-12-31$14,540,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$24,979
Total interest from all sources2021-12-31$13,332
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$14,653
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$14,653
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$917,640
Participant contributions at end of year2021-12-31$194,189
Participant contributions at beginning of year2021-12-31$269,099
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$25,305
Other income not declared elsewhere2021-12-31$8,150
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$2,112,054
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,647,024
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,540,375
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$4,182
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$854,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$743,021
Interest on participant loans2021-12-31$13,332
Value of interest in common/collective trusts at end of year2021-12-31$15,598,112
Value of interest in common/collective trusts at beginning of year2021-12-31$13,528,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$29,115
Net investment gain or loss from common/collective trusts2021-12-31$1,710,452
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$172,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$742,465
Contract administrator fees2021-12-31$20,797
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 name2021-12-31MERIWETHER, WILSON AND CO., PLLC
Accountancy firm EIN2021-12-31420731256
2020 : THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$133,682
Total transfer of assets from this plan2020-12-31$172,336
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,672,694
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$658,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$572,631
Expenses. Certain deemed distributions of participant loans2020-12-31$58,969
Value of total corrective distributions2020-12-31$2,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,057,200
Value of total assets at end of year2020-12-31$14,540,375
Value of total assets at beginning of year2020-12-31$12,564,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,510
Total interest from all sources2020-12-31$17,863
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,366
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$1,366
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$870,374
Participant contributions at end of year2020-12-31$269,099
Participant contributions at beginning of year2020-12-31$418,754
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$27,666
Administrative expenses (other) incurred2020-12-31$14,939
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$2,014,185
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,540,375
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,564,844
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$5,581
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$743,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,297,351
Interest on participant loans2020-12-31$17,863
Value of interest in common/collective trusts at end of year2020-12-31$13,528,255
Value of interest in common/collective trusts at beginning of year2020-12-31$5,848,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-617,898
Net investment gain or loss from common/collective trusts2020-12-31$2,214,163
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$159,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$572,631
Contract administrator fees2020-12-31$3,990
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 name2020-12-31MERIWETHER, WILSON AND CO., PLLC
Accountancy firm EIN2020-12-31420731256
2019 : THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$1,082,211
Total transfer of assets to this plan2019-12-31$1,082,211
Total transfer of assets from this plan2019-12-31$87,563
Total transfer of assets from this plan2019-12-31$87,563
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,019,293
Total income from all sources (including contributions)2019-12-31$3,019,293
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,811,079
Total of all expenses incurred2019-12-31$1,811,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,753,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,753,895
Expenses. Certain deemed distributions of participant loans2019-12-31$33,524
Expenses. Certain deemed distributions of participant loans2019-12-31$33,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$952,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$952,106
Value of total assets at end of year2019-12-31$12,564,844
Value of total assets at end of year2019-12-31$12,564,844
Value of total assets at beginning of year2019-12-31$10,361,982
Value of total assets at beginning of year2019-12-31$10,361,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,660
Total interest from all sources2019-12-31$20,712
Total interest from all sources2019-12-31$20,712
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$146,862
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$146,862
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$146,862
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$146,862
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$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$807,745
Contributions received from participants2019-12-31$807,745
Participant contributions at end of year2019-12-31$418,754
Participant contributions at end of year2019-12-31$418,754
Participant contributions at beginning of year2019-12-31$294,152
Participant contributions at beginning of year2019-12-31$294,152
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,987
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,987
Administrative expenses (other) incurred2019-12-31$16,616
Administrative expenses (other) incurred2019-12-31$16,616
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$1,208,214
Value of net income/loss2019-12-31$1,208,214
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,564,844
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,564,844
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,361,982
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,361,982
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$3,719
Investment advisory and management fees2019-12-31$3,719
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,297,351
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,297,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,614,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,614,103
Interest on participant loans2019-12-31$20,712
Interest on participant loans2019-12-31$20,712
Value of interest in common/collective trusts at end of year2019-12-31$5,848,739
Value of interest in common/collective trusts at end of year2019-12-31$5,848,739
Value of interest in common/collective trusts at beginning of year2019-12-31$4,453,727
Value of interest in common/collective trusts at beginning of year2019-12-31$4,453,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$992,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$992,300
Net investment gain or loss from common/collective trusts2019-12-31$907,313
Net investment gain or loss from common/collective trusts2019-12-31$907,313
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$142,374
Contributions received in cash from employer2019-12-31$142,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,753,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,753,895
Contract administrator fees2019-12-31$3,325
Contract administrator fees2019-12-31$3,325
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 name2019-12-31MERIWETHER, WILSON AND CO., PLLC
Accountancy firm EIN2019-12-31420731256
2018 : THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$752,404
Total transfer of assets from this plan2018-12-31$22,056
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$609,203
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$315,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$285,600
Expenses. Certain deemed distributions of participant loans2018-12-31$11,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,022,718
Value of total assets at end of year2018-12-31$10,361,982
Value of total assets at beginning of year2018-12-31$9,338,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,864
Total interest from all sources2018-12-31$12,428
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$133,567
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$133,567
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$754,269
Participant contributions at end of year2018-12-31$294,152
Participant contributions at beginning of year2018-12-31$221,568
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$129,034
Administrative expenses (other) incurred2018-12-31$14,459
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$293,259
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,361,982
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,338,375
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$1,605
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,614,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,935,678
Interest on participant loans2018-12-31$12,428
Value of interest in common/collective trusts at end of year2018-12-31$4,453,727
Value of interest in common/collective trusts at beginning of year2018-12-31$4,181,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-471,335
Net investment gain or loss from common/collective trusts2018-12-31$-88,175
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$139,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$285,600
Contract administrator fees2018-12-31$2,800
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MERIWETHER, WILSON AND CO., PLLC
Accountancy firm EIN2018-12-31420731256
2017 : THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$68
Total transfer of assets from this plan2017-12-31$413,585
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,008,015
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$535,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$509,573
Expenses. Certain deemed distributions of participant loans2017-12-31$11,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$931,893
Value of total assets at end of year2017-12-31$9,338,375
Value of total assets at beginning of year2017-12-31$8,279,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,091
Total interest from all sources2017-12-31$8,810
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$96,323
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$96,323
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$675,702
Participant contributions at end of year2017-12-31$221,568
Participant contributions at beginning of year2017-12-31$185,101
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$125,265
Administrative expenses (other) incurred2017-12-31$12,854
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$1,472,276
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,338,375
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,279,616
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$360
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,935,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,109,282
Interest on participant loans2017-12-31$8,810
Value of interest in common/collective trusts at end of year2017-12-31$4,181,129
Value of interest in common/collective trusts at beginning of year2017-12-31$3,985,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$529,431
Net investment gain or loss from common/collective trusts2017-12-31$441,558
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$130,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$509,573
Contract administrator fees2017-12-31$1,877
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MERIWETHER, WILSON AND CO., PLLC
Accountancy firm EIN2017-12-31420731256
2016 : THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$2,889,298
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,276,294
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$668,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$658,125
Value of total corrective distributions2016-12-31$356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$944,806
Value of total assets at end of year2016-12-31$8,279,616
Value of total assets at beginning of year2016-12-31$4,782,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,450
Total interest from all sources2016-12-31$5,414
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$80,400
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$80,400
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$524,820
Participant contributions at end of year2016-12-31$185,101
Participant contributions at beginning of year2016-12-31$101,683
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$327,523
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$322,946
Other income not declared elsewhere2016-12-31$22,586
Administrative expenses (other) incurred2016-12-31$8,703
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$607,363
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,279,616
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,782,955
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$4,109,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,484,940
Interest on participant loans2016-12-31$5,414
Value of interest in common/collective trusts at end of year2016-12-31$3,985,233
Value of interest in common/collective trusts at beginning of year2016-12-31$2,868,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$50,093
Net investment gain or loss from common/collective trusts2016-12-31$172,995
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$97,040
Employer contributions (assets) at end of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$658,125
Contract administrator fees2016-12-31$1,747
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MERIWETHER, WILSON AND CO., PLLC
Accountancy firm EIN2016-12-31420731256
2015 : THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$67,926
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$556,606
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$663,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$621,987
Expenses. Certain deemed distributions of participant loans2015-12-31$32,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$529,077
Value of total assets at end of year2015-12-31$4,782,955
Value of total assets at beginning of year2015-12-31$4,957,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,044
Total interest from all sources2015-12-31$4,233
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$17,872
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$17,872
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$371,319
Participant contributions at end of year2015-12-31$101,683
Participant contributions at beginning of year2015-12-31$120,522
Assets. Other investments not covered elsewhere at end of year2015-12-31$327,523
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$299,178
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$87,403
Other income not declared elsewhere2015-12-31$26,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-107,110
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,782,955
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,957,991
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$7,784
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,484,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,263,085
Interest on participant loans2015-12-31$4,233
Value of interest in common/collective trusts at end of year2015-12-31$2,868,809
Value of interest in common/collective trusts at beginning of year2015-12-31$3,267,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-25,733
Net investment gain or loss from common/collective trusts2015-12-31$4,564
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$70,355
Employer contributions (assets) at beginning of year2015-12-31$7,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$621,987
Contract administrator fees2015-12-31$1,260
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MERIWETHER, WILSON AND CO., PLLC
Accountancy firm EIN2015-12-31420731256
2014 : THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$629,050
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$159,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$151,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$391,823
Value of total assets at end of year2014-12-31$4,957,991
Value of total assets at beginning of year2014-12-31$4,487,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,847
Total interest from all sources2014-12-31$4,570
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$31,421
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$31,421
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$319,937
Participant contributions at end of year2014-12-31$120,522
Participant contributions at beginning of year2014-12-31$102,772
Assets. Other investments not covered elsewhere at end of year2014-12-31$299,178
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$271,520
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,647
Other income not declared elsewhere2014-12-31$14,723
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$470,034
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,957,991
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,487,957
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$6,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,263,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,084,052
Interest on participant loans2014-12-31$4,570
Value of interest in common/collective trusts at end of year2014-12-31$3,267,789
Value of interest in common/collective trusts at beginning of year2014-12-31$3,029,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$23,036
Net investment gain or loss from common/collective trusts2014-12-31$163,477
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
Contributions received in cash from employer2014-12-31$69,239
Employer contributions (assets) at end of year2014-12-31$7,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$151,169
Contract administrator fees2014-12-31$1,085
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MERIWETHER, WILSON AND CO., PLLC
Accountancy firm EIN2014-12-31420731256
2013 : THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$935,015
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$236,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$229,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$358,992
Value of total assets at end of year2013-12-31$4,487,957
Value of total assets at beginning of year2013-12-31$3,789,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,088
Total interest from all sources2013-12-31$4,546
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$22,248
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$22,248
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$299,661
Participant contributions at end of year2013-12-31$102,772
Participant contributions at beginning of year2013-12-31$110,520
Assets. Other investments not covered elsewhere at end of year2013-12-31$271,520
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$246,438
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,106
Other income not declared elsewhere2013-12-31$76,819
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$698,614
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,487,957
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,789,343
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$3,028
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,084,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$773,985
Interest on participant loans2013-12-31$4,546
Value of interest in common/collective trusts at end of year2013-12-31$3,029,613
Value of interest in common/collective trusts at beginning of year2013-12-31$1,540,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$73,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$73,938
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$601,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$107,371
Net investment gain or loss from common/collective trusts2013-12-31$365,039
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$56,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$229,313
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$442,576
Contract administrator fees2013-12-31$4,060
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MERIWETHER, WILSON AND CO., PLLC
Accountancy firm EIN2013-12-31420731256
2012 : THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$642,462
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$162,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$157,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$349,533
Value of total assets at end of year2012-12-31$3,789,343
Value of total assets at beginning of year2012-12-31$3,309,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,493
Total interest from all sources2012-12-31$57,797
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,671
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$2,671
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$284,179
Participant contributions at end of year2012-12-31$110,520
Participant contributions at beginning of year2012-12-31$113,072
Assets. Other investments not covered elsewhere at end of year2012-12-31$246,438
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,198
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,655
Other income not declared elsewhere2012-12-31$6,164
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$480,095
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,789,343
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,309,248
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$3,478
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$773,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$586,312
Interest on participant loans2012-12-31$4,969
Interest earned on other investments2012-12-31$1,577
Income. Interest from US Government securities2012-12-31$27,565
Income. Interest from corporate debt instruments2012-12-31$20,295
Value of interest in common/collective trusts at end of year2012-12-31$1,540,782
Value of interest in common/collective trusts at beginning of year2012-12-31$1,224,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$73,938
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$78,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$78,693
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,391
Asset value of US Government securities at end of year2012-12-31$601,104
Asset value of US Government securities at beginning of year2012-12-31$1,089,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$75,744
Net investment gain or loss from common/collective trusts2012-12-31$150,553
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$52,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$157,874
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$442,576
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$216,281
Contract administrator fees2012-12-31$1,015
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MERIWETHER, WILSON AND CO., PLLC
Accountancy firm EIN2012-12-31420731256

Form 5500 Responses for THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES

2022: THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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