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CRACKER BARREL STORES 401K PLAN 401k Plan overview

Plan NameCRACKER BARREL STORES 401K PLAN
Plan identification number 001

CRACKER BARREL STORES 401K 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AMERICAN GENERAL INVESTMENTS, LLC has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN GENERAL INVESTMENTS, LLC
Employer identification number (EIN):720645812
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Additional information about AMERICAN GENERAL INVESTMENTS, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3570455

More information about AMERICAN GENERAL INVESTMENTS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRACKER BARREL STORES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-10-01
0012015-10-01JANICE M. CHIASSON
0012014-10-01JANICE M. CHIASSON
0012013-10-01JANICE M. CHIASSON
0012012-10-01JANICE M. CHIASSON
0012011-10-01JANICE M. CHIASSON
0012010-10-01JANICE CHIASSON AMERICAN GENERAL INVESTMENTS,LLC2012-06-27
0012009-10-01JANICE CHIASSON JANICE CHIASSON2011-07-07
0012008-10-01

Plan Statistics for CRACKER BARREL STORES 401K PLAN

401k plan membership statisitcs for CRACKER BARREL STORES 401K PLAN

Measure Date Value
2016: CRACKER BARREL STORES 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01302
Total number of active participants reported on line 7a of the Form 55002016-10-010
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-010
Number of participants with account balances2016-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: CRACKER BARREL STORES 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01325
Total number of active participants reported on line 7a of the Form 55002015-10-01276
Number of retired or separated participants receiving benefits2015-10-017
Number of other retired or separated participants entitled to future benefits2015-10-0134
Total of all active and inactive participants2015-10-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01317
Number of participants with account balances2015-10-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0114
2014: CRACKER BARREL STORES 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01315
Total number of active participants reported on line 7a of the Form 55002014-10-01258
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0134
Total of all active and inactive participants2014-10-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-011
Total participants2014-10-01293
Number of participants with account balances2014-10-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-016
2013: CRACKER BARREL STORES 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01347
Total number of active participants reported on line 7a of the Form 55002013-10-01349
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0134
Total of all active and inactive participants2013-10-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01383
Number of participants with account balances2013-10-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0110
2012: CRACKER BARREL STORES 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01268
Total number of active participants reported on line 7a of the Form 55002012-10-01229
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0124
Total of all active and inactive participants2012-10-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-011
Total participants2012-10-01254
Number of participants with account balances2012-10-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0113
2011: CRACKER BARREL STORES 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01176
Total number of active participants reported on line 7a of the Form 55002011-10-01244
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0124
Total of all active and inactive participants2011-10-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01268
Number of participants with account balances2011-10-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-016
2010: CRACKER BARREL STORES 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01183
Total number of active participants reported on line 7a of the Form 55002010-10-01152
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-0124
Total of all active and inactive participants2010-10-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01176
Number of participants with account balances2010-10-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-0112
2009: CRACKER BARREL STORES 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01183
Total number of active participants reported on line 7a of the Form 55002009-10-01161
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0122
Total of all active and inactive participants2009-10-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01183
Number of participants with account balances2009-10-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0114

Financial Data on CRACKER BARREL STORES 401K PLAN

Measure Date Value
2017 : CRACKER BARREL STORES 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-24$0
Total transfer of assets from this plan2017-08-24$3,590,911
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-24$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-24$0
Total income from all sources (including contributions)2017-08-24$663,769
Total loss/gain on sale of assets2017-08-24$0
Total of all expenses incurred2017-08-24$966,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-24$960,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-24$299,896
Value of total assets at end of year2017-08-24$0
Value of total assets at beginning of year2017-08-24$3,893,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-24$6,333
Total interest from all sources2017-08-24$0
Total dividends received (eg from common stock, registered investment company shares)2017-08-24$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-24Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-08-24$0
Was this plan covered by a fidelity bond2017-08-24Yes
Value of fidelity bond cover2017-08-24$400,000
If this is an individual account plan, was there a blackout period2017-08-24No
Were there any nonexempt tranactions with any party-in-interest2017-08-24No
Contributions received from participants2017-08-24$187,701
Participant contributions at end of year2017-08-24$0
Participant contributions at beginning of year2017-08-24$3,187
Administrative expenses (other) incurred2017-08-24$6,333
Liabilities. Value of operating payables at end of year2017-08-24$0
Liabilities. Value of operating payables at beginning of year2017-08-24$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-24No
Value of net income/loss2017-08-24$-302,753
Value of net assets at end of year (total assets less liabilities)2017-08-24$0
Value of net assets at beginning of year (total assets less liabilities)2017-08-24$3,893,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-24No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-24No
Were any leases to which the plan was party in default or uncollectible2017-08-24No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-24$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-24$3,438,380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-08-24$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-08-24$265,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-24$363,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-24No
Was there a failure to transmit to the plan any participant contributions2017-08-24No
Has the plan failed to provide any benefit when due under the plan2017-08-24No
Contributions received in cash from employer2017-08-24$112,195
Employer contributions (assets) at end of year2017-08-24$0
Employer contributions (assets) at beginning of year2017-08-24$186,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-24$960,189
Did the plan have assets held for investment2017-08-24No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-24No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-24Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-24Yes
Opinion of an independent qualified public accountant for this plan2017-08-24Disclaimer
Accountancy firm name2017-08-24APPLE GUERIN, CO.
Accountancy firm EIN2017-08-24721348954
2016 : CRACKER BARREL STORES 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$1,340
Total income from all sources (including contributions)2016-09-30$797,414
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$369,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$366,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$457,546
Value of total assets at end of year2016-09-30$3,893,664
Value of total assets at beginning of year2016-09-30$3,467,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$2,632
Total interest from all sources2016-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$3,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$3,290
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$400,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$270,851
Participant contributions at end of year2016-09-30$3,187
Participant contributions at beginning of year2016-09-30$0
Other income not declared elsewhere2016-09-30$83
Administrative expenses (other) incurred2016-09-30$2,632
Liabilities. Value of operating payables at end of year2016-09-30$0
Liabilities. Value of operating payables at beginning of year2016-09-30$1,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$427,852
Value of net assets at end of year (total assets less liabilities)2016-09-30$3,893,664
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$3,465,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$3,438,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$3,027,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$265,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$298,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$336,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$186,695
Employer contributions (assets) at end of year2016-09-30$186,695
Employer contributions (assets) at beginning of year2016-09-30$140,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$366,930
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30APPLE GUERIN, CO.
Accountancy firm EIN2016-09-30721348954
2015 : CRACKER BARREL STORES 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$1,340
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$255,100
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$326,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$324,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$347,248
Value of total assets at end of year2015-09-30$3,467,152
Value of total assets at beginning of year2015-09-30$3,537,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$2,334
Total interest from all sources2015-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$3,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$3,321
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$400,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$206,601
Administrative expenses (other) incurred2015-09-30$2,334
Liabilities. Value of operating payables at end of year2015-09-30$1,340
Liabilities. Value of operating payables at beginning of year2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-71,553
Value of net assets at end of year (total assets less liabilities)2015-09-30$3,465,812
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$3,537,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$3,027,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$3,025,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$298,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$375,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-95,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$140,647
Employer contributions (assets) at end of year2015-09-30$140,647
Employer contributions (assets) at beginning of year2015-09-30$136,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$324,319
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30APPLE GUERIN, CO.
Accountancy firm EIN2015-09-30721348954
2014 : CRACKER BARREL STORES 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$297
Total income from all sources (including contributions)2014-09-30$609,499
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$235,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$232,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$343,408
Value of total assets at end of year2014-09-30$3,537,365
Value of total assets at beginning of year2014-09-30$3,163,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$2,676
Total interest from all sources2014-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$4,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$4,618
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$400,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$206,507
Participant contributions at end of year2014-09-30$0
Participant contributions at beginning of year2014-09-30$0
Administrative expenses (other) incurred2014-09-30$2,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$373,941
Value of net assets at end of year (total assets less liabilities)2014-09-30$3,537,365
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$3,163,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$3,025,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$2,663,892
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$375,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$363,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$261,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$136,901
Employer contributions (assets) at end of year2014-09-30$136,901
Employer contributions (assets) at beginning of year2014-09-30$136,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$232,882
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-09-30No
Liabilities. Value of benefit claims payable at end of year2014-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$297
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30APPLE GUERIN COMPANY, LLC
Accountancy firm EIN2014-09-30721348954
2013 : CRACKER BARREL STORES 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total transfer of assets to this plan2013-09-30$0
Total transfer of assets from this plan2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$681,351
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$605,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$602,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$357,815
Value of total assets at end of year2013-09-30$3,163,721
Value of total assets at beginning of year2013-09-30$3,087,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$2,277
Total interest from all sources2013-09-30$7,342
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Administrative expenses professional fees incurred2013-09-30$2,277
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$400,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$212,680
Participant contributions at end of year2013-09-30$0
Participant contributions at beginning of year2013-09-30$6,290
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$8,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$76,298
Value of net assets at end of year (total assets less liabilities)2013-09-30$3,163,424
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$3,087,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$2,663,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$2,552,875
Interest earned on other investments2013-09-30$7,342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$363,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$388,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$316,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$136,443
Employer contributions (assets) at end of year2013-09-30$136,443
Employer contributions (assets) at beginning of year2013-09-30$139,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$602,776
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30No
Liabilities. Value of benefit claims payable at end of year2013-09-30$297
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30APPLE GUERIN, CO.
Accountancy firm EIN2013-09-30721348954
2012 : CRACKER BARREL STORES 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$887,303
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$137,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$132,929
Value of total corrective distributions2012-09-30$4,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$491,054
Value of total assets at end of year2012-09-30$3,087,126
Value of total assets at beginning of year2012-09-30$2,337,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$650
Total interest from all sources2012-09-30$4,245
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Administrative expenses professional fees incurred2012-09-30$650
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$400,000
If this is an individual account plan, was there a blackout period2012-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$222,140
Participant contributions at end of year2012-09-30$6,290
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$749,631
Value of net assets at end of year (total assets less liabilities)2012-09-30$3,087,126
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$2,337,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$2,552,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$2,198,934
Interest earned on other investments2012-09-30$4,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$388,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$138,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$392,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$268,914
Employer contributions (assets) at end of year2012-09-30$139,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$132,929
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-09-30Yes
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30APPLE GUERIN, CO.
Accountancy firm EIN2012-09-30721348954
2011 : CRACKER BARREL STORES 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$250,782
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$244,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$243,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$339,130
Value of total assets at end of year2011-09-30$2,337,495
Value of total assets at beginning of year2011-09-30$2,330,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$375
Total interest from all sources2011-09-30$2,658
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$400,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$206,451
Administrative expenses (other) incurred2011-09-30$375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$6,631
Value of net assets at end of year (total assets less liabilities)2011-09-30$2,337,495
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$2,330,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$2,198,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$2,261,635
Interest earned on other investments2011-09-30$2,658
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$138,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$69,229
Net investment gain/loss from pooled separate accounts2011-09-30$-91,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$132,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$243,776
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30APPLE & GUERIN
Accountancy firm EIN2011-09-30721348954

Form 5500 Responses for CRACKER BARREL STORES 401K PLAN

2016: CRACKER BARREL STORES 401K PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingYes
2016-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: CRACKER BARREL STORES 401K PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: CRACKER BARREL STORES 401K PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: CRACKER BARREL STORES 401K PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: CRACKER BARREL STORES 401K PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: CRACKER BARREL STORES 401K PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: CRACKER BARREL STORES 401K PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: CRACKER BARREL STORES 401K PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: CRACKER BARREL STORES 401K PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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