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RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C.
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNITED SUPERMARKETS, LLC has sponsored the creation of one or more 401k plans.

Company Name:UNITED SUPERMARKETS, LLC
Employer identification number (EIN):750916445
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHANNON ELROD
0012016-01-01
0012015-01-01SUZANN KIRBY
0012014-01-01SUZANN KIRBY
0012013-01-01SUZANN KIRBY
0012012-01-01SUZANN KIRBY
0012011-01-01SUZANN KIRBY
0012010-01-01SUZANN KIRBY
0012009-01-01SUZANN KIRBY

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C.

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C.

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2022 401k membership
Market value of plan assets2022-12-3142,935,336
Acturial value of plan assets2022-12-3140,438,139
Funding target for retired participants and beneficiaries receiving payment2022-12-3111,214,896
Number of terminated vested participants2022-12-31215
Fundng target for terminated vested participants2022-12-314,763,186
Active participant vested funding target2022-12-3124,800,478
Number of active participants2022-12-31777
Total funding liabilities for active participants2022-12-3124,911,735
Total participant count2022-12-311,109
Total funding target for all participants2022-12-3140,889,817
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-311,268,287
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-311,197,975
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3170,312
Present value of excess contributions2022-12-31706,670
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31774,581
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31774,369
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31851,438
Total employer contributions2022-12-31400,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31384,102
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,020,000
Net shortfall amortization installment of oustanding balance2022-12-311,303,116
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-311,169,590
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-31785,488
Additional cash requirement2022-12-31384,102
Contributions allocatedtoward minimum required contributions for current year2022-12-31384,102
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,109
Total number of active participants reported on line 7a of the Form 55002022-01-01706
Number of retired or separated participants receiving benefits2022-01-01103
Number of other retired or separated participants entitled to future benefits2022-01-01200
Total of all active and inactive participants2022-01-011,009
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0134
Total participants2022-01-011,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2021 401k membership
Market value of plan assets2021-12-3141,586,568
Acturial value of plan assets2021-12-3137,776,421
Funding target for retired participants and beneficiaries receiving payment2021-12-3111,234,266
Number of terminated vested participants2021-12-31222
Fundng target for terminated vested participants2021-12-314,247,733
Active participant vested funding target2021-12-3124,092,900
Number of active participants2021-12-31818
Total funding liabilities for active participants2021-12-3124,211,852
Total participant count2021-12-311,154
Total funding target for all participants2021-12-3139,693,851
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-312,125,533
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-311,212,799
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31912,734
Present value of excess contributions2021-12-31183,641
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31212,436
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31212,436
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-311,268,287
Total employer contributions2021-12-31900,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31839,778
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,020,000
Net shortfall amortization installment of oustanding balance2021-12-313,185,717
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-311,331,083
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-311,197,975
Additional cash requirement2021-12-31133,108
Contributions allocatedtoward minimum required contributions for current year2021-12-31839,778
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,154
Total number of active participants reported on line 7a of the Form 55002021-01-01777
Number of retired or separated participants receiving benefits2021-01-01105
Number of other retired or separated participants entitled to future benefits2021-01-01197
Total of all active and inactive participants2021-01-011,079
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0130
Total participants2021-01-011,109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2020 401k membership
Market value of plan assets2020-12-3138,658,657
Acturial value of plan assets2020-12-3137,165,768
Funding target for retired participants and beneficiaries receiving payment2020-12-3111,000,436
Number of terminated vested participants2020-12-31210
Fundng target for terminated vested participants2020-12-313,887,142
Active participant vested funding target2020-12-3123,353,724
Number of active participants2020-12-31874
Total funding liabilities for active participants2020-12-3123,484,327
Total participant count2020-12-311,193
Total funding target for all participants2020-12-3138,371,905
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-311,629,064
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-311,622,640
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-316,424
Present value of excess contributions2020-12-311,838,333
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-312,136,797
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-312,117,975
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-312,125,533
Total employer contributions2020-12-31200,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31183,641
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31900,000
Net shortfall amortization installment of oustanding balance2020-12-313,331,670
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-311,212,799
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-311,212,799
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31183,641
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,193
Total number of active participants reported on line 7a of the Form 55002020-01-01818
Number of retired or separated participants receiving benefits2020-01-01101
Number of other retired or separated participants entitled to future benefits2020-01-01206
Total of all active and inactive participants2020-01-011,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0129
Total participants2020-01-011,154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2019 401k membership
Market value of plan assets2019-12-3134,750,985
Acturial value of plan assets2019-12-3136,341,379
Funding target for retired participants and beneficiaries receiving payment2019-12-3111,364,671
Number of terminated vested participants2019-12-31451
Fundng target for terminated vested participants2019-12-314,378,638
Active participant vested funding target2019-12-3124,228,253
Number of active participants2019-12-31927
Total funding liabilities for active participants2019-12-3124,343,715
Total participant count2019-12-311,483
Total funding target for all participants2019-12-3140,087,024
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-311,541,224
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-311,630,615
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-311,629,064
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-311,629,064
Total employer contributions2019-12-312,200,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-312,053,021
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31890,000
Net shortfall amortization installment of oustanding balance2019-12-315,374,709
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,837,328
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-311,622,640
Additional cash requirement2019-12-31214,688
Contributions allocatedtoward minimum required contributions for current year2019-12-312,053,021
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,483
Total number of active participants reported on line 7a of the Form 55002019-01-01874
Number of retired or separated participants receiving benefits2019-01-0193
Number of other retired or separated participants entitled to future benefits2019-01-01195
Total of all active and inactive participants2019-01-011,162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0131
Total participants2019-01-011,193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2018 401k membership
Market value of plan assets2018-12-3134,869,402
Acturial value of plan assets2018-12-3133,924,662
Funding target for retired participants and beneficiaries receiving payment2018-12-3110,390,588
Number of terminated vested participants2018-12-31460
Fundng target for terminated vested participants2018-12-314,018,841
Active participant vested funding target2018-12-3123,148,109
Number of active participants2018-12-31994
Total funding liabilities for active participants2018-12-3123,329,263
Total participant count2018-12-311,540
Total funding target for all participants2018-12-3137,738,692
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-313,400,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-313,163,864
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,000,000
Net shortfall amortization installment of oustanding balance2018-12-313,814,030
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,622,640
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-311,622,640
Contributions allocatedtoward minimum required contributions for current year2018-12-313,163,864
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,540
Total number of active participants reported on line 7a of the Form 55002018-01-01927
Number of retired or separated participants receiving benefits2018-01-0190
Number of other retired or separated participants entitled to future benefits2018-01-01444
Total of all active and inactive participants2018-01-011,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0122
Total participants2018-01-011,483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2017 401k membership
Market value of plan assets2017-12-3149,304,062
Acturial value of plan assets2017-12-3150,318,748
Funding target for retired participants and beneficiaries receiving payment2017-12-3115,506,133
Number of terminated vested participants2017-12-31971
Fundng target for terminated vested participants2017-12-319,968,601
Active participant vested funding target2017-12-3122,302,206
Number of active participants2017-12-311,090
Total funding liabilities for active participants2017-12-3122,517,520
Total participant count2017-12-312,407
Total funding target for all participants2017-12-3147,992,254
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31870,000
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012,407
Total number of active participants reported on line 7a of the Form 55002017-01-01994
Number of retired or separated participants receiving benefits2017-01-0172
Number of other retired or separated participants entitled to future benefits2017-01-01455
Total of all active and inactive participants2017-01-011,521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0119
Total participants2017-01-011,540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2016 401k membership
Market value of plan assets2016-12-3148,961,444
Acturial value of plan assets2016-12-3150,725,968
Funding target for retired participants and beneficiaries receiving payment2016-12-3114,590,348
Number of terminated vested participants2016-12-311,005
Fundng target for terminated vested participants2016-12-319,412,790
Active participant vested funding target2016-12-3121,485,182
Number of active participants2016-12-311,148
Total funding liabilities for active participants2016-12-3121,673,871
Total participant count2016-12-312,482
Total funding target for all participants2016-12-3145,677,009
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31258,000
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012,482
Total number of active participants reported on line 7a of the Form 55002016-01-011,090
Number of retired or separated participants receiving benefits2016-01-01307
Number of other retired or separated participants entitled to future benefits2016-01-01971
Total of all active and inactive participants2016-01-012,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0139
Total participants2016-01-012,407
2015: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2015 401k membership
Total participants, beginning-of-year2015-01-012,640
Total number of active participants reported on line 7a of the Form 55002015-01-011,148
Number of retired or separated participants receiving benefits2015-01-01289
Number of other retired or separated participants entitled to future benefits2015-01-011,005
Total of all active and inactive participants2015-01-012,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0140
Total participants2015-01-012,482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2014 401k membership
Total participants, beginning-of-year2014-01-012,704
Total number of active participants reported on line 7a of the Form 55002014-01-011,170
Number of retired or separated participants receiving benefits2014-01-01277
Number of other retired or separated participants entitled to future benefits2014-01-011,153
Total of all active and inactive participants2014-01-012,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0140
Total participants2014-01-012,640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2013 401k membership
Total participants, beginning-of-year2013-01-012,759
Total number of active participants reported on line 7a of the Form 55002013-01-011,343
Number of retired or separated participants receiving benefits2013-01-01246
Number of other retired or separated participants entitled to future benefits2013-01-011,082
Total of all active and inactive participants2013-01-012,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0133
Total participants2013-01-012,704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2012 401k membership
Total participants, beginning-of-year2012-01-013,006
Total number of active participants reported on line 7a of the Form 55002012-01-011,455
Number of retired or separated participants receiving benefits2012-01-01217
Number of other retired or separated participants entitled to future benefits2012-01-011,054
Total of all active and inactive participants2012-01-012,726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0133
Total participants2012-01-012,759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2011 401k membership
Total participants, beginning-of-year2011-01-013,046
Total number of active participants reported on line 7a of the Form 55002011-01-011,611
Number of retired or separated participants receiving benefits2011-01-01202
Number of other retired or separated participants entitled to future benefits2011-01-011,146
Total of all active and inactive participants2011-01-012,959
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0147
Total participants2011-01-013,006
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2010 401k membership
Total participants, beginning-of-year2010-01-013,114
Total number of active participants reported on line 7a of the Form 55002010-01-011,771
Number of retired or separated participants receiving benefits2010-01-01191
Number of other retired or separated participants entitled to future benefits2010-01-011,034
Total of all active and inactive participants2010-01-012,996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0150
Total participants2010-01-013,046
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2009 401k membership
Total participants, beginning-of-year2009-01-013,184
Total number of active participants reported on line 7a of the Form 55002009-01-011,929
Number of retired or separated participants receiving benefits2009-01-01173
Number of other retired or separated participants entitled to future benefits2009-01-01978
Total of all active and inactive participants2009-01-013,080
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0134
Total participants2009-01-013,114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C.

Measure Date Value
2022 : RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,485,595
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,442,520
Total income from all sources (including contributions)2022-12-31$-5,237,847
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,222,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,055,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$400,000
Value of total assets at end of year2022-12-31$30,974,029
Value of total assets at beginning of year2022-12-31$47,391,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,167,150
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$314,802
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,220,904
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,187,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$3,485,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$4,442,520
Administrative expenses (other) incurred2022-12-31$793,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,460,516
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,488,434
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$42,948,950
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$58,507
Value of interest in master investment trust accounts at end of year2022-12-31$28,753,125
Value of interest in master investment trust accounts at beginning of year2022-12-31$44,304,112
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$400,000
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,055,519
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 name2022-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-12-31133891517
2021 : RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,442,520
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$4,808,354
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,451,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,487,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$900,000
Value of total assets at end of year2021-12-31$47,391,470
Value of total assets at beginning of year2021-12-31$41,592,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$964,219
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$192,736
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,187,358
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$4,442,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$691,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,356,546
Value of net assets at end of year (total assets less liabilities)2021-12-31$42,948,950
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$41,592,404
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$79,837
Value of interest in master investment trust accounts at end of year2021-12-31$44,304,112
Value of interest in master investment trust accounts at beginning of year2021-12-31$41,392,404
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$900,000
Employer contributions (assets) at end of year2021-12-31$900,000
Employer contributions (assets) at beginning of year2021-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,487,589
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 PBGC2021-12-31Yes
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2021-12-31133891517
2020 : RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$998,975
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$5,009,558
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,108,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,232,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$200,000
Value of total assets at end of year2020-12-31$41,592,404
Value of total assets at beginning of year2020-12-31$38,692,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$876,333
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$210,268
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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
Administrative expenses (other) incurred2020-12-31$589,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,901,120
Value of net assets at end of year (total assets less liabilities)2020-12-31$41,592,404
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$38,692,309
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$76,186
Value of interest in master investment trust accounts at end of year2020-12-31$41,392,404
Value of interest in master investment trust accounts at beginning of year2020-12-31$36,492,309
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$200,000
Employer contributions (assets) at end of year2020-12-31$200,000
Employer contributions (assets) at beginning of year2020-12-31$2,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,232,105
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 name2020-12-31ROBINSON BURDETTE MARTIN & SERIGHT
Accountancy firm EIN2020-12-31752489868
2019 : RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$7,928,024
Total income from all sources (including contributions)2019-12-31$7,928,024
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$4,039,332
Total of all expenses incurred2019-12-31$4,039,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,686,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,686,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,200,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,200,000
Value of total assets at end of year2019-12-31$38,692,309
Value of total assets at end of year2019-12-31$38,692,309
Value of total assets at beginning of year2019-12-31$34,803,617
Value of total assets at beginning of year2019-12-31$34,803,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,352,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,352,926
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$341,234
Administrative expenses professional fees incurred2019-12-31$341,234
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$10,000,000
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
Administrative expenses (other) incurred2019-12-31$430,589
Administrative expenses (other) incurred2019-12-31$430,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,888,692
Value of net income/loss2019-12-31$3,888,692
Value of net assets at end of year (total assets less liabilities)2019-12-31$38,692,309
Value of net assets at end of year (total assets less liabilities)2019-12-31$38,692,309
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,803,617
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,803,617
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$93,876
Investment advisory and management fees2019-12-31$93,876
Value of interest in master investment trust accounts at end of year2019-12-31$36,492,309
Value of interest in master investment trust accounts at end of year2019-12-31$36,492,309
Value of interest in master investment trust accounts at beginning of year2019-12-31$31,403,617
Value of interest in master investment trust accounts at beginning of year2019-12-31$31,403,617
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$2,200,000
Contributions received in cash from employer2019-12-31$2,200,000
Employer contributions (assets) at end of year2019-12-31$2,200,000
Employer contributions (assets) at end of year2019-12-31$2,200,000
Employer contributions (assets) at beginning of year2019-12-31$3,400,000
Employer contributions (assets) at beginning of year2019-12-31$3,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,686,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,686,406
Contract administrator fees2019-12-31$487,227
Contract administrator fees2019-12-31$487,227
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 name2019-12-31ROBINSON BURDETTE MARTIN & SERIGHT
Accountancy firm name2019-12-31ROBINSON BURDETTE MARTIN & SERIGHT
Accountancy firm EIN2019-12-31752489868
Accountancy firm EIN2019-12-31752489868
2018 : RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$2,765,065
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,830,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,512,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,400,000
Value of total assets at end of year2018-12-31$34,803,617
Value of total assets at beginning of year2018-12-31$34,869,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,318,178
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$324,052
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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
Administrative expenses (other) incurred2018-12-31$994,126
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$297,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-65,785
Value of net assets at end of year (total assets less liabilities)2018-12-31$34,803,617
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,869,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$31,403,617
Value of interest in master investment trust accounts at beginning of year2018-12-31$34,572,172
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$3,400,000
Employer contributions (assets) at end of year2018-12-31$3,400,000
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,512,672
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 name2018-12-31ROBINSON BURDETTE MARTIN & SERIGHT
Accountancy firm EIN2018-12-31752489868
2017 : RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$994,065
Total unrealized appreciation/depreciation of assets2017-12-31$994,065
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$4,783,438
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$19,218,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$18,081,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$34,869,402
Value of total assets at beginning of year2017-12-31$49,304,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,136,662
Total interest from all sources2017-12-31$266,736
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$159,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$146,252
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$8,000,000
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$246,583
Administrative expenses (other) incurred2017-12-31$42,462
Total non interest bearing cash at end of year2017-12-31$297,230
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-14,434,660
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,869,402
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$49,304,062
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$947,948
Value of interest in master investment trust accounts at end of year2017-12-31$34,572,172
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,868,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,868,835
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$266,736
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$8,266,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Income. Dividends from common stock2017-12-31$159,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$18,081,436
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$7,348,735
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$29,573,696
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 name2017-12-31ROBINSON BURDETTE MARTIN & SERIGHT
Accountancy firm EIN2017-12-31752489868
2016 : RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,236,949
Total unrealized appreciation/depreciation of assets2016-12-31$2,236,949
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$3,466,611
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,123,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,932,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$49,304,062
Value of total assets at beginning of year2016-12-31$48,961,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,191,573
Total interest from all sources2016-12-31$662,659
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$574,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$346,987
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$8,000,000
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
Assets. Other investments not covered elsewhere at end of year2016-12-31$246,583
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$254,532
Other income not declared elsewhere2016-12-31$-7,949
Administrative expenses (other) incurred2016-12-31$432,868
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$342,618
Value of net assets at end of year (total assets less liabilities)2016-12-31$49,304,062
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$48,961,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$411,718
Income. Interest from US Government securities2016-12-31$320,749
Income. Interest from corporate debt instruments2016-12-31$335,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,868,835
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,715,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,715,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$6,443
Asset value of US Government securities at end of year2016-12-31$8,266,213
Asset value of US Government securities at beginning of year2016-12-31$8,458,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Income. Dividends from common stock2016-12-31$574,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,932,420
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$7,348,735
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$7,912,473
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$29,573,696
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$27,620,848
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ROBINSON, BURDETTE, MARTIN &SERIGHT
Accountancy firm EIN2016-12-31752489868
2015 : RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-351,253
Total unrealized appreciation/depreciation of assets2015-12-31$-351,253
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$822,875
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,790,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,243,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$48,961,444
Value of total assets at beginning of year2015-12-31$50,929,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$547,386
Total interest from all sources2015-12-31$673,113
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$504,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$258,007
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$8,000,000
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$254,532
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$258,498
Other income not declared elsewhere2015-12-31$-3,966
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$-1,967,983
Value of net assets at end of year (total assets less liabilities)2015-12-31$48,961,444
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$50,929,427
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$289,379
Interest earned on other investments2015-12-31$1,085
Income. Interest from US Government securities2015-12-31$340,643
Income. Interest from corporate debt instruments2015-12-31$330,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,715,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,309,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,309,840
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,010
Asset value of US Government securities at end of year2015-12-31$8,458,210
Asset value of US Government securities at beginning of year2015-12-31$9,667,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Income. Dividends from common stock2015-12-31$504,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,243,472
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$7,912,473
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$8,084,976
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$27,620,848
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$27,608,868
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 name2015-12-31ROBINSON, BURDETTE, MARTIN &SERIGHT
Accountancy firm EIN2015-12-31752489868
2014 : RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,771,581
Total unrealized appreciation/depreciation of assets2014-12-31$2,771,581
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$3,903,131
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,745,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,173,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$50,929,427
Value of total assets at beginning of year2014-12-31$49,771,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$572,454
Total interest from all sources2014-12-31$727,109
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$428,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$288,387
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$8,000,000
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$258,498
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$282,708
Other income not declared elsewhere2014-12-31$-24,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,157,620
Value of net assets at end of year (total assets less liabilities)2014-12-31$50,929,427
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$49,771,807
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$284,067
Interest earned on other investments2014-12-31$2,588
Income. Interest from US Government securities2014-12-31$724,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,309,840
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$7,700,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$7,700,495
Asset value of US Government securities at end of year2014-12-31$9,667,245
Asset value of US Government securities at beginning of year2014-12-31$8,590,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Income. Dividends from common stock2014-12-31$428,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,173,057
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$8,084,976
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$7,772,592
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$27,608,868
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$25,425,418
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 name2014-12-31ROBINSON, BURDETTE, MARTIN &SERIGHT
Accountancy firm EIN2014-12-31752489868
2013 : RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,706,405
Total unrealized appreciation/depreciation of assets2013-12-31$5,706,405
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$6,904,936
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,471,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,837,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$49,771,807
Value of total assets at beginning of year2013-12-31$45,338,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$633,919
Total interest from all sources2013-12-31$754,679
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$443,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$362,089
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$8,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$282,708
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$246,074
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$4,433,118
Value of net assets at end of year (total assets less liabilities)2013-12-31$49,771,807
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$45,338,689
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$271,830
Interest earned on other investments2013-12-31$37,490
Income. Interest from US Government securities2013-12-31$717,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$7,700,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,760,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,760,920
Asset value of US Government securities at end of year2013-12-31$8,590,594
Asset value of US Government securities at beginning of year2013-12-31$9,397,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from common stock2013-12-31$443,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,837,899
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$7,772,592
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$7,600,316
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$25,425,418
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$23,334,269
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 name2013-12-31ROBINSON, BURDETTE, MARTIN &SERIGHT
Accountancy firm EIN2013-12-31752489868
2012 : RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,361,621
Total unrealized appreciation/depreciation of assets2012-12-31$1,361,621
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$3,100,469
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,080,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,508,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$421,068
Value of total assets at end of year2012-12-31$45,338,689
Value of total assets at beginning of year2012-12-31$44,318,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$571,115
Total interest from all sources2012-12-31$840,071
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$477,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$305,291
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$8,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$246,074
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$250,104
Other income not declared elsewhere2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,020,431
Value of net assets at end of year (total assets less liabilities)2012-12-31$45,338,689
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$44,318,258
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$265,824
Interest earned on other investments2012-12-31$-4,030
Income. Interest from US Government securities2012-12-31$844,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,760,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,202,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,202,124
Asset value of US Government securities at end of year2012-12-31$9,397,110
Asset value of US Government securities at beginning of year2012-12-31$11,527,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$421,068
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$442,783
Income. Dividends from common stock2012-12-31$477,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,508,923
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$7,600,316
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$8,048,141
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$23,334,269
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$21,848,014
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 name2012-12-31ROBINSON, BURDETTE, MARTIN &SERIGHT
Accountancy firm EIN2012-12-31752489868
2011 : RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$2,712,498
Total unrealized appreciation/depreciation of assets2011-12-31$2,712,498
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,671,082
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,984,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,404,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$803,538
Value of total assets at end of year2011-12-31$44,318,258
Value of total assets at beginning of year2011-12-31$41,631,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$579,958
Total interest from all sources2011-12-31$783,744
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$371,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$330,230
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$8,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$250,104
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$231,479
Other income not declared elsewhere2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,686,520
Value of net assets at end of year (total assets less liabilities)2011-12-31$44,318,258
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$41,631,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$249,728
Interest earned on other investments2011-12-31$18,625
Income. Interest from US Government securities2011-12-31$765,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,202,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$541,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$541,419
Asset value of US Government securities at end of year2011-12-31$11,527,092
Asset value of US Government securities at beginning of year2011-12-31$12,120,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$803,538
Employer contributions (assets) at end of year2011-12-31$442,783
Employer contributions (assets) at beginning of year2011-12-31$317,611
Income. Dividends from common stock2011-12-31$371,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,404,604
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$8,048,141
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$3,377,031
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$21,848,014
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$25,044,027
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ROBINSON, BURDETTE, MARTIN &SERIGHT
Accountancy firm EIN2011-12-31752489868
2010 : RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,985,455
Total unrealized appreciation/depreciation of assets2010-12-31$2,985,455
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,394,906
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,961,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,401,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$317,611
Value of total assets at end of year2010-12-31$41,631,738
Value of total assets at beginning of year2010-12-31$39,198,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$559,650
Total interest from all sources2010-12-31$708,674
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$377,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$322,943
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$8,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$231,479
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$241,444
Other income not declared elsewhere2010-12-31$5,866
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,433,299
Value of net assets at end of year (total assets less liabilities)2010-12-31$41,631,738
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$39,198,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$236,707
Interest earned on other investments2010-12-31$-9,965
Income. Interest from US Government securities2010-12-31$718,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$541,419
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,041,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,041,634
Asset value of US Government securities at end of year2010-12-31$12,120,171
Asset value of US Government securities at beginning of year2010-12-31$12,132,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$317,611
Employer contributions (assets) at end of year2010-12-31$317,611
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from common stock2010-12-31$377,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,401,957
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$3,377,031
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$3,310,404
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$25,044,027
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$22,472,866
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ROBINSON, BURDETTE, MARTIN &SERIGHT
Accountancy firm EIN2010-12-31752489868

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C.

2022: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 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: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 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: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 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: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 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: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 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: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 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
2011: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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