UNITED SUPERMARKETS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE UNITED SUPERMARKETS, LLC 401(K) RETIREMENT AND SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2017 : THE UNITED SUPERMARKETS, LLC 401(K) RETIREMENT AND SAVINGS PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets from this plan | 2017-12-31 | $131,801,406 |
| 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 | $23,175,854 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $7,534,706 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $7,296,603 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $5,913,674 |
| Value of total assets at end of year | 2017-12-31 | $0 |
| Value of total assets at beginning of year | 2017-12-31 | $116,160,258 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $238,103 |
| Total interest from all sources | 2017-12-31 | $171,068 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $30,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $5,835,817 |
| Participant contributions at end of year | 2017-12-31 | $0 |
| Participant contributions at beginning of year | 2017-12-31 | $3,961,129 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $74,950 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $17,224 |
| Other income not declared elsewhere | 2017-12-31 | $152,755 |
| Administrative expenses (other) incurred | 2017-12-31 | $238,103 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $15,641,148 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $116,160,258 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $6,168,452 |
| Interest on participant loans | 2017-12-31 | $171,068 |
| Value of interest in master investment trust accounts at end of year | 2017-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $103,735,635 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $2,907 |
| Employer contributions (assets) at end of year | 2017-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $2,295,042 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $7,279,379 |
| Did the plan have assets held for investment | 2017-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | ROBINSON, BURDETTE, ET AL LLP |
| Accountancy firm EIN | 2017-12-31 | 752489868 |
| 2016 : THE UNITED SUPERMARKETS, LLC 401(K) RETIREMENT AND SAVINGS PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $4,784,330 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $4,784,330 |
| 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 | $15,871,137 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $10,715,474 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $10,675,645 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $10,170,443 |
| Value of total assets at end of year | 2016-12-31 | $116,160,258 |
| Value of total assets at beginning of year | 2016-12-31 | $111,004,595 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $39,829 |
| Total interest from all sources | 2016-12-31 | $237,208 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $212,765 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $212,765 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $30,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $7,088,512 |
| Participant contributions at end of year | 2016-12-31 | $3,961,129 |
| Participant contributions at beginning of year | 2016-12-31 | $4,099,933 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $786,889 |
| Other income not declared elsewhere | 2016-12-31 | $267 |
| Administrative expenses (other) incurred | 2016-12-31 | $39,829 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $5,155,663 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $116,160,258 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $111,004,595 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $6,168,452 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $97,863,618 |
| Interest on participant loans | 2016-12-31 | $173,172 |
| Value of interest in master investment trust accounts at end of year | 2016-12-31 | $103,735,635 |
| Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $64,036 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $6,442,065 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $23,910 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $2,295,042 |
| Employer contributions (assets) at end of year | 2016-12-31 | $2,295,042 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $2,598,979 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $10,675,645 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | ROBINSON, BURDETTE, ET AL LLP |
| Accountancy firm EIN | 2016-12-31 | 752489868 |
| 2015 : THE UNITED SUPERMARKETS, LLC 401(K) RETIREMENT AND SAVINGS PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-2,755,707 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-2,755,707 |
| Total income from all sources (including contributions) | 2015-12-31 | $13,493,362 |
| Total of all expenses incurred | 2015-12-31 | $11,397,736 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $11,307,665 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $14,659,916 |
| Value of total assets at end of year | 2015-12-31 | $111,004,595 |
| Value of total assets at beginning of year | 2015-12-31 | $108,908,969 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $90,071 |
| Total interest from all sources | 2015-12-31 | $1,589,153 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $8,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $7,587,211 |
| Participant contributions at end of year | 2015-12-31 | $4,099,933 |
| Participant contributions at beginning of year | 2015-12-31 | $4,140,247 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $217,706 |
| Administrative expenses (other) incurred | 2015-12-31 | $90,071 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $2,095,626 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $111,004,595 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $108,908,969 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $97,863,618 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $99,884,629 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $1,589,153 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $6,442,065 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $4,884,093 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $6,854,999 |
| Employer contributions (assets) at end of year | 2015-12-31 | $2,598,979 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $11,307,665 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | ROBINSON, BURDETTE, ET AL LLP |
| Accountancy firm EIN | 2015-12-31 | 752489868 |
| 2014 : THE UNITED SUPERMARKETS, LLC 401(K) RETIREMENT AND SAVINGS PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $4,050,831 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $4,050,831 |
| Total income from all sources (including contributions) | 2014-12-31 | $18,676,162 |
| Total of all expenses incurred | 2014-12-31 | $9,147,505 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $9,094,107 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $12,852,463 |
| Value of total assets at end of year | 2014-12-31 | $108,908,969 |
| Value of total assets at beginning of year | 2014-12-31 | $99,380,312 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $53,398 |
| Total interest from all sources | 2014-12-31 | $1,772,868 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $8,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $6,974,545 |
| Participant contributions at end of year | 2014-12-31 | $4,140,247 |
| Participant contributions at beginning of year | 2014-12-31 | $3,723,244 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $286,966 |
| Administrative expenses (other) incurred | 2014-12-31 | $53,398 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $9,528,657 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $108,908,969 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $99,380,312 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $99,884,629 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $90,076,720 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $1,772,868 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $4,884,093 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $5,580,348 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $5,590,952 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $9,094,107 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | ROBINSON, BURDETTE, ET AL LLP |
| Accountancy firm EIN | 2014-12-31 | 752489868 |
| 2013 : THE UNITED SUPERMARKETS, LLC 401(K) RETIREMENT AND SAVINGS PLAN 2013 401k financial data |
|---|
| Total transfer of assets from this plan | 2013-12-31 | $29,721 |
| Total income from all sources (including contributions) | 2013-12-31 | $27,516,847 |
| Total of all expenses incurred | 2013-12-31 | $8,463,652 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $8,390,665 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $13,323,550 |
| Value of total assets at end of year | 2013-12-31 | $99,380,312 |
| Value of total assets at beginning of year | 2013-12-31 | $80,356,838 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $72,987 |
| Total interest from all sources | 2013-12-31 | $1,442,701 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $8,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $6,488,879 |
| Participant contributions at end of year | 2013-12-31 | $3,723,244 |
| Participant contributions at beginning of year | 2013-12-31 | $3,408,714 |
| Participant contributions at beginning of year | 2013-12-31 | $98,563 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $539,996 |
| Administrative expenses (other) incurred | 2013-12-31 | $72,987 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $19,053,195 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $99,380,312 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $80,356,838 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $90,076,720 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $70,965,265 |
| Interest earned on other investments | 2013-12-31 | $1,442,701 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $5,580,348 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $5,851,124 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $12,750,596 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $6,294,675 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $33,172 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $8,390,665 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | ROBINSON, BURDETTE, ET AL LLP |
| Accountancy firm EIN | 2013-12-31 | 752489868 |
| 2012 : THE UNITED SUPERMARKETS, LLC 401(K) RETIREMENT AND SAVINGS PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $20,296,975 |
| Total of all expenses incurred | 2012-12-31 | $7,213,492 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $7,141,753 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $11,609,065 |
| Value of total assets at end of year | 2012-12-31 | $80,356,838 |
| Value of total assets at beginning of year | 2012-12-31 | $67,273,355 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $71,739 |
| Total interest from all sources | 2012-12-31 | $1,908,676 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $8,000,000 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $6,363,817 |
| Participant contributions at end of year | 2012-12-31 | $3,408,714 |
| Participant contributions at beginning of year | 2012-12-31 | $2,866,729 |
| Participant contributions at end of year | 2012-12-31 | $98,563 |
| Participant contributions at beginning of year | 2012-12-31 | $140,758 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $437,650 |
| Administrative expenses (other) incurred | 2012-12-31 | $71,739 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $13,083,483 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $80,356,838 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $67,273,355 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $70,965,265 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $59,796,410 |
| Interest earned on other investments | 2012-12-31 | $1,908,676 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $5,851,124 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $4,421,960 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $6,779,234 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $4,807,598 |
| Employer contributions (assets) at end of year | 2012-12-31 | $33,172 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $47,498 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $7,141,753 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | ROBINSON, BURDETTE, ET AL LLP |
| Accountancy firm EIN | 2012-12-31 | 752489868 |
| 2011 : THE UNITED SUPERMARKETS, LLC 401(K) RETIREMENT AND SAVINGS PLAN 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-12-31 | $11,174,696 |
| Total of all expenses incurred | 2011-12-31 | $7,194,836 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $7,143,724 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $10,238,142 |
| Value of total assets at end of year | 2011-12-31 | $67,273,355 |
| Value of total assets at beginning of year | 2011-12-31 | $63,293,495 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $51,112 |
| Total interest from all sources | 2011-12-31 | $2,426,566 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $8,000,000 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $5,725,740 |
| Participant contributions at end of year | 2011-12-31 | $2,866,729 |
| Participant contributions at beginning of year | 2011-12-31 | $2,599,230 |
| Participant contributions at end of year | 2011-12-31 | $140,758 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $313,630 |
| Administrative expenses (other) incurred | 2011-12-31 | $51,112 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $3,979,860 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $67,273,355 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $63,293,495 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $59,796,410 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $47,111,167 |
| Interest earned on other investments | 2011-12-31 | $2,426,566 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $4,421,960 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $13,583,098 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,490,012 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $4,198,772 |
| Employer contributions (assets) at end of year | 2011-12-31 | $47,498 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $7,143,724 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | ROBINSON, BURDETTE, ET AL LLP |
| Accountancy firm EIN | 2011-12-31 | 752489868 |
| 2010 : THE UNITED SUPERMARKETS, LLC 401(K) RETIREMENT AND SAVINGS PLAN 2010 401k financial data |
|---|
| Total income from all sources (including contributions) | 2010-12-31 | $14,188,683 |
| Total of all expenses incurred | 2010-12-31 | $4,347,273 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,300,523 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $8,091,194 |
| Value of total assets at end of year | 2010-12-31 | $63,293,495 |
| Value of total assets at beginning of year | 2010-12-31 | $53,452,085 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $46,750 |
| Total interest from all sources | 2010-12-31 | $495,041 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $8,000,000 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $4,185,461 |
| Participant contributions at end of year | 2010-12-31 | $2,599,230 |
| Participant contributions at beginning of year | 2010-12-31 | $2,096,629 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $138,373 |
| Administrative expenses (other) incurred | 2010-12-31 | $46,750 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $9,841,410 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $63,293,495 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $53,452,085 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $47,111,167 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $38,980,767 |
| Interest earned on other investments | 2010-12-31 | $495,041 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $13,583,098 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $12,374,689 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $5,602,448 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $3,767,360 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,300,523 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | ROBINSON, BURDETTE, ET AL LLP |
| Accountancy firm EIN | 2010-12-31 | 752489868 |
| 2009 : THE UNITED SUPERMARKETS, LLC 401(K) RETIREMENT AND SAVINGS PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
