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CO-OP 401(K) PLAN 401k Plan overview

Plan NameCO-OP 401(K) PLAN
Plan identification number 001

CO-OP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

VALLEY WIDE COOPERATIVE INC has sponsored the creation of one or more 401k plans.

Company Name:VALLEY WIDE COOPERATIVE INC
Employer identification number (EIN):820191253
NAIC Classification:115110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CO-OP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-10-01GEORGE BARRON
0012015-10-01GEORGE BARRON
0012014-10-01GEORGE BARRON
0012013-10-01GEORGE BARRON
0012012-10-01GEORGE BARRON
0012011-10-01GEORGE BARRON GEORGE BARRON2013-07-08
0012009-10-01GEORGE BARRON
0012008-10-01

Plan Statistics for CO-OP 401(K) PLAN

401k plan membership statisitcs for CO-OP 401(K) PLAN

Measure Date Value
2016: CO-OP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01507
Total number of active participants reported on line 7a of the Form 55002016-10-01424
Number of retired or separated participants receiving benefits2016-10-011
Number of other retired or separated participants entitled to future benefits2016-10-0165
Total of all active and inactive participants2016-10-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-011
Total participants2016-10-01491
Number of participants with account balances2016-10-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: CO-OP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01365
Total number of active participants reported on line 7a of the Form 55002015-10-01447
Number of retired or separated participants receiving benefits2015-10-011
Number of other retired or separated participants entitled to future benefits2015-10-0158
Total of all active and inactive participants2015-10-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-011
Total participants2015-10-01507
Number of participants with account balances2015-10-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: CO-OP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01339
Total number of active participants reported on line 7a of the Form 55002014-10-01324
Number of retired or separated participants receiving benefits2014-10-011
Number of other retired or separated participants entitled to future benefits2014-10-0139
Total of all active and inactive participants2014-10-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-011
Total participants2014-10-01365
Number of participants with account balances2014-10-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: CO-OP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01288
Total number of active participants reported on line 7a of the Form 55002013-10-01305
Number of retired or separated participants receiving benefits2013-10-011
Number of other retired or separated participants entitled to future benefits2013-10-0133
Total of all active and inactive participants2013-10-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01339
Number of participants with account balances2013-10-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: CO-OP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01311
Total number of active participants reported on line 7a of the Form 55002012-10-01236
Number of retired or separated participants receiving benefits2012-10-012
Number of other retired or separated participants entitled to future benefits2012-10-0133
Total of all active and inactive participants2012-10-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01271
Number of participants with account balances2012-10-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: CO-OP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01299
Total number of active participants reported on line 7a of the Form 55002011-10-01238
Number of retired or separated participants receiving benefits2011-10-012
Number of other retired or separated participants entitled to future benefits2011-10-0131
Total of all active and inactive participants2011-10-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01271
Number of participants with account balances2011-10-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0110
2009: CO-OP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01240
Total number of active participants reported on line 7a of the Form 55002009-10-01193
Number of retired or separated participants receiving benefits2009-10-012
Number of other retired or separated participants entitled to future benefits2009-10-0133
Total of all active and inactive participants2009-10-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01228
Number of participants with account balances2009-10-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on CO-OP 401(K) PLAN

Measure Date Value
2016 : CO-OP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,277
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,638
Total income from all sources (including contributions)2016-12-31$549,004
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$621,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$610,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$539,075
Value of total assets at end of year2016-12-31$14,461,631
Value of total assets at beginning of year2016-12-31$14,534,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,254
Total interest from all sources2016-12-31$3,554
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$212,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$212,895
Administrative expenses professional fees incurred2016-12-31$9,813
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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-interest2016-12-31Yes
Amount of non-exempt transactions with any party-in-interest2016-12-31$42
Contributions received from participants2016-12-31$280,856
Participant contributions at end of year2016-12-31$333,822
Participant contributions at beginning of year2016-12-31$306,021
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$46,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,277
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,638
Other income not declared elsewhere2016-12-31$-36,222
Administrative expenses (other) incurred2016-12-31$1,441
Total non interest bearing cash at end of year2016-12-31$87
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-72,849
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,459,354
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,532,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,456,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,126,903
Interest on participant loans2016-12-31$3,554
Value of interest in common/collective trusts at end of year2016-12-31$543,083
Value of interest in common/collective trusts at beginning of year2016-12-31$703,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$517,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$524,441
Asset value of US Government securities at end of year2016-12-31$643,331
Asset value of US Government securities at beginning of year2016-12-31$791,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-174,729
Net investment gain or loss from common/collective trusts2016-12-31$4,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$211,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$610,599
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$369,181
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$394,136
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$596,689
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$688,701
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31RUDD AND COMPANY, CPA
Accountancy firm EIN2016-12-31820467399
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total transfer of assets to this plan2016-09-30$2,680,310
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$2,638
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$2,851,915
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$774,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$732,311
Expenses. Certain deemed distributions of participant loans2016-09-30$170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$1,730,864
Value of total assets at end of year2016-09-30$14,534,841
Value of total assets at beginning of year2016-09-30$9,774,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$42,313
Total interest from all sources2016-09-30$12,700
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$458,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$458,780
Administrative expenses professional fees incurred2016-09-30$32,861
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$1,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$949,173
Participant contributions at end of year2016-09-30$306,021
Participant contributions at beginning of year2016-09-30$201,478
Assets. Other investments not covered elsewhere at beginning of year2016-09-30$1,798,311
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$79,940
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-09-30$2,638
Other income not declared elsewhere2016-09-30$63,621
Administrative expenses (other) incurred2016-09-30$5,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$2,077,121
Value of net assets at end of year (total assets less liabilities)2016-09-30$14,532,203
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$9,774,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$4,165
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$11,126,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$7,234,065
Interest on participant loans2016-09-30$12,700
Value of interest in common/collective trusts at end of year2016-09-30$703,041
Value of interest in common/collective trusts at beginning of year2016-09-30$540,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$524,441
Asset value of US Government securities at end of year2016-09-30$791,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$578,027
Net investment gain or loss from common/collective trusts2016-09-30$7,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$701,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$732,311
Asset. Corporate debt instrument preferred debt at end of year2016-09-30$394,136
Asset. Corporate debt instrument debt (other) at end of year2016-09-30$688,701
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30No
Opinion of an independent qualified public accountant for this plan2016-09-30Unqualified
Accountancy firm name2016-09-30RUDD AND COMPANY, CPA
Accountancy firm EIN2016-09-30820467399
2015 : CO-OP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total transfer of assets to this plan2015-09-30$40,651
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$1,026,421
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$337,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$301,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$1,053,843
Value of total assets at end of year2015-09-30$9,774,772
Value of total assets at beginning of year2015-09-30$9,044,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$35,337
Total interest from all sources2015-09-30$8,904
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$347,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$347,318
Administrative expenses professional fees incurred2015-09-30$35,337
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$583,400
Participant contributions at end of year2015-09-30$201,478
Participant contributions at beginning of year2015-09-30$198,179
Assets. Other investments not covered elsewhere at end of year2015-09-30$1,798,311
Assets. Other investments not covered elsewhere at beginning of year2015-09-30$1,446,935
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$46,208
Other income not declared elsewhere2015-09-30$33,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$689,397
Value of net assets at end of year (total assets less liabilities)2015-09-30$9,774,772
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$9,044,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$7,234,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$6,454,154
Interest on participant loans2015-09-30$8,904
Value of interest in common/collective trusts at end of year2015-09-30$540,918
Value of interest in common/collective trusts at beginning of year2015-09-30$945,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-416,600
Net investment gain or loss from common/collective trusts2015-09-30$-776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$424,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$301,687
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30No
Opinion of an independent qualified public accountant for this plan2015-09-30Unqualified
Accountancy firm name2015-09-30RUDD AND COMPANY, CPA
Accountancy firm EIN2015-09-30820467399
2014 : CO-OP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$1,598,872
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$527,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$493,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$895,823
Value of total assets at end of year2014-09-30$9,044,724
Value of total assets at beginning of year2014-09-30$7,973,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$33,513
Total interest from all sources2014-09-30$7,449
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$197,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$197,866
Administrative expenses professional fees incurred2014-09-30$33,513
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$496,071
Participant contributions at end of year2014-09-30$198,179
Participant contributions at beginning of year2014-09-30$164,296
Assets. Other investments not covered elsewhere at end of year2014-09-30$1,446,935
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$46,409
Other income not declared elsewhere2014-09-30$93,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$1,071,575
Value of net assets at end of year (total assets less liabilities)2014-09-30$9,044,724
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$7,973,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$6,454,154
Interest on participant loans2014-09-30$7,449
Value of interest in master investment trust accounts at beginning of year2014-09-30$7,808,853
Value of interest in common/collective trusts at end of year2014-09-30$945,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$377,692
Net investment gain or loss from common/collective trusts2014-09-30$26,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$353,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$493,784
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30No
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30RUDD AND COMPANY, CPA
Accountancy firm EIN2014-09-30820467399
2013 : CO-OP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$1,553,504
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$665,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$633,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$800,994
Value of total assets at end of year2013-09-30$7,973,149
Value of total assets at beginning of year2013-09-30$7,085,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$32,548
Total interest from all sources2013-09-30$7,655
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Administrative expenses professional fees incurred2013-09-30$32,548
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$470,757
Participant contributions at end of year2013-09-30$164,296
Participant contributions at beginning of year2013-09-30$158,097
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$3,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$887,691
Value of net assets at end of year (total assets less liabilities)2013-09-30$7,973,149
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$7,085,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Interest on participant loans2013-09-30$7,655
Value of interest in master investment trust accounts at end of year2013-09-30$7,808,853
Value of interest in master investment trust accounts at beginning of year2013-09-30$6,927,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$326,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$633,265
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30No
Opinion of an independent qualified public accountant for this plan2013-09-30Unqualified
Accountancy firm name2013-09-30RUDD AND COMPANY, CPA
Accountancy firm EIN2013-09-30820467399
2012 : CO-OP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$1,789,644
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$1,152,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$1,120,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$833,072
Value of total assets at end of year2012-09-30$7,085,458
Value of total assets at beginning of year2012-09-30$6,447,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$31,301
Total interest from all sources2012-09-30$8,514
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Administrative expenses professional fees incurred2012-09-30$31,301
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$1,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$422,964
Participant contributions at end of year2012-09-30$158,097
Participant contributions at beginning of year2012-09-30$195,150
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$113,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$637,575
Value of net assets at end of year (total assets less liabilities)2012-09-30$7,085,458
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$6,447,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Interest on participant loans2012-09-30$8,514
Value of interest in master investment trust accounts at end of year2012-09-30$6,927,361
Value of interest in master investment trust accounts at beginning of year2012-09-30$6,252,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$296,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$1,120,768
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30No
Opinion of an independent qualified public accountant for this plan2012-09-30Unqualified
Accountancy firm name2012-09-30RUDD AND COMPANY, CPA
Accountancy firm EIN2012-09-30820467399
2011 : CO-OP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$689,863
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$873,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$845,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$631,714
Value of total assets at end of year2011-09-30$6,447,883
Value of total assets at beginning of year2011-09-30$6,631,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$28,292
Total interest from all sources2011-09-30$8,896
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Administrative expenses professional fees incurred2011-09-30$28,292
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$387,673
Participant contributions at end of year2011-09-30$195,150
Participant contributions at beginning of year2011-09-30$180,626
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-183,641
Value of net assets at end of year (total assets less liabilities)2011-09-30$6,447,883
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$6,631,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Interest on participant loans2011-09-30$8,896
Value of interest in master investment trust accounts at end of year2011-09-30$6,252,733
Value of interest in master investment trust accounts at beginning of year2011-09-30$6,450,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$243,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$845,212
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30RUDD AND COMPANY, CPA
Accountancy firm EIN2011-09-30820467399
2010 : CO-OP 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for CO-OP 401(K) PLAN

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

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