THE FOOD CO-OP has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : THE FOOD CO-OP 401(K) 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-28 | 154967 |
| Net assets as of the end of the plan year | 2025-05-28 | 962178 |
| Total assets as of the beginning of the plan year | 2025-05-28 | 759931 |
| Value of plan covered by a fidelity bond | 2025-05-28 | 10000 |
| Participant contributions to plan in this plan year | 2025-05-28 | 221482 |
| Other contributions to plan in this plan year | 2025-05-28 | 14 |
| Other income to plan in this plan year | 2025-05-28 | 113640 |
| Plan net income in this plan year | 2025-05-28 | 202247 |
| Net assets as of the end of the plan year | 2025-05-28 | 962178 |
| Net assets as of the beginning of the plan year | 2025-05-28 | 759931 |
| Employer contributions to plan in this plan year | 2025-05-28 | 22078 |
| Fees paid to broker by Benefit Provider | 2025-05-28 | 794 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-28 | 13688 |
| 2024 : THE FOOD CO-OP 401(K) 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-05 | 20314 |
| Net assets as of the end of the plan year | 2024-06-05 | 759931 |
| Total assets as of the beginning of the plan year | 2024-06-05 | 447435 |
| Value of plan covered by a fidelity bond | 2024-06-05 | 41279 |
| Participant contributions to plan in this plan year | 2024-06-05 | 194509 |
| Other contributions to plan in this plan year | 2024-06-05 | 20262 |
| Other income to plan in this plan year | 2024-06-05 | 100299 |
| Plan net income in this plan year | 2024-06-05 | 312496 |
| Net assets as of the end of the plan year | 2024-06-05 | 759931 |
| Net assets as of the beginning of the plan year | 2024-06-05 | 447435 |
| Employer contributions to plan in this plan year | 2024-06-05 | 17740 |
| Fees paid to broker by Benefit Provider | 2024-06-05 | 1955 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-05 | 9378 |
| 2022 : THE FOOD CO-OP 401(K) 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $75,739 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $41,089 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $34,173 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $149,327 |
| Value of total assets at end of year | 2022-12-31 | $447,435 |
| Value of total assets at beginning of year | 2022-12-31 | $412,785 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $6,916 |
| Total interest from all sources | 2022-12-31 | $7 |
| 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 year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $320 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $41,279 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $148,608 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $34,650 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $447,435 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $412,785 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $83 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $447,435 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $412,785 |
| Income. Interest from loans (other than to participants) | 2022-12-31 | $7 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-73,595 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $719 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $34,173 |
| Contract administrator fees | 2022-12-31 | $6,513 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | WEGNER CPAS, LLP |
| Accountancy firm EIN | 2022-12-31 | 390974031 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $75,739 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $41,089 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $34,173 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $149,327 |
| Value of total assets at end of year | 2022-01-01 | $447,435 |
| Value of total assets at beginning of year | 2022-01-01 | $412,785 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $6,916 |
| Total interest from all sources | 2022-01-01 | $7 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Administrative expenses professional fees incurred | 2022-01-01 | $320 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $41,279 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $148,608 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $34,650 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $447,435 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $412,785 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $83 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $447,435 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $412,785 |
| Income. Interest from loans (other than to participants) | 2022-01-01 | $7 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-73,595 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $719 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $34,173 |
| Contract administrator fees | 2022-01-01 | $6,513 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | WEGNER CPAS, LLP |
| Accountancy firm EIN | 2022-01-01 | 390974031 |
| 2021 : THE FOOD CO-OP 401(K) 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $201,393 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $20,083 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $14,640 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $158,906 |
| Value of total assets at end of year | 2021-12-31 | $412,785 |
| Value of total assets at beginning of year | 2021-12-31 | $231,475 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $5,443 |
| Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $160 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $23,148 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $144,407 |
| Other income not declared elsewhere | 2021-12-31 | $1 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $181,310 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $412,785 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $231,475 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $66 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $412,785 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $231,475 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $42,486 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $14,499 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $14,640 |
| Contract administrator fees | 2021-12-31 | $5,217 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
