DUDLEY SUPERMARKETS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DUDLEY SUPERMARKETS, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2020 : DUDLEY SUPERMARKETS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $799,936 |
| Total of all expenses incurred | 2020-12-31 | $71,540 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $70,965 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $53,920 |
| Value of total assets at end of year | 2020-12-31 | $6,780,433 |
| Value of total assets at beginning of year | 2020-12-31 | $6,052,037 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $575 |
| Total interest from all sources | 2020-12-31 | $6 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $53,920 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $728,396 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,780,433 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,052,037 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $4,638,695 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $4,254,436 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $6 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $2,141,738 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,797,601 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $746,010 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $70,965 |
| Contract administrator fees | 2020-12-31 | $575 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | STOWE & DEGON LLC |
| Accountancy firm EIN | 2020-12-31 | 043379904 |
| 2019 : DUDLEY SUPERMARKETS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $976,374 |
| Total of all expenses incurred | 2019-12-31 | $131,229 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $126,479 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $67,398 |
| Value of total assets at end of year | 2019-12-31 | $6,052,037 |
| Value of total assets at beginning of year | 2019-12-31 | $5,206,892 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,750 |
| Total interest from all sources | 2019-12-31 | $50,181 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $67,398 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
| Administrative expenses (other) incurred | 2019-12-31 | $4,750 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $845,145 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,052,037 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,206,892 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $4,254,436 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $3,508,514 |
| Interest on participant loans | 2019-12-31 | $0 |
| Interest earned on other investments | 2019-12-31 | $50,181 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,797,601 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,698,378 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $858,795 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $0 |
| Employer contributions (assets) at end of year | 2019-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $126,479 |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | STOWE & DEGON LLC |
| Accountancy firm EIN | 2019-12-31 | 043379904 |
| 2018 : DUDLEY SUPERMARKETS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $-103,451 |
| Total of all expenses incurred | 2018-12-31 | $131,634 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $131,634 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $94,988 |
| Value of total assets at end of year | 2018-12-31 | $5,206,892 |
| Value of total assets at beginning of year | 2018-12-31 | $5,441,977 |
| Total interest from all sources | 2018-12-31 | $49,435 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $66,543 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $28,445 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $300 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Income. Non cash contributions | 2018-12-31 | $0 |
| Value of net income/loss | 2018-12-31 | $-235,085 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,206,892 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,441,977 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $3,508,514 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $3,776,357 |
| Interest earned on other investments | 2018-12-31 | $49,435 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $1,698,378 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,665,620 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-247,874 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $131,334 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | STOWE & DEGON, LLC |
| Accountancy firm EIN | 2018-12-31 | 043379904 |
| 2017 : DUDLEY SUPERMARKETS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| 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 | $772,922 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $373,084 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $373,084 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $104,743 |
| Value of total assets at end of year | 2017-12-31 | $5,441,977 |
| Value of total assets at beginning of year | 2017-12-31 | $5,042,139 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
| Total interest from all sources | 2017-12-31 | $48,460 |
| 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 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| 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 | $104,743 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $700 |
| Administrative expenses (other) incurred | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $399,838 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,441,977 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,042,139 |
| 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 pooled separate accounts at end of year | 2017-12-31 | $3,776,357 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $3,326,191 |
| Interest earned on other investments | 2017-12-31 | $48,460 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,665,620 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,715,948 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $619,719 |
| 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 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $372,384 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 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 | No |
| 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 | STOWE & DEGON LLC |
| Accountancy firm EIN | 2017-12-31 | 043379904 |
| 2016 : DUDLEY SUPERMARKETS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $428,920 |
| Total of all expenses incurred | 2016-12-31 | $56,139 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $56,139 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $107,958 |
| Value of total assets at end of year | 2016-12-31 | $5,042,139 |
| Value of total assets at beginning of year | 2016-12-31 | $4,669,358 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $107,958 |
| Participant contributions at beginning of year | 2016-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $550 |
| 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 |
| Income. Non cash contributions | 2016-12-31 | $0 |
| Value of net income/loss | 2016-12-31 | $372,781 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,042,139 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,669,358 |
| 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 pooled separate accounts at end of year | 2016-12-31 | $3,326,191 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $3,032,957 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,715,948 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,636,401 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $320,962 |
| 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 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $55,589 |
| 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 | STOWE & DEGON LLC |
| Accountancy firm EIN | 2016-12-31 | 043379904 |
| 2015 : DUDLEY SUPERMARKETS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $151,931 |
| Total of all expenses incurred | 2015-12-31 | $74,477 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $74,477 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $115,321 |
| Value of total assets at end of year | 2015-12-31 | $4,669,358 |
| Value of total assets at beginning of year | 2015-12-31 | $4,591,904 |
| 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 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $115,321 |
| Participant contributions at end of year | 2015-12-31 | $0 |
| Participant contributions at beginning of year | 2015-12-31 | $20,957 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $500 |
| 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 |
| Income. Non cash contributions | 2015-12-31 | $0 |
| Value of net income/loss | 2015-12-31 | $77,454 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,669,358 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,591,904 |
| 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 pooled separate accounts at end of year | 2015-12-31 | $3,032,957 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $2,978,601 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $1,636,401 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,592,346 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $36,610 |
| 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 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $73,977 |
| 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 | STOWE & DEGON LLC |
| Accountancy firm EIN | 2015-12-31 | 043379904 |
| 2014 : DUDLEY SUPERMARKETS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-12-31 | $315,655 |
| Total of all expenses incurred | 2014-12-31 | $62,095 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $62,095 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $90,729 |
| Value of total assets at end of year | 2014-12-31 | $4,591,904 |
| Value of total assets at beginning of year | 2014-12-31 | $4,338,344 |
| 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 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $90,729 |
| Participant contributions at end of year | 2014-12-31 | $20,957 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $500 |
| 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 |
| Income. Non cash contributions | 2014-12-31 | $0 |
| Value of net income/loss | 2014-12-31 | $253,560 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,591,904 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,338,344 |
| 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 pooled separate accounts at end of year | 2014-12-31 | $2,978,601 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $2,773,131 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,592,346 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,565,213 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $224,926 |
| 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 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $61,595 |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | CAPLICE CIARAMICOLI & DOYLE LLP |
| Accountancy firm EIN | 2014-12-31 | 100000223 |
| 2013 : DUDLEY SUPERMARKETS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $1,901,693 |
| Total of all expenses incurred | 2013-12-31 | $149,279 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $149,279 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,325,296 |
| Value of total assets at end of year | 2013-12-31 | $4,338,344 |
| Value of total assets at beginning of year | 2013-12-31 | $2,585,930 |
| Total income from rents | 2013-12-31 | $0 |
| 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 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $123,727 |
| Participant contributions at beginning of year | 2013-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,201,569 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $675 |
| 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 |
| Income. Non cash contributions | 2013-12-31 | $0 |
| Value of net income/loss | 2013-12-31 | $1,752,414 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,338,344 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,585,930 |
| 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 pooled separate accounts at end of year | 2013-12-31 | $2,773,131 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $1,842,247 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,565,213 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $743,683 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $576,397 |
| 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 | $0 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $148,604 |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | BISCEGLIA, STEIMAN & FUDEMAN, LLP |
| Accountancy firm EIN | 2013-12-31 | 043338777 |
| 2012 : DUDLEY SUPERMARKETS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $480,196 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $22,562 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $22,562 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $211,049 |
| Value of total assets at end of year | 2012-12-31 | $2,585,930 |
| Value of total assets at beginning of year | 2012-12-31 | $2,128,296 |
| Total interest from all sources | 2012-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| 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 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $163,523 |
| Participant contributions at end of year | 2012-12-31 | $0 |
| Participant contributions at beginning of year | 2012-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $47,526 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $50 |
| 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 | $457,634 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,585,930 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,128,296 |
| 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 pooled separate accounts at end of year | 2012-12-31 | $1,842,247 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $1,557,674 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $743,683 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $570,622 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $269,147 |
| 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 |
| Employer contributions (assets) at end of year | 2012-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $22,512 |
| 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 | 2012-12-31 | Yes |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | BISCEGLIA, STEIMAN & FUDEMAN, LLP |
| Accountancy firm EIN | 2012-12-31 | 043338777 |
| 2011 : DUDLEY SUPERMARKETS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $171,580 |
| Total of all expenses incurred | 2011-12-31 | $26,602 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $26,602 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $217,619 |
| Value of total assets at end of year | 2011-12-31 | $2,128,296 |
| Value of total assets at beginning of year | 2011-12-31 | $1,983,318 |
| 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 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 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 | $173,939 |
| Participant contributions at end of year | 2011-12-31 | $0 |
| Participant contributions at beginning of year | 2011-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $43,680 |
| 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 |
| Income. Non cash contributions | 2011-12-31 | $0 |
| Value of net income/loss | 2011-12-31 | $144,978 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,128,296 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,983,318 |
| 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 pooled separate accounts at end of year | 2011-12-31 | $1,557,674 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $1,525,931 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $570,622 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $443,036 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-46,039 |
| 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 | $0 |
| Employer contributions (assets) at end of year | 2011-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $14,351 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $26,602 |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | BISCEGLIA, STEIMAN & FUDEMAN, LLP |
| Accountancy firm EIN | 2011-12-31 | 043338777 |
| 2010 : DUDLEY SUPERMARKETS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $360,697 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $61,274 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $61,274 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $177,603 |
| Value of total assets at end of year | 2010-12-31 | $1,983,318 |
| Value of total assets at beginning of year | 2010-12-31 | $1,683,895 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
| Total interest from all sources | 2010-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| 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 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $163,252 |
| Participant contributions at end of year | 2010-12-31 | $0 |
| Participant contributions at beginning of year | 2010-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Income. Non cash contributions | 2010-12-31 | $0 |
| Value of net income/loss | 2010-12-31 | $299,423 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,983,318 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,683,895 |
| 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 pooled separate accounts at end of year | 2010-12-31 | $1,525,931 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $1,310,121 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $443,036 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $234,950 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $183,094 |
| 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 | $14,351 |
| Employer contributions (assets) at end of year | 2010-12-31 | $14,351 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $138,824 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $61,274 |
| 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 | BISCEGLIA, STEINMAN & FUDEMAN, LLP |
| Accountancy firm EIN | 2010-12-31 | 043338777 |
| 2009 : DUDLEY SUPERMARKETS, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
