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GROCERY HAULER'S, INC. 401(K) PLAN 401k Plan overview

Plan NameGROCERY HAULER'S, INC. 401(K) PLAN
Plan identification number 001

GROCERY HAULER'S, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

GROCERY HAULERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:GROCERY HAULERS, INC.
Employer identification number (EIN):113134929
NAIC Classification:484200
NAIC Description: Specialized Freight Trucking

Additional information about GROCERY HAULERS, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2839451

More information about GROCERY HAULERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROCERY HAULER'S, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DOREEN M DEMARTINO2023-11-05 DOREEN M DEMARTINO2023-11-05
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAY SABIN
0012016-01-01JAY SABIN
0012015-01-01JAY SABIN
0012014-01-01JAY SABIN JAY SABIN2015-10-09
0012013-01-01JAY SABIN
0012012-01-01JAY SABIN
0012011-01-01JAY SABIN JAY SABIN2012-10-16
0012010-01-01JAY SABIN
0012009-01-01
0012009-01-01JAY SABIN

Plan Statistics for GROCERY HAULER'S, INC. 401(K) PLAN

401k plan membership statisitcs for GROCERY HAULER'S, INC. 401(K) PLAN

Measure Date Value
2022: GROCERY HAULER'S, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01454
Total number of active participants reported on line 7a of the Form 55002022-01-01351
Number of retired or separated participants receiving benefits2022-01-0137
Number of other retired or separated participants entitled to future benefits2022-01-0187
Total of all active and inactive participants2022-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01476
Number of participants with account balances2022-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: GROCERY HAULER'S, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01424
Total number of active participants reported on line 7a of the Form 55002021-01-01338
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01109
Total of all active and inactive participants2021-01-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01448
Number of participants with account balances2021-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0127
2020: GROCERY HAULER'S, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01456
Total number of active participants reported on line 7a of the Form 55002020-01-01310
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0199
Total of all active and inactive participants2020-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01410
Number of participants with account balances2020-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0126
2019: GROCERY HAULER'S, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01404
Total number of active participants reported on line 7a of the Form 55002019-01-01343
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0181
Total of all active and inactive participants2019-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01425
Number of participants with account balances2019-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0122
2018: GROCERY HAULER'S, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01352
Total number of active participants reported on line 7a of the Form 55002018-01-01295
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0166
Total of all active and inactive participants2018-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01362
Number of participants with account balances2018-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: GROCERY HAULER'S, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01364
Total number of active participants reported on line 7a of the Form 55002017-01-01279
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0164
Total of all active and inactive participants2017-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01343
Number of participants with account balances2017-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0120
2016: GROCERY HAULER'S, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01366
Total number of active participants reported on line 7a of the Form 55002016-01-01315
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0163
Total of all active and inactive participants2016-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01378
Number of participants with account balances2016-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: GROCERY HAULER'S, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01379
Total number of active participants reported on line 7a of the Form 55002015-01-01310
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01375
Number of participants with account balances2015-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0125
2014: GROCERY HAULER'S, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01337
Total number of active participants reported on line 7a of the Form 55002014-01-01312
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0165
Total of all active and inactive participants2014-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01377
Number of participants with account balances2014-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: GROCERY HAULER'S, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01293
Total number of active participants reported on line 7a of the Form 55002013-01-01213
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0156
Total of all active and inactive participants2013-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01269
Number of participants with account balances2013-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: GROCERY HAULER'S, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01206
Total number of active participants reported on line 7a of the Form 55002012-01-01209
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-0157
Total of all active and inactive participants2012-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01273
Number of participants with account balances2012-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: GROCERY HAULER'S, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01286
Total number of active participants reported on line 7a of the Form 55002011-01-01176
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0150
Total of all active and inactive participants2011-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01230
Number of participants with account balances2011-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2010: GROCERY HAULER'S, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01314
Total number of active participants reported on line 7a of the Form 55002010-01-01225
Number of retired or separated participants receiving benefits2010-01-0112
Number of other retired or separated participants entitled to future benefits2010-01-0146
Total of all active and inactive participants2010-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01283
Number of participants with account balances2010-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0120
2009: GROCERY HAULER'S, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01335
Total number of active participants reported on line 7a of the Form 55002009-01-01256
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0177
Total of all active and inactive participants2009-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01334
Number of participants with account balances2009-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0141

Financial Data on GROCERY HAULER'S, INC. 401(K) PLAN

Measure Date Value
2022 : GROCERY HAULER'S, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$200
Total income from all sources (including contributions)2022-12-31$-2,522,619
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,044,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,988,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,083,531
Value of total assets at end of year2022-12-31$23,359,747
Value of total assets at beginning of year2022-12-31$31,926,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,076
Total interest from all sources2022-12-31$16,388
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$784,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$784,713
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31Yes
Amount of non-exempt transactions with any party-in-interest2022-12-31$215,182
Contributions received from participants2022-12-31$1,103,704
Participant contributions at end of year2022-12-31$421,565
Participant contributions at beginning of year2022-12-31$354,945
Participant contributions at end of year2022-12-31$16,948
Participant contributions at beginning of year2022-12-31$18,058
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$674,303
Other income not declared elsewhere2022-12-31$-14,461
Administrative expenses (other) incurred2022-12-31$1,606
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$200
Total non interest bearing cash at end of year2022-12-31$40,299
Total non interest bearing cash at beginning of year2022-12-31$18,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,566,820
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,359,747
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,926,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$39,378
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,714,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$31,283,160
Interest on participant loans2022-12-31$16,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$59,807
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$134,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,392,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$305,524
Employer contributions (assets) at end of year2022-12-31$106,670
Employer contributions (assets) at beginning of year2022-12-31$117,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,988,125
Contract administrator fees2022-12-31$15,092
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : GROCERY HAULER'S, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$200
Total income from all sources (including contributions)2021-12-31$6,389,616
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,381,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,304,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,909,565
Value of total assets at end of year2021-12-31$31,926,767
Value of total assets at beginning of year2021-12-31$27,918,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$76,929
Total interest from all sources2021-12-31$19,145
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,412,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,412,845
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,150,504
Participant contributions at end of year2021-12-31$354,945
Participant contributions at beginning of year2021-12-31$439,027
Participant contributions at end of year2021-12-31$18,058
Participant contributions at beginning of year2021-12-31$16,415
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$415,065
Other income not declared elsewhere2021-12-31$-3,195
Administrative expenses (other) incurred2021-12-31$12,767
Liabilities. Value of operating payables at end of year2021-12-31$200
Liabilities. Value of operating payables at beginning of year2021-12-31$200
Total non interest bearing cash at end of year2021-12-31$18,384
Total non interest bearing cash at beginning of year2021-12-31$17,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,008,185
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,926,567
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,918,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$51,190
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$31,283,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,200,530
Interest on participant loans2021-12-31$19,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$134,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$137,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,051,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$343,996
Employer contributions (assets) at end of year2021-12-31$117,804
Employer contributions (assets) at beginning of year2021-12-31$107,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,304,502
Contract administrator fees2021-12-31$12,972
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31LOWEY, STOLZENBERG & EDELSTEIN, LLP
Accountancy firm EIN2021-12-31113348703
2020 : GROCERY HAULER'S, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$200
Total income from all sources (including contributions)2020-12-31$3,913,843
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,607,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,510,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,489,523
Value of total assets at end of year2020-12-31$27,918,582
Value of total assets at beginning of year2020-12-31$27,612,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$97,175
Total interest from all sources2020-12-31$17,170
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$417,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$417,815
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,134,722
Participant contributions at end of year2020-12-31$439,027
Participant contributions at beginning of year2020-12-31$348,838
Participant contributions at end of year2020-12-31$16,415
Participant contributions at beginning of year2020-12-31$7,439
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$52,592
Other income not declared elsewhere2020-12-31$13,951
Administrative expenses (other) incurred2020-12-31$14,555
Liabilities. Value of operating payables at end of year2020-12-31$200
Liabilities. Value of operating payables at beginning of year2020-12-31$200
Total non interest bearing cash at end of year2020-12-31$17,172
Total non interest bearing cash at beginning of year2020-12-31$14,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$306,352
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,918,382
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,612,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$61,945
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$27,200,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,954,395
Interest on participant loans2020-12-31$17,170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$137,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$126,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,975,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$302,209
Employer contributions (assets) at end of year2020-12-31$107,827
Employer contributions (assets) at beginning of year2020-12-31$160,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,510,316
Contract administrator fees2020-12-31$20,675
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LOWEY, STOLZENBERG & EDELSTEIN, LLP
Accountancy firm EIN2020-12-31113348703
2019 : GROCERY HAULER'S, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$200
Total income from all sources (including contributions)2019-12-31$6,169,877
Total income from all sources (including contributions)2019-12-31$6,169,877
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,363,366
Total of all expenses incurred2019-12-31$1,363,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,276,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,276,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,454,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,454,580
Value of total assets at end of year2019-12-31$27,612,230
Value of total assets at end of year2019-12-31$27,612,230
Value of total assets at beginning of year2019-12-31$22,805,719
Value of total assets at beginning of year2019-12-31$22,805,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$87,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$87,169
Total interest from all sources2019-12-31$19,779
Total interest from all sources2019-12-31$19,779
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$795,283
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$795,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$795,283
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$795,283
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,093,091
Contributions received from participants2019-12-31$1,093,091
Participant contributions at end of year2019-12-31$348,838
Participant contributions at end of year2019-12-31$348,838
Participant contributions at beginning of year2019-12-31$424,945
Participant contributions at end of year2019-12-31$7,439
Participant contributions at end of year2019-12-31$7,439
Participant contributions at beginning of year2019-12-31$56,808
Participant contributions at beginning of year2019-12-31$56,808
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,233
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,233
Other income not declared elsewhere2019-12-31$11,987
Other income not declared elsewhere2019-12-31$11,987
Administrative expenses (other) incurred2019-12-31$14,555
Administrative expenses (other) incurred2019-12-31$14,555
Liabilities. Value of operating payables at end of year2019-12-31$200
Liabilities. Value of operating payables at beginning of year2019-12-31$200
Liabilities. Value of operating payables at beginning of year2019-12-31$200
Total non interest bearing cash at end of year2019-12-31$14,874
Total non interest bearing cash at end of year2019-12-31$14,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,806,511
Value of net income/loss2019-12-31$4,806,511
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,612,030
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,612,030
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,805,519
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,805,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$57,952
Investment advisory and management fees2019-12-31$57,952
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,954,395
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,954,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,239,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,239,482
Interest on participant loans2019-12-31$19,779
Interest on participant loans2019-12-31$19,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,811,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,811,042
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,811,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,811,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$126,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$126,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$114,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$114,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,888,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,888,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$338,256
Contributions received in cash from employer2019-12-31$338,256
Employer contributions (assets) at end of year2019-12-31$160,250
Employer contributions (assets) at end of year2019-12-31$160,250
Employer contributions (assets) at beginning of year2019-12-31$158,995
Employer contributions (assets) at beginning of year2019-12-31$158,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,276,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,276,197
Contract administrator fees2019-12-31$14,662
Contract administrator fees2019-12-31$14,662
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LOWEY, STOLZENBERG & EDELSTEIN, LLP
Accountancy firm EIN2019-12-31113348703
Accountancy firm EIN2019-12-31113348703
2018 : GROCERY HAULER'S, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$200
Total income from all sources (including contributions)2018-12-31$156,214
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,607,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,521,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,319,777
Value of total assets at end of year2018-12-31$22,805,719
Value of total assets at beginning of year2018-12-31$24,257,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$85,894
Total interest from all sources2018-12-31$21,524
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$459,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$459,092
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$989,448
Participant contributions at end of year2018-12-31$424,945
Participant contributions at beginning of year2018-12-31$481,397
Participant contributions at end of year2018-12-31$56,808
Participant contributions at beginning of year2018-12-31$33,379
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,254
Other income not declared elsewhere2018-12-31$11,359
Administrative expenses (other) incurred2018-12-31$13,090
Liabilities. Value of operating payables at end of year2018-12-31$200
Liabilities. Value of operating payables at beginning of year2018-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,451,500
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,805,519
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,257,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$56,845
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,239,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,247,975
Interest on participant loans2018-12-31$19,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,811,042
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,223,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,223,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$114,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$103,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,655,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$327,075
Employer contributions (assets) at end of year2018-12-31$158,995
Employer contributions (assets) at beginning of year2018-12-31$167,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,521,820
Contract administrator fees2018-12-31$15,959
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LOWEY, STOLZENBERG & EDELSTEIN, LLP
Accountancy firm EIN2018-12-31113348703
2017 : GROCERY HAULER'S, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$200
Total income from all sources (including contributions)2017-12-31$4,598,082
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,605,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,520,563
Expenses. Certain deemed distributions of participant loans2017-12-31$7,068
Value of total corrective distributions2017-12-31$1,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,487,949
Value of total assets at end of year2017-12-31$24,257,219
Value of total assets at beginning of year2017-12-31$21,264,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$76,254
Total interest from all sources2017-12-31$24,397
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$372,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$372,350
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$942,496
Participant contributions at end of year2017-12-31$481,397
Participant contributions at beginning of year2017-12-31$555,726
Participant contributions at end of year2017-12-31$33,379
Participant contributions at beginning of year2017-12-31$14,200
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$225,624
Other income not declared elsewhere2017-12-31$13,753
Administrative expenses (other) incurred2017-12-31$13,486
Liabilities. Value of operating payables at end of year2017-12-31$200
Liabilities. Value of operating payables at beginning of year2017-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,992,925
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,257,019
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,264,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$50,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,247,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,414,843
Interest on participant loans2017-12-31$23,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,223,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,022,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,022,579
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$103,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$92,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,699,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$319,829
Employer contributions (assets) at end of year2017-12-31$167,916
Employer contributions (assets) at beginning of year2017-12-31$164,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,520,563
Contract administrator fees2017-12-31$11,814
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LOWEY, STOLZENBERG & EDELSTEIN, LLP
Accountancy firm EIN2017-12-31113348703
2016 : GROCERY HAULER'S, INC. 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$200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$200
Total income from all sources (including contributions)2016-12-31$2,362,382
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$513,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$423,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,176,707
Value of total assets at end of year2016-12-31$21,264,294
Value of total assets at beginning of year2016-12-31$19,415,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$89,992
Total interest from all sources2016-12-31$18,111
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$299,885
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$299,885
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$816,838
Participant contributions at end of year2016-12-31$555,726
Participant contributions at beginning of year2016-12-31$383,820
Participant contributions at end of year2016-12-31$14,200
Participant contributions at beginning of year2016-12-31$28,917
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$40,098
Other income not declared elsewhere2016-12-31$6,843
Administrative expenses (other) incurred2016-12-31$13,661
Liabilities. Value of operating payables at end of year2016-12-31$200
Liabilities. Value of operating payables at beginning of year2016-12-31$200
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$1,848,585
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,264,094
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,415,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$49,003
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,414,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,040,486
Interest on participant loans2016-12-31$17,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,022,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,712,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,712,246
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$92,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$84,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$860,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$319,771
Employer contributions (assets) at end of year2016-12-31$164,909
Employer contributions (assets) at beginning of year2016-12-31$165,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$423,805
Contract administrator fees2016-12-31$27,328
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LOWEY, STOLZENBERG & EDELSTEIN, LLP
Accountancy firm EIN2016-12-31113348703
2015 : GROCERY HAULER'S, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$200
Total income from all sources (including contributions)2015-12-31$1,295,298
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$671,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$609,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,295,167
Value of total assets at end of year2015-12-31$19,415,709
Value of total assets at beginning of year2015-12-31$18,791,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$62,035
Total interest from all sources2015-12-31$12,464
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$265,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$265,459
Administrative expenses professional fees incurred2015-12-31$12,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$822,553
Participant contributions at end of year2015-12-31$383,820
Participant contributions at beginning of year2015-12-31$309,262
Participant contributions at end of year2015-12-31$28,917
Participant contributions at beginning of year2015-12-31$34,529
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$195,166
Other income not declared elsewhere2015-12-31$9,918
Liabilities. Value of operating payables at end of year2015-12-31$200
Liabilities. Value of operating payables at beginning of year2015-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$624,091
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,415,509
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,791,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$35,937
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,040,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,606,000
Interest on participant loans2015-12-31$12,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,712,246
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,660,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,660,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$84,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$74,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-287,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$277,448
Employer contributions (assets) at end of year2015-12-31$165,967
Employer contributions (assets) at beginning of year2015-12-31$106,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$609,172
Contract administrator fees2015-12-31$14,098
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LOWEY, STOLZENBERG & EDELSTEIN, LLP
Accountancy firm EIN2015-12-31113348703
2014 : GROCERY HAULER'S, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$200
Total income from all sources (including contributions)2014-12-31$2,015,998
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,498,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,448,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$895,754
Value of total assets at end of year2014-12-31$18,791,618
Value of total assets at beginning of year2014-12-31$18,273,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$49,796
Total interest from all sources2014-12-31$11,090
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$258,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$258,205
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$698,428
Participant contributions at end of year2014-12-31$309,262
Participant contributions at beginning of year2014-12-31$241,473
Participant contributions at end of year2014-12-31$106,957
Participant contributions at beginning of year2014-12-31$43,611
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$22,797
Liabilities. Value of operating payables at end of year2014-12-31$200
Liabilities. Value of operating payables at beginning of year2014-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$517,759
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,791,418
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,273,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$46,564
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,606,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,005,997
Interest on participant loans2014-12-31$10,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,660,515
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,879,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,879,762
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$74,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$65,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$850,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$174,529
Employer contributions (assets) at end of year2014-12-31$34,529
Employer contributions (assets) at beginning of year2014-12-31$37,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,448,443
Contract administrator fees2014-12-31$3,232
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LOWEY, STOLZENBERG & EDELSTEIN, LLP
Accountancy firm EIN2014-12-31113348703
2013 : GROCERY HAULER'S, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$200
Total income from all sources (including contributions)2013-12-31$3,832,716
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$613,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$563,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$883,389
Value of total assets at end of year2013-12-31$18,273,859
Value of total assets at beginning of year2013-12-31$15,054,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$49,010
Total interest from all sources2013-12-31$10,588
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$210,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$210,114
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$632,495
Participant contributions at end of year2013-12-31$241,473
Participant contributions at beginning of year2013-12-31$314,570
Participant contributions at end of year2013-12-31$43,611
Participant contributions at beginning of year2013-12-31$9,121
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$34,576
Other income not declared elsewhere2013-12-31$-4,767
Liabilities. Value of operating payables at end of year2013-12-31$200
Liabilities. Value of operating payables at beginning of year2013-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,219,708
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,273,659
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,053,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$39,844
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,005,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,262,282
Interest on participant loans2013-12-31$10,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,879,762
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,320,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,320,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$65,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$76,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,733,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$216,318
Employer contributions (assets) at end of year2013-12-31$37,298
Employer contributions (assets) at beginning of year2013-12-31$71,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$563,998
Contract administrator fees2013-12-31$9,166
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LOWEY, STOLZENBERG & EDELSTEIN, LLP
Accountancy firm EIN2013-12-31113348703
2012 : GROCERY HAULER'S, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$1,369,779
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,829
Total income from all sources (including contributions)2012-12-31$2,239,458
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$870,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$819,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$813,537
Value of total assets at end of year2012-12-31$15,054,151
Value of total assets at beginning of year2012-12-31$12,321,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$50,429
Total interest from all sources2012-12-31$15,167
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$224,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$224,965
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$582,682
Participant contributions at end of year2012-12-31$314,570
Participant contributions at beginning of year2012-12-31$301,153
Participant contributions at end of year2012-12-31$9,121
Participant contributions at beginning of year2012-12-31$6,324
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$60,124
Liabilities. Value of operating payables at end of year2012-12-31$200
Liabilities. Value of operating payables at beginning of year2012-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,369,166
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,053,951
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,315,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$17,221
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,262,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,398,012
Interest on participant loans2012-12-31$14,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,320,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,543,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,543,479
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$76,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$65,487
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$7,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,185,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$170,731
Employer contributions (assets) at end of year2012-12-31$71,323
Employer contributions (assets) at beginning of year2012-12-31$7,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$812,483
Contract administrator fees2012-12-31$33,208
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$6,629
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LOWEY, STOLZENBERG & EDELSTEIN, LLP
Accountancy firm EIN2012-12-31113348703
2011 : GROCERY HAULER'S, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,829
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$249
Total income from all sources (including contributions)2011-12-31$534,673
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,102,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,053,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$629,997
Value of total assets at end of year2011-12-31$12,321,835
Value of total assets at beginning of year2011-12-31$14,882,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$49,354
Total interest from all sources2011-12-31$11,417
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$207,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$207,781
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$547,904
Participant contributions at end of year2011-12-31$301,153
Participant contributions at beginning of year2011-12-31$265,272
Participant contributions at end of year2011-12-31$6,324
Participant contributions at beginning of year2011-12-31$30,100
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$19,344
Other income not declared elsewhere2011-12-31$63,389
Liabilities. Value of operating payables at end of year2011-12-31$200
Liabilities. Value of operating payables at beginning of year2011-12-31$249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,567,718
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,315,006
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,882,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$49,354
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,398,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,591,406
Interest on participant loans2011-12-31$10,673
Interest earned on other investments2011-12-31$-259
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,543,479
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,830,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,830,338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$65,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,098
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$23,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-377,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$62,749
Employer contributions (assets) at end of year2011-12-31$7,380
Employer contributions (assets) at beginning of year2011-12-31$163,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,029,852
Liabilities. Value of benefit claims payable at end of year2011-12-31$6,629
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LOWEY,STOLZENBERG & EDELSTEIN,LLP
Accountancy firm EIN2011-12-31113348703
2010 : GROCERY HAULER'S, INC. 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,484
Total unrealized appreciation/depreciation of assets2010-12-31$1,484
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$249
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$3,233,613
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$645,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$596,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,627,069
Value of total assets at end of year2010-12-31$14,882,973
Value of total assets at beginning of year2010-12-31$12,295,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$49,426
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$15,856
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$268,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$268,729
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$730,550
Participant contributions at end of year2010-12-31$265,272
Participant contributions at beginning of year2010-12-31$295,065
Participant contributions at end of year2010-12-31$30,100
Participant contributions at beginning of year2010-12-31$11,265
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$97,884
Other income not declared elsewhere2010-12-31$312
Liabilities. Value of operating payables at end of year2010-12-31$249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$2,587,633
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,882,724
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,295,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$49,426
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,591,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,020,717
Interest on participant loans2010-12-31$14,725
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,830,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,721,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,721,075
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,320,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Value of employer real property at end of year2010-12-31$0
Contributions received in cash from employer2010-12-31$798,635
Employer contributions (assets) at end of year2010-12-31$163,759
Employer contributions (assets) at beginning of year2010-12-31$246,236
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$596,554
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LOWEY, STOLZENBERG & EDELSTEIN
Accountancy firm EIN2010-12-31113348703

Form 5500 Responses for GROCERY HAULER'S, INC. 401(K) PLAN

2022: GROCERY HAULER'S, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GROCERY HAULER'S, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GROCERY HAULER'S, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GROCERY HAULER'S, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GROCERY HAULER'S, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GROCERY HAULER'S, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GROCERY HAULER'S, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GROCERY HAULER'S, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GROCERY HAULER'S, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GROCERY HAULER'S, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GROCERY HAULER'S, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GROCERY HAULER'S, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GROCERY HAULER'S, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GROCERY HAULER'S, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number87524000
Policy instance 1
Insurance contract or identification number87524000
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number87524000
Policy instance 1
Insurance contract or identification number87524000
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number87524000
Policy instance 1
Insurance contract or identification number87524000
Number of Individuals Covered5
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number87524000
Policy instance 1
Insurance contract or identification number87524000
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number87524000
Policy instance 1
Insurance contract or identification number87524000
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number87524000
Policy instance 1
Insurance contract or identification number87524000
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number87524000
Policy instance 1
Insurance contract or identification number87524000
Number of Individuals Covered6
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Insurance broker organization code?3
Insurance broker nameN.E. WEALTH SECURITIES, INC.
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number87524000
Policy instance 1
Insurance contract or identification number87524000
Number of Individuals Covered6
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,905
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,905
Insurance broker organization code?3
Insurance broker nameN.E. WEALTH SECURITIES, INC.
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number87524000
Policy instance 1
Insurance contract or identification number87524000
Number of Individuals Covered8
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,531
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,531
Insurance broker organization code?3
Insurance broker nameN.E. WEALTH SECURITIES, INC.
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number87524000
Policy instance 1
Insurance contract or identification number87524000
Number of Individuals Covered9
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,383
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,383
Insurance broker organization code?3
Insurance broker nameN.E. WEALTH SECURITIES, INC.
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number87524000
Policy instance 1
Insurance contract or identification number87524000
Number of Individuals Covered9
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,998
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number087524
Policy instance 1
Insurance contract or identification number087524
Number of Individuals Covered16
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,905
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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