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WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 401k Plan overview

Plan NameWELCH'S SAVINGS PLAN FOR UNION EMPLOYEES
Plan identification number 008

WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

WELCH FOODS, INC., A COOPERATIVE has sponsored the creation of one or more 401k plans.

Company Name:WELCH FOODS, INC., A COOPERATIVE
Employer identification number (EIN):160998906
NAIC Classification:311400
NAIC Description: Fruit and Vegetable Preserving and Specialty Food Manufacturing

Additional information about WELCH FOODS, INC., A COOPERATIVE

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 091243
Legal Registered Office Address: 601 ABBOT ROAD EAST LANSING


United States of America (USA)
48823

More information about WELCH FOODS, INC., A COOPERATIVE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082021-09-01
0082020-09-01
0082019-09-01
0082018-09-01
0082017-09-01
0082016-09-01TROY IANNACO TROY IANNACO2018-06-11
0082015-09-01TROY IANNACO TROY IANNACO2017-06-07
0082014-09-01MICHAEL PERDA MICHAEL PERDA2016-06-13
0082013-09-01MICHAEL PERDA MICHAEL PERDA2015-06-15
0082012-09-01MICHAEL PERDA MICHAEL PERDA2014-06-09
0082011-09-01MICHAEL PERDA MICHAEL PERDA2013-03-29
0082010-09-01MICHAEL PERDA MICHAEL PERDA2012-03-28
0082009-09-01MICHAEL PERDA

Plan Statistics for WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES

401k plan membership statisitcs for WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES

Measure Date Value
2021: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-09-01443
Total number of active participants reported on line 7a of the Form 55002021-09-01431
Number of retired or separated participants receiving benefits2021-09-010
Number of other retired or separated participants entitled to future benefits2021-09-0161
Total of all active and inactive participants2021-09-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-011
Total participants2021-09-01493
Number of participants with account balances2021-09-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-0116
2020: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-09-01146
Total number of active participants reported on line 7a of the Form 55002020-09-01406
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-0137
Total of all active and inactive participants2020-09-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-011
Total participants2020-09-01444
Number of participants with account balances2020-09-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-014
2019: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-09-01150
Total number of active participants reported on line 7a of the Form 55002019-09-01131
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-0116
Total of all active and inactive participants2019-09-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-010
Total participants2019-09-01147
Number of participants with account balances2019-09-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-010
2018: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-09-01141
Total number of active participants reported on line 7a of the Form 55002018-09-01131
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-0119
Total of all active and inactive participants2018-09-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-010
Total participants2018-09-01150
Number of participants with account balances2018-09-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-010
2017: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-09-01140
Total number of active participants reported on line 7a of the Form 55002017-09-01124
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-0114
Total of all active and inactive participants2017-09-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-01138
Number of participants with account balances2017-09-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
2016: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-09-01139
Total number of active participants reported on line 7a of the Form 55002016-09-01123
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-0114
Total of all active and inactive participants2016-09-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-01137
Number of participants with account balances2016-09-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-09-01144
Total number of active participants reported on line 7a of the Form 55002015-09-01121
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-0117
Total of all active and inactive participants2015-09-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01138
Number of participants with account balances2015-09-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-09-01113
Total number of active participants reported on line 7a of the Form 55002014-09-01126
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-0118
Total of all active and inactive participants2014-09-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-01144
Number of participants with account balances2014-09-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-09-01123
Total number of active participants reported on line 7a of the Form 55002013-09-0194
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-0116
Total of all active and inactive participants2013-09-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-01110
Number of participants with account balances2013-09-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-09-01154
Total number of active participants reported on line 7a of the Form 55002012-09-01110
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-0126
Total of all active and inactive participants2012-09-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-01136
Number of participants with account balances2012-09-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2011: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-09-01225
Total number of active participants reported on line 7a of the Form 55002011-09-01123
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-0132
Total of all active and inactive participants2011-09-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-011
Total participants2011-09-01156
Number of participants with account balances2011-09-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2010: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-09-01255
Total number of active participants reported on line 7a of the Form 55002010-09-01222
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-0129
Total of all active and inactive participants2010-09-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-01251
Number of participants with account balances2010-09-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-010
2009: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-09-01260
Total number of active participants reported on line 7a of the Form 55002009-09-01257
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-013
Total of all active and inactive participants2009-09-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01260
Number of participants with account balances2009-09-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES

Measure Date Value
2022 : WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-08-31$-54,448
Total unrealized appreciation/depreciation of assets2022-08-31$-54,448
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total income from all sources (including contributions)2022-08-31$440,377
Total loss/gain on sale of assets2022-08-31$-1,779
Total of all expenses incurred2022-08-31$469,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$467,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$920,501
Value of total assets at end of year2022-08-31$3,103,332
Value of total assets at beginning of year2022-08-31$3,132,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$1,890
Total interest from all sources2022-08-31$3,406
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$165,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-08-31$163,913
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$5,000,000
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Contributions received from participants2022-08-31$850,255
Participant contributions at end of year2022-08-31$90,494
Participant contributions at beginning of year2022-08-31$83,409
Income. Received or receivable in cash from other sources (including rollovers)2022-08-31$3,112
Administrative expenses (other) incurred2022-08-31$1,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Value of net income/loss2022-08-31$-29,389
Value of net assets at end of year (total assets less liabilities)2022-08-31$3,103,332
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$3,132,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-08-31$2,742,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-31$2,811,316
Interest on participant loans2022-08-31$3,400
Value of interest in common/collective trusts at end of year2022-08-31$59,426
Value of interest in common/collective trusts at beginning of year2022-08-31$54,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-08-31$15,934
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-08-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-08-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-08-31$-593,577
Net investment gain or loss from common/collective trusts2022-08-31$818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31No
Was there a failure to transmit to the plan any participant contributions2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Contributions received in cash from employer2022-08-31$67,134
Employer contributions (assets) at end of year2022-08-31$44,841
Employer contributions (assets) at beginning of year2022-08-31$12,045
Income. Dividends from common stock2022-08-31$1,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$467,876
Assets. Corporate common stocks other than exployer securities at end of year2022-08-31$150,250
Assets. Corporate common stocks other than exployer securities at beginning of year2022-08-31$171,066
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
Aggregate proceeds on sale of assets2022-08-31$157,896
Aggregate carrying amount (costs) on sale of assets2022-08-31$159,675
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN2022-08-31271516157
2021 : WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-08-31$-17,800
Total unrealized appreciation/depreciation of assets2021-08-31$-17,800
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total income from all sources (including contributions)2021-08-31$1,064,139
Total loss/gain on sale of assets2021-08-31$103,021
Total of all expenses incurred2021-08-31$120,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$119,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$496,771
Value of total assets at end of year2021-08-31$3,132,721
Value of total assets at beginning of year2021-08-31$2,189,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$800
Total interest from all sources2021-08-31$2,971
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$78,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-08-31$77,534
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$5,000,000
If this is an individual account plan, was there a blackout period2021-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Contributions received from participants2021-08-31$479,339
Participant contributions at end of year2021-08-31$83,409
Participant contributions at beginning of year2021-08-31$65,124
Administrative expenses (other) incurred2021-08-31$800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$943,402
Value of net assets at end of year (total assets less liabilities)2021-08-31$3,132,721
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$2,189,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$2,811,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$1,987,690
Interest on participant loans2021-08-31$2,971
Value of interest in common/collective trusts at end of year2021-08-31$54,885
Value of interest in common/collective trusts at beginning of year2021-08-31$49,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-08-31$400,084
Net investment gain or loss from common/collective trusts2021-08-31$891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$17,432
Employer contributions (assets) at end of year2021-08-31$12,045
Employer contributions (assets) at beginning of year2021-08-31$9,610
Income. Dividends from common stock2021-08-31$667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$119,937
Assets. Corporate common stocks other than exployer securities at end of year2021-08-31$171,066
Assets. Corporate common stocks other than exployer securities at beginning of year2021-08-31$77,247
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Aggregate proceeds on sale of assets2021-08-31$527,184
Aggregate carrying amount (costs) on sale of assets2021-08-31$424,163
Opinion of an independent qualified public accountant for this plan2021-08-31Disclaimer
Accountancy firm name2021-08-31BOIVIN & ASSOCIATES, CPAS PLLC
Accountancy firm EIN2021-08-31271516157
2020 : WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-08-31$-28,306
Total unrealized appreciation/depreciation of assets2020-08-31$-28,306
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total income from all sources (including contributions)2020-08-31$488,346
Total loss/gain on sale of assets2020-08-31$-2,296
Total of all expenses incurred2020-08-31$277,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$276,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$227,379
Value of total assets at end of year2020-08-31$2,189,319
Value of total assets at beginning of year2020-08-31$1,978,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$770
Total interest from all sources2020-08-31$3,340
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$73,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-08-31$72,350
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$5,000,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$216,423
Participant contributions at end of year2020-08-31$65,124
Participant contributions at beginning of year2020-08-31$125,120
Administrative expenses (other) incurred2020-08-31$770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$211,280
Value of net assets at end of year (total assets less liabilities)2020-08-31$2,189,319
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$1,978,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$1,987,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$1,712,998
Interest on participant loans2020-08-31$3,340
Value of interest in common/collective trusts at end of year2020-08-31$49,648
Value of interest in common/collective trusts at beginning of year2020-08-31$44,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-31$213,972
Net investment gain or loss from common/collective trusts2020-08-31$911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$10,956
Employer contributions (assets) at end of year2020-08-31$9,610
Employer contributions (assets) at beginning of year2020-08-31$3,878
Income. Dividends from common stock2020-08-31$996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$276,296
Assets. Corporate common stocks other than exployer securities at end of year2020-08-31$77,247
Assets. Corporate common stocks other than exployer securities at beginning of year2020-08-31$91,911
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Aggregate proceeds on sale of assets2020-08-31$290,190
Aggregate carrying amount (costs) on sale of assets2020-08-31$292,486
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31BOIVIN & ASSOCIATES, CPAS PLLC
Accountancy firm EIN2020-08-31271516157
2019 : WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-08-31$-7,267
Total unrealized appreciation/depreciation of assets2019-08-31$-7,267
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total income from all sources (including contributions)2019-08-31$253,773
Total loss/gain on sale of assets2019-08-31$-12,367
Total of all expenses incurred2019-08-31$81,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$80,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$214,183
Value of total assets at end of year2019-08-31$1,978,039
Value of total assets at beginning of year2019-08-31$1,805,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$858
Total interest from all sources2019-08-31$5,506
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$75,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-08-31$74,736
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$5,000,000
If this is an individual account plan, was there a blackout period2019-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$210,305
Participant contributions at end of year2019-08-31$125,120
Participant contributions at beginning of year2019-08-31$99,546
Administrative expenses (other) incurred2019-08-31$858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$172,065
Value of net assets at end of year (total assets less liabilities)2019-08-31$1,978,039
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$1,805,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$1,712,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$1,659,134
Interest on participant loans2019-08-31$5,506
Value of interest in common/collective trusts at end of year2019-08-31$44,132
Value of interest in common/collective trusts at beginning of year2019-08-31$38,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-08-31$-22,460
Net investment gain or loss from common/collective trusts2019-08-31$841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$3,878
Employer contributions (assets) at end of year2019-08-31$3,878
Employer contributions (assets) at beginning of year2019-08-31$0
Income. Dividends from common stock2019-08-31$601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$80,850
Assets. Corporate common stocks other than exployer securities at end of year2019-08-31$91,911
Assets. Corporate common stocks other than exployer securities at beginning of year2019-08-31$8,352
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Aggregate proceeds on sale of assets2019-08-31$1,289,815
Aggregate carrying amount (costs) on sale of assets2019-08-31$1,302,182
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31Yes
Opinion of an independent qualified public accountant for this plan2019-08-31Disclaimer
Accountancy firm name2019-08-31BOIVIN & ASSOCIATES, CPAS PLLC
Accountancy firm EIN2019-08-31271516157
2018 : WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-08-31$-4,425
Total unrealized appreciation/depreciation of assets2018-08-31$-4,425
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total income from all sources (including contributions)2018-08-31$355,761
Total loss/gain on sale of assets2018-08-31$461
Total of all expenses incurred2018-08-31$233,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$232,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$220,307
Value of total assets at end of year2018-08-31$1,805,974
Value of total assets at beginning of year2018-08-31$1,683,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$925
Total interest from all sources2018-08-31$4,507
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$47,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-08-31$47,845
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$5,000,000
If this is an individual account plan, was there a blackout period2018-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$220,307
Participant contributions at end of year2018-08-31$99,546
Participant contributions at beginning of year2018-08-31$87,661
Participant contributions at end of year2018-08-31$0
Participant contributions at beginning of year2018-08-31$3,840
Administrative expenses (other) incurred2018-08-31$925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$122,748
Value of net assets at end of year (total assets less liabilities)2018-08-31$1,805,974
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$1,683,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$1,659,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$136,235
Interest on participant loans2018-08-31$4,507
Value of interest in common/collective trusts at end of year2018-08-31$38,942
Value of interest in common/collective trusts at beginning of year2018-08-31$1,451,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-31$86,276
Net investment gain or loss from common/collective trusts2018-08-31$676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Income. Dividends from common stock2018-08-31$114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$232,088
Assets. Corporate common stocks other than exployer securities at end of year2018-08-31$8,352
Assets. Corporate common stocks other than exployer securities at beginning of year2018-08-31$3,883
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Aggregate proceeds on sale of assets2018-08-31$303,335
Aggregate carrying amount (costs) on sale of assets2018-08-31$302,874
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31BOIVIN & ASSOCIATES, CPAS PLLC
Accountancy firm EIN2018-08-31271516157
2017 : WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-08-31$-583
Total unrealized appreciation/depreciation of assets2017-08-31$-583
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$357,211
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$148,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$147,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$220,079
Value of total assets at end of year2017-08-31$1,683,226
Value of total assets at beginning of year2017-08-31$1,474,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$450
Total interest from all sources2017-08-31$3,651
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$2,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$2,091
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$5,000,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$220,079
Participant contributions at end of year2017-08-31$87,661
Participant contributions at beginning of year2017-08-31$109,273
Participant contributions at end of year2017-08-31$3,840
Participant contributions at beginning of year2017-08-31$0
Administrative expenses (other) incurred2017-08-31$450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$209,152
Value of net assets at end of year (total assets less liabilities)2017-08-31$1,683,226
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$1,474,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$136,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$116,327
Interest on participant loans2017-08-31$3,651
Value of interest in common/collective trusts at end of year2017-08-31$1,451,607
Value of interest in common/collective trusts at beginning of year2017-08-31$1,244,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$131,410
Net investment gain or loss from common/collective trusts2017-08-31$488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Income. Dividends from common stock2017-08-31$75
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$147,609
Assets. Corporate common stocks other than exployer securities at end of year2017-08-31$3,883
Assets. Corporate common stocks other than exployer securities at beginning of year2017-08-31$4,466
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31BOIVIN & ASSOCIATES, CPAS PLLC
Accountancy firm EIN2017-08-31271516157
2016 : WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-08-31$-3,597
Total unrealized appreciation/depreciation of assets2016-08-31$-3,597
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total income from all sources (including contributions)2016-08-31$276,623
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$86,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$86,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$180,384
Value of total assets at end of year2016-08-31$1,474,074
Value of total assets at beginning of year2016-08-31$1,283,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$480
Total interest from all sources2016-08-31$5,287
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$5,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$5,474
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$10,000,000
If this is an individual account plan, was there a blackout period2016-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$180,384
Participant contributions at end of year2016-08-31$109,273
Participant contributions at beginning of year2016-08-31$116,611
Participant contributions at end of year2016-08-31$0
Participant contributions at beginning of year2016-08-31$3,025
Administrative expenses (other) incurred2016-08-31$480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$190,089
Value of net assets at end of year (total assets less liabilities)2016-08-31$1,474,074
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$1,283,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$116,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$94,436
Interest on participant loans2016-08-31$5,287
Value of interest in common/collective trusts at end of year2016-08-31$1,244,008
Value of interest in common/collective trusts at beginning of year2016-08-31$1,061,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$88,532
Net investment gain or loss from common/collective trusts2016-08-31$454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Income. Dividends from common stock2016-08-31$89
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$86,054
Assets. Corporate common stocks other than exployer securities at end of year2016-08-31$4,466
Assets. Corporate common stocks other than exployer securities at beginning of year2016-08-31$8,062
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31BOIVIN & ASSOCIATES, CPAS PLLC
Accountancy firm EIN2016-08-31271516157
2015 : WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-08-31$1,018
Total unrealized appreciation/depreciation of assets2015-08-31$1,018
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total income from all sources (including contributions)2015-08-31$140,220
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$107,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$106,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$168,087
Value of total assets at end of year2015-08-31$1,283,985
Value of total assets at beginning of year2015-08-31$1,251,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$700
Total interest from all sources2015-08-31$3,733
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$3,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$3,645
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$10,000,000
If this is an individual account plan, was there a blackout period2015-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$168,087
Participant contributions at end of year2015-08-31$116,611
Participant contributions at beginning of year2015-08-31$80,168
Participant contributions at end of year2015-08-31$3,025
Participant contributions at beginning of year2015-08-31$3,474
Administrative expenses (other) incurred2015-08-31$700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$32,713
Value of net assets at end of year (total assets less liabilities)2015-08-31$1,283,985
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$1,251,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$94,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$1,142,128
Interest on participant loans2015-08-31$3,733
Value of interest in common/collective trusts at end of year2015-08-31$1,061,851
Value of interest in common/collective trusts at beginning of year2015-08-31$18,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-36,788
Net investment gain or loss from common/collective trusts2015-08-31$464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Income. Dividends from common stock2015-08-31$61
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$106,807
Assets. Corporate common stocks other than exployer securities at end of year2015-08-31$8,062
Assets. Corporate common stocks other than exployer securities at beginning of year2015-08-31$7,045
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31BOIVIN & ASSOCIATES, CPAS PLLC
Accountancy firm EIN2015-08-31271516157
2014 : WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-08-31$1,195
Total unrealized appreciation/depreciation of assets2014-08-31$1,195
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$337,981
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$272,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$271,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$173,372
Value of total assets at end of year2014-08-31$1,251,272
Value of total assets at beginning of year2014-08-31$1,185,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$500
Total interest from all sources2014-08-31$2,426
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$1,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$1,882
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$10,000,000
If this is an individual account plan, was there a blackout period2014-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$173,372
Participant contributions at end of year2014-08-31$80,168
Participant contributions at beginning of year2014-08-31$85,518
Participant contributions at end of year2014-08-31$3,474
Participant contributions at beginning of year2014-08-31$3,585
Administrative expenses (other) incurred2014-08-31$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$65,801
Value of net assets at end of year (total assets less liabilities)2014-08-31$1,251,272
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$1,185,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$1,142,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$1,078,162
Interest on participant loans2014-08-31$2,426
Value of interest in common/collective trusts at end of year2014-08-31$18,457
Value of interest in common/collective trusts at beginning of year2014-08-31$12,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$158,144
Net investment gain or loss from common/collective trusts2014-08-31$919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Income. Dividends from common stock2014-08-31$43
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$271,680
Assets. Corporate common stocks other than exployer securities at end of year2014-08-31$7,045
Assets. Corporate common stocks other than exployer securities at beginning of year2014-08-31$6,097
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31BOIVIN & ASSOCIATES, CPAS PLLC
Accountancy firm EIN2014-08-31271516157
2013 : WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-08-31$-304
Total unrealized appreciation/depreciation of assets2013-08-31$-304
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$277,495
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$128,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$127,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$175,281
Value of total assets at end of year2013-08-31$1,185,471
Value of total assets at beginning of year2013-08-31$1,036,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$700
Total interest from all sources2013-08-31$2,842
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$1,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$1,563
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$10,000,000
If this is an individual account plan, was there a blackout period2013-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$175,281
Participant contributions at end of year2013-08-31$85,518
Participant contributions at beginning of year2013-08-31$68,863
Participant contributions at end of year2013-08-31$3,585
Participant contributions at beginning of year2013-08-31$3,941
Administrative expenses (other) incurred2013-08-31$700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$149,034
Value of net assets at end of year (total assets less liabilities)2013-08-31$1,185,471
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$1,036,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$1,078,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$954,358
Interest on participant loans2013-08-31$2,842
Value of interest in common/collective trusts at end of year2013-08-31$12,109
Value of interest in common/collective trusts at beginning of year2013-08-31$9,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$97,473
Net investment gain or loss from common/collective trusts2013-08-31$640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$127,761
Assets. Corporate common stocks other than exployer securities at end of year2013-08-31$6,097
Assets. Corporate common stocks other than exployer securities at beginning of year2013-08-31$0
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31BOIVIN & ASSOCIATES, CPAS PLLC
Accountancy firm EIN2013-08-31271516157
2012 : WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$248,201
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$437,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$436,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$193,880
Value of total assets at end of year2012-08-31$1,036,437
Value of total assets at beginning of year2012-08-31$1,225,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$950
Total interest from all sources2012-08-31$2,276
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$1,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-08-31$1,442
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$10,000,000
If this is an individual account plan, was there a blackout period2012-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$193,880
Participant contributions at end of year2012-08-31$68,863
Participant contributions at beginning of year2012-08-31$73,024
Participant contributions at end of year2012-08-31$3,941
Participant contributions at beginning of year2012-08-31$0
Administrative expenses (other) incurred2012-08-31$950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$-189,004
Value of net assets at end of year (total assets less liabilities)2012-08-31$1,036,437
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$1,225,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$954,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$1,145,046
Interest on participant loans2012-08-31$2,276
Value of interest in common/collective trusts at end of year2012-08-31$9,275
Value of interest in common/collective trusts at beginning of year2012-08-31$7,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$50,393
Net investment gain or loss from common/collective trusts2012-08-31$210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$436,255
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN2012-08-31271516157
2011 : WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$432,188
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$98,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$88,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$319,284
Value of total assets at end of year2011-08-31$1,225,441
Value of total assets at beginning of year2011-08-31$891,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$9,740
Total interest from all sources2011-08-31$2,439
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$2,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-08-31$2,331
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$10,000,000
If this is an individual account plan, was there a blackout period2011-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$319,284
Participant contributions at end of year2011-08-31$73,024
Participant contributions at beginning of year2011-08-31$47,782
Administrative expenses (other) incurred2011-08-31$9,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$333,738
Value of net assets at end of year (total assets less liabilities)2011-08-31$1,225,441
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$891,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$1,145,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$840,548
Interest on participant loans2011-08-31$2,439
Value of interest in common/collective trusts at end of year2011-08-31$7,371
Value of interest in common/collective trusts at beginning of year2011-08-31$3,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$107,628
Net investment gain or loss from common/collective trusts2011-08-31$506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$88,710
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN2011-08-31271516157
2010 : WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES

2021: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement - TrustYes
2020: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement - TrustYes
2019: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement - TrustYes
2018: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement - TrustYes
2017: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement - TrustYes
2016: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
2015: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2010: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planYes
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement - TrustYes
2009: WELCH'S SAVINGS PLAN FOR UNION EMPLOYEES 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

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