?>
Logo

UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 401k Plan overview

Plan NameUFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND
Plan identification number 002

UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

TRUSTEES UFCW LOCAL 1262 NF INDUSTRY PEN has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES UFCW LOCAL 1262 NF INDUSTRY PEN
Employer identification number (EIN):226181292
NAIC Classification:453990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01HARVEY WHILLE2023-10-04
0022021-01-01HARVEY WHILLE2022-10-12
0022020-01-01HARVEY WHILLE2021-10-07
0022019-01-01HARVEY WHILLE2020-10-13
0022018-01-01HARVEY WHILLE2019-10-10
0022017-01-01
0022016-01-01
0022015-01-01HARVEY WHILLE HARVEY WHILLE2016-10-14
0022014-01-01HARVEY WHILLE HARVEY WHILLE2015-10-15
0022013-01-01HARVEY WHILLE HARVEY WHILLE2014-10-15
0022012-01-01HARVEY WHILLE HARVEY WHILLE2013-10-15
0022011-01-01HARVEY WHILLE HARVEY WHILLE2012-10-11
0022010-01-01HARVEY WHILLE HARVEY WHILLE2011-10-13
0022009-01-01HARVEY WHILLE

Plan Statistics for UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND

401k plan membership statisitcs for UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND

Measure Date Value
2022: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01747
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-01492
Number of other retired or separated participants entitled to future benefits2022-01-01194
Total of all active and inactive participants2022-01-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0128
Total participants2022-01-01714
Number of employers contributing to the scheme2022-01-010
2021: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01756
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-01515
Number of other retired or separated participants entitled to future benefits2021-01-01208
Total of all active and inactive participants2021-01-01723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0124
Total participants2021-01-01747
Number of employers contributing to the scheme2021-01-010
2020: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01816
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-01519
Number of other retired or separated participants entitled to future benefits2020-01-01212
Total of all active and inactive participants2020-01-01731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0125
Total participants2020-01-01756
Number of employers contributing to the scheme2020-01-010
2019: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01829
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-01562
Number of other retired or separated participants entitled to future benefits2019-01-01229
Total of all active and inactive participants2019-01-01791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0125
Total participants2019-01-01816
Number of employers contributing to the scheme2019-01-010
2018: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01869
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-01561
Number of other retired or separated participants entitled to future benefits2018-01-01253
Total of all active and inactive participants2018-01-01814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0115
Total participants2018-01-01829
Number of employers contributing to the scheme2018-01-010
2017: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01892
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-01589
Number of other retired or separated participants entitled to future benefits2017-01-01262
Total of all active and inactive participants2017-01-01851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0118
Total participants2017-01-01869
Number of employers contributing to the scheme2017-01-010
2016: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01910
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-01606
Number of other retired or separated participants entitled to future benefits2016-01-01268
Total of all active and inactive participants2016-01-01874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0118
Total participants2016-01-01892
Number of employers contributing to the scheme2016-01-010
2015: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01937
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-01595
Number of other retired or separated participants entitled to future benefits2015-01-01292
Total of all active and inactive participants2015-01-01887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0123
Total participants2015-01-01910
Number of employers contributing to the scheme2015-01-010
2014: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01946
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-01603
Number of other retired or separated participants entitled to future benefits2014-01-01312
Total of all active and inactive participants2014-01-01915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0122
Total participants2014-01-01937
Number of employers contributing to the scheme2014-01-010
2013: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2013 401k membership
Total participants, beginning-of-year2013-01-011,007
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-01536
Number of other retired or separated participants entitled to future benefits2013-01-01321
Total of all active and inactive participants2013-01-01857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0189
Total participants2013-01-01946
Number of employers contributing to the scheme2013-01-011
2012: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-01-011,034
Number of retired or separated participants receiving benefits2012-01-01581
Number of other retired or separated participants entitled to future benefits2012-01-01409
Total of all active and inactive participants2012-01-01990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0117
Total participants2012-01-011,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-011
2011: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,058
Number of retired or separated participants receiving benefits2011-01-01587
Number of other retired or separated participants entitled to future benefits2011-01-01425
Total of all active and inactive participants2011-01-011,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0122
Total participants2011-01-011,034
Number of employers contributing to the scheme2011-01-011
2010: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2010 401k membership
Total participants, beginning-of-year2010-01-011,089
Number of retired or separated participants receiving benefits2010-01-01595
Number of other retired or separated participants entitled to future benefits2010-01-01443
Total of all active and inactive participants2010-01-011,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0120
Total participants2010-01-011,058
Number of employers contributing to the scheme2010-01-011
2009: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-01-011,119
Number of retired or separated participants receiving benefits2009-01-01606
Number of other retired or separated participants entitled to future benefits2009-01-01463
Total of all active and inactive participants2009-01-011,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0120
Total participants2009-01-011,089
Number of employers contributing to the scheme2009-01-010

Financial Data on UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND

Measure Date Value
2022 : UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$11,321
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,805
Total income from all sources (including contributions)2022-12-31$891,246
Total of all expenses incurred2022-12-31$855,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$772,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$890,800
Value of total assets at end of year2022-12-31$272,993
Value of total assets at beginning of year2022-12-31$229,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$82,795
Total interest from all sources2022-12-31$446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$38,374
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$890,800
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$112,635
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$76,208
Administrative expenses (other) incurred2022-12-31$13,221
Liabilities. Value of operating payables at end of year2022-12-31$11,321
Liabilities. Value of operating payables at beginning of year2022-12-31$3,805
Total non interest bearing cash at end of year2022-12-31$93,179
Total non interest bearing cash at beginning of year2022-12-31$71,876
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$35,869
Value of net assets at end of year (total assets less liabilities)2022-12-31$261,672
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$225,803
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$67,179
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$81,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$81,524
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$772,582
Contract administrator fees2022-12-31$31,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-12-31611436956
2021 : UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,805
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$45,491
Total income from all sources (including contributions)2021-12-31$885,206
Total of all expenses incurred2021-12-31$829,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$762,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$885,200
Value of total assets at end of year2021-12-31$229,608
Value of total assets at beginning of year2021-12-31$215,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$66,954
Total interest from all sources2021-12-31$6
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$21,830
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$885,200
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$76,208
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$33,797
Administrative expenses (other) incurred2021-12-31$13,924
Liabilities. Value of operating payables at end of year2021-12-31$3,805
Liabilities. Value of operating payables at beginning of year2021-12-31$45,491
Total non interest bearing cash at end of year2021-12-31$71,876
Total non interest bearing cash at beginning of year2021-12-31$95,408
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$55,769
Value of net assets at end of year (total assets less liabilities)2021-12-31$225,803
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$170,034
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$81,524
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$86,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$86,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$6
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$762,483
Contract administrator fees2021-12-31$31,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$45,491
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$17,046
Total income from all sources (including contributions)2020-12-31$926,890
Total of all expenses incurred2020-12-31$919,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$856,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$926,800
Value of total assets at end of year2020-12-31$215,525
Value of total assets at beginning of year2020-12-31$179,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$63,304
Total interest from all sources2020-12-31$90
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$17,989
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$926,800
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$33,797
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$429
Administrative expenses (other) incurred2020-12-31$14,115
Liabilities. Value of operating payables at end of year2020-12-31$45,491
Liabilities. Value of operating payables at beginning of year2020-12-31$17,046
Total non interest bearing cash at end of year2020-12-31$95,408
Total non interest bearing cash at beginning of year2020-12-31$100,470
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$7,569
Value of net assets at end of year (total assets less liabilities)2020-12-31$170,034
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$162,465
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$86,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$78,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$78,612
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$90
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$856,017
Contract administrator fees2020-12-31$31,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2020-12-31611436956
2019 : UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$17,046
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$17,046
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,026
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,026
Total income from all sources (including contributions)2019-12-31$942,548
Total income from all sources (including contributions)2019-12-31$942,548
Total of all expenses incurred2019-12-31$963,498
Total of all expenses incurred2019-12-31$963,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$902,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$902,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$941,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$941,900
Value of total assets at end of year2019-12-31$179,511
Value of total assets at end of year2019-12-31$179,511
Value of total assets at beginning of year2019-12-31$189,441
Value of total assets at beginning of year2019-12-31$189,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,377
Total interest from all sources2019-12-31$648
Total interest from all sources2019-12-31$648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$15,935
Administrative expenses professional fees incurred2019-12-31$15,935
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$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$941,900
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$941,900
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$429
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$429
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,533
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,533
Administrative expenses (other) incurred2019-12-31$14,242
Administrative expenses (other) incurred2019-12-31$14,242
Liabilities. Value of operating payables at end of year2019-12-31$17,046
Liabilities. Value of operating payables at end of year2019-12-31$17,046
Liabilities. Value of operating payables at beginning of year2019-12-31$6,026
Liabilities. Value of operating payables at beginning of year2019-12-31$6,026
Total non interest bearing cash at end of year2019-12-31$100,470
Total non interest bearing cash at end of year2019-12-31$100,470
Total non interest bearing cash at beginning of year2019-12-31$97,575
Total non interest bearing cash at beginning of year2019-12-31$97,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-20,950
Value of net income/loss2019-12-31$-20,950
Value of net assets at end of year (total assets less liabilities)2019-12-31$162,465
Value of net assets at end of year (total assets less liabilities)2019-12-31$162,465
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$183,415
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$183,415
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$78,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$78,612
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$90,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$90,333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$90,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$90,333
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$648
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$902,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$902,121
Contract administrator fees2019-12-31$31,200
Contract administrator fees2019-12-31$31,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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
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)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NOVAK FRANCELLA, LLC
Accountancy firm name2019-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2019-12-31611436946
Accountancy firm EIN2019-12-31611436946
2018 : UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,026
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$35,454
Total income from all sources (including contributions)2018-12-31$974,449
Total of all expenses incurred2018-12-31$935,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$884,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$973,700
Value of total assets at end of year2018-12-31$189,441
Value of total assets at beginning of year2018-12-31$179,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$50,437
Total interest from all sources2018-12-31$749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$5,664
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$973,700
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,533
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$640
Administrative expenses (other) incurred2018-12-31$13,673
Liabilities. Value of operating payables at end of year2018-12-31$6,026
Liabilities. Value of operating payables at beginning of year2018-12-31$34,814
Total non interest bearing cash at end of year2018-12-31$97,575
Total non interest bearing cash at beginning of year2018-12-31$93,818
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$39,211
Value of net assets at end of year (total assets less liabilities)2018-12-31$183,415
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$144,204
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$90,333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$85,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$85,645
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$749
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$884,801
Contract administrator fees2018-12-31$31,100
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2018-12-31611436956
2017 : UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$35,454
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$42,891
Total income from all sources (including contributions)2017-12-31$982,683
Total of all expenses incurred2017-12-31$964,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$914,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$982,400
Value of total assets at end of year2017-12-31$179,658
Value of total assets at beginning of year2017-12-31$169,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50,077
Total interest from all sources2017-12-31$283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$4,199
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$982,400
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$195
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$235
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$640
Administrative expenses (other) incurred2017-12-31$15,978
Liabilities. Value of operating payables at end of year2017-12-31$34,814
Liabilities. Value of operating payables at beginning of year2017-12-31$42,891
Total non interest bearing cash at end of year2017-12-31$93,818
Total non interest bearing cash at beginning of year2017-12-31$85,247
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$17,854
Value of net assets at end of year (total assets less liabilities)2017-12-31$144,204
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$126,350
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$85,645
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$83,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$83,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$914,752
Contract administrator fees2017-12-31$29,900
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31NOVAK FRANCELLA,LLC
Accountancy firm EIN2017-12-31611436956
2016 : UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$42,891
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$64,671
Total income from all sources (including contributions)2016-12-31$1,003,735
Total of all expenses incurred2016-12-31$1,006,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$919,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,003,700
Value of total assets at end of year2016-12-31$169,241
Value of total assets at beginning of year2016-12-31$193,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$87,349
Total interest from all sources2016-12-31$35
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$42,830
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
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,003,700
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$235
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$445
Administrative expenses (other) incurred2016-12-31$15,819
Liabilities. Value of operating payables at end of year2016-12-31$42,891
Liabilities. Value of operating payables at beginning of year2016-12-31$64,671
Total non interest bearing cash at end of year2016-12-31$85,247
Total non interest bearing cash at beginning of year2016-12-31$101,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-2,856
Value of net assets at end of year (total assets less liabilities)2016-12-31$126,350
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$129,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$83,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$92,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$92,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$35
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$919,242
Contract administrator fees2016-12-31$28,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2016-12-31611436956
2015 : UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$64,671
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$112,344
Total income from all sources (including contributions)2015-12-31$1,084,200
Total of all expenses incurred2015-12-31$1,028,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$900,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,084,200
Value of total assets at end of year2015-12-31$193,877
Value of total assets at beginning of year2015-12-31$185,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$128,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$72,906
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,084,200
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$445
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$390
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$11,452
Administrative expenses (other) incurred2015-12-31$55,320
Liabilities. Value of operating payables at end of year2015-12-31$64,671
Liabilities. Value of operating payables at beginning of year2015-12-31$100,892
Total non interest bearing cash at end of year2015-12-31$101,398
Total non interest bearing cash at beginning of year2015-12-31$97,727
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$55,889
Value of net assets at end of year (total assets less liabilities)2015-12-31$129,206
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$73,317
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$92,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$87,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$87,544
Asset value of US Government securities at beginning of year2015-12-31$0
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$900,085
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SAX LLP
Accountancy firm EIN2015-12-31812950760
2014 : UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$112,344
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$140,304
Total income from all sources (including contributions)2014-12-31$1,171,551
Total of all expenses incurred2014-12-31$1,140,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$933,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,152,800
Value of total assets at end of year2014-12-31$185,661
Value of total assets at beginning of year2014-12-31$182,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$207,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$142,137
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,152,800
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$390
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$11,452
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$10,376
Other income not declared elsewhere2014-12-31$18,751
Administrative expenses (other) incurred2014-12-31$65,626
Liabilities. Value of operating payables at end of year2014-12-31$100,892
Liabilities. Value of operating payables at beginning of year2014-12-31$129,928
Total non interest bearing cash at end of year2014-12-31$97,727
Total non interest bearing cash at beginning of year2014-12-31$109,415
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$30,671
Value of net assets at end of year (total assets less liabilities)2014-12-31$73,317
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$42,646
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$87,544
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$69,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$69,245
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$933,117
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$27
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SAXBST LLP
Accountancy firm EIN2014-12-31464001827
2013 : UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-103,706
Total unrealized appreciation/depreciation of assets2013-12-31$-103,706
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$140,304
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$99,889
Total income from all sources (including contributions)2013-12-31$177,057
Total loss/gain on sale of assets2013-12-31$136,085
Total of all expenses incurred2013-12-31$1,295,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$969,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$130,445
Value of total assets at end of year2013-12-31$182,950
Value of total assets at beginning of year2013-12-31$1,260,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$325,808
Total interest from all sources2013-12-31$10,312
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$231,455
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$219,815
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,263
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$62,245
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$10,376
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$20,304
Other income not declared elsewhere2013-12-31$302
Administrative expenses (other) incurred2013-12-31$78,871
Liabilities. Value of operating payables at end of year2013-12-31$129,928
Liabilities. Value of operating payables at beginning of year2013-12-31$79,585
Total non interest bearing cash at end of year2013-12-31$109,415
Total non interest bearing cash at beginning of year2013-12-31$62,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-1,117,958
Value of net assets at end of year (total assets less liabilities)2013-12-31$42,646
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,160,604
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$15,482
Income. Interest from US Government securities2013-12-31$10,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$69,245
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$78,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$78,085
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$147,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$130,445
Income. Dividends from common stock2013-12-31$3,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$969,207
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$128,170
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$29,481
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$532,438
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$27
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$61
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
Aggregate proceeds on sale of assets2013-12-31$1,718,113
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,582,028
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SAXBST LLP
Accountancy firm EIN2013-12-31464001827
2012 : UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$56,828
Total unrealized appreciation/depreciation of assets2012-12-31$56,828
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$99,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$89,692
Total income from all sources (including contributions)2012-12-31$183,132
Total loss/gain on sale of assets2012-12-31$64,092
Total of all expenses incurred2012-12-31$1,219,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$964,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,260
Value of total assets at end of year2012-12-31$1,260,493
Value of total assets at beginning of year2012-12-31$2,287,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$255,000
Total interest from all sources2012-12-31$35,415
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$19,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$104,738
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$219,815
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$341,751
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$62,245
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$70,319
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$20,304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$30,814
Administrative expenses (other) incurred2012-12-31$122,736
Liabilities. Value of operating payables at end of year2012-12-31$79,585
Liabilities. Value of operating payables at beginning of year2012-12-31$58,878
Total non interest bearing cash at end of year2012-12-31$62,762
Total non interest bearing cash at beginning of year2012-12-31$79,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,036,769
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,160,604
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,197,373
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$27,526
Interest earned on other investments2012-12-31$13,033
Income. Interest from US Government securities2012-12-31$11,851
Income. Interest from corporate debt instruments2012-12-31$10,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$78,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$86,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$86,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$4
Asset value of US Government securities at end of year2012-12-31$147,436
Asset value of US Government securities at beginning of year2012-12-31$367,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$7,260
Income. Dividends from common stock2012-12-31$19,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$964,901
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$128,170
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$296,542
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$29,481
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$35,797
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$532,438
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,008,148
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$61
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$93
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
Aggregate proceeds on sale of assets2012-12-31$2,015,335
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,951,243
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BOLLAM SHEEDY TORANI & CO LLP, CPA
Accountancy firm EIN2012-12-31141442607
2011 : UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$65,096
Total unrealized appreciation/depreciation of assets2011-12-31$65,096
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$89,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$77,226
Total income from all sources (including contributions)2011-12-31$160,664
Total of all expenses incurred2011-12-31$1,196,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$962,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,260
Value of total assets at end of year2011-12-31$2,287,065
Value of total assets at beginning of year2011-12-31$3,309,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$233,746
Total interest from all sources2011-12-31$62,836
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$25,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$69,515
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$341,751
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$450,738
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$70,319
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$101,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$30,814
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$15,777
Other income not declared elsewhere2011-12-31$37
Administrative expenses (other) incurred2011-12-31$141,247
Liabilities. Value of operating payables at end of year2011-12-31$58,878
Liabilities. Value of operating payables at beginning of year2011-12-31$61,449
Total non interest bearing cash at end of year2011-12-31$79,694
Total non interest bearing cash at beginning of year2011-12-31$67,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,035,361
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,197,373
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,232,734
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$22,984
Interest earned on other investments2011-12-31$20,614
Income. Interest from US Government securities2011-12-31$26,888
Income. Interest from corporate debt instruments2011-12-31$15,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$86,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$65,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$65,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6
Asset value of US Government securities at end of year2011-12-31$367,905
Asset value of US Government securities at beginning of year2011-12-31$714,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Contributions received in cash from employer2011-12-31$7,260
Income. Dividends from common stock2011-12-31$25,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$962,279
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$296,542
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$279,349
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$35,797
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$31,681
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,008,148
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,598,102
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$93
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$99
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BOLLAM SHEEDY TORANI & CO LLP, CPA
Accountancy firm EIN2011-12-31141442607
2010 : UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$295,641
Total unrealized appreciation/depreciation of assets2010-12-31$295,641
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$77,226
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$85,171
Total income from all sources (including contributions)2010-12-31$431,007
Total of all expenses incurred2010-12-31$1,216,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$978,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,075
Value of total assets at end of year2010-12-31$3,309,960
Value of total assets at beginning of year2010-12-31$4,103,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$238,615
Total interest from all sources2010-12-31$83,415
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$35,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$75,957
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$450,738
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$495,565
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$101,811
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$86,545
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$15,777
Other income not declared elsewhere2010-12-31$7,604
Administrative expenses (other) incurred2010-12-31$127,235
Liabilities. Value of operating payables at end of year2010-12-31$61,449
Liabilities. Value of operating payables at beginning of year2010-12-31$85,171
Total non interest bearing cash at end of year2010-12-31$67,868
Total non interest bearing cash at beginning of year2010-12-31$32,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-785,791
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,232,734
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,018,525
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$35,423
Income. Interest from loans (other than to participants)2010-12-31$0
Income. Interest from US Government securities2010-12-31$83,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$65,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$140,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$140,055
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$45
Asset value of US Government securities at end of year2010-12-31$714,401
Asset value of US Government securities at beginning of year2010-12-31$964,331
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
Contributions received in cash from employer2010-12-31$9,075
Income. Dividends from common stock2010-12-31$35,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$978,183
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$279,349
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$349,248
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$31,681
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$15,629
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,598,102
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,018,899
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$99
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$451
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BOLLAM SHEEDY TORANI & CO LLP, CPA
Accountancy firm EIN2010-12-31141442607
2009 : UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND

2022: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-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 planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UFCW LOCAL 1262 AND EMPLOYERS NON FOOD PENSION FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3