401k Plan data: KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN plan

KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 401k Plan overview

Plan Name	KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN
Plan identification number	003

KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN Benefits

401k Plan Type

Defined 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).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KUNZLER & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: KUNZLER & COMPANY, INC.

Employer identification number (EIN): 230780130

NAIC Classification: 311610
NAIC Description: Animal Slaughtering and Processing

Additional information about KUNZLER & COMPANY, INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2015-03-17

Company Identification Number: F198972

Legal Registered Office Address: 250 Browns Hill Ct

Midlothian
United States of America (USA)
23114-9510

More information about KUNZLER & COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2016-01-01
003 2015-01-01
003 2014-01-01 JOHN YOUNK
003 2013-01-01 JOHN YOUNK
003 2012-01-01 JOHN YOUNK
003 2011-01-01 JOHN YOUNK
003 2009-01-01 JOSEPH LUCIA

Plan Statistics for KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN

Measure Date Value
2016: KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-16 11,009,265
Acturial value of plan assets 2016-12-16 11,545,958
Funding target for retired participants and beneficiaries receiving payment 2016-12-16 2,259,236
Number of terminated vested participants 2016-12-16 90
Fundng target for terminated vested participants 2016-12-16 1,552,055
Active participant vested funding target 2016-12-16 4,238,842
Number of active participants 2016-12-16 135
Total funding liabilities for active participants 2016-12-16 4,490,158
Total participant count 2016-12-16 278
Total funding target for all participants 2016-12-16 8,301,449
Balance at beginning of prior year after applicable adjustments 2016-12-16 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-16 564,395
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-16 0
Prefunding balanced used to offset prior years funding requirement 2016-12-16 0
Amount remaining of carryover balance 2016-12-16 0
Amount remaining of prefunding balance 2016-12-16 564,395
Present value of excess contributions 2016-12-16 1,991,738
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-16 2,120,006
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-16 0
Reductions in caryover balances due to elections or deemed elections 2016-12-16 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-16 0
Balance of carryovers at beginning of current year 2016-12-16 0
Balance of prefunding at beginning of current year 2016-12-16 555,139
Total employer contributions 2016-12-16 0
Total employee contributions 2016-12-16 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-16 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-16 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-16 0
Unpaid minimum required contributions for all prior years 2016-12-16 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-16 0
Remaining amount of unpaid minimum required contributions 2016-12-16 0
Minimum required contributions for current year target normal cost 2016-12-16 50,000
Net shortfall amortization installment of oustanding balance 2016-12-16 0
Waiver amortization installment 2016-12-16 0
Waived amount of outstanding balance 2016-12-16 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-16 0
Carryover balance elected to use to offset funding requirement 2016-12-16 0
Prefunding balance elected to use to offset funding requirement 2016-12-16 0
Additional cash requirement 2016-12-16 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-16 0
Unpaid minimum required contributions for current year 2016-12-16 0
Unpaid minimum required contributions for all years 2016-12-16 0
Total participants, beginning-of-year 2016-01-01 278
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 280
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 135
Number of retired or separated participants receiving benefits 2015-01-01 48
Number of other retired or separated participants entitled to future benefits 2015-01-01 89
Total of all active and inactive participants 2015-01-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 6
Total participants 2015-01-01 278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 283
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 144
Number of retired or separated participants receiving benefits 2014-01-01 47
Number of other retired or separated participants entitled to future benefits 2014-01-01 83
Total of all active and inactive participants 2014-01-01 274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 6
Total participants 2014-01-01 280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 286
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 161
Number of retired or separated participants receiving benefits 2013-01-01 42
Number of other retired or separated participants entitled to future benefits 2013-01-01 75
Total of all active and inactive participants 2013-01-01 278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 5
Total participants 2013-01-01 283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 291
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 175
Number of retired or separated participants receiving benefits 2012-01-01 40
Number of other retired or separated participants entitled to future benefits 2012-01-01 66
Total of all active and inactive participants 2012-01-01 281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 5
Total participants 2012-01-01 286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 291
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 183
Number of retired or separated participants receiving benefits 2011-01-01 41
Number of other retired or separated participants entitled to future benefits 2011-01-01 62
Total of all active and inactive participants 2011-01-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 5
Total participants 2011-01-01 291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 17
2009: KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 305
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 203
Number of retired or separated participants receiving benefits 2009-01-01 34
Number of other retired or separated participants entitled to future benefits 2009-01-01 47
Total of all active and inactive participants 2009-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 6
Total participants 2009-01-01 290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 17

Measure	Date	Value
2016: KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-16	11,009,265
Acturial value of plan assets	2016-12-16	11,545,958
Funding target for retired participants and beneficiaries receiving payment	2016-12-16	2,259,236
Number of terminated vested participants	2016-12-16	90
Fundng target for terminated vested participants	2016-12-16	1,552,055
Active participant vested funding target	2016-12-16	4,238,842
Number of active participants	2016-12-16	135
Total funding liabilities for active participants	2016-12-16	4,490,158
Total participant count	2016-12-16	278
Total funding target for all participants	2016-12-16	8,301,449
Balance at beginning of prior year after applicable adjustments	2016-12-16	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-16	564,395
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-16	0
Prefunding balanced used to offset prior years funding requirement	2016-12-16	0
Amount remaining of carryover balance	2016-12-16	0
Amount remaining of prefunding balance	2016-12-16	564,395
Present value of excess contributions	2016-12-16	1,991,738
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-16	2,120,006
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-16	0
Reductions in caryover balances due to elections or deemed elections	2016-12-16	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-16	0
Balance of carryovers at beginning of current year	2016-12-16	0
Balance of prefunding at beginning of current year	2016-12-16	555,139
Total employer contributions	2016-12-16	0
Total employee contributions	2016-12-16	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-16	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-16	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-16	0
Unpaid minimum required contributions for all prior years	2016-12-16	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-16	0
Remaining amount of unpaid minimum required contributions	2016-12-16	0
Minimum required contributions for current year target normal cost	2016-12-16	50,000
Net shortfall amortization installment of oustanding balance	2016-12-16	0
Waiver amortization installment	2016-12-16	0
Waived amount of outstanding balance	2016-12-16	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-16	0
Carryover balance elected to use to offset funding requirement	2016-12-16	0
Prefunding balance elected to use to offset funding requirement	2016-12-16	0
Additional cash requirement	2016-12-16	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-16	0
Unpaid minimum required contributions for current year	2016-12-16	0
Unpaid minimum required contributions for all years	2016-12-16	0
Total participants, beginning-of-year	2016-01-01	278
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	280
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	135
Number of retired or separated participants receiving benefits	2015-01-01	48
Number of other retired or separated participants entitled to future benefits	2015-01-01	89
Total of all active and inactive participants	2015-01-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	6
Total participants	2015-01-01	278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	283
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	144
Number of retired or separated participants receiving benefits	2014-01-01	47
Number of other retired or separated participants entitled to future benefits	2014-01-01	83
Total of all active and inactive participants	2014-01-01	274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	6
Total participants	2014-01-01	280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	286
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	161
Number of retired or separated participants receiving benefits	2013-01-01	42
Number of other retired or separated participants entitled to future benefits	2013-01-01	75
Total of all active and inactive participants	2013-01-01	278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	5
Total participants	2013-01-01	283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	291
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	175
Number of retired or separated participants receiving benefits	2012-01-01	40
Number of other retired or separated participants entitled to future benefits	2012-01-01	66
Total of all active and inactive participants	2012-01-01	281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	5
Total participants	2012-01-01	286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	291
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	183
Number of retired or separated participants receiving benefits	2011-01-01	41
Number of other retired or separated participants entitled to future benefits	2011-01-01	62
Total of all active and inactive participants	2011-01-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	5
Total participants	2011-01-01	291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	17
2009: KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	305
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	203
Number of retired or separated participants receiving benefits	2009-01-01	34
Number of other retired or separated participants entitled to future benefits	2009-01-01	47
Total of all active and inactive participants	2009-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	6
Total participants	2009-01-01	290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	17

Financial Data on KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN

Measure	Date	Value
2016 : KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-16	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-16	$0
Total unrealized appreciation/depreciation of assets	2016-12-16	$0
Total transfer of assets to this plan	2016-12-16	$0
Total transfer of assets from this plan	2016-12-16	$351,020
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-16	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-16	$4,456
Total income from all sources (including contributions)	2016-12-16	$76,494
Total loss/gain on sale of assets	2016-12-16	$0
Total of all expenses incurred	2016-12-16	$10,730,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-16	$10,526,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-16	$0
Value of total assets at end of year	2016-12-16	$0
Value of total assets at beginning of year	2016-12-16	$11,009,264
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-16	$203,894
Total interest from all sources	2016-12-16	$458
Total dividends received (eg from common stock, registered investment company shares)	2016-12-16	$81,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-16	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-16	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-16	$81,049
Administrative expenses professional fees incurred	2016-12-16	$148,673
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-16	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-16	$0
Was this plan covered by a fidelity bond	2016-12-16	Yes
Value of fidelity bond cover	2016-12-16	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-16	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-16	No
Contributions received from participants	2016-12-16	$0
Participant contributions at end of year	2016-12-16	$0
Participant contributions at beginning of year	2016-12-16	$0
Assets. Other investments not covered elsewhere at end of year	2016-12-16	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-16	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-16	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-16	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-16	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-16	$5,158
Other income not declared elsewhere	2016-12-16	$0
Administrative expenses (other) incurred	2016-12-16	$17,792
Liabilities. Value of operating payables at end of year	2016-12-16	$0
Liabilities. Value of operating payables at beginning of year	2016-12-16	$4,456
Total non interest bearing cash at end of year	2016-12-16	$0
Total non interest bearing cash at beginning of year	2016-12-16	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-16	No
Income. Non cash contributions	2016-12-16	$0
Value of net income/loss	2016-12-16	$-10,653,788
Value of net assets at end of year (total assets less liabilities)	2016-12-16	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-12-16	$11,004,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-16	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-16	No
Were any leases to which the plan was party in default or uncollectible	2016-12-16	No
Investment advisory and management fees	2016-12-16	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-16	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-16	$10,993,233
Interest on participant loans	2016-12-16	$0
Income. Interest from loans (other than to participants)	2016-12-16	$0
Interest earned on other investments	2016-12-16	$0
Income. Interest from US Government securities	2016-12-16	$0
Income. Interest from corporate debt instruments	2016-12-16	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-16	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-16	$10,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-16	$10,873
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-16	$458
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-16	$5,177,000
Asset value of US Government securities at end of year	2016-12-16	$0
Asset value of US Government securities at beginning of year	2016-12-16	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-16	$-5,013
Net investment gain/loss from pooled separate accounts	2016-12-16	$0
Net investment gain or loss from common/collective trusts	2016-12-16	$0
Net gain/loss from 103.12 investment entities	2016-12-16	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-16	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-16	No
Has the plan failed to provide any benefit when due under the plan	2016-12-16	No
Contributions received in cash from employer	2016-12-16	$0
Employer contributions (assets) at end of year	2016-12-16	$0
Employer contributions (assets) at beginning of year	2016-12-16	$0
Income. Dividends from preferred stock	2016-12-16	$0
Income. Dividends from common stock	2016-12-16	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-16	$5,349,388
Asset. Corporate debt instrument preferred debt at end of year	2016-12-16	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-16	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-12-16	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-16	$0
Contract administrator fees	2016-12-16	$37,429
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-16	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-16	$0
Liabilities. Value of benefit claims payable at end of year	2016-12-16	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-16	$0
Did the plan have assets held for investment	2016-12-16	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-16	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-16	Yes
Aggregate proceeds on sale of assets	2016-12-16	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-16	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-16	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-16	Disclaimer
Accountancy firm name	2016-12-16	WALZ GROUP
Accountancy firm EIN	2016-12-16	232489722
2015 : KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-539,680
Total unrealized appreciation/depreciation of assets	2015-12-31	$-539,680
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$4,456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$4,572
Total income from all sources (including contributions)	2015-12-31	$1,944,789
Total loss/gain on sale of assets	2015-12-31	$393,247
Total of all expenses incurred	2015-12-31	$262,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$215,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,100,000
Value of total assets at end of year	2015-12-31	$11,009,264
Value of total assets at beginning of year	2015-12-31	$9,326,842
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$47,210
Total interest from all sources	2015-12-31	$19,600
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$240,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$169,907
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$30,864
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$5,158
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$24,261
Liabilities. Value of operating payables at end of year	2015-12-31	$4,456
Liabilities. Value of operating payables at beginning of year	2015-12-31	$4,254
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,682,538
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$11,004,808
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,322,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$10,993,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,689,600
Interest earned on other investments	2015-12-31	$3,877
Income. Interest from US Government securities	2015-12-31	$989
Income. Interest from corporate debt instruments	2015-12-31	$14,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$10,873
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$535,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$535,530
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$166
Asset value of US Government securities at end of year	2015-12-31	$0
Asset value of US Government securities at beginning of year	2015-12-31	$234,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-268,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$2,100,000
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$70,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$215,041
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$362,256
Contract administrator fees	2015-12-31	$47,210
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$2,449,688
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$318
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$16,204,229
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$15,810,982
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WALZ GROUP
Accountancy firm EIN	2015-12-31	232489722
2014 : KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-42,872
Total unrealized appreciation/depreciation of assets	2014-12-31	$-42,872
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$4,572
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$3,126
Expenses. Interest paid	2014-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$993,881
Total loss/gain on sale of assets	2014-12-31	$246,107
Total of all expenses incurred	2014-12-31	$235,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$192,308
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$500,000
Value of total assets at end of year	2014-12-31	$9,326,842
Value of total assets at beginning of year	2014-12-31	$8,566,995
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$43,172
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$8,984
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$281,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$189,764
Assets. Real estate other than employer real property at end of year	2014-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$0
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$30,864
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$24,261
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$23,700
Assets. Loans (other than to participants) at end of year	2014-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$0
Liabilities. Value of operating payables at end of year	2014-12-31	$4,254
Liabilities. Value of operating payables at beginning of year	2014-12-31	$3,126
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$758,401
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,322,270
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,563,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at end of year	2014-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$43,172
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,689,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,882,662
Interest on participant loans	2014-12-31	$0
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$427
Income. Interest from US Government securities	2014-12-31	$1,046
Income. Interest from corporate debt instruments	2014-12-31	$7,492
Value of interest in master investment trust accounts at end of year	2014-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$535,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$375,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$375,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$19
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Asset value of US Government securities at end of year	2014-12-31	$234,643
Asset value of US Government securities at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$0
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$0
Net gain/loss from 103.12 investment entities	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$0
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Assets. Value of employer real property at end of year	2014-12-31	$0
Assets. Value of employer real property at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$500,000
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$100,000
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$91,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$192,308
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$362,256
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$0
Contract administrator fees	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$2,449,688
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$2,184,786
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$318
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$6,900,151
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$6,654,044
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WALZ GROUP
Accountancy firm EIN	2014-12-31	232489722
2013 : KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$321,314
Total unrealized appreciation/depreciation of assets	2013-12-31	$321,314
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$3,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$2,614
Expenses. Interest paid	2013-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,058,716
Total loss/gain on sale of assets	2013-12-31	$4,505
Total of all expenses incurred	2013-12-31	$198,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$163,120
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$400,000
Value of total assets at end of year	2013-12-31	$8,566,995
Value of total assets at beginning of year	2013-12-31	$7,705,884
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$34,997
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$1,823
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$317,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$242,281
Assets. Real estate other than employer real property at end of year	2013-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$0
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$23,700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$13,324
Assets. Loans (other than to participants) at end of year	2013-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$0
Liabilities. Value of operating payables at end of year	2013-12-31	$3,126
Liabilities. Value of operating payables at beginning of year	2013-12-31	$2,614
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$860,599
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,563,869
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,703,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Assets. partnership/joint venture interests at end of year	2013-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$34,997
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,882,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,443,655
Interest on participant loans	2013-12-31	$0
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$0
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$1,805
Value of interest in master investment trust accounts at end of year	2013-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$375,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$185,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$185,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$18
Assets. Value of investments in 103.12 investment entities at end of year	2013-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Asset value of US Government securities at end of year	2013-12-31	$0
Asset value of US Government securities at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$13,696
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$0
Net gain/loss from 103.12 investment entities	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Assets. Value of employer real property at end of year	2013-12-31	$0
Assets. Value of employer real property at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$400,000
Employer contributions (assets) at end of year	2013-12-31	$100,000
Employer contributions (assets) at beginning of year	2013-12-31	$176,350
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$75,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$163,120
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$101,678
Contract administrator fees	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$2,184,786
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$1,784,979
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$1,331,159
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$1,326,654
Liabilities. Value of acquisition indebtedness at end of year	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WALZ GROUP
Accountancy firm EIN	2013-12-31	232489722
2012 : KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$51,146
Total unrealized appreciation/depreciation of assets	2012-12-31	$51,146
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$2,614
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$2,165
Expenses. Interest paid	2012-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,233,704
Total loss/gain on sale of assets	2012-12-31	$26,428
Total of all expenses incurred	2012-12-31	$203,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$172,021
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$684,900
Value of total assets at end of year	2012-12-31	$7,705,884
Value of total assets at beginning of year	2012-12-31	$6,674,924
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$31,172
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$4,872
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$270,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$207,591
Assets. Real estate other than employer real property at end of year	2012-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2012-12-31	$0
Administrative expenses professional fees incurred	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$0
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$13,324
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$14,188
Assets. Loans (other than to participants) at end of year	2012-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$0
Liabilities. Value of operating payables at end of year	2012-12-31	$2,614
Liabilities. Value of operating payables at beginning of year	2012-12-31	$2,165
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$1,030,511
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,703,270
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,672,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Assets. partnership/joint venture interests at end of year	2012-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$0
Investment advisory and management fees	2012-12-31	$31,172
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,443,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,597,784
Interest on participant loans	2012-12-31	$0
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$0
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$4,850
Value of interest in master investment trust accounts at end of year	2012-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$0
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$185,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$153,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$153,196
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$22
Assets. Value of investments in 103.12 investment entities at end of year	2012-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2012-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Asset value of US Government securities at end of year	2012-12-31	$0
Asset value of US Government securities at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$196,297
Net investment gain/loss from pooled separate accounts	2012-12-31	$0
Net investment gain or loss from common/collective trusts	2012-12-31	$-542
Net gain/loss from 103.12 investment entities	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$0
Assets. Invements in employer securities at beginning of year	2012-12-31	$0
Assets. Value of employer real property at end of year	2012-12-31	$0
Assets. Value of employer real property at beginning of year	2012-12-31	$0
Contributions received in cash from employer	2012-12-31	$684,900
Employer contributions (assets) at end of year	2012-12-31	$176,350
Employer contributions (assets) at beginning of year	2012-12-31	$148,275
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$63,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$172,021
Asset. Corporate debt instrument preferred debt at end of year	2012-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$101,678
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$105,833
Contract administrator fees	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$1,784,979
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$1,655,648
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2012-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$385,362
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$358,934
Liabilities. Value of acquisition indebtedness at end of year	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WALZ, DEIHM, GEISENBERGER,...,P.C.
Accountancy firm EIN	2012-12-31	232489722
2011 : KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$51,425
Total unrealized appreciation/depreciation of assets	2011-12-31	$51,425
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$2,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Expenses. Interest paid	2011-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$893,956
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$179,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$154,855
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$552,637
Value of total assets at end of year	2011-12-31	$6,674,924
Value of total assets at beginning of year	2011-12-31	$5,958,559
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$24,901
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$4,861
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$188,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$186,276
Assets. Real estate other than employer real property at end of year	2011-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2011-12-31	$0
Administrative expenses professional fees incurred	2011-12-31	$24,901
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$0
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$14,188
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$15,265
Assets. Loans (other than to participants) at end of year	2011-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$0
Liabilities. Value of operating payables at end of year	2011-12-31	$2,165
Liabilities. Value of operating payables at beginning of year	2011-12-31	$0
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$714,200
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,672,759
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,958,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Assets. partnership/joint venture interests at end of year	2011-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,597,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,080,448
Interest on participant loans	2011-12-31	$0
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$0
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$4,850
Value of interest in master investment trust accounts at end of year	2011-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,411,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$153,196
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$237,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$237,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$11
Assets. Value of investments in 103.12 investment entities at end of year	2011-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Asset value of US Government securities at end of year	2011-12-31	$0
Asset value of US Government securities at beginning of year	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,901
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$98,798
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$0
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Assets. Value of employer real property at end of year	2011-12-31	$0
Assets. Value of employer real property at beginning of year	2011-12-31	$0
Contributions received in cash from employer	2011-12-31	$552,637
Employer contributions (assets) at end of year	2011-12-31	$148,275
Employer contributions (assets) at beginning of year	2011-12-31	$105,200
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$1,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$154,855
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$105,833
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$108,580
Contract administrator fees	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$1,655,648
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2011-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WALZ, DEIHM, GEISENBERGER,...,P.C.
Accountancy firm EIN	2011-12-31	232489722
2010 : KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$1,235
Total unrealized appreciation/depreciation of assets	2010-12-31	$1,235
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$2,000
Expenses. Interest paid	2010-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$951,459
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$173,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$133,718
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$449,404
Value of total assets at end of year	2010-12-31	$5,958,559
Value of total assets at beginning of year	2010-12-31	$5,182,676
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$39,858
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$4,895
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$160,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$160,896
Assets. Real estate other than employer real property at end of year	2010-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Administrative expenses professional fees incurred	2010-12-31	$29,708
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$0
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$15,265
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$11,208
Assets. Loans (other than to participants) at end of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$10,150
Liabilities. Value of operating payables at end of year	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$777,883
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,958,559
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,180,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,080,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,516,470
Interest on participant loans	2010-12-31	$0
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$0
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$4,850
Value of interest in master investment trust accounts at end of year	2010-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$1,411,710
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,088,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$237,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$310,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$310,495
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$45
Assets. Value of investments in 103.12 investment entities at end of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Asset value of US Government securities at end of year	2010-12-31	$0
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$162,077
Net investment gain/loss from pooled separate accounts	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$172,952
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Assets. Value of employer real property at end of year	2010-12-31	$0
Assets. Value of employer real property at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$449,404
Employer contributions (assets) at end of year	2010-12-31	$105,200
Employer contributions (assets) at beginning of year	2010-12-31	$148,400
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$133,718
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$108,580
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$107,345
Contract administrator fees	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$2,000
Assets. Value of buildings and other operty used in plan operation at end of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$615,655
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$615,655
Liabilities. Value of acquisition indebtedness at end of year	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WALZ, DEIHM, GEISENBERGER,...,P.C.
Accountancy firm EIN	2010-12-31	232489722
2009 : KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN

2016: KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: KUNZLER & COMPANY, INC. UFCW UNION EMPLOYEES' PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KUNZLER & COMPANY, INC.
Employer identification number (EIN):	230780130
NAIC Classification:	311610
NAIC Description:	Animal Slaughtering and Processing

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2015-03-17
Company Identification Number:	F198972
Legal Registered Office Address:	250 Browns Hill Ct Midlothian United States of America (USA) 23114-9510