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Plan Name | DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | DOLLAR TREE, INC. |
Employer identification number (EIN): | 262018846 |
NAIC Classification: | 452300 |
Additional information about DOLLAR TREE, INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2008-02-22 |
Company Identification Number: | 0690599 |
Legal Registered Office Address: |
500 VOLVO PKWY 500 VOLVO PARKWAY CHESAPEAKE United States of America (USA) 23320 |
More information about DOLLAR TREE, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | STEPHEN TERRY | STEPHEN TERRY | 2018-10-15 | |
001 | 2016-01-01 | MIKE MATACUNAS | MIKE MATACUNAS | 2017-10-16 | |
001 | 2015-01-01 | MICHAEL MATACUNAS | KEVIN S WAMPLER | 2016-10-17 | |
001 | 2015-01-01 | MICHAEL MATACUNAS | |||
001 | 2015-01-01 | MICHAEL MATACUNAS | KEVIN S WAMPLER | 2016-10-18 | |
001 | 2014-01-01 | MIKE MATACUNAS | KEVIN S. WAMPLER | 2015-09-29 | |
001 | 2013-01-01 | KEVIN S. WAMPLER | KEVIN S. WAMPLER | 2014-10-08 |
Measure | Date | Value |
---|---|---|
2022: DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 132,598 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 87,769 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 570 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 6,335 |
Total of all active and inactive participants | 2022-01-01 | 94,674 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 264 |
Total participants | 2022-01-01 | 94,938 |
Number of participants with account balances | 2022-01-01 | 34,451 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 149 |
2021: DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 105,299 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 115,541 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 222 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 11,379 |
Total of all active and inactive participants | 2021-01-01 | 127,142 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 248 |
Total participants | 2021-01-01 | 127,390 |
Number of participants with account balances | 2021-01-01 | 45,858 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2,523 |
2020: DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 131,495 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 93,974 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 6,416 |
Total of all active and inactive participants | 2020-01-01 | 100,390 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 226 |
Total participants | 2020-01-01 | 100,616 |
Number of participants with account balances | 2020-01-01 | 47,836 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1,684 |
2019: DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 119,355 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 89,570 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 39,571 |
Total of all active and inactive participants | 2019-01-01 | 129,141 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 204 |
Total participants | 2019-01-01 | 129,345 |
Number of participants with account balances | 2019-01-01 | 88,830 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 11,511 |
2018: DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 95,093 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 89,511 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 28,006 |
Total of all active and inactive participants | 2018-01-01 | 117,517 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 206 |
Total participants | 2018-01-01 | 117,723 |
Number of participants with account balances | 2018-01-01 | 75,787 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 12,050 |
2017: DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 89,976 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 78,733 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 15,785 |
Total of all active and inactive participants | 2017-01-01 | 94,518 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 116 |
Total participants | 2017-01-01 | 94,634 |
Number of participants with account balances | 2017-01-01 | 47,493 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 4,645 |
2016: DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 49,028 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 78,176 |
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 | 10,824 |
Total of all active and inactive participants | 2016-01-01 | 89,000 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 79 |
Total participants | 2016-01-01 | 89,079 |
Number of participants with account balances | 2016-01-01 | 34,163 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3,545 |
2015: DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 31,846 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 35,184 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 13,079 |
Total of all active and inactive participants | 2015-01-01 | 48,263 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 99 |
Total participants | 2015-01-01 | 48,362 |
Number of participants with account balances | 2015-01-01 | 35,436 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3,944 |
2014: DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 39,925 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 34,426 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 9,971 |
Total of all active and inactive participants | 2014-01-01 | 44,397 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 108 |
Total participants | 2014-01-01 | 44,505 |
Number of participants with account balances | 2014-01-01 | 31,399 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3,166 |
2013: DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 36,408 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 31,322 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 7,957 |
Total of all active and inactive participants | 2013-01-01 | 39,279 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 77 |
Total participants | 2013-01-01 | 39,356 |
Number of participants with account balances | 2013-01-01 | 28,341 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2,990 |
Measure | Date | Value |
---|---|---|
2022 : DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Expenses. Interest paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-63,906,438 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $117,937,388 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $116,092,933 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $565,494 |
Value of total corrective distributions | 2022-12-31 | $13,344 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $85,836,534 |
Value of total assets at end of year | 2022-12-31 | $778,821,100 |
Value of total assets at beginning of year | 2022-12-31 | $960,664,926 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,265,617 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $847,314 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $14,671,838 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $14,671,838 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $2,100 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $51,270,910 |
Participant contributions at end of year | 2022-12-31 | $18,544,003 |
Participant contributions at beginning of year | 2022-12-31 | $18,624,753 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $3,271,999 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $208,283 |
Administrative expenses (other) incurred | 2022-12-31 | $1,229,767 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $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 | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-181,843,826 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $778,821,100 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $960,664,926 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $33,750 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $230,633,711 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $857,448,714 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
Interest on participant loans | 2022-12-31 | $847,314 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $0 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $529,643,386 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $84,591,459 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-94,757,064 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-70,713,343 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $31,293,625 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $116,092,933 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | KPMG |
Accountancy firm EIN | 2022-12-31 | 135565207 |
2021 : DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2021-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $127 |
Expenses. Interest paid | 2021-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $197,131,754 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $103,868,039 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $100,539,992 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $1,286,317 |
Value of total corrective distributions | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $83,753,978 |
Value of total assets at end of year | 2021-12-31 | $960,664,926 |
Value of total assets at beginning of year | 2021-12-31 | $867,401,338 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,041,730 |
Total income from rents | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $996,755 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $39,932,502 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $39,932,502 |
Assets. Real estate other than employer real property at end of year | 2021-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2021-12-31 | $0 |
Administrative expenses professional fees incurred | 2021-12-31 | $2,400 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $49,615,853 |
Participant contributions at end of year | 2021-12-31 | $18,624,753 |
Participant contributions at beginning of year | 2021-12-31 | $18,502,460 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $6,665,789 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $127 |
Other income not declared elsewhere | 2021-12-31 | $116,529 |
Administrative expenses (other) incurred | 2021-12-31 | $1,976,830 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $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 | 2021-12-31 | No |
Income. Non cash contributions | 2021-12-31 | $0 |
Value of net income/loss | 2021-12-31 | $93,263,715 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $960,664,926 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $867,401,211 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $0 |
Investment advisory and management fees | 2021-12-31 | $62,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $857,448,714 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $719,035,115 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
Interest on participant loans | 2021-12-31 | $985,199 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Interest earned on other investments | 2021-12-31 | $0 |
Income. Interest from US Government securities | 2021-12-31 | $0 |
Income. Interest from corporate debt instruments | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $84,591,459 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $129,863,763 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $11,556 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Asset value of US Government securities at end of year | 2021-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $69,131,203 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $3,200,787 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Assets. Value of employer real property at end of year | 2021-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2021-12-31 | $0 |
Contributions received in cash from employer | 2021-12-31 | $27,472,336 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Income. Dividends from preferred stock | 2021-12-31 | $0 |
Income. Dividends from common stock | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $100,539,992 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
Contract administrator fees | 2021-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $0 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | KPMG |
Accountancy firm EIN | 2021-12-31 | 135565207 |
2020 : DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $127 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1 |
Total income from all sources (including contributions) | 2020-12-31 | $179,359,014 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $104,226,694 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $100,762,210 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $73,277,518 |
Value of total assets at end of year | 2020-12-31 | $867,401,338 |
Value of total assets at beginning of year | 2020-12-31 | $792,268,892 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,464,484 |
Total interest from all sources | 2020-12-31 | $967,409 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $9,884,292 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $9,884,292 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $42,812,403 |
Participant contributions at end of year | 2020-12-31 | $18,502,460 |
Participant contributions at beginning of year | 2020-12-31 | $18,597,610 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $5,100,283 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $127 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $1 |
Administrative expenses (other) incurred | 2020-12-31 | $3,464,484 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $75,132,320 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $867,401,211 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $792,268,891 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $719,035,115 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $655,540,954 |
Interest on participant loans | 2020-12-31 | $967,409 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $129,863,763 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $118,130,328 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $86,163,437 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $9,066,358 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $25,364,832 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $100,762,210 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | KPMG |
Accountancy firm EIN | 2020-12-31 | 135565207 |
2019 : DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $76 |
Total income from all sources (including contributions) | 2019-12-31 | $220,216,224 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $90,907,339 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $87,584,200 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $85,120,101 |
Value of total assets at end of year | 2019-12-31 | $792,268,892 |
Value of total assets at beginning of year | 2019-12-31 | $662,960,082 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,323,139 |
Total interest from all sources | 2019-12-31 | $937,901 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $12,930,600 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $12,930,600 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $36,574,054 |
Participant contributions at end of year | 2019-12-31 | $18,597,610 |
Participant contributions at beginning of year | 2019-12-31 | $17,405,656 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $4,081,090 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $1 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $76 |
Other income not declared elsewhere | 2019-12-31 | $17,586 |
Administrative expenses (other) incurred | 2019-12-31 | $3,323,139 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $129,308,885 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $792,268,891 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $662,960,006 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $655,540,954 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $535,510,621 |
Interest on participant loans | 2019-12-31 | $937,901 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $118,130,328 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $110,043,805 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $109,462,065 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $11,747,971 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $44,464,957 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $87,584,200 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | KPMG |
Accountancy firm EIN | 2019-12-31 | 135565207 |
2018 : DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $76 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $53,818,586 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $84,542,506 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $81,682,111 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $88,312,784 |
Value of total assets at end of year | 2018-12-31 | $662,960,082 |
Value of total assets at beginning of year | 2018-12-31 | $693,683,926 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,860,395 |
Total interest from all sources | 2018-12-31 | $828,510 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $11,045,572 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $11,045,572 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $33,177,939 |
Participant contributions at end of year | 2018-12-31 | $17,405,656 |
Participant contributions at beginning of year | 2018-12-31 | $16,623,981 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,869,533 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $76 |
Other income not declared elsewhere | 2018-12-31 | $109,287 |
Administrative expenses (other) incurred | 2018-12-31 | $2,860,395 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $686 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-30,723,920 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $662,960,006 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $693,683,926 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $535,510,621 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $567,121,940 |
Interest on participant loans | 2018-12-31 | $828,510 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $110,043,805 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $109,937,319 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-46,703,515 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $225,948 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $52,265,312 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $81,682,111 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | KPMG |
Accountancy firm EIN | 2018-12-31 | 135565207 |
2017 : DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $182,082,836 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $176,774,759 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $71,257,071 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $69,385,435 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $82,616,572 |
Value of total assets at end of year | 2017-12-31 | $693,683,926 |
Value of total assets at beginning of year | 2017-12-31 | $406,083,402 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,871,636 |
Total interest from all sources | 2017-12-31 | $692,062 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $9,130,874 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $9,130,874 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $30,375,432 |
Participant contributions at end of year | 2017-12-31 | $16,623,981 |
Participant contributions at beginning of year | 2017-12-31 | $8,230,001 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,262,087 |
Other income not declared elsewhere | 2017-12-31 | $205,778 |
Administrative expenses (other) incurred | 2017-12-31 | $1,871,636 |
Total non interest bearing cash at end of year | 2017-12-31 | $686 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $105,517,688 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $693,683,926 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $406,083,402 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $567,121,940 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $340,185,996 |
Interest on participant loans | 2017-12-31 | $692,062 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $109,937,319 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $57,667,405 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $76,676,221 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $7,453,252 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $49,979,053 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $69,385,435 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | KPMG |
Accountancy firm EIN | 2017-12-31 | 135565207 |
2016 : DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $8 |
Total income from all sources (including contributions) | 2016-12-31 | $79,778,746 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $48,730,363 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $47,027,073 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $51,523,807 |
Value of total assets at end of year | 2016-12-31 | $406,083,402 |
Value of total assets at beginning of year | 2016-12-31 | $375,035,027 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,703,290 |
Total interest from all sources | 2016-12-31 | $310,170 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $5,776,472 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $5,776,472 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $13,184,560 |
Participant contributions at end of year | 2016-12-31 | $8,230,001 |
Participant contributions at beginning of year | 2016-12-31 | $7,432,968 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $-229,550 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,217,929 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $8 |
Other income not declared elsewhere | 2016-12-31 | $1,009,770 |
Administrative expenses (other) incurred | 2016-12-31 | $1,703,290 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $31,048,383 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $406,083,402 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $375,035,019 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $340,185,996 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $312,353,967 |
Interest on participant loans | 2016-12-31 | $310,170 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $57,667,405 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $55,477,642 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $19,123,280 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $2,035,247 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $37,121,318 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $47,027,073 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | KPMG |
Accountancy firm EIN | 2016-12-31 | 135565207 |
2015 : DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $8 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $23,425 |
Total income from all sources (including contributions) | 2015-12-31 | $55,597,146 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $41,658,791 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $39,962,833 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $55,388,077 |
Value of total assets at end of year | 2015-12-31 | $375,035,027 |
Value of total assets at beginning of year | 2015-12-31 | $361,120,089 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,695,958 |
Total interest from all sources | 2015-12-31 | $290,967 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $4,256,076 |
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 | $4,256,076 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
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 |
Contributions received from participants | 2015-12-31 | $12,377,380 |
Participant contributions at end of year | 2015-12-31 | $7,432,968 |
Participant contributions at beginning of year | 2015-12-31 | $7,486,543 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $-229,550 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $-610,545 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,168,375 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $8 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $23,425 |
Other income not declared elsewhere | 2015-12-31 | $1,163,474 |
Administrative expenses (other) incurred | 2015-12-31 | $1,695,958 |
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 | $13,938,355 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $375,035,019 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $361,096,664 |
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 | $312,353,967 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $301,251,799 |
Interest on participant loans | 2015-12-31 | $290,967 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $55,477,642 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $52,992,292 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-6,290,833 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $789,385 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $41,842,322 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $39,962,833 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | KPMG |
Accountancy firm EIN | 2015-12-31 | 135565207 |
2014 : DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $23,425 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $67,495,244 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $40,202,124 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $38,703,375 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $47,268,684 |
Value of total assets at end of year | 2014-12-31 | $361,120,089 |
Value of total assets at beginning of year | 2014-12-31 | $333,803,544 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,498,749 |
Total interest from all sources | 2014-12-31 | $285,802 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $3,697,352 |
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 | $3,697,352 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
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 | $10,881,904 |
Participant contributions at end of year | 2014-12-31 | $7,486,543 |
Participant contributions at beginning of year | 2014-12-31 | $6,832,065 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $-610,545 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $-345,152 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $323,836 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $23,425 |
Other income not declared elsewhere | 2014-12-31 | $1,075,652 |
Administrative expenses (other) incurred | 2014-12-31 | $1,498,749 |
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 |
Value of net income/loss | 2014-12-31 | $27,293,120 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $361,096,664 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $333,803,544 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $301,251,799 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $277,509,126 |
Interest on participant loans | 2014-12-31 | $285,802 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $52,992,292 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $49,807,505 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $13,612,483 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,555,271 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $36,062,944 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $38,703,375 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | KPMG |
Accountancy firm EIN | 2014-12-31 | 135565207 |
2013 : DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $134,211 |
Total income from all sources (including contributions) | 2013-12-31 | $105,311,885 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $35,875,191 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $34,565,235 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $52,041,721 |
Value of total assets at end of year | 2013-12-31 | $333,803,544 |
Value of total assets at beginning of year | 2013-12-31 | $264,501,061 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,309,956 |
Total interest from all sources | 2013-12-31 | $269,003 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,972,319 |
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 | $2,972,319 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
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 | $10,482,104 |
Participant contributions at end of year | 2013-12-31 | $6,832,065 |
Participant contributions at beginning of year | 2013-12-31 | $6,230,889 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $-345,152 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $-1,183,697 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $887,951 |
Other income not declared elsewhere | 2013-12-31 | $1,095,726 |
Administrative expenses (other) incurred | 2013-12-31 | $1,309,956 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $134,211 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $134,193 |
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 |
Value of net income/loss | 2013-12-31 | $69,436,694 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $333,803,544 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $264,366,850 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $277,509,126 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $212,497,902 |
Interest on participant loans | 2013-12-31 | $269,003 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $49,807,505 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $46,821,774 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $46,717,987 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $2,215,129 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $40,671,666 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $34,565,235 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | KPMG |
Accountancy firm EIN | 2013-12-31 | 135565207 |
2022: DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT 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 | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT 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 | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT 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 | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: DOLLAR TREE, INC. AFFILIATES AND SUBSIDIARIES PROFIT SHARING AND 401(K) RETIREMENT 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 | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |