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AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 401k Plan overview

Plan NameAUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN
Plan identification number 002

AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PERFECTION BAKERIES INC. has sponsored the creation of one or more 401k plans.

Company Name:PERFECTION BAKERIES INC.
Employer identification number (EIN):350577170
NAIC Classification:311800
NAIC Description: Bakeries and Tortilla Manufacturing

Additional information about PERFECTION BAKERIES INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2017-12-18
Company Identification Number: 0802888780
Legal Registered Office Address: 350 PEARL ST

FORT WAYNE
United States of America (USA)
46802

More information about PERFECTION BAKERIES INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01JUDY BOBILYA-FEHER
0022016-01-01JUDY BOBILYA-FEHER
0022015-01-01JUDY BOBILYA-FEHER
0022014-01-01JUDY BOBILYA-FEHER
0022013-01-01JUDY BOBILYA-FEHER
0022012-01-01JUDY BOBILYA-FEHER
0022011-01-01KAY HILLBERG KAY HILLBERG2012-10-11
0022010-01-01KAY HILLBERG KAY HILLBERG2011-10-06
0022009-01-01JUDY SIEGEL

Plan Statistics for AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN

401k plan membership statisitcs for AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN

Measure Date Value
2022: AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01879
Total number of active participants reported on line 7a of the Form 55002022-01-01674
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01268
Total of all active and inactive participants2022-01-01942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01945
Number of participants with account balances2022-01-01908
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0166
2021: AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01845
Total number of active participants reported on line 7a of the Form 55002021-01-01621
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01241
Total of all active and inactive participants2021-01-01862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0117
Total participants2021-01-01879
Number of participants with account balances2021-01-01879
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0140
2020: AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01826
Total number of active participants reported on line 7a of the Form 55002020-01-01632
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01197
Total of all active and inactive participants2020-01-01829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0116
Total participants2020-01-01845
Number of participants with account balances2020-01-01833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0128
2019: AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,140
Total number of active participants reported on line 7a of the Form 55002019-01-01627
Number of retired or separated participants receiving benefits2019-01-0119
Number of other retired or separated participants entitled to future benefits2019-01-01176
Total of all active and inactive participants2019-01-01822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01823
Number of participants with account balances2019-01-01811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0127
2018: AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01919
Total number of active participants reported on line 7a of the Form 55002018-01-01632
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01254
Total of all active and inactive participants2018-01-01886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01254
Total participants2018-01-011,140
Number of participants with account balances2018-01-01947
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0131
2017: AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01997
Total number of active participants reported on line 7a of the Form 55002017-01-01751
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01153
Total of all active and inactive participants2017-01-01904
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01905
Number of participants with account balances2017-01-01901
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0134
2016: AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,017
Total number of active participants reported on line 7a of the Form 55002016-01-01783
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01213
Total of all active and inactive participants2016-01-01996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01997
Number of participants with account balances2016-01-01997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0138
2015: AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,024
Total number of active participants reported on line 7a of the Form 55002015-01-01792
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01208
Total of all active and inactive participants2015-01-011,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,002
Number of participants with account balances2015-01-011,002
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,035
Total number of active participants reported on line 7a of the Form 55002014-01-01816
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01205
Total of all active and inactive participants2014-01-011,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,024
Number of participants with account balances2014-01-011,012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,039
Total number of active participants reported on line 7a of the Form 55002013-01-01828
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01194
Total of all active and inactive participants2013-01-011,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,023
Number of participants with account balances2013-01-011,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0123
2012: AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,052
Total number of active participants reported on line 7a of the Form 55002012-01-01826
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01202
Total of all active and inactive participants2012-01-011,028
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,031
Number of participants with account balances2012-01-011,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0120
2011: AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,051
Total number of active participants reported on line 7a of the Form 55002011-01-01760
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01201
Total of all active and inactive participants2011-01-01961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01964
Number of participants with account balances2011-01-01954
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2010: AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,090
Total number of active participants reported on line 7a of the Form 55002010-01-01872
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01163
Total of all active and inactive participants2010-01-011,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-011,037
Number of participants with account balances2010-01-011,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,009
Total number of active participants reported on line 7a of the Form 55002009-01-01855
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01120
Total of all active and inactive participants2009-01-01975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01977
Number of participants with account balances2009-01-01966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN

Measure Date Value
2022 : AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$156,203
Total transfer of assets from this plan2022-12-31$183,174
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$0
Total income from all sources (including contributions)2022-12-31$-11,871,373
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$11,710,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,504,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,918,763
Value of total assets at end of year2022-12-31$89,692,003
Value of total assets at beginning of year2022-12-31$113,300,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$206,482
Total interest from all sources2022-12-31$37,703
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,367,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,367,334
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,377,994
Participant contributions at end of year2022-12-31$744,915
Participant contributions at beginning of year2022-12-31$784,361
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$13,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-23,582,001
Value of net assets at end of year (total assets less liabilities)2022-12-31$89,692,003
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$113,300,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$101,420
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$76,939,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$100,186,080
Value of interest in pooled separate accounts at end of year2022-12-31$12,007,696
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,330,534
Interest on participant loans2022-12-31$37,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-19,497,169
Net investment gain/loss from pooled separate accounts2022-12-31$301,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,527,240
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,504,146
Contract administrator fees2022-12-31$105,062
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$161,266
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$0
Total income from all sources (including contributions)2021-12-31$19,403,263
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,370,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,148,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,744,673
Value of total assets at end of year2021-12-31$113,300,975
Value of total assets at beginning of year2021-12-31$104,429,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$222,585
Total interest from all sources2021-12-31$41,478
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,067,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,067,812
Administrative expenses professional fees incurred2021-12-31$10,840
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$1,906,455
Amount contributed by the employer to the plan for this plan year2021-12-31$1,906,455
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,139,708
Participant contributions at end of year2021-12-31$784,361
Participant contributions at beginning of year2021-12-31$824,354
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$29,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,032,465
Value of net assets at end of year (total assets less liabilities)2021-12-31$113,300,975
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$104,429,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$95,832
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$100,186,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$91,225,390
Value of interest in pooled separate accounts at end of year2021-12-31$12,330,534
Value of interest in pooled separate accounts at beginning of year2021-12-31$12,380,032
Interest on participant loans2021-12-31$41,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,296,341
Net investment gain/loss from pooled separate accounts2021-12-31$252,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,575,092
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,148,213
Contract administrator fees2021-12-31$115,913
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$221,047
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$19,244,607
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,459,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,236,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,996,878
Value of total assets at end of year2020-12-31$104,429,776
Value of total assets at beginning of year2020-12-31$94,866,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$223,406
Total interest from all sources2020-12-31$45,078
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,092,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,092,025
Administrative expenses professional fees incurred2020-12-31$10,550
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$1,965,654
Amount contributed by the employer to the plan for this plan year2020-12-31$1,965,654
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,855,251
Participant contributions at end of year2020-12-31$824,354
Participant contributions at beginning of year2020-12-31$753,724
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$25,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,784,608
Value of net assets at end of year (total assets less liabilities)2020-12-31$104,429,776
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$94,866,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$71,928
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$91,225,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$84,998,122
Value of interest in pooled separate accounts at end of year2020-12-31$12,380,032
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,646,646
Interest on participant loans2020-12-31$45,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,884,180
Net investment gain/loss from pooled separate accounts2020-12-31$226,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,116,000
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$467,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,236,593
Contract administrator fees2020-12-31$140,928
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$234,094
Total transfer of assets from this plan2019-12-31$85,112
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$21,994,297
Total income from all sources (including contributions)2019-12-31$21,994,297
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,811,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,580,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,580,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,143,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,143,998
Value of total assets at end of year2019-12-31$94,866,215
Value of total assets at end of year2019-12-31$94,866,215
Value of total assets at beginning of year2019-12-31$82,534,334
Value of total assets at beginning of year2019-12-31$82,534,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$231,050
Total interest from all sources2019-12-31$35,356
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,534,205
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,534,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,534,205
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$2,012,241
Amount contributed by the employer to the plan for this plan year2019-12-31$2,012,241
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,509,444
Contributions received from participants2019-12-31$2,509,444
Participant contributions at end of year2019-12-31$753,724
Participant contributions at end of year2019-12-31$753,724
Participant contributions at beginning of year2019-12-31$157,592
Participant contributions at beginning of year2019-12-31$157,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,182,899
Value of net assets at end of year (total assets less liabilities)2019-12-31$94,866,215
Value of net assets at end of year (total assets less liabilities)2019-12-31$94,866,215
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$82,534,334
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$82,534,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$45,050
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$84,998,122
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$84,998,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$73,037,136
Value of interest in pooled separate accounts at end of year2019-12-31$8,646,646
Value of interest in pooled separate accounts at end of year2019-12-31$8,646,646
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,859,603
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,859,603
Interest on participant loans2019-12-31$35,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,050,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,050,008
Net investment gain/loss from pooled separate accounts2019-12-31$230,730
Net investment gain/loss from pooled separate accounts2019-12-31$230,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,634,554
Contributions received in cash from employer2019-12-31$2,634,554
Employer contributions (assets) at end of year2019-12-31$467,723
Employer contributions (assets) at end of year2019-12-31$467,723
Employer contributions (assets) at beginning of year2019-12-31$480,003
Employer contributions (assets) at beginning of year2019-12-31$480,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,580,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,580,348
Contract administrator fees2019-12-31$186,000
Contract administrator fees2019-12-31$186,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
2018 : AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$108,913
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
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$1,100,417
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,111,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,853,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,312,942
Value of total assets at end of year2018-12-31$82,534,334
Value of total assets at beginning of year2018-12-31$91,654,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$258,450
Total interest from all sources2018-12-31$9,785
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,458,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,458,579
Administrative expenses professional fees incurred2018-12-31$39,615
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$2,122,159
Amount contributed by the employer to the plan for this plan year2018-12-31$2,122,159
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,387,552
Participant contributions at end of year2018-12-31$157,592
Participant contributions at beginning of year2018-12-31$250,677
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$160,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,011,373
Value of net assets at end of year (total assets less liabilities)2018-12-31$82,534,334
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$91,654,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$50,726
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$73,037,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$82,306,425
Value of interest in pooled separate accounts at end of year2018-12-31$8,859,603
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,549,477
Interest on participant loans2018-12-31$9,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,877,971
Net investment gain/loss from pooled separate accounts2018-12-31$197,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,764,999
Employer contributions (assets) at end of year2018-12-31$480,003
Employer contributions (assets) at beginning of year2018-12-31$548,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,853,340
Contract administrator fees2018-12-31$168,109
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$191,155
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$18,004,546
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,287,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,058,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,565,596
Value of total assets at end of year2017-12-31$91,654,620
Value of total assets at beginning of year2017-12-31$79,128,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$228,524
Total interest from all sources2017-12-31$10,592
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,294,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,294,841
Administrative expenses professional fees incurred2017-12-31$37,437
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$2,342,740
Amount contributed by the employer to the plan for this plan year2017-12-31$2,342,740
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,446,038
Participant contributions at end of year2017-12-31$250,677
Participant contributions at beginning of year2017-12-31$248,037
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$94,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$12,717,361
Value of net assets at end of year (total assets less liabilities)2017-12-31$91,654,620
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$79,128,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$54,442
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$82,306,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$69,996,152
Value of interest in pooled separate accounts at end of year2017-12-31$8,549,477
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,357,314
Interest on participant loans2017-12-31$10,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,972,251
Net investment gain/loss from pooled separate accounts2017-12-31$161,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,024,929
Employer contributions (assets) at end of year2017-12-31$548,041
Employer contributions (assets) at beginning of year2017-12-31$526,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,058,661
Contract administrator fees2017-12-31$136,645
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$73,245
Total transfer of assets from this plan2016-12-31$167,332
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$0
Total income from all sources (including contributions)2016-12-31$11,610,445
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,472,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,305,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,009,118
Value of total assets at end of year2016-12-31$79,128,414
Value of total assets at beginning of year2016-12-31$74,084,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$166,616
Total interest from all sources2016-12-31$11,475
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,148,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,148,867
Administrative expenses professional fees incurred2016-12-31$36,337
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$2,337,201
Amount contributed by the employer to the plan for this plan year2016-12-31$2,337,201
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,076,297
Participant contributions at end of year2016-12-31$248,037
Participant contributions at beginning of year2016-12-31$194,959
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$109,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,138,182
Value of net assets at end of year (total assets less liabilities)2016-12-31$79,128,414
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$74,084,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$51,761
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$69,996,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$65,435,332
Value of interest in pooled separate accounts at end of year2016-12-31$8,357,314
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,906,391
Interest on participant loans2016-12-31$11,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,294,566
Net investment gain/loss from pooled separate accounts2016-12-31$146,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,823,601
Employer contributions (assets) at end of year2016-12-31$526,911
Employer contributions (assets) at beginning of year2016-12-31$547,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,305,647
Contract administrator fees2016-12-31$78,518
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CROWE HORWATH, LLP
Accountancy firm EIN2016-12-31350921680
2015 : AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$3,768
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,920,289
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,029,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,900,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,836,203
Value of total assets at end of year2015-12-31$74,084,319
Value of total assets at beginning of year2015-12-31$76,197,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$129,204
Total interest from all sources2015-12-31$1,771
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$901,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$901,852
Administrative expenses professional fees incurred2015-12-31$37,475
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$2,296,610
Amount contributed by the employer to the plan for this plan year2015-12-31$2,296,610
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,083,089
Participant contributions at end of year2015-12-31$194,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,109,335
Value of net assets at end of year (total assets less liabilities)2015-12-31$74,084,319
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$76,197,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$65,435,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$68,146,252
Value of interest in pooled separate accounts at end of year2015-12-31$7,906,391
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,610,611
Interest on participant loans2015-12-31$1,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,957,164
Net investment gain/loss from pooled separate accounts2015-12-31$137,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,753,114
Employer contributions (assets) at end of year2015-12-31$547,637
Employer contributions (assets) at beginning of year2015-12-31$440,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,900,420
Contract administrator fees2015-12-31$91,729
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CROWE HORWATH, LLP
Accountancy firm EIN2015-12-31350921680
2014 : AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$54,782
Total transfer of assets from this plan2014-12-31$133,087
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
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$9,977,482
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,387,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,281,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,759,048
Value of total assets at end of year2014-12-31$76,197,422
Value of total assets at beginning of year2014-12-31$72,686,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$106,799
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$868,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$868,601
Administrative expenses professional fees incurred2014-12-31$44,872
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$2,242,824
Amount contributed by the employer to the plan for this plan year2014-12-31$2,242,824
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,102,972
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$37,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,589,573
Value of net assets at end of year (total assets less liabilities)2014-12-31$76,197,422
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$72,686,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$68,146,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$63,984,752
Value of interest in pooled separate accounts at end of year2014-12-31$7,610,611
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,209,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,276,391
Net investment gain/loss from pooled separate accounts2014-12-31$73,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,656,076
Employer contributions (assets) at end of year2014-12-31$440,559
Employer contributions (assets) at beginning of year2014-12-31$454,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,281,110
Contract administrator fees2014-12-31$61,927
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CROWE HORWATH, LLP
Accountancy firm EIN2014-12-31350921680
2013 : AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$6,076
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$0
Total income from all sources (including contributions)2013-12-31$17,481,908
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,505,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,411,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,859,538
Value of total assets at end of year2013-12-31$72,686,154
Value of total assets at beginning of year2013-12-31$60,716,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$94,019
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$716,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$716,316
Administrative expenses professional fees incurred2013-12-31$26,946
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$2,321,506
Amount contributed by the employer to the plan for this plan year2013-12-31$2,321,506
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,115,603
Participant contributions at end of year2013-12-31$37,129
Participant contributions at beginning of year2013-12-31$41,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,976,183
Value of net assets at end of year (total assets less liabilities)2013-12-31$72,686,154
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$60,716,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$1,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$63,984,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$53,137,094
Value of interest in pooled separate accounts at end of year2013-12-31$8,209,892
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,071,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$11,761,947
Net investment gain/loss from pooled separate accounts2013-12-31$144,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,743,935
Employer contributions (assets) at end of year2013-12-31$454,381
Employer contributions (assets) at beginning of year2013-12-31$466,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,411,706
Contract administrator fees2013-12-31$66,073
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CROWE HORWATH, LLP
Accountancy firm EIN2013-12-31350921680
2012 : AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$182,507
Total transfer of assets from this plan2012-12-31$52,770
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$10,669,675
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,102,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,986,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,732,448
Value of total assets at end of year2012-12-31$60,716,047
Value of total assets at beginning of year2012-12-31$56,018,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$115,802
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$859,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$859,799
Administrative expenses professional fees incurred2012-12-31$24,137
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$2,335,218
Amount contributed by the employer to the plan for this plan year2012-12-31$2,335,218
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,980,532
Participant contributions at end of year2012-12-31$41,457
Participant contributions at beginning of year2012-12-31$34,760
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,567,374
Value of net assets at end of year (total assets less liabilities)2012-12-31$60,716,047
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$56,018,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$21,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$53,137,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$47,965,145
Value of interest in pooled separate accounts at end of year2012-12-31$7,071,026
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,531,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,911,152
Net investment gain/loss from pooled separate accounts2012-12-31$166,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,749,024
Employer contributions (assets) at end of year2012-12-31$466,470
Employer contributions (assets) at beginning of year2012-12-31$487,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,986,499
Contract administrator fees2012-12-31$70,086
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWATH, LLP
Accountancy firm EIN2012-12-31350921680
2011 : AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$430,964
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,346,833
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,562,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,429,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,787,164
Value of total assets at end of year2011-12-31$56,018,936
Value of total assets at beginning of year2011-12-31$56,665,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$132,461
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$805,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$805,936
Administrative expenses professional fees incurred2011-12-31$9,929
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$-53,795
Minimum employer required contribution for this plan year2011-12-31$2,369,397
Amount contributed by the employer to the plan for this plan year2011-12-31$2,423,192
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,012,588
Participant contributions at end of year2011-12-31$34,760
Participant contributions at beginning of year2011-12-31$36,296
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-215,382
Value of net assets at end of year (total assets less liabilities)2011-12-31$56,018,936
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$56,665,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$54,191
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$47,965,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$48,760,991
Value of interest in pooled separate accounts at end of year2011-12-31$7,531,266
Interest on participant loans2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$7,319,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$7,319,165
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,246,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,773,965
Employer contributions (assets) at end of year2011-12-31$487,765
Employer contributions (assets) at beginning of year2011-12-31$548,830
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,429,754
Contract administrator fees2011-12-31$68,341
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH, LLP
Accountancy firm EIN2011-12-31350921680
2010 : AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$16,531
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$0
Total income from all sources (including contributions)2010-12-31$10,241,277
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,674,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,567,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,893,996
Value of total assets at end of year2010-12-31$56,665,282
Value of total assets at beginning of year2010-12-31$52,115,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$107,154
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$720,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$720,793
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$2,471,744
Amount contributed by the employer to the plan for this plan year2010-12-31$2,471,744
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,989,800
Participant contributions at end of year2010-12-31$36,296
Participant contributions at beginning of year2010-12-31$40,487
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$37,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,566,602
Value of net assets at end of year (total assets less liabilities)2010-12-31$56,665,282
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$52,115,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$50,477
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$48,760,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$51,474,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$7,319,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,626,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,866,373
Employer contributions (assets) at end of year2010-12-31$548,830
Employer contributions (assets) at beginning of year2010-12-31$600,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,567,521
Contract administrator fees2010-12-31$56,677
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CROWE HORWATH, LLP
Accountancy firm EIN2010-12-31350921680
2009 : AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$2,772,482
Amount contributed by the employer to the plan for this plan year2009-12-31$2,772,482

Form 5500 Responses for AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN

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

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered908
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered910
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered833
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered811
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered947
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered901
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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