MARSH SUPERMARKETS, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MARSH SUPERMARKETS, INC 401K PLAN
Measure | Date | Value |
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2017 : MARSH SUPERMARKETS, INC 401K PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
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 | $11,819,161 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $90,523,377 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $90,414,431 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $940,006 |
Value of total assets at end of year | 2017-12-31 | $170,640 |
Value of total assets at beginning of year | 2017-12-31 | $78,874,856 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $108,946 |
Total interest from all sources | 2017-12-31 | $53,606 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $17,372 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $17,372 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $933,508 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $2,639,850 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $591 |
Other income not declared elsewhere | 2017-12-31 | $79,919 |
Administrative expenses (other) incurred | 2017-12-31 | $108,946 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $141 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-78,704,216 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $170,640 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $78,874,856 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $108,845 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $39,357,900 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $61,795 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $36,876,965 |
Interest on participant loans | 2017-12-31 | $53,606 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $8,479,219 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $2,249,039 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $5,907 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $90,414,431 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | RSM US LLP |
Accountancy firm EIN | 2017-12-31 | 420714325 |
2016 : MARSH SUPERMARKETS, INC 401K PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $6,023,672 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $11,334,606 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $11,232,579 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $2,978 |
Value of total corrective distributions | 2016-12-31 | $3,077 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,095,367 |
Value of total assets at end of year | 2016-12-31 | $78,874,856 |
Value of total assets at beginning of year | 2016-12-31 | $84,185,790 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $95,972 |
Total interest from all sources | 2016-12-31 | $122,620 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $180,736 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $180,736 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,972,891 |
Participant contributions at end of year | 2016-12-31 | $2,639,850 |
Participant contributions at beginning of year | 2016-12-31 | $3,394,675 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $122,476 |
Other income not declared elsewhere | 2016-12-31 | $95,000 |
Administrative expenses (other) incurred | 2016-12-31 | $95,972 |
Total non interest bearing cash at end of year | 2016-12-31 | $141 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $13 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-5,310,934 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $78,874,856 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $84,185,790 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $39,357,900 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $42,051,578 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $36,876,965 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $38,739,524 |
Interest on participant loans | 2016-12-31 | $122,620 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,804,515 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $1,725,434 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $11,232,579 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | RSM US LLP |
Accountancy firm EIN | 2016-12-31 | 420714325 |
2015 : MARSH SUPERMARKETS, INC 401K PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $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 | $3,913,710 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $10,167,892 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $10,045,881 |
Value of total corrective distributions | 2015-12-31 | $4,919 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,384,288 |
Value of total assets at end of year | 2015-12-31 | $84,185,790 |
Value of total assets at beginning of year | 2015-12-31 | $90,439,972 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $117,092 |
Total interest from all sources | 2015-12-31 | $152,106 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $223,972 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $223,972 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,146,737 |
Participant contributions at end of year | 2015-12-31 | $3,394,675 |
Participant contributions at beginning of year | 2015-12-31 | $3,779,737 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $237,551 |
Other income not declared elsewhere | 2015-12-31 | $95,000 |
Administrative expenses (other) incurred | 2015-12-31 | $117,092 |
Total non interest bearing cash at end of year | 2015-12-31 | $13 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $27 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-6,254,182 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $84,185,790 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $90,439,972 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $42,051,578 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $45,176,645 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $38,739,524 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $41,483,563 |
Interest on participant loans | 2015-12-31 | $152,106 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $1,266,880 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-208,536 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $10,045,881 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | KATZ, SAPPER & MILLER LLP |
Accountancy firm EIN | 2015-12-31 | 351090346 |
2014 : MARSH SUPERMARKETS, INC 401K PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $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 | $8,294,282 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $9,737,285 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $9,583,393 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $-3,622 |
Value of total corrective distributions | 2014-12-31 | $42,967 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,399,839 |
Value of total assets at end of year | 2014-12-31 | $90,439,972 |
Value of total assets at beginning of year | 2014-12-31 | $91,882,975 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $114,547 |
Total interest from all sources | 2014-12-31 | $160,884 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $169,557 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $169,557 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,333,095 |
Participant contributions at end of year | 2014-12-31 | $3,779,737 |
Participant contributions at beginning of year | 2014-12-31 | $4,027,490 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $66,744 |
Other income not declared elsewhere | 2014-12-31 | $95,000 |
Administrative expenses (other) incurred | 2014-12-31 | $114,547 |
Total non interest bearing cash at end of year | 2014-12-31 | $27 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $27 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-1,443,003 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $90,439,972 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $91,882,975 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $45,176,645 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $45,738,505 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $41,483,563 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $42,116,953 |
Interest on participant loans | 2014-12-31 | $160,884 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $2,782,094 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $2,686,908 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $9,583,393 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | KATZ, SAPPER & MILLER LLP |
Accountancy firm EIN | 2014-12-31 | 351090346 |
2013 : MARSH SUPERMARKETS, INC 401K PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $16,738,851 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $9,873,543 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $9,715,062 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $31,845 |
Value of total corrective distributions | 2013-12-31 | $5,585 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,848,734 |
Value of total assets at end of year | 2013-12-31 | $91,882,975 |
Value of total assets at beginning of year | 2013-12-31 | $85,017,667 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $121,051 |
Total interest from all sources | 2013-12-31 | $169,076 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $113,029 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $113,029 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,660,922 |
Participant contributions at end of year | 2013-12-31 | $4,027,490 |
Participant contributions at beginning of year | 2013-12-31 | $4,141,148 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $83,931 |
Other income not declared elsewhere | 2013-12-31 | $95,000 |
Administrative expenses (other) incurred | 2013-12-31 | $121,051 |
Total non interest bearing cash at end of year | 2013-12-31 | $27 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $95 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $6,865,308 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $91,882,975 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $85,017,667 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $45,738,505 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $37,726,143 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $42,116,953 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $43,150,281 |
Interest on participant loans | 2013-12-31 | $169,076 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $11,661,608 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,851,404 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $103,881 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $9,715,062 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | KATZ, SAPPER & MILLER LLP |
Accountancy firm EIN | 2013-12-31 | 351090346 |
2012 : MARSH SUPERMARKETS, INC 401K PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
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 | $12,488,788 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $7,787,662 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $7,637,709 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $30,946 |
Value of total corrective distributions | 2012-12-31 | $1,998 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,879,577 |
Value of total assets at end of year | 2012-12-31 | $85,017,667 |
Value of total assets at beginning of year | 2012-12-31 | $80,316,541 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $117,009 |
Total interest from all sources | 2012-12-31 | $176,848 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $212,943 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $212,943 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,845,229 |
Participant contributions at end of year | 2012-12-31 | $4,141,148 |
Participant contributions at beginning of year | 2012-12-31 | $4,186,254 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $470,987 |
Other income not declared elsewhere | 2012-12-31 | $95,000 |
Administrative expenses (other) incurred | 2012-12-31 | $117,009 |
Total non interest bearing cash at end of year | 2012-12-31 | $95 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $155 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $4,701,126 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $85,017,667 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $80,316,541 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $37,726,143 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $36,433,799 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $43,150,281 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $39,696,333 |
Interest on participant loans | 2012-12-31 | $176,848 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $5,288,978 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $2,835,442 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $563,361 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $7,637,709 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | KATZ SAPPER & MILLER LLP |
Accountancy firm EIN | 2012-12-31 | 361090346 |
2011 : MARSH SUPERMARKETS, INC 401K PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
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 | $4,365,650 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $9,925,601 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $9,802,915 |
Value of total corrective distributions | 2011-12-31 | $14,509 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,695,866 |
Value of total assets at end of year | 2011-12-31 | $80,316,541 |
Value of total assets at beginning of year | 2011-12-31 | $85,876,492 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $108,177 |
Total interest from all sources | 2011-12-31 | $197,434 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $142,682 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $142,682 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $3,105,634 |
Participant contributions at end of year | 2011-12-31 | $4,186,254 |
Participant contributions at beginning of year | 2011-12-31 | $4,299,774 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $283 |
Other income not declared elsewhere | 2011-12-31 | $80,000 |
Administrative expenses (other) incurred | 2011-12-31 | $108,177 |
Total non interest bearing cash at end of year | 2011-12-31 | $155 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $27 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-5,559,951 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $80,316,541 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $85,876,492 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $36,433,799 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $43,468,004 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $39,696,333 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $38,108,687 |
Interest on participant loans | 2011-12-31 | $197,434 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,325,629 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $1,575,297 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $589,949 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $9,802,915 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | KATZ SAPPER & MILLER LLP |
Accountancy firm EIN | 2011-12-31 | 361090346 |
2010 : MARSH SUPERMARKETS, INC 401K PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
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 | $12,822,138 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $6,201,102 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $6,087,685 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $2,561 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,902,851 |
Value of total assets at end of year | 2010-12-31 | $85,876,492 |
Value of total assets at beginning of year | 2010-12-31 | $79,255,456 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $110,856 |
Total interest from all sources | 2010-12-31 | $228,226 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $171,477 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $171,477 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $3,281,944 |
Participant contributions at end of year | 2010-12-31 | $4,299,774 |
Participant contributions at beginning of year | 2010-12-31 | $3,969,692 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $10,179 |
Other income not declared elsewhere | 2010-12-31 | $64,999 |
Administrative expenses (other) incurred | 2010-12-31 | $110,856 |
Total non interest bearing cash at end of year | 2010-12-31 | $27 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $27 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $6,621,036 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $85,876,492 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $79,255,456 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $43,468,004 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $57,388,833 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $38,108,687 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $17,896,904 |
Interest on participant loans | 2010-12-31 | $228,226 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $5,938,615 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $2,515,970 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $610,728 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $6,087,685 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | KATZ SAPPER & MILLER LLP |
Accountancy firm EIN | 2010-12-31 | 361090346 |
2009 : MARSH SUPERMARKETS, INC 401K PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |