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SOUTHERN WISCONSIN FOODS 401(K) PLAN 401k Plan overview

Plan NameSOUTHERN WISCONSIN FOODS 401(K) PLAN
Plan identification number 001

SOUTHERN WISCONSIN FOODS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHERN WISCONSIN FOODS, LLC has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN WISCONSIN FOODS, LLC
Employer identification number (EIN):391796542
NAIC Classification:722513
NAIC Description:Limited-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN WISCONSIN FOODS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01KRIS DOBBEL PAUL DOBBEL2018-05-25
0012016-01-01KRIS DOBBEL PAUL DOBBEL2017-07-25
0012015-01-01KRIS DOBBEL PAUL DOBBEL2016-06-23
0012014-01-01KRIS DOBBEL PAUL DOBBEL2015-07-20
0012013-01-01PAUL DOBBEL PAUL DOBBEL2014-07-24
0012012-01-01KRIS DOBBEL PAUL DOBBEL2013-05-15
0012011-01-01PAUL DOBBEL PAUL DOBBEL2012-07-25
0012009-01-01KRIS DOBBEL PAUL DOBBEL2010-09-13
0012009-01-01KRIS DOBBEL PAUL DOBBEL2010-09-13

Plan Statistics for SOUTHERN WISCONSIN FOODS 401(K) PLAN

401k plan membership statisitcs for SOUTHERN WISCONSIN FOODS 401(K) PLAN

Measure Date Value
2017: SOUTHERN WISCONSIN FOODS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01345
Total number of active participants reported on line 7a of the Form 55002017-01-01276
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01293
Number of participants with account balances2017-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SOUTHERN WISCONSIN FOODS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01383
Total number of active participants reported on line 7a of the Form 55002016-01-01287
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01307
Number of participants with account balances2016-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SOUTHERN WISCONSIN FOODS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01393
Total number of active participants reported on line 7a of the Form 55002015-01-01329
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01345
Number of participants with account balances2015-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOUTHERN WISCONSIN FOODS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01406
Total number of active participants reported on line 7a of the Form 55002014-01-01335
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01348
Number of participants with account balances2014-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOUTHERN WISCONSIN FOODS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01420
Total number of active participants reported on line 7a of the Form 55002013-01-01347
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01363
Number of participants with account balances2013-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOUTHERN WISCONSIN FOODS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01444
Total number of active participants reported on line 7a of the Form 55002012-01-01367
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01378
Number of participants with account balances2012-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SOUTHERN WISCONSIN FOODS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01445
Total number of active participants reported on line 7a of the Form 55002011-01-01377
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01395
Number of participants with account balances2011-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: SOUTHERN WISCONSIN FOODS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01385
Total number of active participants reported on line 7a of the Form 55002009-01-01366
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01384
Number of participants with account balances2009-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SOUTHERN WISCONSIN FOODS 401(K) PLAN

Measure Date Value
2017 : SOUTHERN WISCONSIN FOODS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$613,240
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$235,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$224,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$166,009
Value of total assets at end of year2017-12-31$3,068,544
Value of total assets at beginning of year2017-12-31$2,690,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,327
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$166,009
Participant contributions at end of year2017-12-31$2,913
Participant contributions at beginning of year2017-12-31$2,815
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$377,850
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,068,544
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,690,694
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$11,327
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,065,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,687,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$447,231
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$224,063
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 name2017-12-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2017-12-31390747409
2016 : SOUTHERN WISCONSIN FOODS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$346,622
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$192,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$176,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$155,268
Value of total assets at end of year2016-12-31$2,690,694
Value of total assets at beginning of year2016-12-31$2,536,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,276
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$155,268
Participant contributions at end of year2016-12-31$2,815
Participant contributions at beginning of year2016-12-31$2,611
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$154,109
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,690,694
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,536,585
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$16,276
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,687,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,522,873
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$11,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$11,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$191,354
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$176,237
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 name2016-12-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2016-12-31390747409
2015 : SOUTHERN WISCONSIN FOODS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$111,863
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$743,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$735,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$146,681
Value of total assets at end of year2015-12-31$2,536,585
Value of total assets at beginning of year2015-12-31$3,167,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,943
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$145,937
Participant contributions at end of year2015-12-31$2,611
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-631,400
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,536,585
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,167,985
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
Investment advisory and management fees2015-12-31$7,943
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,522,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,164,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$11,101
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-34,818
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$735,320
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 name2015-12-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2015-12-31390747409
2014 : SOUTHERN WISCONSIN FOODS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$304,790
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$408,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$399,304
Value of total corrective distributions2014-12-31$309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$146,444
Value of total assets at end of year2014-12-31$3,167,985
Value of total assets at beginning of year2014-12-31$3,271,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,421
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$146,444
Participant contributions at beginning of year2014-12-31$2,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-103,244
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,167,985
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,271,229
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
Investment advisory and management fees2014-12-31$8,421
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,164,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,157,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$111,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$111,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$158,346
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$399,304
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 name2014-12-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2014-12-31390747409
2013 : SOUTHERN WISCONSIN FOODS 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$731,338
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$274,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$267,483
Value of total corrective distributions2013-12-31$470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$141,478
Value of total assets at end of year2013-12-31$3,271,229
Value of total assets at beginning of year2013-12-31$2,814,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,763
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$141,478
Participant contributions at end of year2013-12-31$2,419
Participant contributions at beginning of year2013-12-31$2,272
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$456,622
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,271,229
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,814,607
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$6,763
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,157,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,697,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$111,568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$115,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$115,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$589,860
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$267,483
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 name2013-12-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2013-12-31390747409
2012 : SOUTHERN WISCONSIN FOODS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$490,781
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$162,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$154,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$147,785
Value of total assets at end of year2012-12-31$2,814,607
Value of total assets at beginning of year2012-12-31$2,485,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,317
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$350,000
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$147,785
Participant contributions at end of year2012-12-31$2,272
Participant contributions at beginning of year2012-12-31$2,552
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$328,686
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,814,607
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,485,921
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$7,317
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,697,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,483,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$115,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$342,996
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$154,778
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 name2012-12-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2012-12-31390747409
2011 : SOUTHERN WISCONSIN FOODS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$60,473
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$126,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$117,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$154,658
Value of total assets at end of year2011-12-31$2,485,921
Value of total assets at beginning of year2011-12-31$2,551,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,531
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$154,509
Participant contributions at end of year2011-12-31$2,552
Participant contributions at beginning of year2011-12-31$2,848
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-65,630
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,485,921
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,551,551
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$8,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,483,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,548,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-94,185
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$117,572
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2011-12-31390747409
2010 : SOUTHERN WISCONSIN FOODS 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$491,437
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$76,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$69,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$187,066
Value of total assets at end of year2010-12-31$2,551,551
Value of total assets at beginning of year2010-12-31$2,136,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,394
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$6,394
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$180,301
Participant contributions at end of year2010-12-31$2,848
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$6,765
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$415,128
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,551,551
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,136,423
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,548,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,136,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$304,371
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$69,915
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 name2010-12-31REILLY, PENNER & BENTON LLP
Accountancy firm EIN2010-12-31390747409
2009 : SOUTHERN WISCONSIN FOODS 401(K) 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

Form 5500 Responses for SOUTHERN WISCONSIN FOODS 401(K) PLAN

2017: SOUTHERN WISCONSIN FOODS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHERN WISCONSIN FOODS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHERN WISCONSIN FOODS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHERN WISCONSIN FOODS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHERN WISCONSIN FOODS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHERN WISCONSIN FOODS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHERN WISCONSIN FOODS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SOUTHERN WISCONSIN FOODS 401(K) 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JE6T
Policy instance 1
Insurance contract or identification numberGAP-CP-JE6T
Number of Individuals Covered153
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $6
Insurance broker organization code?4
Insurance broker nameRBC CAPITAL MARKETS, LLC

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