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WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 401k Plan overview

Plan NameWELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059
Plan identification number 054

WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GENERAL MILLS, INC has sponsored the creation of one or more 401k plans.

Company Name:GENERAL MILLS, INC
Employer identification number (EIN):410274440
NAIC Classification:311900
NAIC Description: Other Food Manufacturing

Additional information about GENERAL MILLS, INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0238427

More information about GENERAL MILLS, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0542022-01-01
0542021-01-01
0542020-01-01
0542019-01-01
0542018-01-01
0542017-01-01KATE BEHRING
0542016-01-01RONALD DRAYTON
0542015-01-01RONALD DRAYTON
0542014-01-01TRACY KOFSKI
0542013-01-01JEANNE DENZ
0542012-01-01JEANNE DENZ
0542011-01-01JEANNE DENZ
0542009-01-01JEANNE DENZ

Plan Statistics for WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059

401k plan membership statisitcs for WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059

Measure Date Value
2022: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2022 401k membership
Total participants, beginning-of-year2022-01-01586
Total number of active participants reported on line 7a of the Form 55002022-01-01485
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0138
Total of all active and inactive participants2022-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-01529
Number of participants with account balances2022-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2021 401k membership
Total participants, beginning-of-year2021-01-01634
Total number of active participants reported on line 7a of the Form 55002021-01-01537
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0143
Total of all active and inactive participants2021-01-01580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-01587
Number of participants with account balances2021-01-01586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2020 401k membership
Total participants, beginning-of-year2020-01-01701
Total number of active participants reported on line 7a of the Form 55002020-01-01589
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0141
Total of all active and inactive participants2020-01-01630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01636
Number of participants with account balances2020-01-01636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2019 401k membership
Total participants, beginning-of-year2019-01-01780
Total number of active participants reported on line 7a of the Form 55002019-01-01657
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-01697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-01703
Number of participants with account balances2019-01-01702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2018 401k membership
Total participants, beginning-of-year2018-01-01906
Total number of active participants reported on line 7a of the Form 55002018-01-01734
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0144
Total of all active and inactive participants2018-01-01778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01782
Number of participants with account balances2018-01-01780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2017 401k membership
Total participants, beginning-of-year2017-01-01932
Total number of active participants reported on line 7a of the Form 55002017-01-01826
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0180
Total of all active and inactive participants2017-01-01906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01910
Number of participants with account balances2017-01-01910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2016 401k membership
Total participants, beginning-of-year2016-01-01969
Total number of active participants reported on line 7a of the Form 55002016-01-01846
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0181
Total of all active and inactive participants2016-01-01927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-01932
Number of participants with account balances2016-01-01929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2015 401k membership
Total participants, beginning-of-year2015-01-01976
Total number of active participants reported on line 7a of the Form 55002015-01-01863
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01105
Total of all active and inactive participants2015-01-01968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01969
Number of participants with account balances2015-01-01951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0125
2014: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2014 401k membership
Total participants, beginning-of-year2014-01-01972
Total number of active participants reported on line 7a of the Form 55002014-01-01912
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0162
Total of all active and inactive participants2014-01-01974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01976
Number of participants with account balances2014-01-01958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2013: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2013 401k membership
Total participants, beginning-of-year2013-01-011,029
Total number of active participants reported on line 7a of the Form 55002013-01-01921
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-01970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01972
Number of participants with account balances2013-01-01943
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2012 401k membership
Total participants, beginning-of-year2012-01-011,051
Total number of active participants reported on line 7a of the Form 55002012-01-01968
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0160
Total of all active and inactive participants2012-01-011,028
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,029
Number of participants with account balances2012-01-011,029
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0121
2011: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2011 401k membership
Total participants, beginning-of-year2011-01-01993
Total number of active participants reported on line 7a of the Form 55002011-01-01976
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0174
Total of all active and inactive participants2011-01-011,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,051
Number of participants with account balances2011-01-011,051
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0135
2009: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2009 401k membership
Total participants, beginning-of-year2009-01-011,021
Total number of active participants reported on line 7a of the Form 55002009-01-01967
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-011,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-011,017
Number of participants with account balances2009-01-011,005
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0117

Financial Data on WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059

Measure Date Value
2022 : WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,456,938
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,949,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,949,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$19,130,173
Value of total assets at beginning of year2022-12-31$22,536,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$1,419
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$314
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,406,109
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,130,173
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,536,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$19,034,255
Value of interest in master investment trust accounts at beginning of year2022-12-31$22,423,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$95,604
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$112,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$112,690
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,949,171
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KPMG LLP
Accountancy firm EIN2022-12-31135565207
2021 : WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,834,395
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,119,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,119,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$22,536,282
Value of total assets at beginning of year2021-12-31$21,821,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$26
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$714,845
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,536,282
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,821,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$22,423,589
Value of interest in master investment trust accounts at beginning of year2021-12-31$21,725,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$112,690
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$96,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$96,273
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$26
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,119,550
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KPMG LLP
Accountancy firm EIN2021-12-31135565207
2020 : WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,149,796
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,221,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,221,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$21,821,437
Value of total assets at beginning of year2020-12-31$21,893,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$424
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-71,636
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,821,437
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,893,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$21,725,163
Value of interest in master investment trust accounts at beginning of year2020-12-31$21,807,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$96,273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$85,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$85,758
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,221,432
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KPMG LLP
Accountancy firm EIN2020-12-31135565207
2019 : WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,591,321
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,524,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,524,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$21,893,073
Value of total assets at beginning of year2019-12-31$21,825,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$1,965
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$149
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$67,124
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,893,073
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,825,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$21,807,166
Value of interest in master investment trust accounts at beginning of year2019-12-31$21,716,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$85,758
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$108,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$108,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,524,197
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
2018 : WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-324,010
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,230,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,230,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$21,825,949
Value of total assets at beginning of year2018-12-31$24,380,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$1,957
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$217
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,554,540
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,825,949
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,380,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$21,716,738
Value of interest in master investment trust accounts at beginning of year2018-12-31$23,831,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$108,994
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$108,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$108,400
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$440,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,230,530
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 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$4,234,271
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,826,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,826,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,878,219
Value of total assets at end of year2017-12-31$24,380,489
Value of total assets at beginning of year2017-12-31$21,972,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$1,212
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$20,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$1,878,219
Amount contributed by the employer to the plan for this plan year2017-12-31$1,878,219
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$121
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$63
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$2,408,238
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,380,489
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,972,251
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
Value of interest in master investment trust accounts at end of year2017-12-31$23,831,435
Value of interest in master investment trust accounts at beginning of year2017-12-31$21,353,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$108,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$92,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$92,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,212
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,878,219
Employer contributions (assets) at end of year2017-12-31$440,533
Employer contributions (assets) at beginning of year2017-12-31$526,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,826,033
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 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$2,703,778
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,433,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,433,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,999,970
Value of total assets at end of year2016-12-31$21,972,251
Value of total assets at beginning of year2016-12-31$22,702,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$750
Total interest from all sources2016-12-31$477
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
Administrative expenses professional fees incurred2016-12-31$750
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$1,999,970
Amount contributed by the employer to the plan for this plan year2016-12-31$1,999,970
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$63
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-730,196
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,972,251
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,702,447
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
Value of interest in master investment trust accounts at end of year2016-12-31$21,353,747
Value of interest in master investment trust accounts at beginning of year2016-12-31$22,045,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$92,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$118,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$118,699
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,999,970
Employer contributions (assets) at end of year2016-12-31$526,415
Employer contributions (assets) at beginning of year2016-12-31$538,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,433,224
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 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$2,227,791
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,370,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,369,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,050,337
Value of total assets at end of year2015-12-31$22,702,447
Value of total assets at beginning of year2015-12-31$21,845,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,500
Total interest from all sources2015-12-31$114
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$20,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$2,050,337
Amount contributed by the employer to the plan for this plan year2015-12-31$2,050,337
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$20
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5
Administrative expenses (other) incurred2015-12-31$1,500
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$857,060
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,702,447
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,845,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$22,045,014
Value of interest in master investment trust accounts at beginning of year2015-12-31$21,239,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$118,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$44,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$44,111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,050,337
Employer contributions (assets) at end of year2015-12-31$538,714
Employer contributions (assets) at beginning of year2015-12-31$562,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,369,231
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 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$2,682,325
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,130,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,130,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,039,304
Value of total assets at end of year2014-12-31$21,845,387
Value of total assets at beginning of year2014-12-31$20,293,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$43
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$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$2,039,304
Amount contributed by the employer to the plan for this plan year2014-12-31$2,039,304
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3
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$1,551,404
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,845,387
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,293,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$21,239,085
Value of interest in master investment trust accounts at beginning of year2014-12-31$19,759,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$44,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$99,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$99,638
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$43
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,039,304
Employer contributions (assets) at end of year2014-12-31$562,186
Employer contributions (assets) at beginning of year2014-12-31$435,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,130,921
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 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$2,995,236
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,764,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,763,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,731,644
Value of total assets at end of year2013-12-31$20,293,983
Value of total assets at beginning of year2013-12-31$19,063,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,500
Total interest from all sources2013-12-31$60
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$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$1,731,644
Amount contributed by the employer to the plan for this plan year2013-12-31$1,731,644
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$7
Administrative expenses (other) incurred2013-12-31$1,500
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$1,230,679
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,293,983
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,063,304
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
Value of interest in master investment trust accounts at end of year2013-12-31$19,759,044
Value of interest in master investment trust accounts at beginning of year2013-12-31$18,596,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$99,638
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$44,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$44,671
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$60
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,731,644
Employer contributions (assets) at end of year2013-12-31$435,298
Employer contributions (assets) at beginning of year2013-12-31$422,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,763,057
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 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$2,475,720
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,635,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,635,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,659,706
Value of total assets at end of year2012-12-31$19,063,304
Value of total assets at beginning of year2012-12-31$18,222,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$89
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$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$1,659,706
Amount contributed by the employer to the plan for this plan year2012-12-31$1,659,706
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$7
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6
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$840,586
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,063,304
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,222,718
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
Value of interest in master investment trust accounts at end of year2012-12-31$18,596,512
Value of interest in master investment trust accounts at beginning of year2012-12-31$17,747,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$44,671
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$90,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$90,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$89
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,659,706
Employer contributions (assets) at end of year2012-12-31$422,114
Employer contributions (assets) at beginning of year2012-12-31$385,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,635,134
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 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$2,210,136
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,195,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,195,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,575,821
Value of total assets at end of year2011-12-31$18,222,718
Value of total assets at beginning of year2011-12-31$17,208,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$57
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$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$1,575,821
Amount contributed by the employer to the plan for this plan year2011-12-31$1,575,821
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$11
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$1,014,566
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,222,718
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,208,152
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
Value of interest in master investment trust accounts at end of year2011-12-31$17,747,087
Value of interest in master investment trust accounts at beginning of year2011-12-31$16,787,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$90,482
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$82,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$82,452
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$57
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,575,821
Employer contributions (assets) at end of year2011-12-31$385,143
Employer contributions (assets) at beginning of year2011-12-31$338,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,195,570
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 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$2,605,293
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,080,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,080,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,540,614
Value of total assets at end of year2010-12-31$17,208,152
Value of total assets at beginning of year2010-12-31$15,683,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$750
Total interest from all sources2010-12-31$128
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$750
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$30,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$1,540,614
Amount contributed by the employer to the plan for this plan year2010-12-31$1,540,614
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$11
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$7
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$1,524,311
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,208,152
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,683,841
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 master investment trust accounts at end of year2010-12-31$16,787,029
Value of interest in master investment trust accounts at beginning of year2010-12-31$15,238,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$82,452
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$40,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$40,152
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,540,614
Employer contributions (assets) at end of year2010-12-31$338,660
Employer contributions (assets) at beginning of year2010-12-31$405,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,080,232
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
2009 : WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$1,359,220
Amount contributed by the employer to the plan for this plan year2009-12-31$1,359,220

Form 5500 Responses for WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059

2022: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WELLSTON RETIREMENT PLAN FOR MEMBERS OF UFCW DISTRICT UNION LOCAL 1059 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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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