401k Plan data: PILLSBURY UNITED COMMUNITIES 401(K) PLAN plan

PILLSBURY UNITED COMMUNITIES 401(K) PLAN 401k Plan overview

Plan Name	PILLSBURY UNITED COMMUNITIES 401(K) PLAN
Plan identification number	004

PILLSBURY UNITED COMMUNITIES 401(K) PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

PILLSBURY UNITED COMMUNITIES has sponsored the creation of one or more 401k plans.

Company Name: PILLSBURY UNITED COMMUNITIES

Employer identification number (EIN): 410916478

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PILLSBURY UNITED COMMUNITIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-10-13 NEEYADA SANTOPIETRO
004 2017-10-13 NEEYADA SANTOPIETRO
004 2017-10-13 NEEYADA SANTOPIETRO

Plan Statistics for PILLSBURY UNITED COMMUNITIES 401(K) PLAN

401k plan membership statisitcs for PILLSBURY UNITED COMMUNITIES 401(K) PLAN

Measure Date Value
2022: PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 89
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 55
Total of all active and inactive participants 2022-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 144
Number of participants with account balances 2022-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 87
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 55
Total of all active and inactive participants 2021-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 142
Number of participants with account balances 2021-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 94
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 50
Total of all active and inactive participants 2020-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 144
Number of participants with account balances 2020-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 122
Number of retired or separated participants receiving benefits 2019-01-01 16
Number of other retired or separated participants entitled to future benefits 2019-01-01 59
Total of all active and inactive participants 2019-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 197
Number of participants with account balances 2019-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 35
2018: PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 365
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 141
Number of retired or separated participants receiving benefits 2018-01-01 8
Number of other retired or separated participants entitled to future benefits 2018-01-01 81
Total of all active and inactive participants 2018-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 230
Number of participants with account balances 2018-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 38
2017: PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-13 208
Total number of active participants reported on line 7a of the Form 5500 2017-10-13 156
Number of retired or separated participants receiving benefits 2017-10-13 120
Total of all active and inactive participants 2017-10-13 276
Total participants 2017-10-13 276
Number of participants with account balances 2017-10-13 293
Number of other retired or separated participants entitled to future benefits 2017-10-13 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-13 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-13 10

Measure	Date	Value
2022: PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	89
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	55
Total of all active and inactive participants	2022-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	144
Number of participants with account balances	2022-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	87
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	55
Total of all active and inactive participants	2021-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	142
Number of participants with account balances	2021-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	94
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	50
Total of all active and inactive participants	2020-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	144
Number of participants with account balances	2020-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	122
Number of retired or separated participants receiving benefits	2019-01-01	16
Number of other retired or separated participants entitled to future benefits	2019-01-01	59
Total of all active and inactive participants	2019-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	197
Number of participants with account balances	2019-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	35
2018: PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	365
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	141
Number of retired or separated participants receiving benefits	2018-01-01	8
Number of other retired or separated participants entitled to future benefits	2018-01-01	81
Total of all active and inactive participants	2018-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	230
Number of participants with account balances	2018-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	38
2017: PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-13	208
Total number of active participants reported on line 7a of the Form 5500	2017-10-13	156
Number of retired or separated participants receiving benefits	2017-10-13	120
Total of all active and inactive participants	2017-10-13	276
Total participants	2017-10-13	276
Number of participants with account balances	2017-10-13	293
Number of other retired or separated participants entitled to future benefits	2017-10-13	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-13	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-13	10

Financial Data on PILLSBURY UNITED COMMUNITIES 401(K) PLAN

Measure	Date	Value
2022 : PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-370,872
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$92,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$71,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$298,892
Value of total assets at end of year	2022-12-31	$3,728,810
Value of total assets at beginning of year	2022-12-31	$4,192,557
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$21,082
Total interest from all sources	2022-12-31	$294
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 year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$192,607
Participant contributions at end of year	2022-12-31	$21,701
Participant contributions at beginning of year	2022-12-31	$30,890
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$688
Administrative expenses (other) incurred	2022-12-31	$19,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-463,747
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,728,810
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,192,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$3,657,048
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$4,121,889
Interest on participant loans	2022-12-31	$294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$50,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$39,778
Net investment gain/loss from pooled separate accounts	2022-12-31	$-670,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$105,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$71,793
Contract administrator fees	2022-12-31	$1,352
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CARPENTER, EVERT & ASSOCIATES, LTD
Accountancy firm EIN	2022-12-31	411534805
2021 : PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$832,854
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$170,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$154,176
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$235,500
Value of total assets at end of year	2021-12-31	$4,192,557
Value of total assets at beginning of year	2021-12-31	$3,530,559
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$16,680
Total interest from all sources	2021-12-31	$2,501
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 year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$144,410
Participant contributions at end of year	2021-12-31	$30,890
Participant contributions at beginning of year	2021-12-31	$52,180
Participant contributions at beginning of year	2021-12-31	$18,979
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,547
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$16,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$661,998
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,192,557
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,530,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$4,121,889
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,410,663
Interest on participant loans	2021-12-31	$2,139
Interest earned on other investments	2021-12-31	$362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$39,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$39,245
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from pooled separate accounts	2021-12-31	$594,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$88,543
Employer contributions (assets) at beginning of year	2021-12-31	$9,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$154,176
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CARPENTER, EVERT & ASSOCIATES, LTD
Accountancy firm EIN	2021-12-31	411534805
2020 : PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$25,722
Total income from all sources (including contributions)	2020-12-31	$720,961
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$265,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$239,343
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$295,680
Value of total assets at end of year	2020-12-31	$3,530,559
Value of total assets at beginning of year	2020-12-31	$3,100,545
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$25,882
Total interest from all sources	2020-12-31	$37,361
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 year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$144,688
Participant contributions at end of year	2020-12-31	$52,180
Participant contributions at beginning of year	2020-12-31	$7,833
Participant contributions at end of year	2020-12-31	$18,979
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$25,722
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$25,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$455,736
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,530,559
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,074,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,092,712
Value of interest in pooled separate accounts at end of year	2020-12-31	$3,410,663
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$1,800
Interest earned on other investments	2020-12-31	$35,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$39,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$297,602
Net investment gain/loss from pooled separate accounts	2020-12-31	$90,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$150,992
Employer contributions (assets) at end of year	2020-12-31	$9,492
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$239,343
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CARPENTER, EVERT, & ASSOCIATES
Accountancy firm EIN	2020-12-31	411534805
2019 : PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$25,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,750
Total income from all sources (including contributions)	2019-12-31	$841,930
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$394,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$366,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$302,580
Value of total assets at end of year	2019-12-31	$3,100,545
Value of total assets at beginning of year	2019-12-31	$2,629,605
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$28,825
Total interest from all sources	2019-12-31	$927
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$104,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$104,855
Administrative expenses professional fees incurred	2019-12-31	$5,279
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$150,630
Participant contributions at end of year	2019-12-31	$7,833
Participant contributions at beginning of year	2019-12-31	$17,747
Participant contributions at beginning of year	2019-12-31	$33,139
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$5,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$25,722
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$1,750
Administrative expenses (other) incurred	2019-12-31	$17,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$446,968
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,074,823
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,627,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$5,958
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,092,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,477,906
Interest on participant loans	2019-12-31	$927
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$433,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$146,108
Employer contributions (assets) at beginning of year	2019-12-31	$100,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$366,137
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CARPENTER, EVERT & ASSOCIATES, LTD.
Accountancy firm EIN	2019-12-31	411534805
2018 : PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$7,944
Total income from all sources (including contributions)	2018-12-31	$266,557
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$327,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$302,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$389,986
Value of total assets at end of year	2018-12-31	$2,629,605
Value of total assets at beginning of year	2018-12-31	$2,696,405
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$24,201
Total interest from all sources	2018-12-31	$912
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$170,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$170,319
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$192,129
Participant contributions at end of year	2018-12-31	$17,747
Participant contributions at beginning of year	2018-12-31	$26,125
Participant contributions at end of year	2018-12-31	$33,139
Participant contributions at beginning of year	2018-12-31	$10,960
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$10,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$1,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$7,944
Administrative expenses (other) incurred	2018-12-31	$17,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-60,606
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,627,855
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,688,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$6,654
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,477,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,645,399
Interest on participant loans	2018-12-31	$912
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-294,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$187,840
Employer contributions (assets) at end of year	2018-12-31	$100,813
Employer contributions (assets) at beginning of year	2018-12-31	$13,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$302,962
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CARPENTER, EVERT & ASSOCIATES, LTD.
Accountancy firm EIN	2018-12-31	411534805
2017 : PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$2,691,807
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	$150,953
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$179,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$179,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$79,933
Value of total assets at end of year	2017-12-31	$2,663,406
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$10,506
Total interest from all sources	2017-12-31	$1,980
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$54,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$54,623
Administrative expenses professional fees incurred	2017-12-31	$5,679
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$37,414
Participant contributions at end of year	2017-12-31	$26,125
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$123,425
Administrative expenses (other) incurred	2017-12-31	$3,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-28,401
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,663,406
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$1,386
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,637,281
Interest on participant loans	2017-12-31	$1,980
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$71,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$42,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$179,354
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No

Form 5500 Responses for PILLSBURY UNITED COMMUNITIES 401(K) PLAN

2022: PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PILLSBURY UNITED COMMUNITIES 401(K) PLAN 2017 form 5500 responses
2017-10-13	Type of plan entity	Single employer plan
2017-10-13	First time form 5500 has been submitted	Yes
2017-10-13	Submission has been amended	No
2017-10-13	This submission is the final filing	No
2017-10-13	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-10-13	Plan is a collectively bargained plan	No
2017-10-13	Plan funding arrangement – Trust	Yes
2017-10-13	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

062401I

Policy instance

Insurance contract or identification number	062401I
Number of Individuals Covered	142
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

062401I

Policy instance

Insurance contract or identification number	062401I
Number of Individuals Covered	142
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

062401I

Policy instance

Insurance contract or identification number	062401I
Number of Individuals Covered	144
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	PILLSBURY UNITED COMMUNITIES
Employer identification number (EIN):	410916478
NAIC Classification:	624100
NAIC Description:	Individual and Family Services