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SAVE A LOT 401(K) PLAN 401k Plan overview

Plan NameSAVE A LOT 401(K) PLAN
Plan identification number 018

SAVE A LOT 401(K) PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:MORAN FOODS, LLC
Employer identification number (EIN):431283296
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Additional information about MORAN FOODS, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1992-11-05
Company Identification Number: 0009332006
Legal Registered Office Address: 400 NORTHWEST PLAZA DR

SAINT ANN
United States of America (USA)
63074

More information about MORAN FOODS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVE A LOT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0182022-01-01
0182021-01-01
0182020-01-01
0182019-01-01
0182018-01-01
0182017-01-01KIM NOWELL
0182016-10-10

Plan Statistics for SAVE A LOT 401(K) PLAN

401k plan membership statisitcs for SAVE A LOT 401(K) PLAN

Measure Date Value
2022: SAVE A LOT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,430
Total number of active participants reported on line 7a of the Form 55002022-01-011,438
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-012,142
Total of all active and inactive participants2022-01-013,587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0138
Total participants2022-01-013,625
Number of participants with account balances2022-01-013,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01169
2021: SAVE A LOT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,883
Total number of active participants reported on line 7a of the Form 55002021-01-011,430
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-012,956
Total of all active and inactive participants2021-01-014,393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0137
Total participants2021-01-014,430
Number of participants with account balances2021-01-014,285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01707
2020: SAVE A LOT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019,164
Total number of active participants reported on line 7a of the Form 55002020-01-014,767
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-012,081
Total of all active and inactive participants2020-01-016,854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0129
Total participants2020-01-016,883
Number of participants with account balances2020-01-016,408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011,177
2019: SAVE A LOT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019,037
Total number of active participants reported on line 7a of the Form 55002019-01-016,101
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-013,030
Total of all active and inactive participants2019-01-019,135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0129
Total participants2019-01-019,164
Number of participants with account balances2019-01-018,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011,390
2018: SAVE A LOT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017,426
Total number of active participants reported on line 7a of the Form 55002018-01-017,078
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-011,935
Total of all active and inactive participants2018-01-019,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0121
Total participants2018-01-019,037
Number of participants with account balances2018-01-017,862
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011,113
2017: SAVE A LOT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017,243
Total number of active participants reported on line 7a of the Form 55002017-01-016,946
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01467
Total of all active and inactive participants2017-01-017,413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0113
Total participants2017-01-017,426
Number of participants with account balances2017-01-014,322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0199
2016: SAVE A LOT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-100
Total number of active participants reported on line 7a of the Form 55002016-10-107,094
Number of retired or separated participants receiving benefits2016-10-100
Number of other retired or separated participants entitled to future benefits2016-10-10138
Total of all active and inactive participants2016-10-107,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-1011
Total participants2016-10-107,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-1024

Financial Data on SAVE A LOT 401(K) PLAN

Measure Date Value
2022 : SAVE A LOT 401(K) PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-8,520,522
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$24,895,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$24,476,324
Value of total corrective distributions2022-12-31$12,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,954,435
Value of total assets at end of year2022-12-31$111,073,629
Value of total assets at beginning of year2022-12-31$144,489,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$406,908
Total interest from all sources2022-12-31$210,377
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,481,125
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,481,125
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,680,363
Participant contributions at end of year2022-12-31$4,119,604
Participant contributions at beginning of year2022-12-31$5,376,677
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$822,150
Other income not declared elsewhere2022-12-31$-209,973
Administrative expenses (other) incurred2022-12-31$406,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-33,415,865
Value of net assets at end of year (total assets less liabilities)2022-12-31$111,073,629
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$144,489,494
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$69,526,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$95,828,897
Value of interest in pooled separate accounts at end of year2022-12-31$24,271,810
Value of interest in pooled separate accounts at beginning of year2022-12-31$24,841,091
Interest on participant loans2022-12-31$210,377
Value of interest in common/collective trusts at end of year2022-12-31$13,156,120
Value of interest in common/collective trusts at beginning of year2022-12-31$18,442,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-19,091,948
Net investment gain/loss from pooled separate accounts2022-12-31$605,732
Net investment gain or loss from common/collective trusts2022-12-31$-3,470,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,451,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$24,476,324
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ARMANINO LLP
Accountancy firm EIN2022-12-31431001367
2021 : SAVE A LOT 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-12,939,435
Total unrealized appreciation/depreciation of assets2021-12-31$-12,939,435
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$29,558,673
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$39,656,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$39,048,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,315,280
Value of total assets at end of year2021-12-31$144,489,494
Value of total assets at beginning of year2021-12-31$154,587,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$608,429
Total interest from all sources2021-12-31$688,238
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,413,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,413,037
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,808,867
Participant contributions at end of year2021-12-31$5,376,677
Participant contributions at beginning of year2021-12-31$8,820,618
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$515,611
Other income not declared elsewhere2021-12-31$22,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-10,097,957
Value of net assets at end of year (total assets less liabilities)2021-12-31$144,489,494
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$154,587,451
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$95,828,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$98,694,203
Value of interest in pooled separate accounts at end of year2021-12-31$24,841,091
Value of interest in pooled separate accounts at beginning of year2021-12-31$27,306,591
Interest on participant loans2021-12-31$271,797
Income. Interest from loans (other than to participants)2021-12-31$416,441
Value of interest in common/collective trusts at end of year2021-12-31$18,442,829
Value of interest in common/collective trusts at beginning of year2021-12-31$19,766,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$17,683,182
Net investment gain or loss from common/collective trusts2021-12-31$7,376,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,990,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$39,048,201
Contract administrator fees2021-12-31$608,429
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 name2021-12-31ARMANINO, LLP
Accountancy firm EIN2021-12-31946214841
2020 : SAVE A LOT 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$10,824,788
Total unrealized appreciation/depreciation of assets2020-12-31$10,824,788
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$36,389,844
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$25,990,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$25,165,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,194,251
Value of total assets at end of year2020-12-31$154,587,451
Value of total assets at beginning of year2020-12-31$144,187,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$824,852
Total interest from all sources2020-12-31$593,699
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,772,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,772,979
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$10,943,024
Participant contributions at end of year2020-12-31$8,820,618
Participant contributions at beginning of year2020-12-31$9,498,344
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$717,488
Other income not declared elsewhere2020-12-31$-556,814
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$10,399,551
Value of net assets at end of year (total assets less liabilities)2020-12-31$154,587,451
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$144,187,900
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$98,694,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$86,011,162
Value of interest in pooled separate accounts at end of year2020-12-31$27,306,591
Value of interest in pooled separate accounts at beginning of year2020-12-31$27,757,752
Interest on participant loans2020-12-31$459,517
Income. Interest from loans (other than to participants)2020-12-31$134,182
Value of interest in common/collective trusts at end of year2020-12-31$19,766,039
Value of interest in common/collective trusts at beginning of year2020-12-31$20,920,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,845,270
Net investment gain or loss from common/collective trusts2020-12-31$715,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,533,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$25,165,441
Contract administrator fees2020-12-31$824,852
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BROWN SMITH WALLACE, LLP
Accountancy firm EIN2020-12-31431001367
2019 : SAVE A LOT 401(K) PLAN 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$41,365,958
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$34,336,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$33,553,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$19,911,352
Value of total assets at end of year2019-12-31$144,187,900
Value of total assets at beginning of year2019-12-31$137,158,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$783,254
Total interest from all sources2019-12-31$558,457
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,776,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,776,919
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$10,915,974
Participant contributions at end of year2019-12-31$9,498,344
Participant contributions at beginning of year2019-12-31$10,445,457
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,364,970
Other income not declared elsewhere2019-12-31$-398,994
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$7,029,381
Value of net assets at end of year (total assets less liabilities)2019-12-31$144,187,900
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$137,158,519
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$733,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,142,695
Interest on participant loans2019-12-31$62,025
Income. Interest from loans (other than to participants)2019-12-31$496,432
Value of interest in common/collective trusts at end of year2019-12-31$133,955,660
Value of interest in common/collective trusts at beginning of year2019-12-31$125,462,941
Net investment gain or loss from common/collective trusts2019-12-31$18,518,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,630,408
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$107,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$33,553,323
Contract administrator fees2019-12-31$783,254
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BROWN SMITH WALLACE, LLC
Accountancy firm EIN2019-12-31431001367
2018 : SAVE A LOT 401(K) PLAN 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$14,401,561
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$28,341,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$27,490,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$19,846,361
Value of total assets at end of year2018-12-31$137,158,519
Value of total assets at beginning of year2018-12-31$151,098,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$851,302
Total interest from all sources2018-12-31$540,411
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$611,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$611,478
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$11,523,372
Participant contributions at end of year2018-12-31$10,445,457
Participant contributions at beginning of year2018-12-31$11,951,912
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$501,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-13,940,348
Value of net assets at end of year (total assets less liabilities)2018-12-31$137,158,519
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$151,098,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$851,302
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,142,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,749,912
Interest on participant loans2018-12-31$41,042
Income. Interest from loans (other than to participants)2018-12-31$499,369
Value of interest in common/collective trusts at end of year2018-12-31$125,462,941
Value of interest in common/collective trusts at beginning of year2018-12-31$137,351,100
Net investment gain or loss from common/collective trusts2018-12-31$-6,596,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,821,707
Employer contributions (assets) at end of year2018-12-31$107,426
Employer contributions (assets) at beginning of year2018-12-31$45,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$27,490,607
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BROWN SMITH WALLACE, LLC
Accountancy firm EIN2018-12-31431001367
2017 : SAVE A LOT 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$223,953
Total income from all sources (including contributions)2017-12-31$31,400,120
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$18,420,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$17,774,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,273,019
Value of total assets at end of year2017-12-31$151,098,867
Value of total assets at beginning of year2017-12-31$138,343,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$646,022
Total interest from all sources2017-12-31$697,497
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$360,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$360,607
Administrative expenses professional fees incurred2017-12-31$11,250
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$10,134,432
Participant contributions at end of year2017-12-31$11,951,912
Participant contributions at beginning of year2017-12-31$12,233,840
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$339,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$80,069
Other income not declared elsewhere2017-12-31$19,810
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$143,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$12,979,781
Value of net assets at end of year (total assets less liabilities)2017-12-31$151,098,867
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$138,119,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$130,637
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,749,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,301,181
Interest on participant loans2017-12-31$224,064
Income. Interest from loans (other than to participants)2017-12-31$473,433
Value of interest in common/collective trusts at end of year2017-12-31$137,351,100
Value of interest in common/collective trusts at beginning of year2017-12-31$124,756,214
Net investment gain or loss from common/collective trusts2017-12-31$15,049,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,799,205
Employer contributions (assets) at end of year2017-12-31$45,943
Employer contributions (assets) at beginning of year2017-12-31$51,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$17,774,317
Contract administrator fees2017-12-31$504,135
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BROWN SMITH WALLACE, LLC
Accountancy firm EIN2017-12-31431001367
2016 : SAVE A LOT 401(K) PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$136,153,613
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$223,953
Total income from all sources (including contributions)2016-12-31$4,801,861
Total of all expenses incurred2016-12-31$2,836,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,529,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,195,494
Value of total assets at end of year2016-12-31$138,343,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$306,843
Total interest from all sources2016-12-31$155,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,322,669
Participant contributions at end of year2016-12-31$12,233,840
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$80,069
Liabilities. Value of operating payables at end of year2016-12-31$143,884
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$1,965,473
Value of net assets at end of year (total assets less liabilities)2016-12-31$138,119,086
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$1,301,181
Interest on participant loans2016-12-31$103,803
Interest earned on other investments2016-12-31$51,293
Value of interest in common/collective trusts at end of year2016-12-31$124,756,214
Net investment gain or loss from common/collective trusts2016-12-31$1,451,271
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$872,825
Employer contributions (assets) at end of year2016-12-31$51,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,529,545
Contract administrator fees2016-12-31$306,843
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EIDE BAILLY, LLP
Accountancy firm EIN2016-12-31450250958

Form 5500 Responses for SAVE A LOT 401(K) PLAN

2022: SAVE A LOT 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SAVE A LOT 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAVE A LOT 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAVE A LOT 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAVE A LOT 401(K) PLAN 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 planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAVE A LOT 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAVE A LOT 401(K) PLAN 2016 form 5500 responses
2016-10-10Type of plan entitySingle employer plan
2016-10-10First time form 5500 has been submittedYes
2016-10-10This return/report is a short plan year return/report (less than 12 months)Yes
2016-10-10Plan funding arrangement – TrustYes
2016-10-10Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32044
Policy instance 1
Insurance contract or identification numberGA32044
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32044
Policy instance 1
Insurance contract or identification numberGA32044
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32044
Policy instance 1
Insurance contract or identification numberGA32044
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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