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KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameKLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN
Plan identification number 001

KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING 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.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KLEINS SHOPRITE OF MARYLAND has sponsored the creation of one or more 401k plans.

Company Name:KLEINS SHOPRITE OF MARYLAND
Employer identification number (EIN):521148138
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KIM LLYOD
0012016-01-01KIM LLOYD
0012015-01-01KIM LLOYD
0012014-01-01KIM LLOYD
0012013-01-01KIM LLOYD
0012012-01-01KIM LLOYD
0012011-01-01TERRY KLEEMAN
0012010-01-01TERRY KLEEMAN
0012009-01-01TERRY KLEEMAN

Plan Statistics for KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01949
Total number of active participants reported on line 7a of the Form 55002022-01-01665
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01149
Total of all active and inactive participants2022-01-01821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01824
Number of participants with account balances2022-01-01691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01141
2021: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01952
Total number of active participants reported on line 7a of the Form 55002021-01-01685
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01218
Total of all active and inactive participants2021-01-01906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-01915
Number of participants with account balances2021-01-01773
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01180
2020: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01916
Total number of active participants reported on line 7a of the Form 55002020-01-01744
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01169
Total of all active and inactive participants2020-01-01913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01918
Number of participants with account balances2020-01-01814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01138
2019: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01896
Total number of active participants reported on line 7a of the Form 55002019-01-01758
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01106
Total of all active and inactive participants2019-01-01867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01871
Number of participants with account balances2019-01-01774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01103
2018: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01902
Total number of active participants reported on line 7a of the Form 55002018-01-01766
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0192
Total of all active and inactive participants2018-01-01858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01861
Number of participants with account balances2018-01-01668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0144
2017: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01974
Total number of active participants reported on line 7a of the Form 55002017-01-01632
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01139
Total of all active and inactive participants2017-01-01771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01774
Number of participants with account balances2017-01-01623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0182
2016: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01929
Total number of active participants reported on line 7a of the Form 55002016-01-01657
Number of other retired or separated participants entitled to future benefits2016-01-01243
Total of all active and inactive participants2016-01-01900
Total participants2016-01-01900
Number of participants with account balances2016-01-01753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0172
2015: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01841
Total number of active participants reported on line 7a of the Form 55002015-01-01659
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01168
Total of all active and inactive participants2015-01-01827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01827
Number of participants with account balances2015-01-01676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0169
2014: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01677
Total number of active participants reported on line 7a of the Form 55002014-01-01697
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0184
Total of all active and inactive participants2014-01-01781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01781
Number of participants with account balances2014-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119
2013: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01636
Total number of active participants reported on line 7a of the Form 55002013-01-01585
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0191
Total of all active and inactive participants2013-01-01676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01677
Number of participants with account balances2013-01-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0123
2012: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01607
Total number of active participants reported on line 7a of the Form 55002012-01-01522
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0169
Total of all active and inactive participants2012-01-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01591
Number of participants with account balances2012-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0124
2011: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01592
Total number of active participants reported on line 7a of the Form 55002011-01-01510
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0147
Total of all active and inactive participants2011-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01557
Number of participants with account balances2011-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0128
2010: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01504
Total number of active participants reported on line 7a of the Form 55002010-01-01484
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0138
Total of all active and inactive participants2010-01-01522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01523
Number of participants with account balances2010-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0123
2009: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01509
Total number of active participants reported on line 7a of the Form 55002009-01-01424
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01457
Number of participants with account balances2009-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,492,669
Total of all expenses incurred2022-12-31$3,346,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,204,720
Expenses. Certain deemed distributions of participant loans2022-12-31$29,466
Value of total corrective distributions2022-12-31$18,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,916,558
Value of total assets at end of year2022-12-31$26,455,239
Value of total assets at beginning of year2022-12-31$33,294,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$94,068
Total interest from all sources2022-12-31$73,554
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$479,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$479,938
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$1,414,332
Participant contributions at end of year2022-12-31$315,205
Participant contributions at beginning of year2022-12-31$353,966
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,964
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$401
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,378
Administrative expenses (other) incurred2022-12-31$47,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,839,104
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,455,239
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,294,343
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
Investment advisory and management fees2022-12-31$46,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,476,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$28,429,059
Interest on participant loans2022-12-31$14,351
Interest earned on other investments2022-12-31$59,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,661,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,505,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,962,719
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$498,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,204,720
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2022-12-31520959934
2021 : KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,569,284
Total of all expenses incurred2021-12-31$1,817,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,709,606
Expenses. Certain deemed distributions of participant loans2021-12-31$11,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,879,246
Value of total assets at end of year2021-12-31$33,294,343
Value of total assets at beginning of year2021-12-31$30,542,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$95,797
Total interest from all sources2021-12-31$64,011
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$613,261
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$613,261
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$1,382,081
Participant contributions at end of year2021-12-31$353,966
Participant contributions at beginning of year2021-12-31$349,197
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,378
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,131
Administrative expenses (other) incurred2021-12-31$47,448
Total non interest bearing cash at beginning of year2021-12-31$0
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$2,752,189
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,294,343
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,542,154
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
Investment advisory and management fees2021-12-31$48,349
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$28,429,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$26,136,870
Interest on participant loans2021-12-31$16,812
Interest earned on other investments2021-12-31$47,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,505,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,052,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,012,766
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$497,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,709,606
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2021-12-31520959934
2020 : KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$5,856,672
Total of all expenses incurred2020-12-31$2,159,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,053,776
Expenses. Certain deemed distributions of participant loans2020-12-31$11,659
Value of total corrective distributions2020-12-31$15,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,828,973
Value of total assets at end of year2020-12-31$30,542,154
Value of total assets at beginning of year2020-12-31$26,845,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$79,095
Total interest from all sources2020-12-31$65,587
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$422,751
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$422,751
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$1,355,285
Participant contributions at end of year2020-12-31$349,197
Participant contributions at beginning of year2020-12-31$380,923
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,131
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$815
Administrative expenses (other) incurred2020-12-31$34,675
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$57
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$3,696,809
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,542,154
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,845,345
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
Investment advisory and management fees2020-12-31$44,420
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$26,136,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,826,122
Interest on participant loans2020-12-31$19,095
Interest earned on other investments2020-12-31$46,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,052,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,635,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,539,361
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$473,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,053,776
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2020-12-31520959934
2019 : KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$5,654,615
Total of all expenses incurred2019-12-31$2,031,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,933,209
Value of total corrective distributions2019-12-31$23,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,687,136
Value of total assets at end of year2019-12-31$26,845,345
Value of total assets at beginning of year2019-12-31$23,222,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$74,583
Total interest from all sources2019-12-31$67,982
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$442,927
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$442,927
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$1,259,642
Participant contributions at end of year2019-12-31$380,923
Participant contributions at beginning of year2019-12-31$375,988
Participant contributions at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$815
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$767
Administrative expenses (other) incurred2019-12-31$31,748
Total non interest bearing cash at end of year2019-12-31$57
Total non interest bearing cash at beginning of year2019-12-31$0
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$3,622,948
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,845,345
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,222,397
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
Investment advisory and management fees2019-12-31$42,835
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,826,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,312,391
Interest on participant loans2019-12-31$19,821
Interest earned on other investments2019-12-31$48,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,164
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,635,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,531,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,456,570
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$427,494
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,933,209
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2019-12-31520959934
2018 : KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$915,760
Total of all expenses incurred2018-12-31$1,761,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,650,095
Expenses. Certain deemed distributions of participant loans2018-12-31$7,674
Value of total corrective distributions2018-12-31$36,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,670,417
Value of total assets at end of year2018-12-31$23,222,397
Value of total assets at beginning of year2018-12-31$24,067,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$67,382
Total interest from all sources2018-12-31$60,449
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$404,479
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$404,479
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$1,139,551
Participant contributions at end of year2018-12-31$375,988
Participant contributions at beginning of year2018-12-31$274,875
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$137,867
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$767
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$24,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-845,535
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,222,397
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,067,932
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$42,506
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,312,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,591,808
Interest on participant loans2018-12-31$13,600
Interest earned on other investments2018-12-31$46,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,531,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,198,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,219,585
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$392,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,650,095
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2018-12-31520959934
2017 : KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$4,434,877
Total of all expenses incurred2017-12-31$856,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$760,770
Expenses. Certain deemed distributions of participant loans2017-12-31$15,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,540,347
Value of total assets at end of year2017-12-31$24,067,932
Value of total assets at beginning of year2017-12-31$20,489,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$80,476
Total interest from all sources2017-12-31$7,604
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$358,737
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$358,737
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$1,134,077
Participant contributions at end of year2017-12-31$274,875
Participant contributions at beginning of year2017-12-31$73,479
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$35,196
Administrative expenses (other) incurred2017-12-31$50,181
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$3,578,516
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,067,932
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,489,416
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$30,295
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,591,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,258,288
Interest on participant loans2017-12-31$7,553
Interest earned on other investments2017-12-31$51
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,198,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,157,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,528,189
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$371,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$760,770
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2017-12-31520959934
2016 : KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,654,489
Total of all expenses incurred2016-12-31$438,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$322,090
Expenses. Certain deemed distributions of participant loans2016-12-31$1,000
Value of total corrective distributions2016-12-31$49,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,753,995
Value of total assets at end of year2016-12-31$20,489,416
Value of total assets at beginning of year2016-12-31$18,273,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$66,559
Total interest from all sources2016-12-31$1,295
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$186,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$186,128
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,070,160
Participant contributions at end of year2016-12-31$73,479
Participant contributions at beginning of year2016-12-31$26,487
Participant contributions at beginning of year2016-12-31$16,741
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$306,785
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$45
Other income not declared elsewhere2016-12-31$30,870
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$2,215,509
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,489,416
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,273,907
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$15,258,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,230,385
Interest on participant loans2016-12-31$1,295
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,993,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,993,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,157,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$682,201
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$377,050
Employer contributions (assets) at beginning of year2016-12-31$6,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$322,090
Contract administrator fees2016-12-31$66,559
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 name2016-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2016-12-31520959934
2015 : KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,296,701
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$683,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$557,664
Value of total corrective distributions2015-12-31$55,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,279,160
Value of total assets at end of year2015-12-31$18,273,907
Value of total assets at beginning of year2015-12-31$17,661,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$70,816
Total interest from all sources2015-12-31$2,355
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$34,921
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$956,128
Participant contributions at end of year2015-12-31$26,487
Participant contributions at beginning of year2015-12-31$40,040
Participant contributions at end of year2015-12-31$16,741
Participant contributions at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$45
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$20
Other income not declared elsewhere2015-12-31$57,365
Administrative expenses (other) incurred2015-12-31$619
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$612,781
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,273,907
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,661,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$35,276
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,230,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,545,276
Interest on participant loans2015-12-31$1,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,993,882
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,075,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,075,777
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-42,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$323,032
Employer contributions (assets) at end of year2015-12-31$6,367
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$557,664
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2015-12-31520959934
2014 : KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,257,976
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$708,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$569,158
Value of total corrective distributions2014-12-31$72,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,155,140
Value of total assets at end of year2014-12-31$17,661,126
Value of total assets at beginning of year2014-12-31$16,111,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$66,708
Total interest from all sources2014-12-31$2,120
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$33,374
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$847,085
Participant contributions at end of year2014-12-31$40,040
Participant contributions at beginning of year2014-12-31$51,739
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$43
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$18,257
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$20
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$18
Total non interest bearing cash at end of year2014-12-31$13
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,549,622
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,661,126
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,111,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$33,334
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,545,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,876,737
Interest on participant loans2014-12-31$1,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,075,777
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,177,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,177,707
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,100,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$289,798
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$5,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$569,158
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2014-12-31520959934
2013 : KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,940,175
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,267,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,162,264
Value of total corrective distributions2013-12-31$50,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,216,960
Value of total assets at end of year2013-12-31$16,111,504
Value of total assets at beginning of year2013-12-31$13,439,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$54,733
Total interest from all sources2013-12-31$2,336
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$32,276
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$823,993
Participant contributions at end of year2013-12-31$51,739
Participant contributions at beginning of year2013-12-31$38,351
Participant contributions at end of year2013-12-31$43
Participant contributions at beginning of year2013-12-31$34,671
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$129,483
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$18
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$114
Other income not declared elsewhere2013-12-31$49,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,672,245
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,111,504
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,439,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$22,457
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,876,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,065,626
Interest on participant loans2013-12-31$1,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,177,707
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,284,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,284,957
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,671,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$263,484
Employer contributions (assets) at end of year2013-12-31$5,260
Employer contributions (assets) at beginning of year2013-12-31$15,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,162,264
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2013-12-31520959934
2012 : KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,584,569
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$436,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$359,268
Value of total corrective distributions2012-12-31$26,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,067,230
Value of total assets at end of year2012-12-31$13,439,259
Value of total assets at beginning of year2012-12-31$11,290,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$50,796
Total interest from all sources2012-12-31$3,292
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$22,963
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$801,811
Participant contributions at end of year2012-12-31$38,351
Participant contributions at beginning of year2012-12-31$59,096
Participant contributions at end of year2012-12-31$34,671
Participant contributions at beginning of year2012-12-31$32,199
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$114
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$89
Other income not declared elsewhere2012-12-31$44,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,148,360
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,439,259
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,290,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$27,833
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,065,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,551,438
Interest on participant loans2012-12-31$2,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,284,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,633,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,633,020
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,469,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$265,419
Employer contributions (assets) at end of year2012-12-31$15,540
Employer contributions (assets) at beginning of year2012-12-31$15,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$359,268
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2012-12-31520959934
2011 : KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$893,407
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$827,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$760,381
Value of total corrective distributions2011-12-31$14,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$992,154
Value of total assets at end of year2011-12-31$11,290,899
Value of total assets at beginning of year2011-12-31$11,224,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$52,314
Total interest from all sources2011-12-31$3,585
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$25,748
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$753,024
Participant contributions at end of year2011-12-31$59,096
Participant contributions at beginning of year2011-12-31$64,102
Participant contributions at end of year2011-12-31$32,199
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$89
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$77
Other income not declared elsewhere2011-12-31$45,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$66,031
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,290,899
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,224,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$26,566
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,551,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,572,035
Interest on participant loans2011-12-31$2,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,633,020
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,588,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,588,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-147,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$239,130
Employer contributions (assets) at end of year2011-12-31$15,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$760,381
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2011-12-31520959934
2010 : KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,166
Total income from all sources (including contributions)2010-12-31$1,957,387
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$636,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$608,991
Value of total corrective distributions2010-12-31$11,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$913,934
Value of total assets at end of year2010-12-31$11,224,868
Value of total assets at beginning of year2010-12-31$9,908,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,593
Total interest from all sources2010-12-31$4,923
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$702,464
Participant contributions at end of year2010-12-31$64,102
Participant contributions at beginning of year2010-12-31$74,286
Participant contributions at beginning of year2010-12-31$11,946
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$77
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$77
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,166
Other income not declared elsewhere2010-12-31$36,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,320,927
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,224,868
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,903,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$6,461
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,572,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,223,885
Interest on participant loans2010-12-31$3,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,588,654
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,589,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,589,628
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,002,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$211,470
Employer contributions (assets) at beginning of year2010-12-31$8,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$608,991
Contract administrator fees2010-12-31$9,132
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ELLIN & TUCKER, CHARTERED
Accountancy firm EIN2010-12-31520959934

Form 5500 Responses for KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN

2022: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KLEINS SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512612
Policy instance 1
Insurance contract or identification number512612
Number of Individuals Covered691
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512612
Policy instance 1
Insurance contract or identification number512612
Number of Individuals Covered773
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512612
Policy instance 1
Insurance contract or identification number512612
Number of Individuals Covered814
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512612
Policy instance 1
Insurance contract or identification number512612
Number of Individuals Covered774
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512612
Policy instance 1
Insurance contract or identification number512612
Number of Individuals Covered668
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512612
Policy instance 1
Insurance contract or identification number512612
Number of Individuals Covered623
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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