UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UFCW SUFFRIDGE/JIMERSON SCHOLARSHIP FUND
| Measure | Date | Value |
|---|
| 2014 : UFCW SUFFRIDGE/JIMERSON SCHOLARSHIP FUND 2014 401k financial data |
|---|
| Total of all expenses incurred | 2014-04-30 | $24,687 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-04-30 | $20,000 |
| Value of total assets at end of year | 2014-04-30 | $0 |
| Value of total assets at beginning of year | 2014-04-30 | $24,687 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-04-30 | $4,687 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-04-30 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2014-04-30 | $0 |
| Administrative expenses professional fees incurred | 2014-04-30 | $4,420 |
| Was this plan covered by a fidelity bond | 2014-04-30 | Yes |
| Value of fidelity bond cover | 2014-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-04-30 | No |
| Administrative expenses (other) incurred | 2014-04-30 | $267 |
| Total non interest bearing cash at end of year | 2014-04-30 | $0 |
| Total non interest bearing cash at beginning of year | 2014-04-30 | $24,687 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-04-30 | No |
| Value of net income/loss | 2014-04-30 | $-24,687 |
| Value of net assets at end of year (total assets less liabilities) | 2014-04-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-04-30 | $24,687 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-04-30 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-04-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-04-30 | $20,000 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-04-30 | No |
| Did the plan have assets held for investment | 2014-04-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-04-30 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-04-30 | Unqualified |
| Accountancy firm name | 2014-04-30 | CALIBRE CPA GROUP PLLC |
| Accountancy firm EIN | 2014-04-30 | 470900880 |
| 2013 : UFCW SUFFRIDGE/JIMERSON SCHOLARSHIP FUND 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-04-30 | $150 |
| Total loss/gain on sale of assets | 2013-04-30 | $-6 |
| Total of all expenses incurred | 2013-04-30 | $38,255 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-04-30 | $38,000 |
| Value of total assets at end of year | 2013-04-30 | $24,687 |
| Value of total assets at beginning of year | 2013-04-30 | $62,792 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-04-30 | $255 |
| Total interest from all sources | 2013-04-30 | $156 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-04-30 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2013-04-30 | $0 |
| Was this plan covered by a fidelity bond | 2013-04-30 | Yes |
| Value of fidelity bond cover | 2013-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-04-30 | No |
| Administrative expenses (other) incurred | 2013-04-30 | $255 |
| Total non interest bearing cash at end of year | 2013-04-30 | $24,687 |
| Total non interest bearing cash at beginning of year | 2013-04-30 | $15,795 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-04-30 | No |
| Value of net income/loss | 2013-04-30 | $-38,105 |
| Value of net assets at end of year (total assets less liabilities) | 2013-04-30 | $24,687 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-04-30 | $62,792 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-04-30 | No |
| Income. Interest from US Government securities | 2013-04-30 | $156 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-04-30 | $764 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-04-30 | $764 |
| Asset value of US Government securities at beginning of year | 2013-04-30 | $46,233 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-04-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-04-30 | $38,000 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-04-30 | No |
| Did the plan have assets held for investment | 2013-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-04-30 | No |
| Aggregate proceeds on sale of assets | 2013-04-30 | $54,155 |
| Aggregate carrying amount (costs) on sale of assets | 2013-04-30 | $54,161 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-04-30 | Unqualified |
| Accountancy firm name | 2013-04-30 | CALIBRE CPA GROUP PLLC |
| Accountancy firm EIN | 2013-04-30 | 470900880 |
| 2012 : UFCW SUFFRIDGE/JIMERSON SCHOLARSHIP FUND 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-04-30 | $-471 |
| Total unrealized appreciation/depreciation of assets | 2012-04-30 | $-471 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-04-30 | $5,121 |
| Total income from all sources (including contributions) | 2012-04-30 | $1,157 |
| Total loss/gain on sale of assets | 2012-04-30 | $266 |
| Total of all expenses incurred | 2012-04-30 | $84,233 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-04-30 | $84,000 |
| Value of total assets at end of year | 2012-04-30 | $62,792 |
| Value of total assets at beginning of year | 2012-04-30 | $150,989 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-04-30 | $233 |
| Total interest from all sources | 2012-04-30 | $1,362 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-04-30 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2012-04-30 | $0 |
| Was this plan covered by a fidelity bond | 2012-04-30 | Yes |
| Value of fidelity bond cover | 2012-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-04-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-04-30 | $3,046 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-04-30 | $5,121 |
| Administrative expenses (other) incurred | 2012-04-30 | $233 |
| Total non interest bearing cash at end of year | 2012-04-30 | $15,795 |
| Total non interest bearing cash at beginning of year | 2012-04-30 | $10,038 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-04-30 | No |
| Value of net income/loss | 2012-04-30 | $-83,076 |
| Value of net assets at end of year (total assets less liabilities) | 2012-04-30 | $62,792 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-04-30 | $145,868 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-04-30 | No |
| Income. Interest from US Government securities | 2012-04-30 | $1,362 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-04-30 | $764 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-04-30 | $3,159 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-04-30 | $3,159 |
| Asset value of US Government securities at end of year | 2012-04-30 | $46,233 |
| Asset value of US Government securities at beginning of year | 2012-04-30 | $134,746 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-04-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-04-30 | $84,000 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-04-30 | No |
| Did the plan have assets held for investment | 2012-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-04-30 | No |
| Aggregate proceeds on sale of assets | 2012-04-30 | $184,343 |
| Aggregate carrying amount (costs) on sale of assets | 2012-04-30 | $184,077 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-04-30 | Unqualified |
| Accountancy firm name | 2012-04-30 | CALIBRE CPA GROUP PLLC |
| Accountancy firm EIN | 2012-04-30 | 470900880 |
| 2011 : UFCW SUFFRIDGE/JIMERSON SCHOLARSHIP FUND 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-04-30 | $302 |
| Total unrealized appreciation/depreciation of assets | 2011-04-30 | $302 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-04-30 | $5,121 |
| Total income from all sources (including contributions) | 2011-04-30 | $5,249 |
| Total loss/gain on sale of assets | 2011-04-30 | $-190 |
| Total of all expenses incurred | 2011-04-30 | $127,148 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-04-30 | $127,000 |
| Value of total assets at end of year | 2011-04-30 | $150,989 |
| Value of total assets at beginning of year | 2011-04-30 | $267,767 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-04-30 | $148 |
| Total interest from all sources | 2011-04-30 | $5,137 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-04-30 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2011-04-30 | $0 |
| Was this plan covered by a fidelity bond | 2011-04-30 | Yes |
| Value of fidelity bond cover | 2011-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-04-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-04-30 | $3,046 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-04-30 | $5,121 |
| Administrative expenses (other) incurred | 2011-04-30 | $148 |
| Total non interest bearing cash at end of year | 2011-04-30 | $10,038 |
| Total non interest bearing cash at beginning of year | 2011-04-30 | $7,177 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-04-30 | No |
| Value of net income/loss | 2011-04-30 | $-121,899 |
| Value of net assets at end of year (total assets less liabilities) | 2011-04-30 | $145,868 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-04-30 | $267,767 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-04-30 | No |
| Income. Interest from US Government securities | 2011-04-30 | $5,137 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-04-30 | $3,159 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-04-30 | $726 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-04-30 | $726 |
| Asset value of US Government securities at end of year | 2011-04-30 | $134,746 |
| Asset value of US Government securities at beginning of year | 2011-04-30 | $259,864 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-04-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-04-30 | $127,000 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-04-30 | No |
| Did the plan have assets held for investment | 2011-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-04-30 | No |
| Aggregate proceeds on sale of assets | 2011-04-30 | $246,774 |
| Aggregate carrying amount (costs) on sale of assets | 2011-04-30 | $246,964 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-04-30 | Unqualified |
| Accountancy firm name | 2011-04-30 | CALIBRE CPA GROUP PLLC |
| Accountancy firm EIN | 2011-04-30 | 470900880 |
