401k Plan data: MERCHANTS GROCERY 401(K) PLAN plan

MERCHANTS GROCERY 401(K) PLAN 401k Plan overview

Plan Name	MERCHANTS GROCERY 401(K) PLAN
Plan identification number	001

MERCHANTS GROCERY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MERCHANTS GROCERY COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: MERCHANTS GROCERY COMPANY, INC.

Employer identification number (EIN): 540301080

NAIC Classification: 445110
NAIC Description: Supermarkets and Other Grocery (except Convenience) Stores

Additional information about MERCHANTS GROCERY COMPANY, INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1917-04-12

Company Identification Number: 0015524

Legal Registered Office Address: PO BOX 1268

CULPEPER
United States of America (USA)
22701

More information about MERCHANTS GROCERY COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERCHANTS GROCERY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-08-01 MELISSA MANUEL 2024-02-29
001 2021-08-01 MELISSA MANUEL 2023-05-11 MELISSA MANUEL 2023-05-11
001 2020-08-01 MELISSA MANUEL 2022-05-16
001 2019-08-01 CHRISTOPHER T. SMYTHERS 2021-05-12
001 2018-08-01 NEAL F. DEANE 2020-01-26
001 2017-08-01
001 2016-08-01
001 2015-08-01 JILL C. PALMORE
001 2014-08-01 JILL C. PALMORE
001 2013-08-01 JILL C PALMORE
001 2012-08-01 JILL C PALMORE
001 2011-08-01 ELVIN V. SMYTHERS
001 2010-08-01 ELVIN V. SMYTHERS
001 2009-08-01 ELVIN V. SMYTHERS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-08-01	MELISSA MANUEL	2024-02-29
001	2021-08-01	MELISSA MANUEL	2023-05-11	MELISSA MANUEL	2023-05-11
001	2020-08-01	MELISSA MANUEL	2022-05-16
001	2019-08-01	CHRISTOPHER T. SMYTHERS	2021-05-12
001	2018-08-01	NEAL F. DEANE	2020-01-26
001	2017-08-01
001	2016-08-01
001	2015-08-01	JILL C. PALMORE
001	2014-08-01	JILL C. PALMORE
001	2013-08-01	JILL C PALMORE
001	2012-08-01	JILL C PALMORE
001	2011-08-01	ELVIN V. SMYTHERS
001	2010-08-01	ELVIN V. SMYTHERS
001	2009-08-01	ELVIN V. SMYTHERS

Plan Statistics for MERCHANTS GROCERY 401(K) PLAN

401k plan membership statisitcs for MERCHANTS GROCERY 401(K) PLAN

Measure Date Value
2022: MERCHANTS GROCERY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-08-01 162
Total number of active participants reported on line 7a of the Form 5500 2022-08-01 138
Number of retired or separated participants receiving benefits 2022-08-01 0
Number of other retired or separated participants entitled to future benefits 2022-08-01 20
Total of all active and inactive participants 2022-08-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-08-01 0
Total participants 2022-08-01 158
Number of participants with account balances 2022-08-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-08-01 14
2021: MERCHANTS GROCERY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-08-01 124
Total number of active participants reported on line 7a of the Form 5500 2021-08-01 137
Number of retired or separated participants receiving benefits 2021-08-01 0
Number of other retired or separated participants entitled to future benefits 2021-08-01 19
Total of all active and inactive participants 2021-08-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-08-01 0
Total participants 2021-08-01 156
Number of participants with account balances 2021-08-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-08-01 9
2020: MERCHANTS GROCERY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-08-01 154
Total number of active participants reported on line 7a of the Form 5500 2020-08-01 112
Number of retired or separated participants receiving benefits 2020-08-01 0
Number of other retired or separated participants entitled to future benefits 2020-08-01 11
Total of all active and inactive participants 2020-08-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-08-01 0
Total participants 2020-08-01 123
Number of participants with account balances 2020-08-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-08-01 7
2019: MERCHANTS GROCERY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-08-01 146
Total number of active participants reported on line 7a of the Form 5500 2019-08-01 133
Number of retired or separated participants receiving benefits 2019-08-01 0
Number of other retired or separated participants entitled to future benefits 2019-08-01 19
Total of all active and inactive participants 2019-08-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-08-01 0
Total participants 2019-08-01 152
Number of participants with account balances 2019-08-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-08-01 11
2018: MERCHANTS GROCERY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-08-01 139
Total number of active participants reported on line 7a of the Form 5500 2018-08-01 127
Number of retired or separated participants receiving benefits 2018-08-01 0
Number of other retired or separated participants entitled to future benefits 2018-08-01 12
Total of all active and inactive participants 2018-08-01 139
Total participants 2018-08-01 139
Number of participants with account balances 2018-08-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-08-01 8
2017: MERCHANTS GROCERY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-08-01 142
Total number of active participants reported on line 7a of the Form 5500 2017-08-01 120
Number of retired or separated participants receiving benefits 2017-08-01 0
Number of other retired or separated participants entitled to future benefits 2017-08-01 14
Total of all active and inactive participants 2017-08-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-08-01 1
Total participants 2017-08-01 135
Number of participants with account balances 2017-08-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-08-01 13
2016: MERCHANTS GROCERY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-08-01 127
Total number of active participants reported on line 7a of the Form 5500 2016-08-01 130
Number of other retired or separated participants entitled to future benefits 2016-08-01 10
Total of all active and inactive participants 2016-08-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-08-01 0
Total participants 2016-08-01 140
Number of participants with account balances 2016-08-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-08-01 9
2015: MERCHANTS GROCERY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-08-01 136
Total number of active participants reported on line 7a of the Form 5500 2015-08-01 117
Number of other retired or separated participants entitled to future benefits 2015-08-01 9
Total of all active and inactive participants 2015-08-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-08-01 0
Total participants 2015-08-01 126
Number of participants with account balances 2015-08-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-08-01 11
2014: MERCHANTS GROCERY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-08-01 136
Total number of active participants reported on line 7a of the Form 5500 2014-08-01 125
Number of retired or separated participants receiving benefits 2014-08-01 0
Number of other retired or separated participants entitled to future benefits 2014-08-01 11
Total of all active and inactive participants 2014-08-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-08-01 0
Total participants 2014-08-01 136
Number of participants with account balances 2014-08-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-08-01 7
2013: MERCHANTS GROCERY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-08-01 159
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 126
Number of other retired or separated participants entitled to future benefits 2013-08-01 10
Total of all active and inactive participants 2013-08-01 136
Total participants 2013-08-01 136
Number of participants with account balances 2013-08-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-08-01 10
2012: MERCHANTS GROCERY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-08-01 152
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 125
Number of other retired or separated participants entitled to future benefits 2012-08-01 30
Total of all active and inactive participants 2012-08-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-08-01 0
Total participants 2012-08-01 155
Number of participants with account balances 2012-08-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-08-01 10
2011: MERCHANTS GROCERY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-08-01 188
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 129
Number of retired or separated participants receiving benefits 2011-08-01 0
Number of other retired or separated participants entitled to future benefits 2011-08-01 22
Total of all active and inactive participants 2011-08-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-08-01 0
Total participants 2011-08-01 151
Number of participants with account balances 2011-08-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-08-01 9
2010: MERCHANTS GROCERY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-08-01 182
Total number of active participants reported on line 7a of the Form 5500 2010-08-01 125
Number of retired or separated participants receiving benefits 2010-08-01 0
Number of other retired or separated participants entitled to future benefits 2010-08-01 63
Total of all active and inactive participants 2010-08-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-08-01 0
Total participants 2010-08-01 188
Number of participants with account balances 2010-08-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-08-01 1
2009: MERCHANTS GROCERY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 200
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 120
Number of retired or separated participants receiving benefits 2009-08-01 0
Number of other retired or separated participants entitled to future benefits 2009-08-01 62
Total of all active and inactive participants 2009-08-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-08-01 0
Total participants 2009-08-01 182
Number of participants with account balances 2009-08-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-08-01 3

Measure	Date	Value
2022: MERCHANTS GROCERY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-08-01	162
Total number of active participants reported on line 7a of the Form 5500	2022-08-01	138
Number of retired or separated participants receiving benefits	2022-08-01	0
Number of other retired or separated participants entitled to future benefits	2022-08-01	20
Total of all active and inactive participants	2022-08-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-08-01	0
Total participants	2022-08-01	158
Number of participants with account balances	2022-08-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-08-01	14
2021: MERCHANTS GROCERY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-08-01	124
Total number of active participants reported on line 7a of the Form 5500	2021-08-01	137
Number of retired or separated participants receiving benefits	2021-08-01	0
Number of other retired or separated participants entitled to future benefits	2021-08-01	19
Total of all active and inactive participants	2021-08-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-08-01	0
Total participants	2021-08-01	156
Number of participants with account balances	2021-08-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-08-01	9
2020: MERCHANTS GROCERY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-08-01	154
Total number of active participants reported on line 7a of the Form 5500	2020-08-01	112
Number of retired or separated participants receiving benefits	2020-08-01	0
Number of other retired or separated participants entitled to future benefits	2020-08-01	11
Total of all active and inactive participants	2020-08-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-08-01	0
Total participants	2020-08-01	123
Number of participants with account balances	2020-08-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-08-01	7
2019: MERCHANTS GROCERY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-08-01	146
Total number of active participants reported on line 7a of the Form 5500	2019-08-01	133
Number of retired or separated participants receiving benefits	2019-08-01	0
Number of other retired or separated participants entitled to future benefits	2019-08-01	19
Total of all active and inactive participants	2019-08-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-08-01	0
Total participants	2019-08-01	152
Number of participants with account balances	2019-08-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-08-01	11
2018: MERCHANTS GROCERY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-08-01	139
Total number of active participants reported on line 7a of the Form 5500	2018-08-01	127
Number of retired or separated participants receiving benefits	2018-08-01	0
Number of other retired or separated participants entitled to future benefits	2018-08-01	12
Total of all active and inactive participants	2018-08-01	139
Total participants	2018-08-01	139
Number of participants with account balances	2018-08-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-08-01	8
2017: MERCHANTS GROCERY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-08-01	142
Total number of active participants reported on line 7a of the Form 5500	2017-08-01	120
Number of retired or separated participants receiving benefits	2017-08-01	0
Number of other retired or separated participants entitled to future benefits	2017-08-01	14
Total of all active and inactive participants	2017-08-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-08-01	1
Total participants	2017-08-01	135
Number of participants with account balances	2017-08-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-08-01	13
2016: MERCHANTS GROCERY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-08-01	127
Total number of active participants reported on line 7a of the Form 5500	2016-08-01	130
Number of other retired or separated participants entitled to future benefits	2016-08-01	10
Total of all active and inactive participants	2016-08-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-08-01	0
Total participants	2016-08-01	140
Number of participants with account balances	2016-08-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-08-01	9
2015: MERCHANTS GROCERY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-08-01	136
Total number of active participants reported on line 7a of the Form 5500	2015-08-01	117
Number of other retired or separated participants entitled to future benefits	2015-08-01	9
Total of all active and inactive participants	2015-08-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-08-01	0
Total participants	2015-08-01	126
Number of participants with account balances	2015-08-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-08-01	11
2014: MERCHANTS GROCERY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-08-01	136
Total number of active participants reported on line 7a of the Form 5500	2014-08-01	125
Number of retired or separated participants receiving benefits	2014-08-01	0
Number of other retired or separated participants entitled to future benefits	2014-08-01	11
Total of all active and inactive participants	2014-08-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-08-01	0
Total participants	2014-08-01	136
Number of participants with account balances	2014-08-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-08-01	7
2013: MERCHANTS GROCERY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-08-01	159
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	126
Number of other retired or separated participants entitled to future benefits	2013-08-01	10
Total of all active and inactive participants	2013-08-01	136
Total participants	2013-08-01	136
Number of participants with account balances	2013-08-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-08-01	10
2012: MERCHANTS GROCERY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-08-01	152
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	125
Number of other retired or separated participants entitled to future benefits	2012-08-01	30
Total of all active and inactive participants	2012-08-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-08-01	0
Total participants	2012-08-01	155
Number of participants with account balances	2012-08-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-08-01	10
2011: MERCHANTS GROCERY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-08-01	188
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	129
Number of retired or separated participants receiving benefits	2011-08-01	0
Number of other retired or separated participants entitled to future benefits	2011-08-01	22
Total of all active and inactive participants	2011-08-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-08-01	0
Total participants	2011-08-01	151
Number of participants with account balances	2011-08-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-08-01	9
2010: MERCHANTS GROCERY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-08-01	182
Total number of active participants reported on line 7a of the Form 5500	2010-08-01	125
Number of retired or separated participants receiving benefits	2010-08-01	0
Number of other retired or separated participants entitled to future benefits	2010-08-01	63
Total of all active and inactive participants	2010-08-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-08-01	0
Total participants	2010-08-01	188
Number of participants with account balances	2010-08-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-08-01	1
2009: MERCHANTS GROCERY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	200
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	120
Number of retired or separated participants receiving benefits	2009-08-01	0
Number of other retired or separated participants entitled to future benefits	2009-08-01	62
Total of all active and inactive participants	2009-08-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-08-01	0
Total participants	2009-08-01	182
Number of participants with account balances	2009-08-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-08-01	3

Financial Data on MERCHANTS GROCERY 401(K) PLAN

Measure	Date	Value
2023 : MERCHANTS GROCERY 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-07-31	$0
Total income from all sources (including contributions)	2023-07-31	$609,771
Total loss/gain on sale of assets	2023-07-31	$0
Total of all expenses incurred	2023-07-31	$44,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-07-31	$20,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-07-31	$332,971
Value of total assets at end of year	2023-07-31	$4,383,419
Value of total assets at beginning of year	2023-07-31	$3,818,197
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-07-31	$24,314
Total interest from all sources	2023-07-31	$31
Total dividends received (eg from common stock, registered investment company shares)	2023-07-31	$160,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-07-31	$160,399
Was this plan covered by a fidelity bond	2023-07-31	Yes
Value of fidelity bond cover	2023-07-31	$500,000
If this is an individual account plan, was there a blackout period	2023-07-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-07-31	No
Contributions received from participants	2023-07-31	$170,893
Participant contributions at end of year	2023-07-31	$3,139
Participant contributions at beginning of year	2023-07-31	$2,964
Income. Received or receivable in cash from other sources (including rollovers)	2023-07-31	$16,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-07-31	No
Value of net income/loss	2023-07-31	$565,222
Value of net assets at end of year (total assets less liabilities)	2023-07-31	$4,383,419
Value of net assets at beginning of year (total assets less liabilities)	2023-07-31	$3,818,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-07-31	No
Were any leases to which the plan was party in default or uncollectible	2023-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-07-31	$4,230,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-07-31	$3,620,526
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-07-31	$31
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-07-31	$49,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-07-31	$93,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-07-31	$116,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-07-31	No
Was there a failure to transmit to the plan any participant contributions	2023-07-31	No
Has the plan failed to provide any benefit when due under the plan	2023-07-31	No
Contributions received in cash from employer	2023-07-31	$145,460
Employer contributions (assets) at end of year	2023-07-31	$100,992
Employer contributions (assets) at beginning of year	2023-07-31	$100,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-07-31	$20,235
Contract administrator fees	2023-07-31	$24,314
Did the plan have assets held for investment	2023-07-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-07-31	No
Opinion of an independent qualified public accountant for this plan	2023-07-31	Unqualified
Accountancy firm name	2023-07-31	PBMARES, LLP
Accountancy firm EIN	2023-07-31	540737372
2022 : MERCHANTS GROCERY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-08-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-01	$0
Total income from all sources (including contributions)	2022-08-01	$609,771
Total loss/gain on sale of assets	2022-08-01	$0
Total of all expenses incurred	2022-08-01	$44,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-08-01	$20,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-08-01	$332,971
Value of total assets at end of year	2022-08-01	$4,383,419
Value of total assets at beginning of year	2022-08-01	$3,818,197
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-08-01	$24,314
Total interest from all sources	2022-08-01	$31
Total dividends received (eg from common stock, registered investment company shares)	2022-08-01	$160,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-08-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-08-01	$160,399
Was this plan covered by a fidelity bond	2022-08-01	Yes
Value of fidelity bond cover	2022-08-01	$500,000
If this is an individual account plan, was there a blackout period	2022-08-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-08-01	No
Contributions received from participants	2022-08-01	$170,893
Participant contributions at end of year	2022-08-01	$3,139
Participant contributions at beginning of year	2022-08-01	$2,964
Income. Received or receivable in cash from other sources (including rollovers)	2022-08-01	$16,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-01	No
Value of net income/loss	2022-08-01	$565,222
Value of net assets at end of year (total assets less liabilities)	2022-08-01	$4,383,419
Value of net assets at beginning of year (total assets less liabilities)	2022-08-01	$3,818,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-08-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-08-01	No
Were any leases to which the plan was party in default or uncollectible	2022-08-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-08-01	$4,230,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-08-01	$3,620,526
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-08-01	$31
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-08-01	$49,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-08-01	$93,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-08-01	$116,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-08-01	No
Was there a failure to transmit to the plan any participant contributions	2022-08-01	No
Has the plan failed to provide any benefit when due under the plan	2022-08-01	No
Contributions received in cash from employer	2022-08-01	$145,460
Employer contributions (assets) at end of year	2022-08-01	$100,992
Employer contributions (assets) at beginning of year	2022-08-01	$100,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-08-01	$20,235
Contract administrator fees	2022-08-01	$24,314
Did the plan have assets held for investment	2022-08-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-08-01	No
Opinion of an independent qualified public accountant for this plan	2022-08-01	1
Accountancy firm name	2022-08-01	PBMARES, LLP
Accountancy firm EIN	2022-08-01	540737372
Total unrealized appreciation/depreciation of assets	2022-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-07-31	$6,740
Total income from all sources (including contributions)	2022-07-31	$-42,613
Total loss/gain on sale of assets	2022-07-31	$0
Total of all expenses incurred	2022-07-31	$625,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-07-31	$598,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-07-31	$317,464
Value of total assets at end of year	2022-07-31	$3,818,197
Value of total assets at beginning of year	2022-07-31	$4,493,413
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-07-31	$27,146
Total interest from all sources	2022-07-31	$20
Total dividends received (eg from common stock, registered investment company shares)	2022-07-31	$264,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-07-31	$264,900
Was this plan covered by a fidelity bond	2022-07-31	Yes
Value of fidelity bond cover	2022-07-31	$500,000
If this is an individual account plan, was there a blackout period	2022-07-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-07-31	No
Contributions received from participants	2022-07-31	$150,313
Participant contributions at end of year	2022-07-31	$2,964
Participant contributions at beginning of year	2022-07-31	$3,172
Income. Received or receivable in cash from other sources (including rollovers)	2022-07-31	$21,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-07-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-07-31	$6,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-07-31	No
Value of net income/loss	2022-07-31	$-668,476
Value of net assets at end of year (total assets less liabilities)	2022-07-31	$3,818,197
Value of net assets at beginning of year (total assets less liabilities)	2022-07-31	$4,486,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-07-31	No
Were any leases to which the plan was party in default or uncollectible	2022-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-07-31	$3,620,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-07-31	$4,314,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-07-31	$20
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-07-31	$93,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-07-31	$50,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-07-31	$-624,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-07-31	No
Was there a failure to transmit to the plan any participant contributions	2022-07-31	No
Has the plan failed to provide any benefit when due under the plan	2022-07-31	No
Contributions received in cash from employer	2022-07-31	$145,210
Employer contributions (assets) at end of year	2022-07-31	$100,938
Employer contributions (assets) at beginning of year	2022-07-31	$125,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-07-31	$598,717
Contract administrator fees	2022-07-31	$27,146
Did the plan have assets held for investment	2022-07-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-07-31	No
Opinion of an independent qualified public accountant for this plan	2022-07-31	Unqualified
Accountancy firm name	2022-07-31	PBMARES, LLP
Accountancy firm EIN	2022-07-31	540737372
2021 : MERCHANTS GROCERY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-07-31	$6,740
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-07-31	$1,188
Total income from all sources (including contributions)	2021-07-31	$1,080,130
Total loss/gain on sale of assets	2021-07-31	$0
Total of all expenses incurred	2021-07-31	$523,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-07-31	$496,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-07-31	$291,125
Value of total assets at end of year	2021-07-31	$4,493,413
Value of total assets at beginning of year	2021-07-31	$3,930,805
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-07-31	$26,281
Total interest from all sources	2021-07-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-07-31	$161,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-07-31	$161,467
Was this plan covered by a fidelity bond	2021-07-31	Yes
Value of fidelity bond cover	2021-07-31	$500,000
If this is an individual account plan, was there a blackout period	2021-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-07-31	No
Contributions received from participants	2021-07-31	$150,969
Participant contributions at end of year	2021-07-31	$3,172
Participant contributions at beginning of year	2021-07-31	$2,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-07-31	$6,740
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-07-31	$1,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-07-31	No
Value of net income/loss	2021-07-31	$557,056
Value of net assets at end of year (total assets less liabilities)	2021-07-31	$4,486,673
Value of net assets at beginning of year (total assets less liabilities)	2021-07-31	$3,929,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-07-31	No
Were any leases to which the plan was party in default or uncollectible	2021-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-07-31	$4,314,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-07-31	$3,848,598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-07-31	$50,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-07-31	$78,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-07-31	$627,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-07-31	No
Was there a failure to transmit to the plan any participant contributions	2021-07-31	No
Has the plan failed to provide any benefit when due under the plan	2021-07-31	No
Contributions received in cash from employer	2021-07-31	$140,156
Employer contributions (assets) at end of year	2021-07-31	$125,890
Employer contributions (assets) at beginning of year	2021-07-31	$823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-07-31	$496,793
Contract administrator fees	2021-07-31	$26,281
Did the plan have assets held for investment	2021-07-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-07-31	No
Opinion of an independent qualified public accountant for this plan	2021-07-31	Disclaimer
Accountancy firm name	2021-07-31	NICHOLAS, JONES & CO PLC
Accountancy firm EIN	2021-07-31	453740381
2020 : MERCHANTS GROCERY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-07-31	$1,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-07-31	$148
Total income from all sources (including contributions)	2020-07-31	$466,081
Total loss/gain on sale of assets	2020-07-31	$0
Total of all expenses incurred	2020-07-31	$323,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-07-31	$299,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-07-31	$211,012
Value of total assets at end of year	2020-07-31	$3,930,805
Value of total assets at beginning of year	2020-07-31	$3,786,859
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-07-31	$23,244
Total interest from all sources	2020-07-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-07-31	$20,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-07-31	$20,101
Was this plan covered by a fidelity bond	2020-07-31	Yes
Value of fidelity bond cover	2020-07-31	$500,000
If this is an individual account plan, was there a blackout period	2020-07-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-07-31	No
Contributions received from participants	2020-07-31	$165,496
Participant contributions at end of year	2020-07-31	$2,880
Participant contributions at beginning of year	2020-07-31	$28
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-07-31	$1,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-07-31	$148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-07-31	No
Value of net income/loss	2020-07-31	$142,906
Value of net assets at end of year (total assets less liabilities)	2020-07-31	$3,929,617
Value of net assets at beginning of year (total assets less liabilities)	2020-07-31	$3,786,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-07-31	No
Were any leases to which the plan was party in default or uncollectible	2020-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-07-31	$3,848,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-07-31	$3,701,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-07-31	$78,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-07-31	$10,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-07-31	$234,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-07-31	No
Was there a failure to transmit to the plan any participant contributions	2020-07-31	No
Has the plan failed to provide any benefit when due under the plan	2020-07-31	No
Contributions received in cash from employer	2020-07-31	$45,516
Employer contributions (assets) at end of year	2020-07-31	$823
Employer contributions (assets) at beginning of year	2020-07-31	$75,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-07-31	$299,931
Contract administrator fees	2020-07-31	$23,244
Did the plan have assets held for investment	2020-07-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-07-31	Disclaimer
Accountancy firm name	2020-07-31	NICHOLAS, JONES & CO PLC
Accountancy firm EIN	2020-07-31	453740381
2019 : MERCHANTS GROCERY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-07-31	$148
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-07-31	$0
Total income from all sources (including contributions)	2019-07-31	$406,817
Total loss/gain on sale of assets	2019-07-31	$0
Total of all expenses incurred	2019-07-31	$242,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-07-31	$220,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-07-31	$269,433
Value of total assets at end of year	2019-07-31	$3,786,859
Value of total assets at beginning of year	2019-07-31	$3,622,789
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-07-31	$22,260
Total interest from all sources	2019-07-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-07-31	$29,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-07-31	$29,059
Was this plan covered by a fidelity bond	2019-07-31	Yes
Value of fidelity bond cover	2019-07-31	$500,000
If this is an individual account plan, was there a blackout period	2019-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-07-31	No
Contributions received from participants	2019-07-31	$145,000
Participant contributions at end of year	2019-07-31	$28
Participant contributions at beginning of year	2019-07-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-07-31	$11,243
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-07-31	$148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-07-31	No
Value of net income/loss	2019-07-31	$163,922
Value of net assets at end of year (total assets less liabilities)	2019-07-31	$3,786,711
Value of net assets at beginning of year (total assets less liabilities)	2019-07-31	$3,622,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-07-31	No
Were any leases to which the plan was party in default or uncollectible	2019-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-07-31	$3,701,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-07-31	$3,537,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-07-31	$10,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-07-31	$10,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-07-31	$108,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-07-31	No
Was there a failure to transmit to the plan any participant contributions	2019-07-31	No
Has the plan failed to provide any benefit when due under the plan	2019-07-31	No
Contributions received in cash from employer	2019-07-31	$113,190
Employer contributions (assets) at end of year	2019-07-31	$75,014
Employer contributions (assets) at beginning of year	2019-07-31	$75,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-07-31	$220,635
Contract administrator fees	2019-07-31	$22,260
Did the plan have assets held for investment	2019-07-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-07-31	Disclaimer
Accountancy firm name	2019-07-31	NICHOLAS, JONES & CO PLC
Accountancy firm EIN	2019-07-31	453740381
2018 : MERCHANTS GROCERY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-07-31	$0
Total income from all sources (including contributions)	2018-07-31	$520,658
Total loss/gain on sale of assets	2018-07-31	$0
Total of all expenses incurred	2018-07-31	$258,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-07-31	$251,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-07-31	$260,482
Value of total assets at end of year	2018-07-31	$3,622,789
Value of total assets at beginning of year	2018-07-31	$3,360,972
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-07-31	$6,953
Total interest from all sources	2018-07-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-07-31	$165,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-07-31	$165,684
Was this plan covered by a fidelity bond	2018-07-31	Yes
Value of fidelity bond cover	2018-07-31	$500,000
If this is an individual account plan, was there a blackout period	2018-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-07-31	No
Contributions received from participants	2018-07-31	$124,929
Participant contributions at end of year	2018-07-31	$0
Participant contributions at beginning of year	2018-07-31	$3,440
Income. Received or receivable in cash from other sources (including rollovers)	2018-07-31	$25,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-07-31	No
Value of net income/loss	2018-07-31	$261,817
Value of net assets at end of year (total assets less liabilities)	2018-07-31	$3,622,789
Value of net assets at beginning of year (total assets less liabilities)	2018-07-31	$3,360,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-07-31	No
Were any leases to which the plan was party in default or uncollectible	2018-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-07-31	$3,537,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-07-31	$3,134,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-07-31	$10,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-07-31	$139,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-07-31	$94,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-07-31	No
Was there a failure to transmit to the plan any participant contributions	2018-07-31	No
Has the plan failed to provide any benefit when due under the plan	2018-07-31	No
Contributions received in cash from employer	2018-07-31	$109,702
Employer contributions (assets) at end of year	2018-07-31	$75,000
Employer contributions (assets) at beginning of year	2018-07-31	$83,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-07-31	$251,888
Contract administrator fees	2018-07-31	$6,953
Did the plan have assets held for investment	2018-07-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-07-31	Disclaimer
Accountancy firm name	2018-07-31	NICHOLAS, JONES & CO PLC
Accountancy firm EIN	2018-07-31	453740381
2017 : MERCHANTS GROCERY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-07-31	$3,579
Total income from all sources (including contributions)	2017-07-31	$549,800
Total loss/gain on sale of assets	2017-07-31	$0
Total of all expenses incurred	2017-07-31	$282,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-07-31	$277,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-07-31	$234,226
Value of total assets at end of year	2017-07-31	$3,360,972
Value of total assets at beginning of year	2017-07-31	$3,097,160
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-07-31	$4,640
Total interest from all sources	2017-07-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-07-31	$81,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-07-31	$81,742
Was this plan covered by a fidelity bond	2017-07-31	Yes
Value of fidelity bond cover	2017-07-31	$500,000
If this is an individual account plan, was there a blackout period	2017-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-07-31	No
Contributions received from participants	2017-07-31	$119,051
Participant contributions at end of year	2017-07-31	$3,440
Participant contributions at beginning of year	2017-07-31	$2,887
Income. Received or receivable in cash from other sources (including rollovers)	2017-07-31	$17,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-07-31	$3,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-07-31	No
Value of net income/loss	2017-07-31	$267,391
Value of net assets at end of year (total assets less liabilities)	2017-07-31	$3,360,972
Value of net assets at beginning of year (total assets less liabilities)	2017-07-31	$3,093,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-07-31	No
Were any leases to which the plan was party in default or uncollectible	2017-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-07-31	$3,134,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-07-31	$2,750,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-07-31	$139,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-07-31	$268,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-07-31	$233,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-07-31	No
Was there a failure to transmit to the plan any participant contributions	2017-07-31	No
Has the plan failed to provide any benefit when due under the plan	2017-07-31	No
Contributions received in cash from employer	2017-07-31	$97,257
Employer contributions (assets) at end of year	2017-07-31	$83,103
Employer contributions (assets) at beginning of year	2017-07-31	$75,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-07-31	$277,769
Contract administrator fees	2017-07-31	$4,640
Did the plan have assets held for investment	2017-07-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-07-31	Disclaimer
Accountancy firm name	2017-07-31	NICHOLAS, JONES & CO PLC
Accountancy firm EIN	2017-07-31	453740381
2016 : MERCHANTS GROCERY 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-07-31	$3,579
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-07-31	$0
Total income from all sources (including contributions)	2016-07-31	$294,654
Total loss/gain on sale of assets	2016-07-31	$0
Total of all expenses incurred	2016-07-31	$345,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-07-31	$341,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-07-31	$203,956
Value of total assets at end of year	2016-07-31	$3,097,160
Value of total assets at beginning of year	2016-07-31	$3,144,499
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-07-31	$4,463
Total interest from all sources	2016-07-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-07-31	$281,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-07-31	$281,887
Was this plan covered by a fidelity bond	2016-07-31	Yes
Value of fidelity bond cover	2016-07-31	$500,000
If this is an individual account plan, was there a blackout period	2016-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-07-31	No
Contributions received from participants	2016-07-31	$119,438
Participant contributions at end of year	2016-07-31	$2,887
Participant contributions at beginning of year	2016-07-31	$3,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-07-31	$3,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-07-31	No
Value of net income/loss	2016-07-31	$-50,918
Value of net assets at end of year (total assets less liabilities)	2016-07-31	$3,093,581
Value of net assets at beginning of year (total assets less liabilities)	2016-07-31	$3,144,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-07-31	No
Were any leases to which the plan was party in default or uncollectible	2016-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-07-31	$2,750,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-07-31	$2,774,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-07-31	$268,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-07-31	$295,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-07-31	$-191,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-07-31	No
Was there a failure to transmit to the plan any participant contributions	2016-07-31	No
Has the plan failed to provide any benefit when due under the plan	2016-07-31	No
Contributions received in cash from employer	2016-07-31	$84,518
Employer contributions (assets) at end of year	2016-07-31	$75,414
Employer contributions (assets) at beginning of year	2016-07-31	$71,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-07-31	$341,109
Contract administrator fees	2016-07-31	$4,463
Did the plan have assets held for investment	2016-07-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-07-31	Disclaimer
Accountancy firm name	2016-07-31	NICHOLAS, JONES & CO PLC
Accountancy firm EIN	2016-07-31	453740381
2015 : MERCHANTS GROCERY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-07-31	$115
Total income from all sources (including contributions)	2015-07-31	$360,629
Total loss/gain on sale of assets	2015-07-31	$0
Total of all expenses incurred	2015-07-31	$966,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-07-31	$961,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-07-31	$240,918
Value of total assets at end of year	2015-07-31	$3,144,499
Value of total assets at beginning of year	2015-07-31	$3,750,599
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-07-31	$4,730
Total interest from all sources	2015-07-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-07-31	$172,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-07-31	$172,396
Was this plan covered by a fidelity bond	2015-07-31	Yes
Value of fidelity bond cover	2015-07-31	$500,000
If this is an individual account plan, was there a blackout period	2015-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-07-31	No
Contributions received from participants	2015-07-31	$141,807
Participant contributions at end of year	2015-07-31	$3,164
Participant contributions at beginning of year	2015-07-31	$4,892
Income. Received or receivable in cash from other sources (including rollovers)	2015-07-31	$7,581
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-07-31	$115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-07-31	No
Value of net income/loss	2015-07-31	$-605,985
Value of net assets at end of year (total assets less liabilities)	2015-07-31	$3,144,499
Value of net assets at beginning of year (total assets less liabilities)	2015-07-31	$3,750,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-07-31	No
Were any leases to which the plan was party in default or uncollectible	2015-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-07-31	$2,774,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-07-31	$2,751,128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-07-31	$295,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-07-31	$928,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-07-31	$-52,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-07-31	No
Was there a failure to transmit to the plan any participant contributions	2015-07-31	No
Has the plan failed to provide any benefit when due under the plan	2015-07-31	No
Contributions received in cash from employer	2015-07-31	$91,530
Employer contributions (assets) at end of year	2015-07-31	$71,663
Employer contributions (assets) at beginning of year	2015-07-31	$66,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-07-31	$961,884
Contract administrator fees	2015-07-31	$4,730
Did the plan have assets held for investment	2015-07-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-07-31	Disclaimer
Accountancy firm name	2015-07-31	NICHOLAS, JONES & CO PLC
Accountancy firm EIN	2015-07-31	453740381
2014 : MERCHANTS GROCERY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-07-31	$115
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-07-31	$1,419
Total income from all sources (including contributions)	2014-07-31	$552,317
Total loss/gain on sale of assets	2014-07-31	$0
Total of all expenses incurred	2014-07-31	$259,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-07-31	$256,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-07-31	$268,282
Value of total assets at end of year	2014-07-31	$3,750,599
Value of total assets at beginning of year	2014-07-31	$3,458,937
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-07-31	$2,552
Total interest from all sources	2014-07-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-07-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-07-31	No
Was this plan covered by a fidelity bond	2014-07-31	Yes
Value of fidelity bond cover	2014-07-31	$500,000
If this is an individual account plan, was there a blackout period	2014-07-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-07-31	No
Contributions received from participants	2014-07-31	$138,120
Participant contributions at end of year	2014-07-31	$4,892
Income. Received or receivable in cash from other sources (including rollovers)	2014-07-31	$53,579
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-07-31	$115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-07-31	$1,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-07-31	No
Value of net income/loss	2014-07-31	$292,966
Value of net assets at end of year (total assets less liabilities)	2014-07-31	$3,750,484
Value of net assets at beginning of year (total assets less liabilities)	2014-07-31	$3,457,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-07-31	No
Were any leases to which the plan was party in default or uncollectible	2014-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-07-31	$2,751,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-07-31	$1,830,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-07-31	$928,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-07-31	$1,528,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-07-31	$284,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-07-31	No
Was there a failure to transmit to the plan any participant contributions	2014-07-31	No
Has the plan failed to provide any benefit when due under the plan	2014-07-31	Yes
Contributions received in cash from employer	2014-07-31	$76,583
Employer contributions (assets) at end of year	2014-07-31	$66,091
Employer contributions (assets) at beginning of year	2014-07-31	$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-07-31	$256,799
Contract administrator fees	2014-07-31	$2,552
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	2014-07-31	Yes
Did the plan have assets held for investment	2014-07-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-07-31	Disclaimer
Accountancy firm name	2014-07-31	NICHOLAS, JONES & CO PLC
Accountancy firm EIN	2014-07-31	453740381
2013 : MERCHANTS GROCERY 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-07-31	$1,419
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-07-31	$0
Total income from all sources (including contributions)	2013-07-31	$620,153
Total loss/gain on sale of assets	2013-07-31	$0
Total of all expenses incurred	2013-07-31	$60,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-07-31	$54,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-07-31	$363,811
Value of total assets at end of year	2013-07-31	$3,458,937
Value of total assets at beginning of year	2013-07-31	$2,897,582
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-07-31	$6,128
Total interest from all sources	2013-07-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-07-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-07-31	No
Administrative expenses professional fees incurred	2013-07-31	$6,128
Was this plan covered by a fidelity bond	2013-07-31	Yes
Value of fidelity bond cover	2013-07-31	$310,000
If this is an individual account plan, was there a blackout period	2013-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-07-31	No
Contributions received from participants	2013-07-31	$106,569
Income. Received or receivable in cash from other sources (including rollovers)	2013-07-31	$82,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-07-31	$1,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-07-31	No
Value of net income/loss	2013-07-31	$559,936
Value of net assets at end of year (total assets less liabilities)	2013-07-31	$3,457,518
Value of net assets at beginning of year (total assets less liabilities)	2013-07-31	$2,897,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-07-31	No
Were any leases to which the plan was party in default or uncollectible	2013-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-07-31	$1,830,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-07-31	$1,862,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-07-31	$1,528,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-07-31	$1,035,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-07-31	$256,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-07-31	No
Was there a failure to transmit to the plan any participant contributions	2013-07-31	No
Has the plan failed to provide any benefit when due under the plan	2013-07-31	Yes
Contributions received in cash from employer	2013-07-31	$175,237
Employer contributions (assets) at end of year	2013-07-31	$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-07-31	$54,089
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	2013-07-31	No
Did the plan have assets held for investment	2013-07-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-07-31	Disclaimer
Accountancy firm name	2013-07-31	NICHOLAS, JONES & CO PLC
Accountancy firm EIN	2013-07-31	453740381
2012 : MERCHANTS GROCERY 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-07-31	$0
Total income from all sources (including contributions)	2012-07-31	$235,401
Total loss/gain on sale of assets	2012-07-31	$0
Total of all expenses incurred	2012-07-31	$126,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-07-31	$118,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-07-31	$173,267
Value of total assets at end of year	2012-07-31	$2,897,582
Value of total assets at beginning of year	2012-07-31	$2,788,863
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-07-31	$7,800
Total interest from all sources	2012-07-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-07-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-07-31	No
Administrative expenses professional fees incurred	2012-07-31	$7,800
Was this plan covered by a fidelity bond	2012-07-31	Yes
Value of fidelity bond cover	2012-07-31	$310,000
If this is an individual account plan, was there a blackout period	2012-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-07-31	No
Contributions received from participants	2012-07-31	$98,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-07-31	No
Value of net income/loss	2012-07-31	$108,719
Value of net assets at end of year (total assets less liabilities)	2012-07-31	$2,897,582
Value of net assets at beginning of year (total assets less liabilities)	2012-07-31	$2,788,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-07-31	No
Were any leases to which the plan was party in default or uncollectible	2012-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-07-31	$1,862,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-07-31	$1,975,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-07-31	$1,035,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-07-31	$813,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-07-31	$62,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-07-31	No
Was there a failure to transmit to the plan any participant contributions	2012-07-31	No
Has the plan failed to provide any benefit when due under the plan	2012-07-31	No
Contributions received in cash from employer	2012-07-31	$75,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-07-31	$118,882
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	2012-07-31	No
Did the plan have assets held for investment	2012-07-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-07-31	Disclaimer
Accountancy firm name	2012-07-31	WALKER CONSULTING GROUP
Accountancy firm EIN	2012-07-31	542054638
2011 : MERCHANTS GROCERY 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-07-31	$0
Total income from all sources (including contributions)	2011-07-31	$393,010
Total loss/gain on sale of assets	2011-07-31	$0
Total of all expenses incurred	2011-07-31	$67,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-07-31	$64,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-07-31	$195,671
Value of total assets at end of year	2011-07-31	$2,788,863
Value of total assets at beginning of year	2011-07-31	$2,462,962
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-07-31	$3,000
Total interest from all sources	2011-07-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-07-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-07-31	No
Was this plan covered by a fidelity bond	2011-07-31	Yes
Value of fidelity bond cover	2011-07-31	$310,000
If this is an individual account plan, was there a blackout period	2011-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-07-31	No
Contributions received from participants	2011-07-31	$96,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-07-31	No
Value of net income/loss	2011-07-31	$325,901
Value of net assets at end of year (total assets less liabilities)	2011-07-31	$2,788,863
Value of net assets at beginning of year (total assets less liabilities)	2011-07-31	$2,462,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-07-31	No
Were any leases to which the plan was party in default or uncollectible	2011-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-07-31	$1,975,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-07-31	$1,844,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-07-31	$813,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-07-31	$618,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-07-31	$197,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-07-31	No
Was there a failure to transmit to the plan any participant contributions	2011-07-31	No
Has the plan failed to provide any benefit when due under the plan	2011-07-31	No
Contributions received in cash from employer	2011-07-31	$99,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-07-31	$64,109
Contract administrator fees	2011-07-31	$3,000
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	2011-07-31	No
Did the plan have assets held for investment	2011-07-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-07-31	Disclaimer
Accountancy firm name	2011-07-31	WALKER CONSULTING GROUP
Accountancy firm EIN	2011-07-31	542054638
2010 : MERCHANTS GROCERY 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-07-31	$0

Form 5500 Responses for MERCHANTS GROCERY 401(K) PLAN

2022: MERCHANTS GROCERY 401(K) PLAN 2022 form 5500 responses
2022-08-01	Type of plan entity	Single employer plan
2022-08-01	Submission has been amended	No
2022-08-01	This submission is the final filing	No
2022-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-08-01	Plan is a collectively bargained plan	No
2022-08-01	Plan funding arrangement – Insurance	Yes
2022-08-01	Plan funding arrangement – Trust	Yes
2022-08-01	Plan benefit arrangement – Insurance	Yes
2022-08-01	Plan benefit arrangement - Trust	Yes
2021: MERCHANTS GROCERY 401(K) PLAN 2021 form 5500 responses
2021-08-01	Type of plan entity	Single employer plan
2021-08-01	Submission has been amended	No
2021-08-01	This submission is the final filing	No
2021-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-08-01	Plan is a collectively bargained plan	No
2021-08-01	Plan funding arrangement – Insurance	Yes
2021-08-01	Plan funding arrangement – Trust	Yes
2021-08-01	Plan benefit arrangement – Insurance	Yes
2021-08-01	Plan benefit arrangement - Trust	Yes
2020: MERCHANTS GROCERY 401(K) PLAN 2020 form 5500 responses
2020-08-01	Type of plan entity	Single employer plan
2020-08-01	Submission has been amended	No
2020-08-01	This submission is the final filing	No
2020-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-08-01	Plan is a collectively bargained plan	No
2020-08-01	Plan funding arrangement – Insurance	Yes
2020-08-01	Plan funding arrangement – Trust	Yes
2020-08-01	Plan benefit arrangement – Insurance	Yes
2020-08-01	Plan benefit arrangement - Trust	Yes
2019: MERCHANTS GROCERY 401(K) PLAN 2019 form 5500 responses
2019-08-01	Type of plan entity	Single employer plan
2019-08-01	Submission has been amended	No
2019-08-01	This submission is the final filing	No
2019-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-08-01	Plan is a collectively bargained plan	No
2019-08-01	Plan funding arrangement – Insurance	Yes
2019-08-01	Plan funding arrangement – Trust	Yes
2019-08-01	Plan benefit arrangement – Insurance	Yes
2019-08-01	Plan benefit arrangement - Trust	Yes
2018: MERCHANTS GROCERY 401(K) PLAN 2018 form 5500 responses
2018-08-01	Type of plan entity	Single employer plan
2018-08-01	Submission has been amended	No
2018-08-01	This submission is the final filing	No
2018-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-08-01	Plan is a collectively bargained plan	No
2018-08-01	Plan funding arrangement – Insurance	Yes
2018-08-01	Plan funding arrangement – Trust	Yes
2018-08-01	Plan benefit arrangement – Insurance	Yes
2018-08-01	Plan benefit arrangement - Trust	Yes
2017: MERCHANTS GROCERY 401(K) PLAN 2017 form 5500 responses
2017-08-01	Type of plan entity	Single employer plan
2017-08-01	Submission has been amended	No
2017-08-01	This submission is the final filing	No
2017-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-08-01	Plan is a collectively bargained plan	No
2017-08-01	Plan funding arrangement – Insurance	Yes
2017-08-01	Plan funding arrangement – Trust	Yes
2017-08-01	Plan benefit arrangement – Insurance	Yes
2017-08-01	Plan benefit arrangement - Trust	Yes
2016: MERCHANTS GROCERY 401(K) PLAN 2016 form 5500 responses
2016-08-01	Type of plan entity	Single employer plan
2016-08-01	Submission has been amended	No
2016-08-01	This submission is the final filing	No
2016-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-08-01	Plan is a collectively bargained plan	No
2016-08-01	Plan funding arrangement – Insurance	Yes
2016-08-01	Plan funding arrangement – Trust	Yes
2016-08-01	Plan benefit arrangement – Insurance	Yes
2016-08-01	Plan benefit arrangement - Trust	Yes
2015: MERCHANTS GROCERY 401(K) PLAN 2015 form 5500 responses
2015-08-01	Type of plan entity	Single employer plan
2015-08-01	Submission has been amended	No
2015-08-01	This submission is the final filing	No
2015-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-08-01	Plan is a collectively bargained plan	No
2015-08-01	Plan funding arrangement – Insurance	Yes
2015-08-01	Plan funding arrangement – Trust	Yes
2015-08-01	Plan benefit arrangement – Insurance	Yes
2015-08-01	Plan benefit arrangement - Trust	Yes
2014: MERCHANTS GROCERY 401(K) PLAN 2014 form 5500 responses
2014-08-01	Type of plan entity	Single employer plan
2014-08-01	Submission has been amended	No
2014-08-01	This submission is the final filing	No
2014-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-08-01	Plan is a collectively bargained plan	No
2014-08-01	Plan funding arrangement – Insurance	Yes
2014-08-01	Plan funding arrangement – Trust	Yes
2014-08-01	Plan benefit arrangement – Insurance	Yes
2014-08-01	Plan benefit arrangement - Trust	Yes
2013: MERCHANTS GROCERY 401(K) PLAN 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	Submission has been amended	No
2013-08-01	This submission is the final filing	No
2013-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-08-01	Plan is a collectively bargained plan	No
2013-08-01	Plan funding arrangement – Insurance	Yes
2013-08-01	Plan funding arrangement – Trust	Yes
2013-08-01	Plan benefit arrangement – Insurance	Yes
2013-08-01	Plan benefit arrangement - Trust	Yes
2012: MERCHANTS GROCERY 401(K) PLAN 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Submission has been amended	No
2012-08-01	This submission is the final filing	No
2012-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-08-01	Plan is a collectively bargained plan	No
2012-08-01	Plan funding arrangement – Insurance	Yes
2012-08-01	Plan funding arrangement – Trust	Yes
2012-08-01	Plan benefit arrangement – Insurance	Yes
2012-08-01	Plan benefit arrangement - Trust	Yes
2011: MERCHANTS GROCERY 401(K) PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Submission has been amended	No
2011-08-01	This submission is the final filing	No
2011-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-08-01	Plan is a collectively bargained plan	No
2011-08-01	Plan funding arrangement – Insurance	Yes
2011-08-01	Plan funding arrangement – Trust	Yes
2011-08-01	Plan benefit arrangement – Insurance	Yes
2011-08-01	Plan benefit arrangement - Trust	Yes
2010: MERCHANTS GROCERY 401(K) PLAN 2010 form 5500 responses
2010-08-01	Type of plan entity	Single employer plan
2010-08-01	Submission has been amended	No
2010-08-01	This submission is the final filing	No
2010-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-08-01	Plan is a collectively bargained plan	No
2010-08-01	Plan funding arrangement – Insurance	Yes
2010-08-01	Plan funding arrangement – Trust	Yes
2010-08-01	Plan benefit arrangement – Insurance	Yes
2010-08-01	Plan benefit arrangement - Trust	Yes
2009: MERCHANTS GROCERY 401(K) PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Submission has been amended	No
2009-08-01	This submission is the final filing	No
2009-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-08-01	Plan is a collectively bargained plan	No
2009-08-01	Plan funding arrangement – Insurance	Yes
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement – Insurance	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	336697-01
Policy instance	1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	336697-01
Policy instance	1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	336697-01
Policy instance	1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	336697-01
Policy instance	1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	336697-01
Policy instance	1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	336697-01
Policy instance	1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	336697-01
Policy instance	1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	336697-01
Policy instance	1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	336697-01
Policy instance	2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHT011
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHT011
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHT011
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHT011
Policy instance	1

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See full terms and conditions

Company Name:	MERCHANTS GROCERY COMPANY, INC.
Employer identification number (EIN):	540301080
NAIC Classification:	445110
NAIC Description:	Supermarkets and Other Grocery (except Convenience) Stores

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1917-04-12
Company Identification Number:	0015524
Legal Registered Office Address:	PO BOX 1268 CULPEPER United States of America (USA) 22701