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LEWIS FOOD TOWN, INC. 401K PLAN 401k Plan overview

Plan NameLEWIS FOOD TOWN, INC. 401K PLAN
Plan identification number 002

LEWIS FOOD TOWN, INC. 401K PLAN Benefits

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

LEWIS FOOD TOWN, INC has sponsored the creation of one or more 401k plans.

Company Name:LEWIS FOOD TOWN, INC
Employer identification number (EIN):760432940
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEWIS FOOD TOWN, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MIKE LEWIS2023-10-16
0022021-01-01
0022020-01-01
0022019-01-01MICHAEL LEWIS2020-10-14 MICHAEL LEWIS2020-10-14
0022018-01-01MICHAEL LEWIS2019-10-09
0022017-01-01
0022016-01-01
0022016-01-01MICHAEL LEWIS2019-02-13

Plan Statistics for LEWIS FOOD TOWN, INC. 401K PLAN

401k plan membership statisitcs for LEWIS FOOD TOWN, INC. 401K PLAN

Measure Date Value
2022: LEWIS FOOD TOWN, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,409
Total number of active participants reported on line 7a of the Form 55002022-01-011,530
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0179
Total of all active and inactive participants2022-01-011,609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,609
Number of participants with account balances2022-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LEWIS FOOD TOWN, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01452
Total number of active participants reported on line 7a of the Form 55002021-01-01370
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-01114
Total of all active and inactive participants2021-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01496
Number of participants with account balances2021-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LEWIS FOOD TOWN, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01458
Total number of active participants reported on line 7a of the Form 55002020-01-01398
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0159
Total of all active and inactive participants2020-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01457
Number of participants with account balances2020-01-01452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: LEWIS FOOD TOWN, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01493
Total number of active participants reported on line 7a of the Form 55002019-01-01386
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-0170
Total of all active and inactive participants2019-01-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01472
Number of participants with account balances2019-01-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LEWIS FOOD TOWN, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01443
Total number of active participants reported on line 7a of the Form 55002018-01-01331
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-0165
Total of all active and inactive participants2018-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01410
Number of participants with account balances2018-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LEWIS FOOD TOWN, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01409
Total number of active participants reported on line 7a of the Form 55002017-01-01346
Number of retired or separated participants receiving benefits2017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-0153
Total of all active and inactive participants2017-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01415
Number of participants with account balances2017-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LEWIS FOOD TOWN, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01736
Total number of active participants reported on line 7a of the Form 55002016-01-01580
Number of retired or separated participants receiving benefits2016-01-0117
Number of other retired or separated participants entitled to future benefits2016-01-0152
Total of all active and inactive participants2016-01-01649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01650
Number of participants with account balances2016-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on LEWIS FOOD TOWN, INC. 401K PLAN

Measure Date Value
2022 : LEWIS FOOD TOWN, INC. 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,661,056
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,519,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,427,935
Value of total corrective distributions2022-12-31$7,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$855,641
Value of total assets at end of year2022-12-31$14,401,975
Value of total assets at beginning of year2022-12-31$17,582,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$83,398
Total interest from all sources2022-12-31$13,105
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$210,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$210,929
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$728,882
Participant contributions at end of year2022-12-31$403,669
Participant contributions at beginning of year2022-12-31$306,204
Other income not declared elsewhere2022-12-31$5,080
Total non interest bearing cash at end of year2022-12-31$23,812
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,180,137
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,401,975
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,582,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$39,154
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,816,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,113,627
Interest on participant loans2022-12-31$13,105
Value of interest in common/collective trusts at end of year2022-12-31$2,158,486
Value of interest in common/collective trusts at beginning of year2022-12-31$2,162,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,780,148
Net investment gain or loss from common/collective trusts2022-12-31$34,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$126,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,427,935
Contract administrator fees2022-12-31$44,244
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HAM LANGSTON & BREZINA LLP
Accountancy firm EIN2022-12-31760448495
2021 : LEWIS FOOD TOWN, INC. 401K PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,355,412
Total of all expenses incurred2021-12-31$2,743,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,616,589
Value of total corrective distributions2021-12-31$13,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$856,054
Value of total assets at end of year2021-12-31$17,582,112
Value of total assets at beginning of year2021-12-31$16,970,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$113,843
Total interest from all sources2021-12-31$12,754
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$161,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$161,141
Administrative expenses professional fees incurred2021-12-31$113,843
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$724,097
Participant contributions at end of year2021-12-31$306,204
Participant contributions at beginning of year2021-12-31$378,799
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$24,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$611,527
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,582,112
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,970,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,113,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,664,561
Interest on participant loans2021-12-31$12,754
Value of interest in common/collective trusts at end of year2021-12-31$2,162,281
Value of interest in common/collective trusts at beginning of year2021-12-31$2,903,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,325,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$131,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,616,589
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HAM LANGSTON & BREZINA LLP
Accountancy firm EIN2021-12-31760448495
2020 : LEWIS FOOD TOWN, INC. 401K PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,689,834
Total of all expenses incurred2020-12-31$1,035,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$922,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$866,867
Value of total assets at end of year2020-12-31$16,970,585
Value of total assets at beginning of year2020-12-31$15,316,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$113,017
Total interest from all sources2020-12-31$16,250
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$160,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$160,946
Administrative expenses professional fees incurred2020-12-31$113,017
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$724,291
Participant contributions at end of year2020-12-31$378,799
Participant contributions at beginning of year2020-12-31$435,296
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,308
Total non interest bearing cash at end of year2020-12-31$24,017
Total non interest bearing cash at beginning of year2020-12-31$5,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,654,216
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,970,585
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,316,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,664,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,506,944
Income. Interest from loans (other than to participants)2020-12-31$16,250
Value of interest in common/collective trusts at end of year2020-12-31$2,903,208
Value of interest in common/collective trusts at beginning of year2020-12-31$2,366,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,645,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$142,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$922,601
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HAM, LANGSTON & BREZINA, L.L.P.
Accountancy firm EIN2020-12-31760448495
2019 : LEWIS FOOD TOWN, INC. 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,447,775
Total income from all sources (including contributions)2019-12-31$3,447,775
Total of all expenses incurred2019-12-31$1,749,176
Total of all expenses incurred2019-12-31$1,749,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,636,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,636,942
Expenses. Certain deemed distributions of participant loans2019-12-31$50,551
Expenses. Certain deemed distributions of participant loans2019-12-31$50,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$790,423
Value of total assets at end of year2019-12-31$15,316,369
Value of total assets at beginning of year2019-12-31$13,617,770
Value of total assets at beginning of year2019-12-31$13,617,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,683
Total interest from all sources2019-12-31$22,462
Total interest from all sources2019-12-31$22,462
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$512,184
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$512,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$512,184
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$512,184
Administrative expenses professional fees incurred2019-12-31$61,683
Administrative expenses professional fees incurred2019-12-31$61,683
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$668,407
Contributions received from participants2019-12-31$668,407
Participant contributions at end of year2019-12-31$435,296
Participant contributions at end of year2019-12-31$435,296
Participant contributions at beginning of year2019-12-31$600,394
Participant contributions at beginning of year2019-12-31$600,394
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,308
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,308
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,308
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,308
Total non interest bearing cash at end of year2019-12-31$5,652
Total non interest bearing cash at end of year2019-12-31$5,652
Total non interest bearing cash at beginning of year2019-12-31$318
Total non interest bearing cash at beginning of year2019-12-31$318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,698,599
Value of net income/loss2019-12-31$1,698,599
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,316,369
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,316,369
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,617,770
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,617,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,506,944
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,506,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,199,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,199,528
Interest on participant loans2019-12-31$22,462
Interest on participant loans2019-12-31$22,462
Value of interest in common/collective trusts at end of year2019-12-31$2,366,169
Value of interest in common/collective trusts at end of year2019-12-31$2,366,169
Value of interest in common/collective trusts at beginning of year2019-12-31$2,815,222
Value of interest in common/collective trusts at beginning of year2019-12-31$2,815,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,122,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,122,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$122,016
Contributions received in cash from employer2019-12-31$122,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,636,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,636,942
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HAM, LANGSTON & BREZINA, L.L.P.
Accountancy firm name2019-12-31HAM, LANGSTON & BREZINA, L.L.P.
Accountancy firm EIN2019-12-31760448495
Accountancy firm EIN2019-12-31760448495
2018 : LEWIS FOOD TOWN, INC. 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$128,911
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,275,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,113,694
Expenses. Certain deemed distributions of participant loans2018-12-31$50,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$858,215
Value of total assets at end of year2018-12-31$13,617,770
Value of total assets at beginning of year2018-12-31$14,764,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$111,405
Total interest from all sources2018-12-31$22,382
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$937,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$937,798
Administrative expenses professional fees incurred2018-12-31$111,405
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$732,330
Participant contributions at end of year2018-12-31$600,394
Participant contributions at beginning of year2018-12-31$588,377
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,308
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,308
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,136
Other income not declared elsewhere2018-12-31$45,935
Total non interest bearing cash at end of year2018-12-31$318
Total non interest bearing cash at beginning of year2018-12-31$9,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,146,249
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,617,770
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,764,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,199,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,273,787
Interest on participant loans2018-12-31$22,382
Value of interest in common/collective trusts at end of year2018-12-31$2,815,222
Value of interest in common/collective trusts at beginning of year2018-12-31$2,889,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,735,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$124,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,113,694
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HAM, LANGSTON & BREZINA, L.L.P.
Accountancy firm EIN2018-12-31760448495
2017 : LEWIS FOOD TOWN, INC. 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,670,109
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,901,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,822,441
Expenses. Certain deemed distributions of participant loans2017-12-31$26,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$803,951
Value of total assets at end of year2017-12-31$14,764,019
Value of total assets at beginning of year2017-12-31$14,995,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$53,007
Total interest from all sources2017-12-31$20,236
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$620,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$620,355
Administrative expenses professional fees incurred2017-12-31$53,007
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$687,496
Participant contributions at end of year2017-12-31$588,377
Participant contributions at beginning of year2017-12-31$621,404
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,308
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,308
Other income not declared elsewhere2017-12-31$214
Total non interest bearing cash at end of year2017-12-31$9,555
Total non interest bearing cash at beginning of year2017-12-31$101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-231,468
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,764,019
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,995,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,273,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,814,608
Interest on participant loans2017-12-31$20,236
Value of interest in common/collective trusts at end of year2017-12-31$2,889,992
Value of interest in common/collective trusts at beginning of year2017-12-31$3,557,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,225,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$116,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,822,441
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HAM, LANGSTON & BREZINA, L.L.P.
Accountancy firm EIN2017-12-31760448495
2016 : LEWIS FOOD TOWN, INC. 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,670,678
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,098,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,789,417
Expenses. Certain deemed distributions of participant loans2016-12-31$200,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$671,456
Value of total assets at end of year2016-12-31$14,995,487
Value of total assets at beginning of year2016-12-31$16,423,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$108,637
Total interest from all sources2016-12-31$429,761
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$522,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$522,987
Administrative expenses professional fees incurred2016-12-31$108,575
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$577,566
Participant contributions at end of year2016-12-31$621,404
Participant contributions at beginning of year2016-12-31$777,583
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,308
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,308
Other income not declared elsewhere2016-12-31$46,474
Administrative expenses (other) incurred2016-12-31$62
Total non interest bearing cash at end of year2016-12-31$101
Total non interest bearing cash at beginning of year2016-12-31$22,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,427,787
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,995,487
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,423,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,814,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,096,314
Interest on participant loans2016-12-31$20,042
Value of interest in common/collective trusts at end of year2016-12-31$3,557,066
Value of interest in common/collective trusts at beginning of year2016-12-31$4,524,704
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$409,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$93,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,789,417
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HAM, LANGSTON & BREZINA
Accountancy firm EIN2016-12-31760448495

Form 5500 Responses for LEWIS FOOD TOWN, INC. 401K PLAN

2022: LEWIS FOOD TOWN, INC. 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LEWIS FOOD TOWN, INC. 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LEWIS FOOD TOWN, INC. 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LEWIS FOOD TOWN, INC. 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LEWIS FOOD TOWN, INC. 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LEWIS FOOD TOWN, INC. 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LEWIS FOOD TOWN, INC. 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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