401k Plan data: NEW LEAF COMMUNITY MARKETS 401(K) PLAN plan

NEW LEAF COMMUNITY MARKETS 401(K) PLAN 401k Plan overview

Plan Name	NEW LEAF COMMUNITY MARKETS 401(K) PLAN
Plan identification number	001

NEW LEAF COMMUNITY MARKETS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NEW LEAF COMMUNITY MARKETS, INC. has sponsored the creation of one or more 401k plans.

Company Name: NEW LEAF COMMUNITY MARKETS, INC.

Employer identification number (EIN): 770077955

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

Additional information about NEW LEAF COMMUNITY MARKETS, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1985-07-25

Company Identification Number: C1186826

Legal Registered Office Address: 818 W Seventh St Ste 930

Los Angeles
United States of America (USA)
90017

More information about NEW LEAF COMMUNITY MARKETS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW LEAF COMMUNITY MARKETS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2015-01-01 FORREST HOFFMASTER FORREST HOFFMASTER 2016-09-08
001 2014-01-01 KIMBERLY HALLINAN KIMBERLY HALLINAN 2015-10-14
001 2013-01-01 KIMBERLY HALLINAN KIMBERLY HALLINAN 2014-10-15
001 2012-01-01 KIMBERLY HALLINAN KIMBERLY HALLINAN 2013-09-16
001 2011-01-01 KIMBERLY HALLINAN KIMBERLY HALLINAN 2012-10-12
001 2010-01-01 KIMBERLY HALLINAN KIMBERLY HALLINAN 2011-10-13
001 2009-01-01 KIMBERLY HALLINAN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2015-01-01	FORREST HOFFMASTER	FORREST HOFFMASTER	2016-09-08
001	2014-01-01	KIMBERLY HALLINAN	KIMBERLY HALLINAN	2015-10-14
001	2013-01-01	KIMBERLY HALLINAN	KIMBERLY HALLINAN	2014-10-15
001	2012-01-01	KIMBERLY HALLINAN	KIMBERLY HALLINAN	2013-09-16
001	2011-01-01	KIMBERLY HALLINAN	KIMBERLY HALLINAN	2012-10-12
001	2010-01-01	KIMBERLY HALLINAN	KIMBERLY HALLINAN	2011-10-13
001	2009-01-01	KIMBERLY HALLINAN

Plan Statistics for NEW LEAF COMMUNITY MARKETS 401(K) PLAN

401k plan membership statisitcs for NEW LEAF COMMUNITY MARKETS 401(K) PLAN

Measure Date Value
2022: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 413
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 502
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 119
Total of all active and inactive participants 2022-01-01 625
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 625
Number of participants with account balances 2022-01-01 384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 32
2015: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 397
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 457
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 380
Number of other retired or separated participants entitled to future benefits 2014-01-01 123
Total of all active and inactive participants 2014-01-01 503
Total participants 2014-01-01 503
Number of participants with account balances 2014-01-01 407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 44
2013: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 365
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 318
Number of other retired or separated participants entitled to future benefits 2013-01-01 105
Total of all active and inactive participants 2013-01-01 423
Total participants 2013-01-01 423
Number of participants with account balances 2013-01-01 332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 57
2012: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 318
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 276
Number of other retired or separated participants entitled to future benefits 2012-01-01 69
Total of all active and inactive participants 2012-01-01 345
Total participants 2012-01-01 345
Number of participants with account balances 2012-01-01 298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 21
2011: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 265
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 20
Total of all active and inactive participants 2011-01-01 285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 285
Number of participants with account balances 2011-01-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 17
2010: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 44
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 18
Total of all active and inactive participants 2010-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 62
Number of participants with account balances 2010-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 47
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 14
Total of all active and inactive participants 2009-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 61
Number of participants with account balances 2009-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2022: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	413
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	502
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	119
Total of all active and inactive participants	2022-01-01	625
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	625
Number of participants with account balances	2022-01-01	384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	32
2015: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	397
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	457
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	380
Number of other retired or separated participants entitled to future benefits	2014-01-01	123
Total of all active and inactive participants	2014-01-01	503
Total participants	2014-01-01	503
Number of participants with account balances	2014-01-01	407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	44
2013: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	365
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	318
Number of other retired or separated participants entitled to future benefits	2013-01-01	105
Total of all active and inactive participants	2013-01-01	423
Total participants	2013-01-01	423
Number of participants with account balances	2013-01-01	332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	57
2012: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	318
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	276
Number of other retired or separated participants entitled to future benefits	2012-01-01	69
Total of all active and inactive participants	2012-01-01	345
Total participants	2012-01-01	345
Number of participants with account balances	2012-01-01	298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	21
2011: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	265
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	20
Total of all active and inactive participants	2011-01-01	285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	285
Number of participants with account balances	2011-01-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	17
2010: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	44
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	18
Total of all active and inactive participants	2010-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	62
Number of participants with account balances	2010-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	47
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	14
Total of all active and inactive participants	2009-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	61
Number of participants with account balances	2009-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on NEW LEAF COMMUNITY MARKETS 401(K) PLAN

Measure	Date	Value
2022 : NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$8,599,866
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	$797,364
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$686,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$684,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$767,872
Value of total assets at end of year	2022-12-31	$8,710,248
Value of total assets at beginning of year	2022-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$2,590
Total interest from all sources	2022-12-31	$892
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$224,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$224,639
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$144,986
Participant contributions at end of year	2022-12-31	$101,517
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$563,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$110,382
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,710,248
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$1,340
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,493,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$892
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$114,986
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-196,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$59,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$684,392
Contract administrator fees	2022-12-31	$1,250
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	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KBF CPAS LLP
Accountancy firm EIN	2022-12-31	821030164
2015 : NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2015 401k financial data
Total transfer of assets from this plan	2015-11-20	$3,574,296
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-11-20	$653
Total income from all sources (including contributions)	2015-11-20	$-74,912
Total of all expenses incurred	2015-11-20	$250,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-11-20	$237,294
Value of total assets at end of year	2015-11-20	$0
Value of total assets at beginning of year	2015-11-20	$3,900,306
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-11-20	$13,151
Total interest from all sources	2015-11-20	$1,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-11-20	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-11-20	$0
Was this plan covered by a fidelity bond	2015-11-20	Yes
Value of fidelity bond cover	2015-11-20	$150,000
If this is an individual account plan, was there a blackout period	2015-11-20	No
Were there any nonexempt tranactions with any party-in-interest	2015-11-20	No
Participant contributions at beginning of year	2015-11-20	$19,809
Participant contributions at beginning of year	2015-11-20	$91
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-11-20	$218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-11-20	$583
Administrative expenses (other) incurred	2015-11-20	$2,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-11-20	No
Value of net income/loss	2015-11-20	$-325,357
Value of net assets at end of year (total assets less liabilities)	2015-11-20	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-11-20	$3,899,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-11-20	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-11-20	No
Were any leases to which the plan was party in default or uncollectible	2015-11-20	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-11-20	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-11-20	$3,870,456
Interest on participant loans	2015-11-20	$642
Interest earned on other investments	2015-11-20	$663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-11-20	$9,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-11-20	$9,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-11-20	$-76,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-11-20	No
Was there a failure to transmit to the plan any participant contributions	2015-11-20	No
Has the plan failed to provide any benefit when due under the plan	2015-11-20	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-11-20	$237,294
Contract administrator fees	2015-11-20	$11,086
Liabilities. Value of benefit claims payable at beginning of year	2015-11-20	$70
Did the plan have assets held for investment	2015-11-20	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	2015-11-20	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-11-20	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-11-20	Yes
Opinion of an independent qualified public accountant for this plan	2015-11-20	Disclaimer
Accountancy firm name	2015-11-20	KIECKHAFER SCHIFFER & COMPANY
Accountancy firm EIN	2015-11-20	330688321
2014 : NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$653
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$393
Total income from all sources (including contributions)	2014-12-31	$823,149
Total of all expenses incurred	2014-12-31	$364,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$324,182
Value of total corrective distributions	2014-12-31	$3,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$613,228
Value of total assets at end of year	2014-12-31	$3,900,306
Value of total assets at beginning of year	2014-12-31	$3,441,049
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$36,725
Total interest from all sources	2014-12-31	$230
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$83,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$83,755
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$150,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$407,594
Participant contributions at end of year	2014-12-31	$19,809
Participant contributions at beginning of year	2014-12-31	$5,413
Participant contributions at end of year	2014-12-31	$91
Participant contributions at beginning of year	2014-12-31	$19,313
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$218
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$51
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$393
Other income not declared elsewhere	2014-12-31	$7
Administrative expenses (other) incurred	2014-12-31	$2,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$458,997
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,899,653
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,440,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$17,859
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,870,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,398,382
Interest on participant loans	2014-12-31	$229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$9,732
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$15,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$15,936
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$125,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$205,634
Employer contributions (assets) at beginning of year	2014-12-31	$1,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$324,182
Contract administrator fees	2014-12-31	$16,223
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$70
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WALTERS & KONDRASHEFF, CPA'S
Accountancy firm EIN	2014-12-31	770096938
2013 : NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$393
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$349
Total income from all sources (including contributions)	2013-12-31	$778,511
Total of all expenses incurred	2013-12-31	$225,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$195,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$428,333
Value of total assets at end of year	2013-12-31	$3,441,049
Value of total assets at beginning of year	2013-12-31	$2,887,825
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$29,568
Total interest from all sources	2013-12-31	$175
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$68,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$68,262
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$150,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$361,889
Participant contributions at end of year	2013-12-31	$5,413
Participant contributions at beginning of year	2013-12-31	$2,393
Participant contributions at end of year	2013-12-31	$19,313
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$51
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$393
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$349
Other income not declared elsewhere	2013-12-31	$31
Administrative expenses (other) incurred	2013-12-31	$2,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$553,180
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,440,656
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,887,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$11,486
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,398,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,875,839
Interest on participant loans	2013-12-31	$175
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$15,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$9,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$9,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$281,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$66,444
Employer contributions (assets) at end of year	2013-12-31	$1,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$195,763
Contract administrator fees	2013-12-31	$15,745
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WALTERS & KONDRASHEFF, CPA'S
Accountancy firm EIN	2013-12-31	770096938
2012 : NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$349
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$530
Total income from all sources (including contributions)	2012-12-31	$622,160
Total of all expenses incurred	2012-12-31	$255,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$228,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$350,611
Value of total assets at end of year	2012-12-31	$2,887,825
Value of total assets at beginning of year	2012-12-31	$2,521,112
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$26,685
Total interest from all sources	2012-12-31	$519
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$68,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$68,184
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$150,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$291,553
Participant contributions at end of year	2012-12-31	$2,393
Participant contributions at beginning of year	2012-12-31	$13,306
Participant contributions at beginning of year	2012-12-31	$722
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$349
Other income not declared elsewhere	2012-12-31	$131
Administrative expenses (other) incurred	2012-12-31	$2,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$366,894
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,887,476
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,520,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$13,708
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,875,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,498,564
Interest on participant loans	2012-12-31	$519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$9,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$8,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$8,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$202,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$59,058
Employer contributions (assets) at beginning of year	2012-12-31	$5
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$228,581
Contract administrator fees	2012-12-31	$10,832
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$530
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WALTERS & KONDRASHEFF, CPA'S
Accountancy firm EIN	2012-12-31	770096938
2011 : NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$530
Total income from all sources (including contributions)	2011-12-31	$442,517
Total of all expenses incurred	2011-12-31	$133,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$115,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$321,871
Value of total assets at end of year	2011-12-31	$2,521,112
Value of total assets at beginning of year	2011-12-31	$2,211,676
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$17,968
Total interest from all sources	2011-12-31	$1,165
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$60,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$60,438
Administrative expenses professional fees incurred	2011-12-31	$1,428
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$150,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$240,552
Participant contributions at end of year	2011-12-31	$13,306
Participant contributions at beginning of year	2011-12-31	$65,144
Participant contributions at end of year	2011-12-31	$722
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$31,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$308,906
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,520,582
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,211,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$8,762
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,498,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,146,532
Interest on participant loans	2011-12-31	$1,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$8,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$59,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$49,596
Employer contributions (assets) at end of year	2011-12-31	$5
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$115,643
Contract administrator fees	2011-12-31	$7,778
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$530
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WALTERS & KONDRASHEFF, CPA S
Accountancy firm EIN	2011-12-31	770096938
2010 : NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$438,543
Expenses. Total of all expenses incurred	2010-12-31	$367
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$2,211,676
Total plan assets at beginning of year	2010-12-31	$1,773,500
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$148,534
Contributions received from other sources (not participants or employers)	2010-12-31	$3,913
Other income received	2010-12-31	$260,230
Net income (gross income less expenses)	2010-12-31	$438,176
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,211,676
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,773,500
Assets. Value of participant loans	2010-12-31	$64,582
Total contributions received or receivable from employer(s)	2010-12-31	$25,866
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$217
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$150

Form 5500 Responses for NEW LEAF COMMUNITY MARKETS 401(K) PLAN

2022: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	First time form 5500 has been submitted	Yes
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2015: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: NEW LEAF COMMUNITY MARKETS 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	NEW LEAF COMMUNITY MARKETS, INC.
Employer identification number (EIN):	770077955
NAIC Classification:	445110
NAIC Description:	Supermarkets and Other Grocery (except Convenience) Stores

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1985-07-25
Company Identification Number:	C1186826
Legal Registered Office Address:	818 W Seventh St Ste 930 Los Angeles United States of America (USA) 90017