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BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameBROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN
Plan identification number 004

BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT 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.
  • The employer maintaining this ESOP is an S Corporation
  • 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

BROULIM'S SUPER MARKET, INC. has sponsored the creation of one or more 401k plans.

Company Name:BROULIM'S SUPER MARKET, INC.
Employer identification number (EIN):820185104
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-04-01
0042021-04-01
0042020-04-01
0042019-04-01
0042018-04-01
0042017-04-01MARK OSWALD
0042016-04-01MARK OSWALD
0042016-01-01MARK OSWALD
0042016-01-01
0042015-01-01MARK OSWALD
0042015-01-01MARK OSWALD
0042014-01-01
0042013-01-01
0042012-01-01MARK OSWALD MARK OSWALD2013-09-05
0042011-01-01MARK OSWALD MARK OSWALD2012-10-09
0042009-01-01MARK OSWALD

Plan Statistics for BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01670
Total number of active participants reported on line 7a of the Form 55002022-04-01561
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-0137
Total of all active and inactive participants2022-04-01598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-012
Total participants2022-04-01600
Number of participants with account balances2022-04-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-010
2021: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01705
Total number of active participants reported on line 7a of the Form 55002021-04-01583
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-0144
Total of all active and inactive participants2021-04-01627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-01627
Number of participants with account balances2021-04-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
2020: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01591
Total number of active participants reported on line 7a of the Form 55002020-04-01522
Number of retired or separated participants receiving benefits2020-04-012
Number of other retired or separated participants entitled to future benefits2020-04-0146
Total of all active and inactive participants2020-04-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-01570
Number of participants with account balances2020-04-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
2019: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01528
Total number of active participants reported on line 7a of the Form 55002019-04-01489
Number of retired or separated participants receiving benefits2019-04-011
Number of other retired or separated participants entitled to future benefits2019-04-0156
Total of all active and inactive participants2019-04-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-01546
Number of participants with account balances2019-04-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
2018: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01500
Total number of active participants reported on line 7a of the Form 55002018-04-01446
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-0151
Total of all active and inactive participants2018-04-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-01497
Number of participants with account balances2018-04-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
2017: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01499
Total number of active participants reported on line 7a of the Form 55002017-04-01417
Number of retired or separated participants receiving benefits2017-04-011
Number of other retired or separated participants entitled to future benefits2017-04-0151
Total of all active and inactive participants2017-04-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-01469
Number of participants with account balances2017-04-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
2016: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01433
Total number of active participants reported on line 7a of the Form 55002016-04-01422
Number of retired or separated participants receiving benefits2016-04-013
Number of other retired or separated participants entitled to future benefits2016-04-0137
Total of all active and inactive participants2016-04-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-011
Total participants2016-04-01463
Number of participants with account balances2016-04-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
Total participants, beginning-of-year2016-01-01427
Total number of active participants reported on line 7a of the Form 55002016-01-01371
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01407
Number of participants with account balances2016-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01463
Total number of active participants reported on line 7a of the Form 55002015-01-01385
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01420
Number of participants with account balances2015-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01458
Total number of active participants reported on line 7a of the Form 55002014-01-01397
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0147
Total of all active and inactive participants2014-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01444
Number of participants with account balances2014-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01422
Total number of active participants reported on line 7a of the Form 55002013-01-01414
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01449
Number of participants with account balances2013-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01408
Total number of active participants reported on line 7a of the Form 55002012-01-01374
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01403
Number of participants with account balances2012-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01402
Total number of active participants reported on line 7a of the Form 55002011-01-01327
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01350
Number of participants with account balances2011-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2009: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01479
Total number of active participants reported on line 7a of the Form 55002009-01-01494
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01528
Number of participants with account balances2009-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0114

Financial Data on BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2023 : BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total income from all sources (including contributions)2023-03-31$245,693
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$1,712,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$1,631,896
Expenses. Certain deemed distributions of participant loans2023-03-31$1,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$979,648
Value of total assets at end of year2023-03-31$15,050,267
Value of total assets at beginning of year2023-03-31$16,516,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$78,956
Total interest from all sources2023-03-31$75,592
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$213,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$213,093
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$1,000,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$920,247
Participant contributions at end of year2023-03-31$220,699
Participant contributions at beginning of year2023-03-31$196,566
Participant contributions at end of year2023-03-31$33,164
Participant contributions at beginning of year2023-03-31$33,571
Income. Received or receivable in cash from other sources (including rollovers)2023-03-31$59,401
Other income not declared elsewhere2023-03-31$929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-1,466,471
Value of net assets at end of year (total assets less liabilities)2023-03-31$15,050,267
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$16,516,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$11,112,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$12,186,104
Interest on participant loans2023-03-31$12,840
Interest earned on other investments2023-03-31$62,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-03-31$3,684,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-03-31$4,100,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-1,023,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31Yes
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$1,631,896
Contract administrator fees2023-03-31$78,956
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Disclaimer
Accountancy firm name2023-03-31WIPFLI LLP
Accountancy firm EIN2023-03-31390758449
2022 : BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$2,026
Total income from all sources (including contributions)2022-03-31$1,377,498
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$1,382,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$1,276,716
Expenses. Certain deemed distributions of participant loans2022-03-31$980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$900,227
Value of total assets at end of year2022-03-31$16,516,738
Value of total assets at beginning of year2022-03-31$16,523,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$104,313
Total interest from all sources2022-03-31$66,090
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$182,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$182,385
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$1,000,000
If this is an individual account plan, was there a blackout period2022-03-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$887,702
Participant contributions at end of year2022-03-31$196,566
Participant contributions at beginning of year2022-03-31$285,343
Participant contributions at end of year2022-03-31$33,571
Income. Received or receivable in cash from other sources (including rollovers)2022-03-31$11,124
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-03-31$4,207
Other income not declared elsewhere2022-03-31$817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$-4,511
Value of net assets at end of year (total assets less liabilities)2022-03-31$16,516,738
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$16,521,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$32,412
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$12,186,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$15,495,456
Interest on participant loans2022-03-31$13,039
Interest earned on other investments2022-03-31$53,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-03-31$4,100,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-03-31$742,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$227,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31Yes
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$1,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$1,272,509
Contract administrator fees2022-03-31$71,901
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-03-31Yes
Liabilities. Value of benefit claims payable at beginning of year2022-03-31$2,026
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Disclaimer
Accountancy firm name2022-03-31WIPFLI LLP
Accountancy firm EIN2022-03-31390758449
2021 : BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$2,026
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$5,984,484
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$497,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$426,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$825,234
Value of total assets at end of year2021-03-31$16,523,275
Value of total assets at beginning of year2021-03-31$11,034,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$70,887
Total interest from all sources2021-03-31$696,342
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Administrative expenses professional fees incurred2021-03-31$70,887
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$1,000,000
If this is an individual account plan, was there a blackout period2021-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$762,468
Participant contributions at end of year2021-03-31$285,343
Participant contributions at beginning of year2021-03-31$293,379
Participant contributions at end of year2021-03-31$0
Participant contributions at beginning of year2021-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-03-31$62,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$5,487,049
Value of net assets at end of year (total assets less liabilities)2021-03-31$16,521,249
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$11,034,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$15,495,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$10,077,644
Interest on participant loans2021-03-31$15,148
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$681,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-03-31$742,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-03-31$662,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$4,462,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Employer contributions (assets) at end of year2021-03-31$0
Employer contributions (assets) at beginning of year2021-03-31$211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$426,548
Liabilities. Value of benefit claims payable at end of year2021-03-31$2,026
Liabilities. Value of benefit claims payable at beginning of year2021-03-31$0
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31WIPFLI LLP
Accountancy firm EIN2021-03-31390758449
2020 : BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total income from all sources (including contributions)2020-03-31$-131,175
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$670,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$559,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$744,292
Value of total assets at end of year2020-03-31$11,034,200
Value of total assets at beginning of year2020-03-31$11,836,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$110,832
Total interest from all sources2020-03-31$559,754
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Administrative expenses professional fees incurred2020-03-31$110,832
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$1,000,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$681,419
Participant contributions at end of year2020-03-31$293,379
Participant contributions at beginning of year2020-03-31$234,209
Participant contributions at end of year2020-03-31$0
Participant contributions at beginning of year2020-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-03-31$62,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-801,882
Value of net assets at end of year (total assets less liabilities)2020-03-31$11,034,200
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$11,836,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$10,077,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$10,831,799
Interest on participant loans2020-03-31$15,133
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$544,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$662,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$769,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-1,435,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$0
Employer contributions (assets) at end of year2020-03-31$211
Employer contributions (assets) at beginning of year2020-03-31$211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$559,875
Liabilities. Value of benefit claims payable at end of year2020-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-03-31$0
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31WIPFLI LLP
Accountancy firm EIN2020-03-31390758449
2019 : BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$-156,547
Total unrealized appreciation/depreciation of assets2019-03-31$-156,547
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total income from all sources (including contributions)2019-03-31$1,279,199
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$455,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$378,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$752,804
Value of total assets at end of year2019-03-31$11,836,082
Value of total assets at beginning of year2019-03-31$11,012,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$76,985
Total interest from all sources2019-03-31$682,942
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$500,000
If this is an individual account plan, was there a blackout period2019-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$616,479
Participant contributions at end of year2019-03-31$234,209
Participant contributions at beginning of year2019-03-31$263,899
Participant contributions at end of year2019-03-31$211
Participant contributions at beginning of year2019-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-03-31$136,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$824,028
Value of net assets at end of year (total assets less liabilities)2019-03-31$11,836,082
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$11,012,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$10,831,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$9,895,069
Interest on participant loans2019-03-31$11,963
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$670,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-03-31$769,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-31$853,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$211
Employer contributions (assets) at end of year2019-03-31$0
Employer contributions (assets) at beginning of year2019-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$378,186
Contract administrator fees2019-03-31$76,985
Liabilities. Value of benefit claims payable at end of year2019-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-03-31$0
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31WIPFLI LLP
Accountancy firm EIN2019-03-31390758449
2018 : BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$746,296
Total unrealized appreciation/depreciation of assets2018-03-31$746,296
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total income from all sources (including contributions)2018-03-31$1,771,120
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$867,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$802,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$617,800
Value of total assets at end of year2018-03-31$11,012,054
Value of total assets at beginning of year2018-03-31$10,107,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$64,668
Total interest from all sources2018-03-31$407,024
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$567,170
Participant contributions at end of year2018-03-31$263,899
Participant contributions at beginning of year2018-03-31$315,244
Participant contributions at end of year2018-03-31$0
Participant contributions at beginning of year2018-03-31$294
Income. Received or receivable in cash from other sources (including rollovers)2018-03-31$50,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$904,090
Value of net assets at end of year (total assets less liabilities)2018-03-31$11,012,054
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$10,107,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$9,895,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$9,029,705
Interest on participant loans2018-03-31$12,700
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$394,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-03-31$853,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-31$759,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Employer contributions (assets) at end of year2018-03-31$0
Employer contributions (assets) at beginning of year2018-03-31$3,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$802,362
Contract administrator fees2018-03-31$64,668
Liabilities. Value of benefit claims payable at end of year2018-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-03-31$0
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31WIPFLI LLP
Accountancy firm EIN2018-03-31390758449
2017 : BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$740,602
Total unrealized appreciation/depreciation of assets2017-03-31$740,602
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$17,133
Total income from all sources (including contributions)2017-03-31$1,684,606
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$699,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$675,175
Value of total corrective distributions2017-03-31$1,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$625,049
Value of total assets at end of year2017-03-31$10,107,964
Value of total assets at beginning of year2017-03-31$9,139,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$22,344
Total interest from all sources2017-03-31$318,955
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$0
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$535,102
Participant contributions at end of year2017-03-31$315,244
Participant contributions at beginning of year2017-03-31$250,061
Income. Received or receivable in cash from other sources (including rollovers)2017-03-31$89,947
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$294
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$985,499
Value of net assets at end of year (total assets less liabilities)2017-03-31$10,107,964
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$9,122,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$9,029,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$8,447,984
Interest on participant loans2017-03-31$10,890
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$308,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-03-31$759,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-03-31$438,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Employer contributions (assets) at end of year2017-03-31$3,109
Employer contributions (assets) at beginning of year2017-03-31$3,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$675,175
Contract administrator fees2017-03-31$22,344
Liabilities. Value of benefit claims payable at end of year2017-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-03-31$17,133
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31WIPFLI LLP
Accountancy firm EIN2017-03-31390758449
2016 : BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$52,585
Total unrealized appreciation/depreciation of assets2016-03-31$52,585
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$17,133
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$17,133
Total income from all sources (including contributions)2016-03-31$191,990
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$214,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$191,327
Expenses. Certain deemed distributions of participant loans2016-03-31$2,714
Value of total corrective distributions2016-03-31$12,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$121,919
Value of total assets at end of year2016-03-31$9,139,598
Value of total assets at beginning of year2016-03-31$9,161,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$7,383
Total interest from all sources2016-03-31$17,486
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$121,919
Participant contributions at end of year2016-03-31$250,061
Participant contributions at beginning of year2016-03-31$245,782
Participant contributions at end of year2016-03-31$0
Participant contributions at beginning of year2016-03-31$19,518
Income. Received or receivable in cash from other sources (including rollovers)2016-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-22,188
Value of net assets at end of year (total assets less liabilities)2016-03-31$9,122,465
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$9,144,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$8,447,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$8,435,249
Income. Interest from loans (other than to participants)2016-03-31$2,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$15,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-03-31$438,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-03-31$447,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$0
Employer contributions (assets) at end of year2016-03-31$3,109
Employer contributions (assets) at beginning of year2016-03-31$13,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$191,327
Contract administrator fees2016-03-31$7,383
Liabilities. Value of benefit claims payable at end of year2016-03-31$17,133
Liabilities. Value of benefit claims payable at beginning of year2016-03-31$17,133
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31WIPFLI LLP
Accountancy firm EIN2016-03-31390758449
2015 : BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-533,889
Total unrealized appreciation/depreciation of assets2015-12-31$-533,889
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,133
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$866,740
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$533,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$427,929
Expenses. Certain deemed distributions of participant loans2015-12-31$51,456
Value of total corrective distributions2015-12-31$17,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$849,485
Value of total assets at end of year2015-12-31$9,161,786
Value of total assets at beginning of year2015-12-31$8,811,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37,235
Total interest from all sources2015-12-31$551,144
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$545,984
Participant contributions at end of year2015-12-31$245,782
Participant contributions at beginning of year2015-12-31$247,682
Participant contributions at end of year2015-12-31$19,518
Participant contributions at beginning of year2015-12-31$16,613
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$332,987
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,144,653
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,811,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,435,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,143,119
Income. Interest from loans (other than to participants)2015-12-31$10,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$540,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$447,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$394,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$296,743
Employer contributions (assets) at end of year2015-12-31$13,825
Employer contributions (assets) at beginning of year2015-12-31$9,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$427,929
Contract administrator fees2015-12-31$37,235
Liabilities. Value of benefit claims payable at end of year2015-12-31$17,133
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,350,501
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$755,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$710,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$806,005
Value of total assets at end of year2014-12-31$8,811,666
Value of total assets at beginning of year2014-12-31$8,217,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$45,131
Total interest from all sources2014-12-31$15,903
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$601,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$601,151
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$519,774
Participant contributions at end of year2014-12-31$247,682
Participant contributions at beginning of year2014-12-31$270,978
Participant contributions at end of year2014-12-31$16,613
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,031
Administrative expenses (other) incurred2014-12-31$17,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$594,594
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,811,666
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,217,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$28,107
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,143,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,566,832
Interest on participant loans2014-12-31$10,580
Interest earned on other investments2014-12-31$5,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$394,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$379,262
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-72,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$283,200
Employer contributions (assets) at end of year2014-12-31$9,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$710,776
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,153,236
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$664,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$603,725
Value of total corrective distributions2013-12-31$26,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$773,044
Value of total assets at end of year2013-12-31$8,217,072
Value of total assets at beginning of year2013-12-31$6,728,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,052
Total interest from all sources2013-12-31$16,251
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$407,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$407,608
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$479,445
Participant contributions at end of year2013-12-31$270,978
Participant contributions at beginning of year2013-12-31$284,378
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$37,691
Administrative expenses (other) incurred2013-12-31$9,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,488,775
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,217,072
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,728,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$24,963
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,566,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,113,716
Interest on participant loans2013-12-31$11,010
Interest earned on other investments2013-12-31$5,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$379,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$330,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$956,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$255,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$603,725
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GALUSHA, HIGGINS & GALUSHA
Accountancy firm EIN2013-12-31810272932
2012 : BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,532,057
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$762,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$721,630
Value of total corrective distributions2012-12-31$10,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$690,443
Value of total assets at end of year2012-12-31$6,728,297
Value of total assets at beginning of year2012-12-31$5,958,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,665
Total interest from all sources2012-12-31$16,393
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$225,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$225,831
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$449,272
Participant contributions at end of year2012-12-31$284,378
Participant contributions at beginning of year2012-12-31$281,853
Participant contributions at beginning of year2012-12-31$17,908
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$40,871
Other income not declared elsewhere2012-12-31$7,412
Administrative expenses (other) incurred2012-12-31$10,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$769,746
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,728,297
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,958,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$20,305
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,113,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,171,830
Interest on participant loans2012-12-31$10,864
Interest earned on other investments2012-12-31$5,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$330,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$479,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$591,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$200,300
Employer contributions (assets) at beginning of year2012-12-31$7,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$721,630
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GALUSHA, HIGGINS & GALUSHA
Accountancy firm EIN2012-12-31810272932
2011 : BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$588,869
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,605,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,594,829
Value of total corrective distributions2011-12-31$1,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$677,118
Value of total assets at end of year2011-12-31$5,958,551
Value of total assets at beginning of year2011-12-31$6,974,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,567
Total interest from all sources2011-12-31$18,427
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$198,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$198,053
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$467,769
Participant contributions at end of year2011-12-31$281,853
Participant contributions at beginning of year2011-12-31$230,368
Participant contributions at end of year2011-12-31$17,908
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,574
Administrative expenses (other) incurred2011-12-31$3,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,016,293
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,958,551
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,974,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$4,877
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,171,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,184,135
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$10,395
Interest earned on other investments2011-12-31$8,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$479,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$560,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-304,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$201,775
Employer contributions (assets) at end of year2011-12-31$7,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,594,829
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GALUSHA, HIGGINS & GALUSHA
Accountancy firm EIN2011-12-31810272932
2010 : BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,492,044
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$432,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$392,216
Value of total corrective distributions2010-12-31$7,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$669,437
Value of total assets at end of year2010-12-31$6,974,844
Value of total assets at beginning of year2010-12-31$5,914,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$32,357
Total interest from all sources2010-12-31$15,309
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$28,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$28,056
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$463,173
Participant contributions at end of year2010-12-31$230,368
Participant contributions at beginning of year2010-12-31$161,634
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,187
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,785
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,060,029
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,974,844
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,914,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$23,419
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,748,396
Value of interest in pooled separate accounts at end of year2010-12-31$6,184,135
Interest on participant loans2010-12-31$9,900
Interest earned on other investments2010-12-31$5,341
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$68
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$560,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$58,993
Net investment gain/loss from pooled separate accounts2010-12-31$720,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$197,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$392,216
Contract administrator fees2010-12-31$8,938
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GALUSHA, HIGGINS & GALUSHA
Accountancy firm EIN2010-12-31810272932
2009 : BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN

2022: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BROULIM'S SUPER MARKET, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered600
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number631282
Policy instance 1
Insurance contract or identification number631282
Number of Individuals Covered600
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331781-01
Policy instance 3
Insurance contract or identification number331781-01
Number of Individuals Covered0
Insurance policy start date2021-04-01
Insurance policy end date2021-06-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2021-06-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number631282
Policy instance 1
Insurance contract or identification number631282
Number of Individuals Covered0
Insurance policy start date2021-06-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331781-01
Policy instance 1
Insurance contract or identification number331781-01
Number of Individuals Covered90
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331781-01
Policy instance 1
Insurance contract or identification number331781-01
Number of Individuals Covered96
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331781-01
Policy instance 1
Insurance contract or identification number331781-01
Number of Individuals Covered89
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331781-01
Policy instance 1
Insurance contract or identification number331781-01
Number of Individuals Covered92
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331781-01
Policy instance 1
Insurance contract or identification number331781-01
Number of Individuals Covered85
Insurance policy start date2016-01-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameDARREN JOSEPHSON
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331781-01
Policy instance 1
Insurance contract or identification number331781-01
Number of Individuals Covered85
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,573
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331781-01
Policy instance 1
Insurance contract or identification number331781-01
Number of Individuals Covered94
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,324
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,324
Insurance broker organization code?3
Insurance broker nameDARREN JOSEPHSON
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331781-01
Policy instance 1
Insurance contract or identification number331781-01
Number of Individuals Covered94
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,205
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,205
Insurance broker organization code?3
Insurance broker nameDARREN JOSEPHSON
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331781-01
Policy instance 1
Insurance contract or identification number331781-01
Number of Individuals Covered80
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,073
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,073
Insurance broker organization code?3
Insurance broker nameDARREN JOSEPHSON
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331781-01
Policy instance 1
Insurance contract or identification number331781-01
Number of Individuals Covered115
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,862
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331781-01
Policy instance 1
Insurance contract or identification number331781-01
Number of Individuals Covered59
Insurance policy start date2010-07-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $597
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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