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DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN
Plan identification number 001

DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

DAVIS/BURKETT FOOD CORP. has sponsored the creation of one or more 401k plans.

Company Name:DAVIS/BURKETT FOOD CORP.
Employer identification number (EIN):870453819
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CONSTANTINE J DAVIS
0012016-01-01CONSTANTINE J DAVIS
0012015-01-01JAMES C. DAVIS
0012014-01-01JAMES C. DAVIS
0012013-01-01JAMES C. DAVIS
0012012-01-01JAMES C. DAVIS JAMES C. DAVIS2013-07-03
0012011-01-01JAMES C. DAVIS JAMES C. DAVIS2012-10-15
0012010-01-01JAMES C. DAVIS JAMES C. DAVIS2011-10-07
0012009-01-01JAMES C. DAVIS JAMES C. DAVIS2010-10-12

Plan Statistics for DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01299
Total number of active participants reported on line 7a of the Form 55002022-01-01155
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01138
Total of all active and inactive participants2022-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01293
Number of participants with account balances2022-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01303
Total number of active participants reported on line 7a of the Form 55002021-01-01164
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01131
Total of all active and inactive participants2021-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01295
Number of participants with account balances2021-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01297
Total number of active participants reported on line 7a of the Form 55002020-01-01174
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01126
Total of all active and inactive participants2020-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01300
Number of participants with account balances2020-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0120
2019: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01290
Total number of active participants reported on line 7a of the Form 55002019-01-01155
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01104
Total of all active and inactive participants2019-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01262
Number of participants with account balances2019-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01273
Total number of active participants reported on line 7a of the Form 55002018-01-01191
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01101
Total of all active and inactive participants2018-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01295
Number of participants with account balances2018-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01260
Total number of active participants reported on line 7a of the Form 55002017-01-01164
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0194
Total of all active and inactive participants2017-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01259
Number of participants with account balances2017-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01273
Total number of active participants reported on line 7a of the Form 55002016-01-01206
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0179
Total of all active and inactive participants2016-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01287
Number of participants with account balances2016-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01267
Total number of active participants reported on line 7a of the Form 55002015-01-01215
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0176
Total of all active and inactive participants2015-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01293
Number of participants with account balances2015-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01260
Total number of active participants reported on line 7a of the Form 55002014-01-01255
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0167
Total of all active and inactive participants2014-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01324
Number of participants with account balances2014-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01262
Total number of active participants reported on line 7a of the Form 55002013-01-01272
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0158
Total of all active and inactive participants2013-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01331
Number of participants with account balances2013-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01211
Total number of active participants reported on line 7a of the Form 55002012-01-01236
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0157
Total of all active and inactive participants2012-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01295
Number of participants with account balances2012-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01213
Total number of active participants reported on line 7a of the Form 55002011-01-01171
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0151
Total of all active and inactive participants2011-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01223
Number of participants with account balances2011-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01193
Total number of active participants reported on line 7a of the Form 55002010-01-01159
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0142
Total of all active and inactive participants2010-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01202
Number of participants with account balances2010-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01204
Total number of active participants reported on line 7a of the Form 55002009-01-01187
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0134
Total of all active and inactive participants2009-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01222
Number of participants with account balances2009-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-649,039
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$73,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$45,004
Value of total corrective distributions2022-12-31$2,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$206,333
Value of total assets at end of year2022-12-31$4,301,762
Value of total assets at beginning of year2022-12-31$5,023,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$25,278
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$86,163
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$14,369
Total non interest bearing cash at end of year2022-12-31$17,784
Total non interest bearing cash at beginning of year2022-12-31$9,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-722,102
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,301,762
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,023,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$308
Value of interest in pooled separate accounts at end of year2022-12-31$4,182,650
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,898,785
Net investment gain/loss from pooled separate accounts2022-12-31$-855,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$105,801
Employer contributions (assets) at end of year2022-12-31$101,021
Employer contributions (assets) at beginning of year2022-12-31$114,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$45,004
Contract administrator fees2022-12-31$25,278
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TRAVELLER AND COMPANY
Accountancy firm EIN2022-12-31870668060
2021 : DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$757,832
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$172,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$145,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$217,162
Value of total assets at end of year2021-12-31$5,023,864
Value of total assets at beginning of year2021-12-31$4,438,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,874
Total interest from all sources2021-12-31$6
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$26,874
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$82,996
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$13,440
Total non interest bearing cash at end of year2021-12-31$9,965
Total non interest bearing cash at beginning of year2021-12-31$9,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$585,051
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,023,864
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,438,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$304
Value of interest in pooled separate accounts at end of year2021-12-31$4,898,785
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,289,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$6
Net investment gain/loss from pooled separate accounts2021-12-31$540,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$120,726
Employer contributions (assets) at end of year2021-12-31$114,806
Employer contributions (assets) at beginning of year2021-12-31$139,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$145,907
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TRAVELLER AND COMPANY
Accountancy firm EIN2021-12-31870668060
2020 : DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$832,807
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$954,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$930,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$229,441
Value of total assets at end of year2020-12-31$4,438,813
Value of total assets at beginning of year2020-12-31$4,560,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,517
Total interest from all sources2020-12-31$1,313
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$24,517
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$84,247
Total non interest bearing cash at end of year2020-12-31$9,479
Total non interest bearing cash at beginning of year2020-12-31$5,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-122,013
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,438,813
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,560,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$300
Value of interest in pooled separate accounts at end of year2020-12-31$4,289,756
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,468,835
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$602,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$145,194
Employer contributions (assets) at end of year2020-12-31$139,274
Employer contributions (assets) at beginning of year2020-12-31$86,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$930,303
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31TRAVELLER AND COMPANY
Accountancy firm EIN2020-12-31870668060
2019 : DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,007,625
Total income from all sources (including contributions)2019-12-31$1,007,625
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$222,405
Total of all expenses incurred2019-12-31$222,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$182,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$182,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$183,099
Value of total assets at end of year2019-12-31$4,560,826
Value of total assets at end of year2019-12-31$4,560,826
Value of total assets at beginning of year2019-12-31$3,775,606
Value of total assets at beginning of year2019-12-31$3,775,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,374
Total interest from all sources2019-12-31$412
Total interest from all sources2019-12-31$412
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$24,057
Administrative expenses professional fees incurred2019-12-31$24,057
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$96,990
Contributions received from participants2019-12-31$96,990
Administrative expenses (other) incurred2019-12-31$16,317
Administrative expenses (other) incurred2019-12-31$16,317
Total non interest bearing cash at end of year2019-12-31$5,582
Total non interest bearing cash at end of year2019-12-31$5,582
Total non interest bearing cash at beginning of year2019-12-31$21,899
Total non interest bearing cash at beginning of year2019-12-31$21,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$785,220
Value of net income/loss2019-12-31$785,220
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,560,826
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,560,826
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,775,606
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,775,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$300
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$296
Value of interest in pooled separate accounts at end of year2019-12-31$4,468,835
Value of interest in pooled separate accounts at end of year2019-12-31$4,468,835
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,644,147
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,644,147
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$412
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$412
Net investment gain/loss from pooled separate accounts2019-12-31$824,114
Net investment gain/loss from pooled separate accounts2019-12-31$824,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$86,109
Contributions received in cash from employer2019-12-31$86,109
Employer contributions (assets) at end of year2019-12-31$86,109
Employer contributions (assets) at end of year2019-12-31$86,109
Employer contributions (assets) at beginning of year2019-12-31$109,264
Employer contributions (assets) at beginning of year2019-12-31$109,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$182,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$182,031
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TRAVELLER AND COMPANY LLC
Accountancy firm name2019-12-31TRAVELLER AND COMPANY LLC
Accountancy firm EIN2019-12-31870668060
Accountancy firm EIN2019-12-31870668060
2018 : DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-134,945
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$245,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$222,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$203,804
Value of total assets at end of year2018-12-31$3,775,606
Value of total assets at beginning of year2018-12-31$4,156,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,975
Total interest from all sources2018-12-31$37
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$900
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$94,540
Participant contributions at beginning of year2018-12-31$1,794
Total non interest bearing cash at end of year2018-12-31$21,899
Total non interest bearing cash at beginning of year2018-12-31$18,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-380,635
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,775,606
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,156,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,924
Value of interest in pooled separate accounts at end of year2018-12-31$3,644,147
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,026,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$37
Net investment gain/loss from pooled separate accounts2018-12-31$-338,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$109,264
Employer contributions (assets) at end of year2018-12-31$109,264
Employer contributions (assets) at beginning of year2018-12-31$103,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$222,715
Contract administrator fees2018-12-31$22,075
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TRAVELLER & COMPANY, LLC
Accountancy firm EIN2018-12-31870668060
2017 : DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$771,797
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$185,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$163,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$196,938
Value of total assets at end of year2017-12-31$4,156,241
Value of total assets at beginning of year2017-12-31$3,570,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,219
Total interest from all sources2017-12-31$31
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$825
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$93,226
Participant contributions at end of year2017-12-31$1,794
Total non interest bearing cash at end of year2017-12-31$18,913
Total non interest bearing cash at beginning of year2017-12-31$17,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$585,852
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,156,241
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,570,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,160
Value of interest in pooled separate accounts at end of year2017-12-31$4,026,898
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,445,142
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$31
Net investment gain/loss from pooled separate accounts2017-12-31$574,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$103,712
Employer contributions (assets) at end of year2017-12-31$103,712
Employer contributions (assets) at beginning of year2017-12-31$103,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$163,726
Contract administrator fees2017-12-31$21,394
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TRAVELLER & COMPANY, LLC
Accountancy firm EIN2017-12-31870668060
2016 : DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$447,842
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$281,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$262,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$192,795
Value of total assets at end of year2016-12-31$3,570,389
Value of total assets at beginning of year2016-12-31$3,404,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,632
Total interest from all sources2016-12-31$19
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$975
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$88,846
Total non interest bearing cash at end of year2016-12-31$17,138
Total non interest bearing cash at beginning of year2016-12-31$14,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$166,070
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,570,389
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,404,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,712
Value of interest in pooled separate accounts at end of year2016-12-31$3,445,142
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,260,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$19
Net investment gain/loss from pooled separate accounts2016-12-31$255,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$103,949
Employer contributions (assets) at end of year2016-12-31$103,949
Employer contributions (assets) at beginning of year2016-12-31$126,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$262,140
Contract administrator fees2016-12-31$18,657
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TRAVELLER & COMPANY, LLC
Accountancy firm EIN2016-12-31870668060
2015 : DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
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$304,305
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$243,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$216,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$379,399
Value of total assets at end of year2015-12-31$3,404,319
Value of total assets at beginning of year2015-12-31$3,343,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$26,515
Total interest from all sources2015-12-31$4
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
Administrative expenses professional fees incurred2015-12-31$7,273
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$100,159
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$152,576
Total non interest bearing cash at end of year2015-12-31$14,671
Total non interest bearing cash at beginning of year2015-12-31$1,724
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$61,069
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,404,319
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,343,250
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$2,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,434
Value of interest in pooled separate accounts at end of year2015-12-31$3,260,272
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,205,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4
Net investment gain/loss from pooled separate accounts2015-12-31$-75,098
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$126,664
Employer contributions (assets) at end of year2015-12-31$126,664
Employer contributions (assets) at beginning of year2015-12-31$132,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$216,721
Contract administrator fees2015-12-31$19,242
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 name2015-12-31TRAVELLER & COMPANY, LLC
Accountancy firm EIN2015-12-31870668060
2014 : DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING 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$371,142
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$283,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$262,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$229,099
Value of total assets at end of year2014-12-31$3,343,250
Value of total assets at beginning of year2014-12-31$3,255,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,971
Total interest from all sources2014-12-31$3
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,125
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$94,955
Total non interest bearing cash at end of year2014-12-31$1,724
Total non interest bearing cash at beginning of year2014-12-31$3,301
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$87,293
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,343,250
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,255,957
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,506
Value of interest in pooled separate accounts at end of year2014-12-31$3,205,302
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,117,465
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3
Net investment gain/loss from pooled separate accounts2014-12-31$142,040
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$134,144
Employer contributions (assets) at end of year2014-12-31$132,790
Employer contributions (assets) at beginning of year2014-12-31$133,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$262,878
Contract administrator fees2014-12-31$19,846
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 name2014-12-31TRAVELLER & COMPANY, LLC
Accountancy firm EIN2014-12-31870668060
2013 : DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING 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$750,513
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$154,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$133,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$210,192
Value of total assets at end of year2013-12-31$3,255,957
Value of total assets at beginning of year2013-12-31$2,659,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,561
Total interest from all sources2013-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$975
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$87,833
Participant contributions at beginning of year2013-12-31$50
Total non interest bearing cash at end of year2013-12-31$3,301
Total non interest bearing cash at beginning of year2013-12-31$10,855
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$596,402
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,255,957
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,659,555
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,506
Value of interest in pooled separate accounts at end of year2013-12-31$3,117,465
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,535,874
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Net investment gain/loss from pooled separate accounts2013-12-31$540,320
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$122,359
Employer contributions (assets) at end of year2013-12-31$133,685
Employer contributions (assets) at beginning of year2013-12-31$112,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$133,550
Contract administrator fees2013-12-31$19,586
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 name2013-12-31TRAVELLER & COMPANY, LLC
Accountancy firm EIN2013-12-31870668060
2012 : DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING 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$506,694
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$145,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$127,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$196,505
Value of total assets at end of year2012-12-31$2,659,555
Value of total assets at beginning of year2012-12-31$2,298,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,845
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$1,050
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$83,729
Participant contributions at end of year2012-12-31$50
Participant contributions at beginning of year2012-12-31$35
Administrative expenses (other) incurred2012-12-31$13
Total non interest bearing cash at end of year2012-12-31$10,855
Total non interest bearing cash at beginning of year2012-12-31$14,797
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$361,174
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,659,555
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,298,381
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
Value of interest in pooled separate accounts at end of year2012-12-31$2,535,874
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,183,549
Net investment gain/loss from pooled separate accounts2012-12-31$310,189
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$112,776
Employer contributions (assets) at end of year2012-12-31$112,776
Employer contributions (assets) at beginning of year2012-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$127,675
Contract administrator fees2012-12-31$16,782
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 name2012-12-31TRAVELLER & COMPANY, LLC
Accountancy firm EIN2012-12-31870668060
2011 : DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING 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$99,277
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$48,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$32,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$195,643
Value of total assets at end of year2011-12-31$2,298,381
Value of total assets at beginning of year2011-12-31$2,247,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,293
Total interest from all sources2011-12-31$48
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$675
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$95,643
Participant contributions at end of year2011-12-31$35
Administrative expenses (other) incurred2011-12-31$1
Total non interest bearing cash at end of year2011-12-31$14,797
Total non interest bearing cash at beginning of year2011-12-31$10,754
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$50,627
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,298,381
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,247,754
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
Value of interest in pooled separate accounts at end of year2011-12-31$2,183,549
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,134,166
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,834
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$48
Net investment gain/loss from pooled separate accounts2011-12-31$-96,414
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$100,000
Employer contributions (assets) at end of year2011-12-31$100,000
Employer contributions (assets) at beginning of year2011-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$32,357
Contract administrator fees2011-12-31$15,617
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 name2011-12-31TRAVELLER & COMPANY LLC
Accountancy firm EIN2011-12-31870668060
2010 : DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING 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$464,828
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$124,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$107,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$188,374
Value of total assets at end of year2010-12-31$2,247,754
Value of total assets at beginning of year2010-12-31$1,907,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,919
Total interest from all sources2010-12-31$75
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,050
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$88,374
Total non interest bearing cash at end of year2010-12-31$10,754
Total non interest bearing cash at beginning of year2010-12-31$8,750
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$340,247
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,247,754
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,907,507
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$11
Value of interest in pooled separate accounts at end of year2010-12-31$2,134,166
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,789,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,834
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,082
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$75
Net investment gain/loss from pooled separate accounts2010-12-31$276,379
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$100,000
Employer contributions (assets) at end of year2010-12-31$100,000
Employer contributions (assets) at beginning of year2010-12-31$103,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$107,662
Contract administrator fees2010-12-31$15,858
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 name2010-12-31TRAVELLER & COMPANY LLC
Accountancy firm EIN2010-12-31870668060

Form 5500 Responses for DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN

2022: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING 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: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING 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: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING 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: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING 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
2010: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DAVIS/BURKETT FOOD CORPORATION 401(K) PROFIT SHARING 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27704
Policy instance 1
Insurance contract or identification number27704
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $21,895
Total amount of fees paid to insurance companyUSD $3,694
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Commission paid to Insurance BrokerUSD $21,895
Insurance broker organization code?3
Amount paid for insurance broker fees3694
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27704
Policy instance 1
Insurance contract or identification number27704
Number of Individuals Covered251
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $23,415
Total amount of fees paid to insurance companyUSD $2,946
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?No
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
Commission paid to Insurance BrokerUSD $23,415
Insurance broker organization code?3
Amount paid for insurance broker fees2946
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27704
Policy instance 1
Insurance contract or identification number27704
Number of Individuals Covered242
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $21,196
Total amount of fees paid to insurance companyUSD $3,024
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?No
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
Commission paid to Insurance BrokerUSD $21,196
Insurance broker organization code?3
Amount paid for insurance broker fees3024
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27704
Policy instance 1
Insurance contract or identification number27704
Number of Individuals Covered224
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $20,327
Total amount of fees paid to insurance companyUSD $3,087
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?No
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
Commission paid to Insurance BrokerUSD $20,327
Insurance broker organization code?3
Amount paid for insurance broker fees3087
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27704
Policy instance 1
Insurance contract or identification number27704
Number of Individuals Covered220
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $18,882
Total amount of fees paid to insurance companyUSD $2,744
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Commission paid to Insurance BrokerUSD $18,882
Insurance broker organization code?3
Amount paid for insurance broker fees2744
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameNATIONAL BENEFIT SERVICES, LLC

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