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AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 401k Plan overview

Plan NameAMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN
Plan identification number 002

AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AMALGAMATED SUGAR COMPANY has sponsored the creation of one or more 401k plans.

Company Name:AMALGAMATED SUGAR COMPANY
Employer identification number (EIN):870568755
NAIC Classification:311300
NAIC Description: Sugar and Confectionery Product Manufacturing

Additional information about AMALGAMATED SUGAR COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date: 1996-12-20
Company Identification Number: 2680046
Legal Registered Office Address: Corporation Trust Center
1209 Orange St
Wilmington
United States of America (USA)
19801

More information about AMALGAMATED SUGAR COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CRAIG HANKS
0022016-01-01CRAIG HANKS
0022015-01-01CRAIG HANKS
0022014-01-01JOHN LANDIS
0022013-01-01JOHN LANDIS JOHN LANDIS2014-10-15
0022012-01-01WAYNE P. NEELEY WAYNE P. NEELEY2013-10-11
0022011-01-01WAYNE P. NEELEY WAYNE P. NEELEY2012-10-12
0022009-01-01WAYNE P. NEELEY WAYNE P. NEELEY2010-10-08

Plan Statistics for AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN

401k plan membership statisitcs for AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN

Measure Date Value
2022: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-3184,516,255
Acturial value of plan assets2022-12-3179,268,923
Funding target for retired participants and beneficiaries receiving payment2022-12-3156,365,909
Number of terminated vested participants2022-12-3190
Fundng target for terminated vested participants2022-12-313,812,600
Active participant vested funding target2022-12-3116,751,520
Number of active participants2022-12-31103
Total funding liabilities for active participants2022-12-3117,031,884
Total participant count2022-12-31432
Total funding target for all participants2022-12-3177,210,393
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-311,718,931
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-311,718,931
Present value of excess contributions2022-12-31836,380
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31882,883
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31882,883
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-312,827,853
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31590,000
Net shortfall amortization installment of oustanding balance2022-12-31769,323
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31762,735
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-31762,735
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01428
Total number of active participants reported on line 7a of the Form 55002022-01-0198
Number of retired or separated participants receiving benefits2022-01-01211
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0127
Total participants2022-01-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-3181,029,367
Acturial value of plan assets2021-12-3174,327,159
Funding target for retired participants and beneficiaries receiving payment2021-12-3155,034,797
Number of terminated vested participants2021-12-3194
Fundng target for terminated vested participants2021-12-313,787,957
Active participant vested funding target2021-12-3119,492,905
Number of active participants2021-12-31121
Total funding liabilities for active participants2021-12-3119,805,225
Total participant count2021-12-31532
Total funding target for all participants2021-12-3178,627,979
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31882,194
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31882,194
Present value of excess contributions2021-12-31683,198
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31722,140
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31722,140
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-311,718,931
Total employer contributions2021-12-312,090,782
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-312,046,057
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31580,000
Net shortfall amortization installment of oustanding balance2021-12-316,019,751
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-311,209,677
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-311,209,677
Contributions allocatedtoward minimum required contributions for current year2021-12-312,046,057
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01437
Total number of active participants reported on line 7a of the Form 55002021-01-01108
Number of retired or separated participants receiving benefits2021-01-01201
Number of other retired or separated participants entitled to future benefits2021-01-0191
Total of all active and inactive participants2021-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0128
Total participants2021-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-3173,174,833
Acturial value of plan assets2020-12-3168,934,720
Funding target for retired participants and beneficiaries receiving payment2020-12-3145,667,869
Number of terminated vested participants2020-12-31101
Fundng target for terminated vested participants2020-12-316,066,279
Active participant vested funding target2020-12-3122,973,256
Number of active participants2020-12-31135
Total funding liabilities for active participants2020-12-3123,269,329
Total participant count2020-12-31526
Total funding target for all participants2020-12-3175,003,477
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31836,124
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31882,194
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31882,194
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31882,194
Total employer contributions2020-12-313,729,300
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-313,596,759
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-312,225,770
Net shortfall amortization installment of oustanding balance2020-12-316,950,951
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-312,913,561
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-312,913,561
Contributions allocatedtoward minimum required contributions for current year2020-12-313,596,759
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01521
Total number of active participants reported on line 7a of the Form 55002020-01-01124
Number of retired or separated participants receiving benefits2020-01-01269
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0138
Total participants2020-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-3160,231,973
Acturial value of plan assets2019-12-3163,501,517
Funding target for retired participants and beneficiaries receiving payment2019-12-3146,284,188
Number of terminated vested participants2019-12-31101
Fundng target for terminated vested participants2019-12-314,817,544
Active participant vested funding target2019-12-3120,750,545
Number of active participants2019-12-31137
Total funding liabilities for active participants2019-12-3120,977,974
Total participant count2019-12-31521
Total funding target for all participants2019-12-3172,079,706
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-313,909,215
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-313,729,299
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-312,100,054
Net shortfall amortization installment of oustanding balance2019-12-318,578,189
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-313,729,299
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-313,729,299
Contributions allocatedtoward minimum required contributions for current year2019-12-313,729,299
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01515
Total number of active participants reported on line 7a of the Form 55002019-01-01139
Number of retired or separated participants receiving benefits2019-01-01247
Number of other retired or separated participants entitled to future benefits2019-01-0199
Total of all active and inactive participants2019-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0136
Total participants2019-01-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-3165,505,268
Acturial value of plan assets2018-12-3161,234,250
Funding target for retired participants and beneficiaries receiving payment2018-12-3141,282,001
Number of terminated vested participants2018-12-31103
Fundng target for terminated vested participants2018-12-314,952,398
Active participant vested funding target2018-12-3120,305,110
Number of active participants2018-12-31148
Total funding liabilities for active participants2018-12-3120,570,475
Total participant count2018-12-31521
Total funding target for all participants2018-12-3166,804,874
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-311,130,187
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-311,130,187
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-313,209,307
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-313,071,767
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-312,055,120
Net shortfall amortization installment of oustanding balance2018-12-315,570,624
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-313,071,767
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-313,071,767
Contributions allocatedtoward minimum required contributions for current year2018-12-313,071,767
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01519
Total number of active participants reported on line 7a of the Form 55002018-01-01137
Number of retired or separated participants receiving benefits2018-01-01245
Number of other retired or separated participants entitled to future benefits2018-01-01102
Total of all active and inactive participants2018-01-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0131
Total participants2018-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3158,373,141
Acturial value of plan assets2017-12-3159,053,898
Funding target for retired participants and beneficiaries receiving payment2017-12-3137,678,460
Number of terminated vested participants2017-12-31107
Fundng target for terminated vested participants2017-12-315,313,003
Active participant vested funding target2017-12-3119,322,847
Number of active participants2017-12-31157
Total funding liabilities for active participants2017-12-3119,567,010
Total participant count2017-12-31524
Total funding target for all participants2017-12-3162,558,473
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-313,351,876
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-312,305,891
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-311,045,985
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-311,130,187
Total employer contributions2017-12-311,833,847
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,713,114
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-312,067,602
Net shortfall amortization installment of oustanding balance2017-12-314,634,762
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-312,843,301
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-311,130,187
Additional cash requirement2017-12-311,713,114
Contributions allocatedtoward minimum required contributions for current year2017-12-311,713,114
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01520
Total number of active participants reported on line 7a of the Form 55002017-01-01148
Number of retired or separated participants receiving benefits2017-01-01238
Number of other retired or separated participants entitled to future benefits2017-01-01105
Total of all active and inactive participants2017-01-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0128
Total participants2017-01-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3157,733,954
Acturial value of plan assets2016-12-3160,443,102
Funding target for retired participants and beneficiaries receiving payment2016-12-3132,947,320
Number of terminated vested participants2016-12-31101
Fundng target for terminated vested participants2016-12-312,606,002
Active participant vested funding target2016-12-3122,064,858
Number of active participants2016-12-31185
Total funding liabilities for active participants2016-12-3122,290,050
Total participant count2016-12-31525
Total funding target for all participants2016-12-3157,843,372
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-313,328,245
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-313,328,245
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-313,351,876
Total employer contributions2016-12-318,681
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-317,854
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-312,189,473
Net shortfall amortization installment of oustanding balance2016-12-31752,146
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-312,313,745
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-312,305,891
Additional cash requirement2016-12-317,854
Contributions allocatedtoward minimum required contributions for current year2016-12-317,854
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01521
Total number of active participants reported on line 7a of the Form 55002016-01-01159
Number of retired or separated participants receiving benefits2016-01-01226
Number of other retired or separated participants entitled to future benefits2016-01-01107
Total of all active and inactive participants2016-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0128
Total participants2016-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01516
Total number of active participants reported on line 7a of the Form 55002015-01-01185
Number of retired or separated participants receiving benefits2015-01-01207
Number of other retired or separated participants entitled to future benefits2015-01-01104
Total of all active and inactive participants2015-01-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0125
Total participants2015-01-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01511
Total number of active participants reported on line 7a of the Form 55002014-01-01194
Number of retired or separated participants receiving benefits2014-01-01203
Number of other retired or separated participants entitled to future benefits2014-01-01100
Total of all active and inactive participants2014-01-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0119
Total participants2014-01-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01511
Total number of active participants reported on line 7a of the Form 55002013-01-01201
Number of retired or separated participants receiving benefits2013-01-01188
Number of other retired or separated participants entitled to future benefits2013-01-01104
Total of all active and inactive participants2013-01-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0118
Total participants2013-01-01511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01508
Total number of active participants reported on line 7a of the Form 55002012-01-01207
Number of retired or separated participants receiving benefits2012-01-01179
Number of other retired or separated participants entitled to future benefits2012-01-01111
Total of all active and inactive participants2012-01-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0114
Total participants2012-01-01511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01507
Total number of active participants reported on line 7a of the Form 55002011-01-01210
Number of retired or separated participants receiving benefits2011-01-01178
Number of other retired or separated participants entitled to future benefits2011-01-01111
Total of all active and inactive participants2011-01-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-01508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01508
Total number of active participants reported on line 7a of the Form 55002009-01-01222
Number of retired or separated participants receiving benefits2009-01-01172
Number of other retired or separated participants entitled to future benefits2009-01-01113
Total of all active and inactive participants2009-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-01511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN

Measure Date Value
2022 : AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT 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$8,001
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$34,483
Total income from all sources (including contributions)2022-12-31$-13,434,134
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,666,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,220,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$65,389,202
Value of total assets at beginning of year2022-12-31$84,516,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$445,790
Total interest from all sources2022-12-31$129,917
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$109,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$109,132
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$8,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$34,483
Other income not declared elsewhere2022-12-31$-528,557
Administrative expenses (other) incurred2022-12-31$293,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-19,100,570
Value of net assets at end of year (total assets less liabilities)2022-12-31$65,381,201
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$84,481,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$84,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,992,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,860,783
Value of interest in pooled separate accounts at end of year2022-12-31$14,324,938
Value of interest in pooled separate accounts at beginning of year2022-12-31$14,373,788
Value of interest in common/collective trusts at end of year2022-12-31$31,606,832
Value of interest in common/collective trusts at beginning of year2022-12-31$46,604,785
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$129,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,465,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,676,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,170,811
Net investment gain/loss from pooled separate accounts2022-12-31$-2,753,850
Net investment gain or loss from common/collective trusts2022-12-31$-8,219,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,220,646
Contract administrator fees2022-12-31$67,511
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT 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$34,483
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$12,270,607
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,820,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,140,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,090,782
Value of total assets at end of year2021-12-31$84,516,254
Value of total assets at beginning of year2021-12-31$81,031,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$680,148
Total interest from all sources2021-12-31$142,702
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$38,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$38,771
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$34,483
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$-69,213
Administrative expenses (other) incurred2021-12-31$352,036
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$3,450,424
Value of net assets at end of year (total assets less liabilities)2021-12-31$84,481,771
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$81,031,347
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
Investment advisory and management fees2021-12-31$166,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,860,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,482,826
Value of interest in pooled separate accounts at end of year2021-12-31$14,373,788
Value of interest in pooled separate accounts at beginning of year2021-12-31$14,776,097
Value of interest in common/collective trusts at end of year2021-12-31$46,604,785
Value of interest in common/collective trusts at beginning of year2021-12-31$41,175,814
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$142,702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,676,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,664,285
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,878,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,888,630
Net investment gain/loss from pooled separate accounts2021-12-31$2,082,002
Net investment gain or loss from common/collective trusts2021-12-31$5,096,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$2,090,782
Employer contributions (assets) at beginning of year2021-12-31$932,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,261,785
Contract administrator fees2021-12-31$161,166
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT 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$13,098,317
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,274,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,713,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,729,639
Value of total assets at end of year2020-12-31$81,031,347
Value of total assets at beginning of year2020-12-31$73,207,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$560,828
Total interest from all sources2020-12-31$142,972
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$759,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$759,782
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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
Other income not declared elsewhere2020-12-31$165,265
Administrative expenses (other) incurred2020-12-31$335,524
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$7,823,868
Value of net assets at end of year (total assets less liabilities)2020-12-31$81,031,347
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$73,207,479
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
Investment advisory and management fees2020-12-31$106,796
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,482,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,803,738
Value of interest in pooled separate accounts at end of year2020-12-31$14,776,097
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,861,649
Interest earned on other investments2020-12-31$142,972
Value of interest in common/collective trusts at end of year2020-12-31$41,175,814
Value of interest in common/collective trusts at beginning of year2020-12-31$40,068,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,664,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,868,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,144,306
Net investment gain/loss from pooled separate accounts2020-12-31$2,044,448
Net investment gain or loss from common/collective trusts2020-12-31$4,111,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,729,639
Employer contributions (assets) at end of year2020-12-31$932,325
Employer contributions (assets) at beginning of year2020-12-31$1,605,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,713,621
Contract administrator fees2020-12-31$118,508
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EIDE BAILLY, LLP
Accountancy firm EIN2020-12-31450250958
2019 : AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT 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$17,805,757
Total income from all sources (including contributions)2019-12-31$17,805,757
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,820,851
Total of all expenses incurred2019-12-31$4,820,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,283,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,283,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,912,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,912,549
Value of total assets at end of year2019-12-31$73,207,479
Value of total assets at beginning of year2019-12-31$60,222,573
Value of total assets at beginning of year2019-12-31$60,222,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$537,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$537,430
Total interest from all sources2019-12-31$0
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
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$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
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
Administrative expenses (other) incurred2019-12-31$319,815
Administrative expenses (other) incurred2019-12-31$319,815
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$12,984,906
Value of net income/loss2019-12-31$12,984,906
Value of net assets at end of year (total assets less liabilities)2019-12-31$73,207,479
Value of net assets at end of year (total assets less liabilities)2019-12-31$73,207,479
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$60,222,573
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$60,222,573
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 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
Investment advisory and management fees2019-12-31$112,061
Investment advisory and management fees2019-12-31$112,061
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,803,738
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,803,738
Value of interest in pooled separate accounts at end of year2019-12-31$11,861,649
Value of interest in pooled separate accounts at end of year2019-12-31$11,861,649
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$59,086,710
Value of interest in master investment trust accounts at beginning of year2019-12-31$59,086,710
Value of interest in common/collective trusts at end of year2019-12-31$40,068,375
Value of interest in common/collective trusts at end of year2019-12-31$40,068,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,868,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,868,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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$3,912,549
Contributions received in cash from employer2019-12-31$3,912,549
Employer contributions (assets) at end of year2019-12-31$1,605,389
Employer contributions (assets) at end of year2019-12-31$1,605,389
Employer contributions (assets) at beginning of year2019-12-31$1,135,863
Employer contributions (assets) at beginning of year2019-12-31$1,135,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,283,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,283,421
Contract administrator fees2019-12-31$105,554
Contract administrator fees2019-12-31$105,554
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 name2019-12-31EIDE BAILLY, LLP
Accountancy firm name2019-12-31EIDE BAILLY, LLP
Accountancy firm EIN2019-12-31450250958
2018 : AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT 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$0
Total income from all sources (including contributions)2018-12-31$-692,076
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,618,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,088,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,223,712
Value of total assets at end of year2018-12-31$60,222,573
Value of total assets at beginning of year2018-12-31$65,532,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$529,196
Total interest from all sources2018-12-31$0
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
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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
Administrative expenses (other) incurred2018-12-31$308,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,310,238
Value of net assets at end of year (total assets less liabilities)2018-12-31$60,222,573
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$65,532,811
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
Investment advisory and management fees2018-12-31$105,008
Value of interest in master investment trust accounts at end of year2018-12-31$59,086,710
Value of interest in master investment trust accounts at beginning of year2018-12-31$64,277,401
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$3,223,712
Employer contributions (assets) at end of year2018-12-31$1,135,863
Employer contributions (assets) at beginning of year2018-12-31$1,255,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,088,966
Contract administrator fees2018-12-31$115,539
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2018-12-31EIDE BAILLY, LLP
Accountancy firm EIN2018-12-31450250958
2017 : AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT 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$11,501,801
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,342,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,831,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,835,809
Value of total assets at end of year2017-12-31$65,532,811
Value of total assets at beginning of year2017-12-31$58,373,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$510,801
Total interest from all sources2017-12-31$0
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
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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
Administrative expenses (other) incurred2017-12-31$304,720
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$7,159,318
Value of net assets at end of year (total assets less liabilities)2017-12-31$65,532,811
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$58,373,493
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
Investment advisory and management fees2017-12-31$101,940
Value of interest in master investment trust accounts at end of year2017-12-31$64,277,401
Value of interest in master investment trust accounts at beginning of year2017-12-31$58,364,812
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$1,835,809
Employer contributions (assets) at end of year2017-12-31$1,255,410
Employer contributions (assets) at beginning of year2017-12-31$8,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,831,682
Contract administrator fees2017-12-31$104,141
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2017-12-31EIDE BAILLY, LLP
Accountancy firm EIN2017-12-31450250958
2016 : AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT 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$4,502,272
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,862,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,368,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,681
Value of total assets at end of year2016-12-31$58,373,493
Value of total assets at beginning of year2016-12-31$57,733,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$494,275
Total interest from all sources2016-12-31$0
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$81,997
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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
Administrative expenses (other) incurred2016-12-31$293,844
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$639,539
Value of net assets at end of year (total assets less liabilities)2016-12-31$58,373,493
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$57,733,954
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
Investment advisory and management fees2016-12-31$118,434
Value of interest in master investment trust accounts at end of year2016-12-31$58,364,812
Value of interest in master investment trust accounts at beginning of year2016-12-31$57,733,954
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$8,681
Employer contributions (assets) at end of year2016-12-31$8,681
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,368,458
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2016-12-31EIDE BAILLY, LLP
Accountancy firm EIN2016-12-31450250958
2015 : AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT 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$419,592
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,424,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,042,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$57,733,954
Value of total assets at beginning of year2015-12-31$60,739,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$382,708
Total interest from all sources2015-12-31$0
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$98,509
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$209,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,005,327
Value of net assets at end of year (total assets less liabilities)2015-12-31$57,733,954
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$60,739,281
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
Investment advisory and management fees2015-12-31$74,763
Value of interest in master investment trust accounts at end of year2015-12-31$57,733,954
Value of interest in master investment trust accounts at beginning of year2015-12-31$60,739,281
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
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,042,211
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2015-12-31EIDE BAILLY, LLP
Accountancy firm EIN2015-12-31450250958
2014 : AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,040,317
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,921,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,649,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,930,986
Value of total assets at end of year2014-12-31$60,739,281
Value of total assets at beginning of year2014-12-31$58,620,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$272,217
Total interest from all sources2014-12-31$0
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$179,946
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
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$2,118,943
Value of net assets at end of year (total assets less liabilities)2014-12-31$60,739,281
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$58,620,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$92,271
Value of interest in master investment trust accounts at end of year2014-12-31$60,739,281
Value of interest in master investment trust accounts at beginning of year2014-12-31$56,918,700
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$1,930,986
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$1,701,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,649,157
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2014-12-31EIDE BAILLY, LLP
Accountancy firm EIN2014-12-31450250958
2013 : AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$14,285,705
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,645,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,303,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,074,830
Value of total assets at end of year2013-12-31$58,620,338
Value of total assets at beginning of year2013-12-31$46,980,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$341,998
Total interest from all sources2013-12-31$127,362
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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
Administrative expenses (other) incurred2013-12-31$341,998
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$11,640,139
Value of net assets at end of year (total assets less liabilities)2013-12-31$58,620,338
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$46,980,199
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
Interest earned on other investments2013-12-31$127,362
Value of interest in master investment trust accounts at end of year2013-12-31$56,918,700
Value of interest in master investment trust accounts at beginning of year2013-12-31$45,591,083
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$4,074,830
Employer contributions (assets) at end of year2013-12-31$1,701,638
Employer contributions (assets) at beginning of year2013-12-31$1,389,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,303,568
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 name2013-12-31EIDE BAILLY, LLP
Accountancy firm EIN2013-12-31450250958
2012 : AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$9,570,317
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,578,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,283,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,229,448
Value of total assets at end of year2012-12-31$46,980,199
Value of total assets at beginning of year2012-12-31$39,988,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$295,494
Total interest from all sources2012-12-31$86,774
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
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$295,494
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$6,991,721
Value of net assets at end of year (total assets less liabilities)2012-12-31$46,980,199
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$39,988,478
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
Interest earned on other investments2012-12-31$86,774
Value of interest in master investment trust accounts at end of year2012-12-31$45,591,083
Value of interest in master investment trust accounts at beginning of year2012-12-31$38,453,677
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$4,229,448
Employer contributions (assets) at end of year2012-12-31$1,389,116
Employer contributions (assets) at beginning of year2012-12-31$1,534,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,283,102
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 name2012-12-31EIDE BAILLY, LLP
Accountancy firm EIN2012-12-31450250958
2011 : AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,460,513
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,199,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,008,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,749,857
Value of total assets at end of year2011-12-31$39,988,478
Value of total assets at beginning of year2011-12-31$38,727,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$191,171
Total interest from all sources2011-12-31$0
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$191,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,260,757
Value of net assets at end of year (total assets less liabilities)2011-12-31$39,988,478
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$38,727,721
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 master investment trust accounts at end of year2011-12-31$38,453,677
Value of interest in master investment trust accounts at beginning of year2011-12-31$37,211,211
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$3,749,857
Employer contributions (assets) at end of year2011-12-31$1,534,801
Employer contributions (assets) at beginning of year2011-12-31$1,516,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,008,585
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2011-12-31EIDE BAILLY LLP
Accountancy firm EIN2011-12-31450250958
2010 : AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,520,394
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,126,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,908,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,145,102
Value of total assets at end of year2010-12-31$38,727,721
Value of total assets at beginning of year2010-12-31$32,333,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$217,486
Total interest from all sources2010-12-31$0
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$9
Administrative expenses (other) incurred2010-12-31$217,486
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$6,394,029
Value of net assets at end of year (total assets less liabilities)2010-12-31$38,727,721
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$32,333,692
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
Value of interest in master investment trust accounts at end of year2010-12-31$37,211,211
Value of interest in master investment trust accounts at beginning of year2010-12-31$31,800,604
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$3,145,102
Employer contributions (assets) at end of year2010-12-31$1,516,510
Employer contributions (assets) at beginning of year2010-12-31$533,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,908,879
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2010-12-31EIDE BAILLY LLP
Accountancy firm EIN2010-12-31450250958
2009 : AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN

2022: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT 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: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT 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: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT 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: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT 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: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AMALGAMATED SUGAR COMPANY SALARIED RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number17163
Policy instance 1
Insurance contract or identification number17163
Number of Individuals Covered427
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number17163
Policy instance 1
Insurance contract or identification number17163
Number of Individuals Covered428
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number17163
Policy instance 1
Insurance contract or identification number17163
Number of Individuals Covered437
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number17163
Policy instance 1
Insurance contract or identification number17163
Number of Individuals Covered521
Insurance policy start date2019-12-31
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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

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