How many benefit plans does North State Grocery, Inc. report on Form 5500?

North State Grocery, Inc. (EIN 68-0173691) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for North State Grocery, Inc.?

The Employer Identification Number (EIN) reported for North State Grocery, Inc. is 68-0173691.

What is the latest Form 5500 filing year for North State Grocery, Inc.?

The latest loaded Form 5500 filing year for North State Grocery, Inc. is 2023.

North State Grocery, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, North State Grocery, Inc. (EIN 68-0173691) is a plan sponsor located in Cottonwood, CA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 68-0173691
Location: Cottonwood, CA
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $112,541,674
Total reported liabilities (EOY): $62,293
Total reported net assets (EOY): $112,479,381

Contributions & income

Employer contributions: $4,025,795
Participant contributions: $1,170,313
Total income / additions: $26,015,631

Expenses & distributions

Benefits paid / distributions: $7,395,310
Total expenses: $7,527,049
Net increase / (decrease): $18,488,582

Coverage

Total reported participants: 2,125
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

North State Grocery, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
North State Grocery, Inc. Employee Stock Ownership Plan	002	982	$97,308,088	2023
North State Grocery, Inc. 401(K) Plan	001	703	$15,233,586	2023
North State Grocery Employee Benefit Plan	501	440	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for North State Grocery, Inc.
Year	Plan	Participants	Schedules	Filing
2023	North State Grocery Employee Benefit Plan	440	—	20240926145119NAL0000464515001
2023	North State Grocery, Inc. 401(K) Plan	703	H, C	20241015111909NAL0016216275001
2023	North State Grocery, Inc. Employee Stock Ownership Plan	982	H, C	20241015112100NAL0014472579001