2023 Form 5500 filing — Woods Supermarket, Inc. 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240620101302NAL0000830771001) for Woods Supermarket, Inc. 401(K) Profit Sharing Plan, reported by Woods Supermarket, Inc. under EIN 43-0955307 and plan number 001. It reports 731 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240620101302NAL0000830771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Woods Supermarket, Inc.
- EIN
- 43-0955307
- Plan number
- 001
- Location
- Bolivar, MO
- Participants
- 731
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,921,861
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,921,861
- Employer contributions
- $0
- Participant contributions
- $518,596
- Total income / additions
- $1,300,652
- Benefits paid
- $2,664,491
- Administrative expenses
- $61,096
- Total expenses
- $2,729,223
- Net increase / (decrease)
- -$1,428,571
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $44,604 | $0 |
| Massachusetts Mutual Life Ins Comp | INVESTMENT ADVISOR | $16,092 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |