2023 Form 5500 filing — Fareway Stores, 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 20240710133514NAL0008633219001) for Fareway Stores, Inc. 401(K) Profit Sharing Plan, reported by Fareway Stores, Inc. under EIN 42-0240920 and plan number 002. It reports 7,063 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710133514NAL0008633219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fareway Stores, Inc.
- EIN
- 42-0240920
- Plan number
- 002
- Location
- Boone, IA
- Participants
- 7,063
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $359,841,495
- Net assets (EOY)
- $359,841,495
- Employer contributions
- $3,912,244
- Participant contributions
- $19,663,653
- Total income / additions
- $78,224,946
- Benefits paid
- $22,132,097
- Administrative expenses
- $425,801
- Total expenses
- $22,582,475
- Net increase / (decrease)
- $55,642,471
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors | CONSULTANT | $243,750 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $182,051 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |