2023 Form 5500 filing — Wood-Fruitticher Grocery Company, Inc. Profit Sharing & 401(K) 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 20240719155141NAL0007501025001) for Wood-Fruitticher Grocery Company, Inc. Profit Sharing & 401(K) Plan, reported by Wood-Fruitticher Grocery Company, Inc. under EIN 63-0230720 and plan number 001. It reports 374 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$41.1MReported net assets$41,131,245
Participants374
Provider compensation$67.7K3 Schedule C row(s)$67,661
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240719155141NAL0007501025001
Plan sponsor
Wood-Fruitticher Grocery Company, Inc.
EIN
63-0230720
Plan number
001
Location
Birmingham, AL
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$41.1M total assets
Net assets$41.1MLiabilities$0
Money in vs. money out
Total income / additions$9M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$718.9K
Participant$1.3M
Full reported line items
Total assets (EOY)
$41,131,245
Total liabilities (EOY)
$0
Net assets (EOY)
$41,131,245
Employer contributions
$718,850
Participant contributions
$1,259,182
Total income / additions
$9,049,814
Benefits paid
$1,020,789
Administrative expenses
$67,661
Total expenses
$1,088,450
Net increase / (decrease)
$7,961,364

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Bhk Investment Advisors, LLCADVISOR$35,574not reported in the loaded dataset
Newport Group, Inc.RECORDKEEPER$20,915$0
Newport Trust CompanyTRUSTEE$11,172$0

Related Form 5500 pages