2023 Form 5500 filing — Shop Rite, 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 20240830144856NAL0008432243001) for Shop Rite, Inc. Profit Sharing 401(K) Plan, reported by Shop Rite, Inc. under EIN 72-0642703 and plan number 002. It reports 638 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)$9.8MReported net assets$9,751,331
Participants638
Provider compensation$542 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240830144856NAL0008432243001
- Plan sponsor
- Shop Rite, Inc.
- EIN
- 72-0642703
- Plan number
- 002
- Location
- Crowley, LA
- 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)$9.8M total assets
Net assets$9.8MLiabilities$11K
Full reported line items
- Total assets (EOY)
- $9,762,338
- Total liabilities (EOY)
- $11,007
- Net assets (EOY)
- $9,751,331
- Employer contributions
- $178,673
- Participant contributions
- $576,383
- Total income / additions
- $2,160,708
- Benefits paid
- $610,060
- Administrative expenses
- $54
- Total expenses
- $610,114
- Net increase / (decrease)
- $1,550,594
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hancock Whitney Bank | NONE | $54 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |