2023 Form 5500 filing — Green Valley Grocery 401(K) Retirement 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 20240905062821NAL0011652435001) for Green Valley Grocery 401(K) Retirement Plan, reported by Green Valley Grocery 401k under EIN 88-0149656 and plan number 001. It reports 689 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905062821NAL0011652435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Green Valley Grocery 401k
- EIN
- 88-0149656
- Plan number
- 001
- Location
- Henderson, NV
- Participants
- 689
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,842,550
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,842,550
- Employer contributions
- $140,830
- Participant contributions
- $549,029
- Total income / additions
- $1,478,792
- Benefits paid
- $455,078
- Administrative expenses
- $18,839
- Total expenses
- $495,707
- Net increase / (decrease)
- $983,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Centaurus Financial Inc | INVESTMENT/FINANCIAL ADVI | $10,568 | $0 |
| Adp, Inc. | RECORD KEEPER | $8,270 | $0 |