2023 Form 5500 filing — Awg-Nebraska Collective Bargaining Unit 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 20240916110831NAL0001002915001) for Awg-Nebraska Collective Bargaining Unit 401(K) Plan, reported by Associated Wholesale Grocers, Inc. under EIN 48-0614866 and plan number 004. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916110831NAL0001002915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Associated Wholesale Grocers, Inc.
- EIN
- 48-0614866
- Plan number
- 004
- Location
- Kansas City, KS
- Participants
- 298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,388,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,388,412
- Employer contributions
- $466,652
- Participant contributions
- $661,012
- Total income / additions
- $2,416,437
- Benefits paid
- $926,048
- Administrative expenses
- $4,165
- Total expenses
- $930,213
- Net increase / (decrease)
- $1,486,224
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $4,165 | $0 |