2023 Form 5500 filing — Grocery Outlet Inc. 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 20241008132802NAL0009721331001) for Grocery Outlet Inc. Retirement Plan, reported by Grocery Outlet Inc. under EIN 94-1513561 and plan number 001. It reports 972 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008132802NAL0009721331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grocery Outlet Inc.
- EIN
- 94-1513561
- Plan number
- 001
- Location
- Emeryville, CA
- Participants
- 972
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $114,905,819
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $114,905,819
- Employer contributions
- $11,558
- Participant contributions
- $6,698,567
- Total income / additions
- $24,954,746
- Benefits paid
- $9,536,518
- Administrative expenses
- $205,278
- Total expenses
- $9,782,468
- Net increase / (decrease)
- $15,172,278
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $72,055 | $0 |
| Moss Adams, LLC. | ACCOUNTANT/AUDITOR | $65,100 | not reported in the loaded dataset |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $37,044 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $28,979 | not reported in the loaded dataset |