2023 Form 5500 filing — Associated Wholesale Grocers, Inc. Restated 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 20241009093659NAL0010486979001) for Associated Wholesale Grocers, Inc. Restated Retirement Plan, reported by Associated Wholesale Grocers, Inc. under EIN 48-0614866 and plan number 001. It reports 600 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009093659NAL0010486979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Associated Wholesale Grocers, Inc.
- EIN
- 48-0614866
- Plan number
- 001
- Location
- Kansas City, KS
- Participants
- 600
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $173,697,994
- Total liabilities (EOY)
- $226,496
- Net assets (EOY)
- $173,471,498
- Employer contributions
- $7,500,000
- Total income / additions
- $26,257,771
- Benefits paid
- $6,413,287
- Administrative expenses
- $233,450
- Total expenses
- $6,646,737
- Net increase / (decrease)
- $19,611,034
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bokf, Na | INVESTMENT ADVISOR | $244,630 | $0 |