2023 Form 5500 filing — Strack & Van Til 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 20241010101654NAL0009900019001) for Strack & Van Til Retirement Plan, reported by Indiana Grocery Group, LLC under EIN 82-1621364 and plan number 001. It reports 1,651 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010101654NAL0009900019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Indiana Grocery Group, LLC
- EIN
- 82-1621364
- Plan number
- 001
- Location
- Highland, IN
- Participants
- 1,651
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,732,647
- Net assets (EOY)
- $23,732,647
- Employer contributions
- $419,456
- Participant contributions
- $1,230,131
- Total income / additions
- $4,980,476
- Benefits paid
- $1,053,099
- Administrative expenses
- $138,559
- Total expenses
- $1,191,658
- Net increase / (decrease)
- $3,788,818
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $79,497 | $0 |
| Gallagher Fiduciary Advisors LLC | ADVISOR | $36,000 | not reported in the loaded dataset |
| Swartz, Retson & Co, P. C. | AUDITOR | $23,062 | not reported in the loaded dataset |