2023 Form 5500 filing — Tawa Supermarket, Inc. 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 20241010113645NAL0009951635001) for Tawa Supermarket, Inc. 401(K) Plan, reported by Tawa Supermarket, Inc. under EIN 33-0120626 and plan number 001. It reports 8,275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010113645NAL0009951635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tawa Supermarket, Inc.
- EIN
- 33-0120626
- Plan number
- 001
- Location
- Buena Park, CA
- Participants
- 8,275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $176,833,036
- Total liabilities (EOY)
- $346,690
- Net assets (EOY)
- $176,486,346
- Employer contributions
- $4,264,771
- Participant contributions
- $10,141,965
- Total income / additions
- $37,752,481
- Benefits paid
- $11,923,208
- Administrative expenses
- $625,589
- Total expenses
- $12,705,453
- Net increase / (decrease)
- $25,047,028
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $203,467 | $0 |
| Morgan Stanley Global Banking Opera | CONSULTANT | $59,800 | not reported in the loaded dataset |
| Moss Adams Llp | OTHER | $37,837 | not reported in the loaded dataset |