2023 Form 5500 filing — Inserra Supermarkets, Inc. Profit Sharing 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 20241010131826NAL0021029329001) for Inserra Supermarkets, Inc. Profit Sharing 401(K) Plan, reported by Inserra Supermarkets, Inc. under EIN 22-1710174 and plan number 003. It reports 397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010131826NAL0021029329001
Filing year
2023
Form type
2
Plan sponsor
Inserra Supermarkets, Inc.
EIN
22-1710174
Plan number
003
Location
Mahwah, NJ
Participants
397
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$65,243,384
Total liabilities (EOY)
$0
Net assets (EOY)
$65,243,384
Employer contributions
$789,166
Participant contributions
$2,326,344
Total income / additions
$13,450,446
Benefits paid
$4,119,127
Administrative expenses
-$38,398
Total expenses
$4,130,863
Net increase / (decrease)
$9,319,583
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Strategic Advisors, Inc.ADVISOR$31,808not reported in the loaded dataset
Equitable Advisors LLCADVISOR$18,031not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER-$88,237$0

Related Form 5500 pages