2023 Form 5500 filing — Retirement Income Plan For Nonbargaining Unit Employees Of Young'S Market Company, LLC
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 20241010133834NAL0035830384001) for Retirement Income Plan For Nonbargaining Unit Employees Of Young'S Market Company, LLC, reported by Young'S Market Company, LLC under EIN 33-0780329 and plan number 001. It reports 816 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010133834NAL0035830384001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Young'S Market Company, LLC
- EIN
- 33-0780329
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 816
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,606,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,606,514
- Employer contributions
- $2,452,000
- Total income / additions
- $8,665,563
- Benefits paid
- $8,445,910
- Administrative expenses
- $1,125,404
- Total expenses
- $9,571,314
- Net increase / (decrease)
- -$905,751
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Agilis Partners LLC | NONE | $425,860 | not reported in the loaded dataset |
| Lcg Associates, Inc. | NONE | $50,000 | not reported in the loaded dataset |
| U.S. Cities Industrial Fund Gp LLC | NONE | $21,926 | not reported in the loaded dataset |
| Windham Brannon, LLC | NONE | $17,250 | not reported in the loaded dataset |