2023 Form 5500 filing — Associated Grocers Of The South 401(K) Profit Sharing 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 20241011122619NAL0012479619001) for Associated Grocers Of The South 401(K) Profit Sharing Plan, reported by Associated Grocers Of The South, Inc. under EIN 63-0011690 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011122619NAL0012479619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Associated Grocers Of The South, Inc.
- EIN
- 63-0011690
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,783,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,783,617
- Employer contributions
- $321,510
- Participant contributions
- $606,903
- Total income / additions
- $2,300,509
- Benefits paid
- $956,446
- Administrative expenses
- $46,217
- Total expenses
- $1,002,663
- Net increase / (decrease)
- $1,297,846
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus, LLC | RECORDKEEPER | $24,160 | not reported in the loaded dataset |
| One Digital Investment Advisors | INVESTMENT ADVISORS | $17,846 | not reported in the loaded dataset |
| Erisa Services Od Georgia | CONTRACT ADMIN | $9,679 | not reported in the loaded dataset |
| One Digital | INVESTMENT ADVISOR | $317 | not reported in the loaded dataset |
| Nextcapital Group | INVESTMENT ADVISOR | $107 | not reported in the loaded dataset |
| Ascensus | ADMIN FEE | $18 | $0 |