2023 Form 5500 filing — Klein'S Shoprite Of Maryland 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 20241011133133NAL0022836449003) for Klein'S Shoprite Of Maryland 401(K) Profit Sharing Plan, reported by Klein'S Shoprite Of Maryland under EIN 52-1148138 and plan number 001. It reports 867 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011133133NAL0022836449003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Klein'S Shoprite Of Maryland
- EIN
- 52-1148138
- Plan number
- 001
- Location
- Forest Hill, MD
- Participants
- 867
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,574,297
- Net assets (EOY)
- $29,574,297
- Employer contributions
- $436,107
- Participant contributions
- $1,449,590
- Total income / additions
- $6,416,517
- Benefits paid
- $3,170,534
- Administrative expenses
- $103,035
- Total expenses
- $3,297,459
- Net increase / (decrease)
- $3,119,058
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $57,814 | $0 |
| Morgan Stanley | INVESTMENT ADVISORY | $45,221 | not reported in the loaded dataset |