2023 Form 5500 filing — Oliver'S Market Employee Stock Ownership 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 20241014110356NAL0013175955001) for Oliver'S Market Employee Stock Ownership Plan, reported by Maass Corporation Spc Dba Oliver'S Market under EIN 68-0168977 and plan number 002. It reports 927 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014110356NAL0013175955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Maass Corporation Spc Dba Oliver'S Market
- EIN
- 68-0168977
- Plan number
- 002
- Location
- Santa Rosa, CA
- Participants
- 927
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,008,107
- Total liabilities (EOY)
- $6,199,227
- Net assets (EOY)
- $50,808,880
- Employer contributions
- $145,000
- Total income / additions
- $13,908,510
- Benefits paid
- $280,593
- Administrative expenses
- $22,403
- Total expenses
- $485,056
- Net increase / (decrease)
- $13,423,454
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | CONSULTANT | $22,403 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $834 |