2023 Form 5500 filing — Big G Express Employee Stock Ownership And 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 20241014112241NAL0026031729001) for Big G Express Employee Stock Ownership And 401(K) Plan, reported by Big G Holdings, Inc. under EIN 27-1192613 and plan number 002. It reports 773 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112241NAL0026031729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Big G Holdings, Inc.
- EIN
- 27-1192613
- Plan number
- 002
- Location
- Shelbyville, TN
- Participants
- 773
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,032,446
- Total liabilities (EOY)
- $7,096,427
- Net assets (EOY)
- $86,936,019
- Employer contributions
- $2,816,553
- Participant contributions
- $661,946
- Total income / additions
- $15,288,730
- Benefits paid
- $4,995,755
- Administrative expenses
- $69,233
- Total expenses
- $5,118,177
- Net increase / (decrease)
- $10,170,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $43,719 | $0 |
| Raymond James Financial Services | RECORDKEEPER | $22,524 | $34 |
| Futureplan By Ascensus | RECORDKEEPER | $0 | not reported in the loaded dataset |