2023 Form 5500 filing — Zallie Supermarkets Savings 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 20241014131112NAL0046072272002) for Zallie Supermarkets Savings Plan, reported by Zallie Supermarkets Inc under EIN 22-2385129 and plan number 003. It reports 355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131112NAL0046072272002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Zallie Supermarkets Inc
- EIN
- 22-2385129
- Plan number
- 003
- Location
- Clementon, NJ
- Participants
- 355
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,759,729
- Net assets (EOY)
- $37,759,729
- Employer contributions
- $880,462
- Participant contributions
- $1,599,749
- Total income / additions
- $8,376,251
- Benefits paid
- $2,965,414
- Administrative expenses
- $18,735
- Total expenses
- $3,005,955
- Net increase / (decrease)
- $5,370,296
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $15,322 | not reported in the loaded dataset |
| Fidelity Investments Inst Oper Co | RECORDKEEPER | $3,413 | $0 |