2023 Form 5500 filing — Key Food Stores Co-Operative, Inc. Employees 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 20241014141111NAL0015077891001) for Key Food Stores Co-Operative, Inc. Employees Savings Plan, reported by Key Food Stores Co-Operative, Inc. under EIN 11-0951407 and plan number 003. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141111NAL0015077891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Key Food Stores Co-Operative, Inc.
- EIN
- 11-0951407
- Plan number
- 003
- Location
- Matawan, NJ
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,931,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,931,080
- Employer contributions
- $1,088,337
- Participant contributions
- $1,348,530
- Total income / additions
- $5,963,018
- Benefits paid
- $728,779
- Administrative expenses
- $70,692
- Total expenses
- $791,658
- Net increase / (decrease)
- $5,171,360
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $70,197 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $495 | $0 |