2023 Form 5500 filing — Braceys Supermarket, Inc. Cash Or Deferred 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 20241014142816NAL0044875584001) for Braceys Supermarket, Inc. Cash Or Deferred Profit Sharing Plan, reported by Braceys Supermarket, Inc. under EIN 23-1951493 and plan number 002. It reports 420 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014142816NAL0044875584001
Filing year
2023
Form type
2
Plan sponsor
Braceys Supermarket, Inc.
EIN
23-1951493
Plan number
002
Location
Covington Twp, PA
Participants
420
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,491,544
Total liabilities (EOY)
$71
Net assets (EOY)
$6,491,473
Employer contributions
$175,110
Participant contributions
$458,841
Total income / additions
$1,404,606
Benefits paid
$1,612,958
Administrative expenses
$13,854
Total expenses
$1,626,812
Net increase / (decrease)
-$222,206
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Valley Forge Pension ManagementSERVICE PROVIDER$7,474not reported in the loaded dataset

Related Form 5500 pages