2023 Form 5500 filing — Saker Shoprites, Inc. 401k 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 20241014153120NAL0054205906003) for Saker Shoprites, Inc. 401k Plan, reported by Saker Shoprites, Inc. under EIN 22-1729304 and plan number 003. It reports 833 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153120NAL0054205906003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saker Shoprites, Inc.
- EIN
- 22-1729304
- Plan number
- 003
- Location
- Holmdel, NJ
- Participants
- 833
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $98,750,948
- Net assets (EOY)
- $98,750,948
- Employer contributions
- $1,554,476
- Participant contributions
- $4,676,187
- Total income / additions
- $19,332,336
- Benefits paid
- $7,704,301
- Administrative expenses
- $73,056
- Total expenses
- $7,783,074
- Net increase / (decrease)
- $11,549,262
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Dean Witter | BROKER | $0 | $89,589 |
| Transamerica Retirement Solutions | RECORD KEEPER | $73,056 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |