2023 Form 5500 filing — Ocean State Jobbers, Inc. & Affiliates 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 20241015081707NAL0027812961001) for Ocean State Jobbers, Inc. & Affiliates 401(K) Plan, reported by A&M Special Purchasing, Inc. under EIN 05-0405488 and plan number 005. It reports 3,646 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081707NAL0027812961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A&M Special Purchasing, Inc.
- EIN
- 05-0405488
- Plan number
- 005
- Location
- North Kingstown, RI
- Participants
- 3,646
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,299,580
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,299,580
- Participant contributions
- $2,836,080
- Total income / additions
- $7,938,010
- Benefits paid
- $2,183,626
- Administrative expenses
- $15,983
- Total expenses
- $2,199,609
- Net increase / (decrease)
- $5,738,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group Inc. | RECORDKEEPER | $15,983 | $0 |