2023 Form 5500 filing — Wakefern Food Corporation 401(K) 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 20241015084949NAL0056679778001) for Wakefern Food Corporation 401(K) Savings Plan, reported by Wakefern Food Corp. under EIN 22-1434516 and plan number 002. It reports 2,424 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084949NAL0056679778001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wakefern Food Corp.
- EIN
- 22-1434516
- Plan number
- 002
- Location
- Keasbey, NJ
- Participants
- 2,424
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $430,887,581
- Total liabilities (EOY)
- $15
- Net assets (EOY)
- $430,887,566
- Employer contributions
- $9,059,691
- Participant contributions
- $18,043,565
- Total income / additions
- $99,644,224
- Benefits paid
- $30,451,497
- Administrative expenses
- $335,971
- Total expenses
- $30,789,231
- Net increase / (decrease)
- $68,854,993
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $189,773 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $114,868 | $0 |
| Withum Smith & Brown | AUDITOR | $33,822 | not reported in the loaded dataset |