2023 Form 5500 filing — Northeast Grocery 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 20241015102029NAL0014391731001) for Northeast Grocery 401(K) Plan, reported by Northeast Grocery, Inc. under EIN 86-3693178 and plan number 001. It reports 2,230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102029NAL0014391731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northeast Grocery, Inc.
- EIN
- 86-3693178
- Plan number
- 001
- Location
- Schenectady, NY
- Participants
- 2,230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $491,486,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $491,486,760
- Employer contributions
- $11,885,292
- Participant contributions
- $20,763,092
- Total income / additions
- $114,206,532
- Benefits paid
- $50,445,784
- Administrative expenses
- $292,496
- Total expenses
- $51,389,968
- Net increase / (decrease)
- $62,816,564
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $161,289 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $64,669 | not reported in the loaded dataset |
| Capfinancial Partners , LLC | PLAN SPONSOR | $45,000 | not reported in the loaded dataset |
| Harter Secrest & Emery Llp | ATTORNEY/LEGAL | $21,539 | not reported in the loaded dataset |