2023 Form 5500 filing — Vallarta Supermarkets Retirement 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 20241015103455NAL0016156691009) for Vallarta Supermarkets Retirement Plan, reported by Vallarta Supermarkets under EIN 95-4704083 and plan number 001. It reports 1,597 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103455NAL0016156691009
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vallarta Supermarkets
- EIN
- 95-4704083
- Plan number
- 001
- Location
- Pacoima, CA
- Participants
- 1,597
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,255,983
- Net assets (EOY)
- $4,255,983
- Participant contributions
- $316,229
- Total income / additions
- $813,440
- Benefits paid
- $101,041
- Administrative expenses
- $55,723
- Total expenses
- $165,286
- Net increase / (decrease)
- $648,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $38,110 | $0 |
| Merrill Lynch Life Agency Inc | INVESTMENT ADVISORY | $17,613 | not reported in the loaded dataset |