2023 Form 5500 filing — North State Grocery, Inc. 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 20241015111909NAL0016216275001) for North State Grocery, Inc. 401(K) Plan, reported by North State Grocery, Inc. under EIN 68-0173691 and plan number 001. It reports 703 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111909NAL0016216275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North State Grocery, Inc.
- EIN
- 68-0173691
- Plan number
- 001
- Location
- Cottonwood, CA
- Participants
- 703
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,233,586
- Total liabilities (EOY)
- $62,293
- Net assets (EOY)
- $15,171,293
- Participant contributions
- $1,170,313
- Total income / additions
- $3,483,012
- Benefits paid
- $1,846,034
- Administrative expenses
- $116,509
- Total expenses
- $1,962,543
- Net increase / (decrease)
- $1,520,469
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $46,714 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $35,000 | not reported in the loaded dataset |
| Blue Ridge Esop Associates | CONTRACT ADMIN | $26,567 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,228 | not reported in the loaded dataset |