2023 Form 5500 filing — Mar-Val Food Store No1 Inc 401k Profit Sharing 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 20250415140543NAL0001460499001) for Mar-Val Food Store No1 Inc 401k Profit Sharing Plan, reported by Mar-Val Food Store No1 Inc under EIN 94-1495075 and plan number 002. It reports 529 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415140543NAL0001460499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mar-Val Food Store No1 Inc
- EIN
- 94-1495075
- Plan number
- 002
- Location
- Lodi, CA
- Participants
- 529
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,507,535
- Total liabilities (EOY)
- $18,220
- Net assets (EOY)
- $10,489,315
- Employer contributions
- $479,166
- Participant contributions
- $414,713
- Total income / additions
- $2,114,513
- Benefits paid
- $330,271
- Administrative expenses
- $69,093
- Total expenses
- $412,975
- Net increase / (decrease)
- $1,701,538
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Serv | NONE | $31,919 | not reported in the loaded dataset |
| Wells Fargo | NONE | $21,301 | not reported in the loaded dataset |
| Associated Pension Consultants | NONE | $15,873 | not reported in the loaded dataset |