2023 Form 5500 filing — Merchants 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 20250515134837NAL0019586257001) for Merchants Grocery 401(K) Plan, reported by Merchants Grocery Company, Inc. under EIN 54-0301080 and plan number 001. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250515134837NAL0019586257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Merchants Grocery Company, Inc.
- EIN
- 54-0301080
- Plan number
- 001
- Location
- Culpeper, VA
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,101,932
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,101,932
- Employer contributions
- $153,814
- Participant contributions
- $182,307
- Total income / additions
- $957,004
- Benefits paid
- $209,502
- Administrative expenses
- $28,989
- Total expenses
- $238,491
- Net increase / (decrease)
- $718,513
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Investments Advisers LLC | INVESTMENT ADVISOR | $16,507 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $10,616 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,918 | not reported in the loaded dataset |
| Securian Financial Services Inc | OTHER | $1,406 | not reported in the loaded dataset |