2023 Form 5500 filing — King Kullen 401 (K) Savings And Investment 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 20250710133511NAL0009218400001) for King Kullen 401 (K) Savings And Investment Plan, reported by King Kullen Grocery Co., Inc. under EIN 11-0954404 and plan number 009. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250710133511NAL0009218400001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- King Kullen Grocery Co., Inc.
- EIN
- 11-0954404
- Plan number
- 009
- Location
- Hauppauge, NY
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,679,690
- Total liabilities (EOY)
- $1,776
- Net assets (EOY)
- $51,677,914
- Employer contributions
- $385,855
- Participant contributions
- $1,560,660
- Total income / additions
- $13,389,787
- Benefits paid
- $2,586,493
- Administrative expenses
- $6,087
- Total expenses
- $2,604,728
- Net increase / (decrease)
- $10,785,059
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance | RECORDKEEPER | $6,087 | $0 |
| Pk5 Financial Services | BROKER/ADVISER | $0 | $1,778 |