2023 Form 5500 filing — Skogen'S Foodliner And Associates Retirement Savings 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 20250729171557NAL0004360128001) for Skogen'S Foodliner And Associates Retirement Savings Plan, reported by Skogen'S Foodliner, Inc. under EIN 39-1086421 and plan number 001. It reports 5,587 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250729171557NAL0004360128001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Skogen'S Foodliner, Inc.
- EIN
- 39-1086421
- Plan number
- 001
- Location
- Onalaska, WI
- Participants
- 5,587
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,496,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,496,919
- Employer contributions
- $2,831,834
- Participant contributions
- $8,041,864
- Total income / additions
- $36,608,190
- Benefits paid
- $12,401,940
- Administrative expenses
- $359,339
- Total expenses
- $12,761,279
- Net increase / (decrease)
- $23,846,911
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $277,359 | not reported in the loaded dataset |
| Lpl Financial | NONE | $45,000 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $36,980 | $0 |