Associated Grocers 401(K) Savings Plan Trust Account — Form 5500 plan (Associated Grocers Of New England, Inc.)
Plain-English plan 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, Associated Grocers 401(K) Savings Plan Trust Account is a benefit plan reported by Associated Grocers Of New England, Inc. under EIN 02-0218229 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,911 participants and $71,457,311 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Associated Grocers Of New England, Inc.
- EIN
- 02-0218229
- Plan number
- 002
- Plan type
- 3
- Location
- Pembroke, NH
- Latest filing year
- 2023
- Participants
- 1,911
- End-of-year plan assets
- $71,457,311
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,911 | H, C | 20241014150934NAL0046516320001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,457,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,457,311
- Net assets (BOY)
- $63,121,337
Income & contributions
- Employer contributions
- $2,003,670
- Participant contributions
- $2,962,877
- Total contributions
- $5,221,156
- Total income / additions
- $14,068,071
Expenses & distributions
- Benefits paid
- $5,305,786
- Administrative expenses
- $418,377
- Total expenses
- $5,732,097
- Net increase / (decrease)
- $8,335,974
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $273,811 | $0 | 2023 |
| Gallagher Benefit Servies, Inc | INVESTMENT ADVISOR | $70,633 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | THIRD PARTY ADMIN | $11,750 | $51,369 | 2023 |
| Associated Grocers Of N.E. | OTHER | $34,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,287 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Associated Grocers Of New England, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Pembroke, NH
- Empower Annuity Ins Co Of America — Schedule C compensation
- Gallagher Benefit Servies, Inc — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Associated Grocers Of N.E. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation