C&S And Affiliates 401(K) Savings Plan (A) — Form 5500 plan (C&S Wholesale Grocers, 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, C&S And Affiliates 401(K) Savings Plan (A) is a benefit plan reported by C&S Wholesale Grocers, Inc. under EIN 04-1140950 and plan number 002. The latest loaded filing year is 2023. The filing reports 14,546 participants and $574,613,600 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
C&S Wholesale Grocers, Inc.
EIN
04-1140950
Plan number
002
Plan type
2
Location
Keene, NH
Latest filing year
2023
Participants
14,546
End-of-year plan assets
$574,613,600

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314,546H, C20240811204358NAL0004855491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$574,613,600
Total liabilities (EOY)
$9,985
Net assets (EOY)
$574,603,615
Net assets (BOY)
$489,347,863

Income & contributions

Employer contributions
$13,817,940
Participant contributions
$28,904,664
Total contributions
$45,959,852
Total income / additions
$139,746,985

Expenses & distributions

Benefits paid
$53,244,098
Administrative expenses
$1,206,845
Total expenses
$54,491,233
Net increase / (decrease)
$85,255,752

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$477,047$02023
Strategic Advisors, Inc.ADVISOR$288,742not reported in the loaded dataset2023
Concurrent (Formerly Raymond James)PLAN SPONSOR$45,000not reported in the loaded dataset2023
Ham, Langston & Brezina LlpACCOUNTING$24,065not reported in the loaded dataset2023

Related Form 5500 pages