Demoulas (Restated) Profit Sharing Plan & Trust — Form 5500 plan (Demoulas Super Markets, 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, Demoulas (Restated) Profit Sharing Plan & Trust is a benefit plan reported by Demoulas Super Markets, Inc. under EIN 04-2323411 and plan number 001. The latest loaded filing year is 2023. The filing reports 16,545 participants and $1,003,886,994 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Demoulas Super Markets, Inc.
- EIN
- 04-2323411
- Plan number
- 001
- Plan type
- 2
- Location
- Tewksbury, MA
- Latest filing year
- 2023
- Participants
- 16,545
- End-of-year plan assets
- $1,003,886,994
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,545 | H, C | 20240723155629NAL0012096833002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,003,886,994
- Total liabilities (EOY)
- $512,053
- Net assets (EOY)
- $1,003,374,941
- Net assets (BOY)
- $872,539,467
Income & contributions
- Employer contributions
- $85,077,090
- Total contributions
- $85,077,090
- Total income / additions
- $179,136,424
Expenses & distributions
- Benefits paid
- $45,294,506
- Administrative expenses
- $3,006,444
- Total expenses
- $48,300,950
- Net increase / (decrease)
- $130,835,474
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT MANAGER | $1,825,411 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT MANAGER | $1,250,975 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co | CONTRACT ADMINISTRATOR | $48,046 | not reported in the loaded dataset | 2023 |
| Rsm Us, Llp | AUDITOR | $40,425 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Sb LLC-Other Rep Ind | INVESTMENT MANAGER | $0 | $0 | 2023 |
| Ubs Fincl Svcs Inc-Oth Rep Indirect | not reported in the loaded dataset | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Demoulas Super Markets, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Tewksbury, MA
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- Rsm Us, Llp — Schedule C compensation
- Morgan Stanley Sb LLC-Other Rep Ind — Schedule C compensation
- Ubs Fincl Svcs Inc-Oth Rep Indirect — Schedule C compensation