Donelan'S Savings & Investment Plan — Form 5500 plan (Donelan'S Supermarkets, 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, Donelan'S Savings & Investment Plan is a benefit plan reported by Donelan'S Supermarkets, Inc. under EIN 04-2795789 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $7,923,277 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Donelan'S Supermarkets, Inc.
- EIN
- 04-2795789
- Plan number
- 001
- Plan type
- 2
- Location
- Littleton, MA
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $7,923,277
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20241008122320NAL0029803952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,923,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,923,277
- Net assets (BOY)
- $7,791,354
Income & contributions
- Employer contributions
- $11,403
- Participant contributions
- $179,946
- Total contributions
- $191,349
- Total income / additions
- $1,161,253
Expenses & distributions
- Benefits paid
- $992,054
- Administrative expenses
- $37,276
- Total expenses
- $1,029,330
- Net increase / (decrease)
- $131,923
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $30,901 | not reported in the loaded dataset | 2023 |
| Next Financial Group Inc | BROKER/ADVISER | $0 | $16,924 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $3,780 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Donelan'S Supermarkets, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Littleton, MA
- Empower Advisory Group, LLC — Schedule C compensation
- Next Financial Group Inc — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation