Plan5500

Grocery Haulers, Inc. 401(K) Plan — Form 5500 plan (Grocery Haulers, 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, Grocery Haulers, Inc. 401(K) Plan is a benefit plan reported by Grocery Haulers, Inc. under EIN 11-3134929 and plan number 001. The latest loaded filing year is 2023. The filing reports 476 participants and $27,567,112 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Grocery Haulers, Inc.
EIN
11-3134929
Plan number
001
Plan type
2
Location
Iselin, NJ
Latest filing year
2023
Participants
476
End-of-year plan assets
$27,567,112

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023476H, C20241018130349NAL0032823633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,567,112
Total liabilities (EOY)
$0
Net assets (EOY)
$27,567,112
Net assets (BOY)
$23,359,747

Income & contributions

Employer contributions
$177,875
Participant contributions
$1,120,485
Total contributions
$1,350,303
Total income / additions
$4,992,422

Expenses & distributions

Benefits paid
$723,866
Administrative expenses
$61,191
Total expenses
$785,057
Net increase / (decrease)
$4,207,365

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cfs Investment Advisory ServicesCONSULTANT$22,736not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$265$02023

Related Form 5500 pages