Jumbo Foods, Inc. Employee Stock Ownership Plan — Form 5500 plan (Jumbo Foods, 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, Jumbo Foods, Inc. Employee Stock Ownership Plan is a benefit plan reported by Jumbo Foods, Inc. under EIN 20-1675019 and plan number 001. The latest loaded filing year is 2023. The filing reports 480 participants and $10,340,395 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jumbo Foods, Inc.
- EIN
- 20-1675019
- Plan number
- 001
- Plan type
- 2
- Location
- Enid, OK
- Latest filing year
- 2023
- Participants
- 480
- End-of-year plan assets
- $10,340,395
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 480 | H | 20241015122803NAL0047906608001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,340,395
- Total liabilities (EOY)
- $706,300
- Net assets (EOY)
- $9,634,095
- Net assets (BOY)
- $9,759,930
Income & contributions
- Employer contributions
- $1,300,000
- Total contributions
- $1,300,000
- Total income / additions
- $464,897
Expenses & distributions
- Benefits paid
- $537,141
- Total expenses
- $590,732
- Net increase / (decrease)
- -$125,835
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.