Plan5500

Wakefern Food Corporation 401(K) Savings Plan — Form 5500 plan (Wakefern Food Corp.)

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, Wakefern Food Corporation 401(K) Savings Plan is a benefit plan reported by Wakefern Food Corp. under EIN 22-1434516 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,424 participants and $430,887,581 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wakefern Food Corp.
EIN
22-1434516
Plan number
002
Plan type
2
Location
Keasbey, NJ
Latest filing year
2023
Participants
2,424
End-of-year plan assets
$430,887,581

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,424H, C20241015084949NAL0056679778001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$430,887,581
Total liabilities (EOY)
$15
Net assets (EOY)
$430,887,566
Net assets (BOY)
$362,331,470

Income & contributions

Employer contributions
$9,059,691
Participant contributions
$18,043,565
Total contributions
$28,298,005
Total income / additions
$99,644,224

Expenses & distributions

Benefits paid
$30,451,497
Administrative expenses
$335,971
Total expenses
$30,789,231
Net increase / (decrease)
$68,854,993

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$189,773not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$114,868$02023
Withum Smith & BrownAUDITOR$33,822not reported in the loaded dataset2023

Related Form 5500 pages