Grocery West Affiliated 401k 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, Grocery West Affiliated 401k Plan is a benefit plan reported by Wakefern Food Corp. under EIN 22-1434516 and plan number 005. The latest loaded filing year is 2023. The filing reports 309 participants and $6,687,691 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
- 005
- Plan type
- 2
- Location
- Keasbey, NJ
- Latest filing year
- 2023
- Participants
- 309
- End-of-year plan assets
- $6,687,691
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 309 | H, C | 20241010071411NAL0020620593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,687,691
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,687,691
- Net assets (BOY)
- $5,066,010
Income & contributions
- Employer contributions
- $852,794
- Participant contributions
- $269,261
- Total contributions
- $1,122,055
- Total income / additions
- $1,962,043
Expenses & distributions
- Benefits paid
- $280,612
- Administrative expenses
- $50,556
- Total expenses
- $340,362
- Net increase / (decrease)
- $1,621,681
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $49,785 | $0 | 2023 |