The Market Basket 401(K) Retirement Plan — Form 5500 plan (Market Basket)
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, The Market Basket 401(K) Retirement Plan is a benefit plan reported by Market Basket under EIN 22-1712895 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $7,757,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Market Basket
- EIN
- 22-1712895
- Plan number
- 001
- Plan type
- 2
- Location
- Franklin Lakes, NJ
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $7,757,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20241015183809NAL0049379376001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,757,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,757,288
- Net assets (BOY)
- $6,794,896
Income & contributions
- Employer contributions
- $23,729
- Participant contributions
- $394,332
- Total contributions
- $418,061
- Total income / additions
- $1,686,843
Expenses & distributions
- Benefits paid
- $705,165
- Administrative expenses
- $19,136
- Total expenses
- $724,451
- Net increase / (decrease)
- $962,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT/FINANCIAL ADVI | $17,488 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $1,647 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |