Saker Shoprites, Inc. - Local 360 Ee'S Ret Plan — Form 5500 plan (Saker Shoprites, 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, Saker Shoprites, Inc. - Local 360 Ee'S Ret Plan is a benefit plan reported by Saker Shoprites, Inc. under EIN 22-1729304 and plan number 106. The latest loaded filing year is 2023. The filing reports 1,402 participants and $25,999,686 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saker Shoprites, Inc.
- EIN
- 22-1729304
- Plan number
- 106
- Plan type
- 2
- Location
- Holmdel, NJ
- Latest filing year
- 2023
- Participants
- 1,402
- End-of-year plan assets
- $25,999,686
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,402 | H, C | 20241011114532NAL0022687697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,999,686
- Total liabilities (EOY)
- $5,000
- Net assets (EOY)
- $25,994,686
- Net assets (BOY)
- $22,879,240
Income & contributions
- Employer contributions
- $1,670,000
- Total contributions
- $1,670,000
- Total income / additions
- $4,744,518
Expenses & distributions
- Benefits paid
- $552,509
- Administrative expenses
- $1,076,563
- Total expenses
- $1,629,072
- Net increase / (decrease)
- $3,115,446
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cowden Associates Inc. | NONE | $137,494 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $136,292 | $0 | 2023 |
| Withumsmith+Brown Pc | NONE | $15,340 | not reported in the loaded dataset | 2023 |
| Office Of Compliant Administration | NONE | $5,640 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Saker Shoprites, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Holmdel, NJ
- Cowden Associates Inc. — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Withumsmith+Brown Pc — Schedule C compensation
- Office Of Compliant Administration — Schedule C compensation