Zallie Supermarkets Savings Plan — Form 5500 plan (Zallie Supermarkets 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, Zallie Supermarkets Savings Plan is a benefit plan reported by Zallie Supermarkets Inc under EIN 22-2385129 and plan number 003. The latest loaded filing year is 2023. The filing reports 355 participants and $37,759,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zallie Supermarkets Inc
- EIN
- 22-2385129
- Plan number
- 003
- Plan type
- 3
- Location
- Clementon, NJ
- Latest filing year
- 2023
- Participants
- 355
- End-of-year plan assets
- $37,759,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 355 | H, C | 20241014131112NAL0046072272002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,759,729
- Net assets (EOY)
- $37,759,729
- Net assets (BOY)
- $32,389,433
Income & contributions
- Employer contributions
- $880,462
- Participant contributions
- $1,599,749
- Total contributions
- $2,541,002
- Total income / additions
- $8,376,251
Expenses & distributions
- Benefits paid
- $2,965,414
- Administrative expenses
- $18,735
- Total expenses
- $3,005,955
- Net increase / (decrease)
- $5,370,296
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $15,322 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Inst Oper Co | RECORDKEEPER | $3,413 | $0 | 2023 |