Gerrity'S Supermarket, Inc. Retirement Plan — Form 5500 plan (Gerrity'S Supermarket, 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, Gerrity'S Supermarket, Inc. Retirement Plan is a benefit plan reported by Gerrity'S Supermarket, Inc. under EIN 23-2150407 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,074 participants and $20,282,123 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gerrity'S Supermarket, Inc.
- EIN
- 23-2150407
- Plan number
- 001
- Plan type
- 2
- Location
- Scranton, PA
- Latest filing year
- 2023
- Participants
- 1,074
- End-of-year plan assets
- $20,282,123
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,074 | H, C | 20241015164905NAL0050538000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,282,123
- Net assets (EOY)
- $20,282,123
- Net assets (BOY)
- $18,600,759
Income & contributions
- Employer contributions
- $72,933
- Participant contributions
- $716,623
- Total contributions
- $935,660
- Total income / additions
- $4,159,245
Expenses & distributions
- Benefits paid
- $2,418,476
- Administrative expenses
- $38,847
- Total expenses
- $2,477,881
- Net increase / (decrease)
- $1,681,364
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $18,852 | $0 | 2023 |
| Alliance Wealth Advisors LLC | INVESTMENT ADVISORY | $11,243 | not reported in the loaded dataset | 2023 |
| Mcgrail Merkel Quinn &Associates Pc | AUDIT | $8,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gerrity'S Supermarket, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Scranton, PA
- Transamerica Life Insurance Company — Schedule C compensation
- Alliance Wealth Advisors LLC — Schedule C compensation
- Mcgrail Merkel Quinn &Associates Pc — Schedule C compensation