Skogen'S Foodliner And Associates Retirement Savings Plan — Form 5500 plan (Skogen'S Foodliner, 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, Skogen'S Foodliner And Associates Retirement Savings Plan is a benefit plan reported by Skogen'S Foodliner, Inc. under EIN 39-1086421 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,587 participants and $117,496,919 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Skogen'S Foodliner, Inc.
EIN
39-1086421
Plan number
001
Plan type
2
Location
Onalaska, WI
Latest filing year
2023
Participants
5,587
End-of-year plan assets
$117,496,919

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,587H, C20250729171557NAL0004360128001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$117,496,919
Total liabilities (EOY)
$0
Net assets (EOY)
$117,496,919
Net assets (BOY)
$93,650,008

Income & contributions

Employer contributions
$2,831,834
Participant contributions
$8,041,864
Total contributions
$11,583,130
Total income / additions
$36,608,190

Expenses & distributions

Benefits paid
$12,401,940
Administrative expenses
$359,339
Total expenses
$12,761,279
Net increase / (decrease)
$23,846,911

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MillimanNONE$277,359not reported in the loaded dataset2023
Lpl FinancialNONE$45,000not reported in the loaded dataset2023
Matrix Trust CompanyNONE$36,980$02023

Related Form 5500 pages