Fox Brothers Piggly Wiggly 401(K) Profit Sharing Plan — Form 5500 plan (Fox Brothers Piggly Wiggly)
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, Fox Brothers Piggly Wiggly 401(K) Profit Sharing Plan is a benefit plan reported by Fox Brothers Piggly Wiggly under EIN 39-1611134 and plan number 001. The latest loaded filing year is 2023. The filing reports 432 participants and $7,299,105 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fox Brothers Piggly Wiggly
- EIN
- 39-1611134
- Plan number
- 001
- Plan type
- 2
- Location
- Hartland, WI
- Latest filing year
- 2023
- Participants
- 432
- End-of-year plan assets
- $7,299,105
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 432 | H, C | 20240926064412NAL0000195027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,299,105
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,299,105
- Net assets (BOY)
- $6,560,347
Income & contributions
- Employer contributions
- $76,609
- Participant contributions
- $558,480
- Total contributions
- $683,138
- Total income / additions
- $1,651,521
Expenses & distributions
- Benefits paid
- $846,384
- Administrative expenses
- $62,339
- Total expenses
- $912,763
- Net increase / (decrease)
- $738,758
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial | NONE | $57,812 | $0 | 2023 |
| Sbhu/Morgan Stanley Smith Barney | NONE | $0 | $30,786 | 2023 |
| Ppg Retirement Plan Services | NONE | $4,527 | $313 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fox Brothers Piggly Wiggly
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Hartland, WI
- Transamerica Financial — Schedule C compensation
- Sbhu/Morgan Stanley Smith Barney — Schedule C compensation
- Ppg Retirement Plan Services — Schedule C compensation