Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan — Form 5500 plan (Fox Bros. Piggly Wiggly, 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, Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan is a benefit plan reported by Fox Bros. Piggly Wiggly, Inc. under EIN 39-1611134 and plan number 002. The latest loaded filing year is 2023. The filing reports 360 participants and $26,534,043 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fox Bros. Piggly Wiggly, Inc.
EIN
39-1611134
Plan number
002
Plan type
2
Location
Hartland, WI
Latest filing year
2023
Participants
360
End-of-year plan assets
$26,534,043

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023360H20240926130819NAL0000687457001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,534,043
Total liabilities (EOY)
$10,170,585
Net assets (EOY)
$16,363,458
Net assets (BOY)
$13,320,766

Income & contributions

Employer contributions
$701,830
Total contributions
$701,830
Total income / additions
$4,264,469

Expenses & distributions

Benefits paid
$851,066
Administrative expenses
$4,760
Total expenses
$1,221,777
Net increase / (decrease)
$3,042,692

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages