Sendik'S Fine Foods, Inc. 401(K) Plan — Form 5500 plan (Sendiks Fine Foods, 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, Sendik'S Fine Foods, Inc. 401(K) Plan is a benefit plan reported by Sendiks Fine Foods, Inc. under EIN 39-1981482 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $5,006,362 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sendiks Fine Foods, Inc.
- EIN
- 39-1981482
- Plan number
- 001
- Plan type
- 2
- Location
- Brookfield, WI
- Latest filing year
- 2023
- Participants
- 121
- End-of-year plan assets
- $5,006,362
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | H, C | 20240705083324NAL0005715571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,006,362
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,006,362
- Net assets (BOY)
- $4,076,109
Income & contributions
- Employer contributions
- $65,216
- Participant contributions
- $369,943
- Total contributions
- $435,159
- Total income / additions
- $1,153,255
Expenses & distributions
- Benefits paid
- $195,572
- Administrative expenses
- $27,430
- Total expenses
- $223,002
- Net increase / (decrease)
- $930,253
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $14,837 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $11,060 | not reported in the loaded dataset | 2023 |
| Peak Retirement Group | CONTRACT ADMIN | $700 | $4,424 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $926 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sendiks Fine Foods, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Brookfield, WI
- Empower Annuity Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Peak Retirement Group — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation