Km Supermarkets, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Km Supermarkets, 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, Km Supermarkets, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Km Supermarkets, Inc. under EIN 41-1574070 and plan number 002. The latest loaded filing year is 2023. The filing reports 167 participants and $8,396,937 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Km Supermarkets, Inc.
EIN
41-1574070
Plan number
002
Plan type
2
Location
Waconia, MN
Latest filing year
2023
Participants
167
End-of-year plan assets
$8,396,937

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20241014075127NAL0051467730001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,396,937
Total liabilities (EOY)
$0
Net assets (EOY)
$8,396,937
Net assets (BOY)
$7,555,092

Income & contributions

Employer contributions
$103,969
Participant contributions
$243,628
Total contributions
$348,181
Total income / additions
$1,520,585

Expenses & distributions

Benefits paid
$643,284
Administrative expenses
$28,791
Total expenses
$678,740
Net increase / (decrease)
$841,845

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCnot reported in the loaded dataset$19,243$02023
Alerus Financial, N.A.not reported in the loaded datasetnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages