National Co+Op Grocers 401(K) Retirement Plan — Form 5500 plan (National Co+Op Grocers)
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, National Co+Op Grocers 401(K) Retirement Plan is a benefit plan reported by National Co+Op Grocers under EIN 42-1508424 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $20,705,091 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Co+Op Grocers
- EIN
- 42-1508424
- Plan number
- 001
- Plan type
- 2
- Location
- St. Paul, MN
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $20,705,091
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20241003095718NAL0005641443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,705,091
- Total liabilities (EOY)
- $219,892
- Net assets (EOY)
- $20,485,199
- Net assets (BOY)
- $16,526,721
Income & contributions
- Employer contributions
- $583,695
- Participant contributions
- $1,560,543
- Total contributions
- $2,217,300
- Total income / additions
- $5,123,855
Expenses & distributions
- Benefits paid
- $1,162,244
- Administrative expenses
- $3,133
- Total expenses
- $1,165,377
- Net increase / (decrease)
- $3,958,478
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial, Na | RECORDKEEPER | $3,133 | $0 | 2023 |