Woods Supermarket, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Woods Supermarket, 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, Woods Supermarket, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Woods Supermarket, Inc. under EIN 43-0955307 and plan number 001. The latest loaded filing year is 2023. The filing reports 731 participants and $4,921,861 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woods Supermarket, Inc.
- EIN
- 43-0955307
- Plan number
- 001
- Plan type
- 2
- Location
- Bolivar, MO
- Latest filing year
- 2023
- Participants
- 731
- End-of-year plan assets
- $4,921,861
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 731 | H, C | 20240620101302NAL0000830771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,921,861
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,921,861
- Net assets (BOY)
- $6,350,432
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $518,596
- Total contributions
- $518,596
- Total income / additions
- $1,300,652
Expenses & distributions
- Benefits paid
- $2,664,491
- Administrative expenses
- $61,096
- Total expenses
- $2,729,223
- Net increase / (decrease)
- -$1,428,571
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $44,604 | $0 | 2023 |
| Massachusetts Mutual Life Ins Comp | INVESTMENT ADVISOR | $16,092 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Woods Supermarket, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Bolivar, MO
- Empower Annuity Insurance Company O — Schedule C compensation
- Massachusetts Mutual Life Ins Comp — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation