Opaa Food Management Inc. 401(K) Plan — Form 5500 plan (Opaa Food Management, 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, Opaa Food Management Inc. 401(K) Plan is a benefit plan reported by Opaa Food Management, Inc. under EIN 43-1078546 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,448 participants and $11,325,753 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.3MPlan net assets, end of year$11,325,753
Participants1.4KCovered participants reported1,448
Assets / participant$7.8KComputed: assets ÷ participants$7,822 (computed)
Provider compensation$41.4K1 Schedule C provider row(s)$41,418
Plan sponsor
Opaa Food Management, Inc.
EIN
43-1078546
Plan number
001
Plan type
2
Location
Chesterfield, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,448H, C20240916154418NAL0000721507001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.3M total assets
Net assets$11.3MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$227.6K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$11,325,753
Total liabilities (EOY)
$0
Net assets (EOY)
$11,325,753
Net assets (BOY)
$9,260,872

Income & contributions

Employer contributions
$227,607
Participant contributions
$1,181,803
Total contributions
$1,421,774
Total income / additions
$3,159,302

Expenses & distributions

Benefits paid
$1,028,016
Administrative expenses
$44,411
Total expenses
$1,094,421
Net increase / (decrease)
$2,064,881
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 16%Participant 84%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$41,418$02023

Related Form 5500 pages