Leevers Supermarkets, Inc. & Affiliated Corporation P/S 401(K) Plan — Form 5500 plan (Leevers 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, Leevers Supermarkets, Inc. & Affiliated Corporation P/S 401(K) Plan is a benefit plan reported by Leevers Supermarkets, Inc. under EIN 45-0275647 and plan number 001. The latest loaded filing year is 2023. The filing reports 355 participants and $7,650,145 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Leevers Supermarkets, Inc.
EIN
45-0275647
Plan number
001
Plan type
2
Location
Castle Rock, CO
Latest filing year
2023
Participants
355
End-of-year plan assets
$7,650,145

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023355H, C20241007085919NAL0027105872001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,650,145
Total liabilities (EOY)
$0
Net assets (EOY)
$7,650,145
Net assets (BOY)
$5,978,877

Income & contributions

Employer contributions
$220,558
Participant contributions
$353,390
Total contributions
$688,628
Total income / additions
$1,723,499

Expenses & distributions

Benefits paid
$23,625
Administrative expenses
$27,512
Total expenses
$52,231
Net increase / (decrease)
$1,671,268

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
At Retirement Services, LLCN/A$19,297not reported in the loaded dataset2023
Bok FinancialN/A$8,215not reported in the loaded dataset2023

Related Form 5500 pages