Plan5500

365 Retail Markets, LLC 401 (K) Plan — Form 5500 plan (365 Retail Markets, LLC)

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, 365 Retail Markets, LLC 401 (K) Plan is a benefit plan reported by 365 Retail Markets, LLC under EIN 45-4267511 and plan number 001. The latest loaded filing year is 2023. The filing reports 582 participants and $20,818,567 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
365 Retail Markets, LLC
EIN
45-4267511
Plan number
001
Plan type
2
Location
Troy, MI
Latest filing year
2023
Participants
582
End-of-year plan assets
$20,818,567

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023582H, C20241015153809NAL0057007618001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,818,567
Total liabilities (EOY)
$0
Net assets (EOY)
$20,818,567
Net assets (BOY)
$12,705,859

Income & contributions

Employer contributions
$1,456,395
Participant contributions
$3,882,958
Total contributions
$6,217,104
Total income / additions
$8,929,346

Expenses & distributions

Benefits paid
$773,037
Administrative expenses
$43,601
Total expenses
$816,638
Net increase / (decrease)
$8,112,708

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$43,600$02023
Northwestern Mutual Investment ServOTHER SERVICES$0$27,7672023
The Retirement Advantage IncOTHER SERVICES$0$5,5532023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages