Plan5500

Awg, Inc Restated 401(K) Plan — Form 5500 plan (Associated Wholesale Grocers, 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, Awg, Inc Restated 401(K) Plan is a benefit plan reported by Associated Wholesale Grocers, Inc. under EIN 48-0614866 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,286 participants and $273,285,274 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Associated Wholesale Grocers, Inc.
EIN
48-0614866
Plan number
002
Plan type
2
Location
Kansas City, KS
Latest filing year
2023
Participants
3,286
End-of-year plan assets
$273,285,274

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,286H, C20240916112756NAL0002021280001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$273,285,274
Total liabilities (EOY)
$0
Net assets (EOY)
$273,285,274
Net assets (BOY)
$238,526,170

Income & contributions

Employer contributions
$19,809,881
Participant contributions
$15,056,416
Total contributions
$39,339,551
Total income / additions
$77,286,553

Expenses & distributions

Benefits paid
$43,601,851
Administrative expenses
$142,422
Total expenses
$43,744,273
Net increase / (decrease)
$33,542,280

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$142,422$02023

Related Form 5500 pages