Awg-Nebraska Collective Bargaining Unit 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-Nebraska Collective Bargaining Unit 401(K) Plan is a benefit plan reported by Associated Wholesale Grocers, Inc. under EIN 48-0614866 and plan number 004. The latest loaded filing year is 2023. The filing reports 298 participants and $10,388,412 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
004
Plan type
2
Location
Kansas City, KS
Latest filing year
2023
Participants
298
End-of-year plan assets
$10,388,412

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023298H, C20240916110831NAL0001002915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,388,412
Total liabilities (EOY)
$0
Net assets (EOY)
$10,388,412
Net assets (BOY)
$8,900,840

Income & contributions

Employer contributions
$466,652
Participant contributions
$661,012
Total contributions
$1,127,664
Total income / additions
$2,416,437

Expenses & distributions

Benefits paid
$926,048
Administrative expenses
$4,165
Total expenses
$930,213
Net increase / (decrease)
$1,486,224

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$4,165$02023

Related Form 5500 pages