Little General Store, Inc. 401(K) Plan — Form 5500 plan (Little General Store, 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, Little General Store, Inc. 401(K) Plan is a benefit plan reported by Little General Store, Inc. under EIN 55-0548701 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,145 participants and $6,905,645 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Little General Store, Inc.
EIN
55-0548701
Plan number
001
Plan type
2
Location
Beckley, WV
Latest filing year
2023
Participants
1,145
End-of-year plan assets
$6,905,645

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,145H, C20241015173019NAL0030496145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,905,645
Total liabilities (EOY)
$0
Net assets (EOY)
$6,905,645
Net assets (BOY)
$6,644,370

Income & contributions

Employer contributions
$232,603
Participant contributions
$435,898
Total contributions
$668,501
Total income / additions
$1,504,301

Expenses & distributions

Benefits paid
$1,199,211
Administrative expenses
$43,815
Total expenses
$1,243,026
Net increase / (decrease)
$261,275

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Plans Admin Services,Inc.N/A$37,186$02023
City National Bank Trust & Wealth MN/A$6,629$02023

Related Form 5500 pages