Oliver'S Market Employee Stock Ownership Plan — Form 5500 plan (Maass Corporation Spc Dba Oliver'S Market)
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, Oliver'S Market Employee Stock Ownership Plan is a benefit plan reported by Maass Corporation Spc Dba Oliver'S Market under EIN 68-0168977 and plan number 002. The latest loaded filing year is 2023. The filing reports 927 participants and $57,008,107 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maass Corporation Spc Dba Oliver'S Market
- EIN
- 68-0168977
- Plan number
- 002
- Plan type
- 2
- Location
- Santa Rosa, CA
- Latest filing year
- 2023
- Participants
- 927
- End-of-year plan assets
- $57,008,107
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 927 | H, C | 20241014110356NAL0013175955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,008,107
- Total liabilities (EOY)
- $6,199,227
- Net assets (EOY)
- $50,808,880
- Net assets (BOY)
- $37,385,426
Income & contributions
- Employer contributions
- $145,000
- Total contributions
- $145,000
- Total income / additions
- $13,908,510
Expenses & distributions
- Benefits paid
- $280,593
- Administrative expenses
- $22,403
- Total expenses
- $485,056
- Net increase / (decrease)
- $13,423,454
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | CONSULTANT | $22,403 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $834 | 2023 |