North State Grocery, Inc. 401(K) Plan — Form 5500 plan (North State Grocery, 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, North State Grocery, Inc. 401(K) Plan is a benefit plan reported by North State Grocery, Inc. under EIN 68-0173691 and plan number 001. The latest loaded filing year is 2023. The filing reports 703 participants and $15,233,586 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North State Grocery, Inc.
- EIN
- 68-0173691
- Plan number
- 001
- Plan type
- 2
- Location
- Cottonwood, CA
- Latest filing year
- 2023
- Participants
- 703
- End-of-year plan assets
- $15,233,586
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 703 | H, C | 20241015111909NAL0016216275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,233,586
- Total liabilities (EOY)
- $62,293
- Net assets (EOY)
- $15,171,293
- Net assets (BOY)
- $13,650,824
Income & contributions
- Participant contributions
- $1,170,313
- Total contributions
- $1,177,923
- Total income / additions
- $3,483,012
Expenses & distributions
- Benefits paid
- $1,846,034
- Administrative expenses
- $116,509
- Total expenses
- $1,962,543
- Net increase / (decrease)
- $1,520,469
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $46,714 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $35,000 | not reported in the loaded dataset | 2023 |
| Blue Ridge Esop Associates | CONTRACT ADMIN | $26,567 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,228 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North State Grocery, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Cottonwood, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Blue Ridge Esop Associates — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation