Strack & Van Til Retirement Plan — Form 5500 plan (Indiana Grocery Group, LLC)
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, Strack & Van Til Retirement Plan is a benefit plan reported by Indiana Grocery Group, LLC under EIN 82-1621364 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,651 participants and $23,732,647 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Indiana Grocery Group, LLC
- EIN
- 82-1621364
- Plan number
- 001
- Plan type
- 2
- Location
- Highland, IN
- Latest filing year
- 2023
- Participants
- 1,651
- End-of-year plan assets
- $23,732,647
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,651 | H, C | 20241010101654NAL0009900019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,732,647
- Net assets (EOY)
- $23,732,647
- Net assets (BOY)
- $19,943,829
Income & contributions
- Employer contributions
- $419,456
- Participant contributions
- $1,230,131
- Total contributions
- $1,745,848
- Total income / additions
- $4,980,476
Expenses & distributions
- Benefits paid
- $1,053,099
- Administrative expenses
- $138,559
- Total expenses
- $1,191,658
- Net increase / (decrease)
- $3,788,818
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $79,497 | $0 | 2023 |
| Gallagher Fiduciary Advisors LLC | ADVISOR | $36,000 | not reported in the loaded dataset | 2023 |
| Swartz, Retson & Co, P. C. | AUDITOR | $23,062 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Indiana Grocery Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Highland, IN
- Transamerica Retirement Solutions — Schedule C compensation
- Gallagher Fiduciary Advisors LLC — Schedule C compensation
- Swartz, Retson & Co, P. C. — Schedule C compensation