Plan5500

Performance Food Group Employee Savings Plan — Form 5500 plan (Performance Food Group, 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, Performance Food Group Employee Savings Plan is a benefit plan reported by Performance Food Group, Inc. under EIN 84-0629503 and plan number 002. The latest loaded filing year is 2023. The filing reports 35,259 participants and $1,694,878,441 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Performance Food Group, Inc.
EIN
84-0629503
Plan number
002
Plan type
2
Location
Richmond, VA
Latest filing year
2023
Participants
35,259
End-of-year plan assets
$1,694,878,441

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202335,259H, C20241015101111NAL0029216673001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,694,878,441
Total liabilities (EOY)
$0
Net assets (EOY)
$1,694,878,441
Net assets (BOY)
$1,445,295,149

Income & contributions

Employer contributions
$50,296,054
Participant contributions
$114,373,898
Total contributions
$188,822,476
Total income / additions
$425,121,356

Expenses & distributions

Benefits paid
$173,680,890
Administrative expenses
$1,912,841
Total expenses
$175,605,490
Net increase / (decrease)
$249,515,866

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$1,082,811$02023
Strategic Advisors, Inc.ADVISOR$748,234not reported in the loaded dataset2023
CaptrustINVESTMENT ADVISOR$81,796not reported in the loaded dataset2023

Related Form 5500 pages