Mar-Val Food Store No1 Inc 401k Profit Sharing Plan — Form 5500 plan (Mar-Val Food Store No1 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, Mar-Val Food Store No1 Inc 401k Profit Sharing Plan is a benefit plan reported by Mar-Val Food Store No1 Inc under EIN 94-1495075 and plan number 002. The latest loaded filing year is 2023. The filing reports 529 participants and $10,507,535 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mar-Val Food Store No1 Inc
- EIN
- 94-1495075
- Plan number
- 002
- Plan type
- 2
- Location
- Lodi, CA
- Latest filing year
- 2023
- Participants
- 529
- End-of-year plan assets
- $10,507,535
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 529 | H, C | 20250415140543NAL0001460499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,507,535
- Total liabilities (EOY)
- $18,220
- Net assets (EOY)
- $10,489,315
- Net assets (BOY)
- $8,787,777
Income & contributions
- Employer contributions
- $479,166
- Participant contributions
- $414,713
- Total contributions
- $906,410
- Total income / additions
- $2,114,513
Expenses & distributions
- Benefits paid
- $330,271
- Administrative expenses
- $69,093
- Total expenses
- $412,975
- Net increase / (decrease)
- $1,701,538
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Serv | NONE | $31,919 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $21,301 | not reported in the loaded dataset | 2023 |
| Associated Pension Consultants | NONE | $15,873 | not reported in the loaded dataset | 2023 |