Nugget Market, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Nugget Market, 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, Nugget Market, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Nugget Market, Inc. under EIN 94-1675108 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,082 participants and $111,383,954 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nugget Market, Inc.
- EIN
- 94-1675108
- Plan number
- 002
- Plan type
- 2
- Location
- Davis, CA
- Latest filing year
- 2023
- Participants
- 2,082
- End-of-year plan assets
- $111,383,954
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,082 | H, C | 20241004171918NAL0020052336001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,383,954
- Total liabilities (EOY)
- $14,622
- Net assets (EOY)
- $111,369,332
- Net assets (BOY)
- $92,884,301
Income & contributions
- Employer contributions
- $2,995,676
- Participant contributions
- $5,835,943
- Total contributions
- $9,067,032
- Total income / additions
- $24,301,850
Expenses & distributions
- Benefits paid
- $5,468,196
- Administrative expenses
- $254,160
- Total expenses
- $5,816,819
- Net increase / (decrease)
- $18,485,031
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $148,374 | $0 | 2023 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $95,272 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,064 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $450 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nugget Market, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Davis, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation