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

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,082H, C20241004171918NAL0020052336001

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)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$148,374$02023
Wells Fargo Advisors LLCINVESTMENT ADVISOR$95,272not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$10,064not reported in the loaded dataset2023
Qdro Consultants Company, LLCOTHER$450not reported in the loaded dataset2023

Related Form 5500 pages