Gelson'S Markets 401(K) Plan — Form 5500 plan (Arden 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, Gelson'S Markets 401(K) Plan is a benefit plan reported by Arden Group, Inc. under EIN 95-3163136 and plan number 002. The latest loaded filing year is 2023. The filing reports 307 participants and $75,342,261 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arden Group, Inc.
- EIN
- 95-3163136
- Plan number
- 002
- Plan type
- 2
- Location
- Santa Fe Springs, CA
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $75,342,261
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20240927121005NAL0001238723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,342,261
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,342,261
- Net assets (BOY)
- $61,965,243
Income & contributions
- Employer contributions
- $904,567
- Participant contributions
- $1,390,330
- Total contributions
- $2,294,897
- Total income / additions
- $15,646,437
Expenses & distributions
- Benefits paid
- $2,229,607
- Administrative expenses
- $39,812
- Total expenses
- $2,269,419
- Net increase / (decrease)
- $13,377,018
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $32,000 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $7,812 | $0 | 2023 |
| Charles Shcwab & Co., Inc. | BROKERAGE SERVICES | $3 | $0 | 2023 |
| Td Ameritrade, Inc. | 0 | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arden Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Fe Springs, CA
- Rbc Capital Markets LLC — Schedule C compensation
- Capital Group Retirement Plan Svcs. — Schedule C compensation
- Charles Shcwab & Co., Inc. — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation