Plan5500

Bodega Latina 401(K) Retirement And Savings Plan — Form 5500 plan (Bodega Latina Corporation)

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, Bodega Latina 401(K) Retirement And Savings Plan is a benefit plan reported by Bodega Latina Corporation under EIN 95-4517472 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,180 participants and $6,294,389 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.3MPlan net assets, end of year$6,294,389
Participants8.2KCovered participants reported8,180
Assets / participant$769Computed: assets ÷ participants$769 (computed)
Provider compensation$22.6K2 Schedule C provider row(s)$22,649
Plan sponsor
Bodega Latina Corporation
EIN
95-4517472
Plan number
001
Plan type
2
Location
Commerce, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    8,180 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.3M total assets
Net assets$6.3MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$288.8K
Benefits paid / distributions$231.6K
Contributions
Employer$0
Participant$1.6M
Full reported line items

Net assets

Total assets (EOY)
$6,294,389
Total liabilities (EOY)
$0
Net assets (EOY)
$6,294,389
Net assets (BOY)
$4,245,194

Income & contributions

Employer contributions
$0
Participant contributions
$1,614,536
Total contributions
$1,632,076
Total income / additions
$2,334,466

Expenses & distributions

Benefits paid
$231,626
Administrative expenses
$23,774
Total expenses
$288,805
Net increase / (decrease)
$2,045,661
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$22.6K
    RECORDKEEPER · Direct $22.6K · Indirect $0
  2. 2
    Wealth Management Systems Inc$0
    OTHER SERVICES · Direct $0 · Indirect $0

Related Form 5500 pages