The Foodland Profit Sharing Investment Plan — Form 5500 plan (Foodland Super Market, Ltd.)

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, The Foodland Profit Sharing Investment Plan is a benefit plan reported by Foodland Super Market, Ltd. under EIN 99-0068548 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,641 participants and $59,680,854 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$59.7MPlan net assets, end of year$59,680,854
Participants1.6KCovered participants reported1,641
Assets / participant$36.4KComputed: assets ÷ participants$36,369 (computed)
Provider compensation$67K2 Schedule C provider row(s)$66,987
Plan sponsor
Foodland Super Market, Ltd.
EIN
99-0068548
Plan number
002
Plan type
2
Location
Honolulu, HI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,641H, C20241010153719NAL0010201475001
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)$59.7M total assets
Net assets$59.7MLiabilities
Money in vs. money out
Total income / additions$13.1M
Total expenses$3.5M
Benefits paid / distributions$3.5M
Contributions
Employer$1M
Participant$3.3M
Full reported line items

Net assets

Total assets (EOY)
$59,680,854
Net assets (EOY)
$59,680,854
Net assets (BOY)
$50,103,859

Income & contributions

Employer contributions
$1,036,894
Participant contributions
$3,291,773
Total contributions
$4,850,076
Total income / additions
$13,118,207

Expenses & distributions

Benefits paid
$3,481,579
Administrative expenses
$66,987
Total expenses
$3,548,636
Net increase / (decrease)
$9,569,571
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 24%Participant 76%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$66,987$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages