2023 Form 5500 filing — Halsey Grocery 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240605111100NAL0035867344001) for Halsey Grocery 401(K) Plan, reported by W. L. Halsey Grocery Co., Inc. (D/B/A Food Service under EIN 68-0092300 and plan number 002. It reports 160 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240605111100NAL0035867344001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- W. L. Halsey Grocery Co., Inc. (D/B/A Food Service
- EIN
- 68-0092300
- Plan number
- 002
- Location
- Madison, AL
- Participants
- 160
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,932,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,932,026
- Employer contributions
- $150,532
- Participant contributions
- $428,917
- Total income / additions
- $1,566,947
- Benefits paid
- $294,899
- Administrative expenses
- $21,758
- Total expenses
- $327,248
- Net increase / (decrease)
- $1,239,699
- Schedule source
- Schedule I