2023 Form 5500 filing — Ingles Markets, Incorporated Investment/ Profit Sharing 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 20240705125419NAL0010192401001) for Ingles Markets, Incorporated Investment/ Profit Sharing Plan, reported by Ingles Markets, Incorporated under EIN 56-0846267 and plan number 001. It reports 17,514 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$181.9MReported net assets$181,926,928
Participants17.5K17,514
Provider compensation$227.5K1 Schedule C row(s)$227,549
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240705125419NAL0010192401001
Plan sponsor
Ingles Markets, Incorporated
EIN
56-0846267
Plan number
001
Location
Black Mountain, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$181.9M total assets
Net assets$181.9MLiabilities$724
Money in vs. money out
Total income / additions$37.7M
Total expenses$17.1M
Benefits paid / distributions$17M
Contributions
Employer$6M
Participant$11.7M
Full reported line items
Total assets (EOY)
$181,927,652
Total liabilities (EOY)
$724
Net assets (EOY)
$181,926,928
Employer contributions
$6,010,272
Participant contributions
$11,748,034
Total income / additions
$37,683,522
Benefits paid
$16,952,822
Administrative expenses
$216,119
Total expenses
$17,118,772
Net increase / (decrease)
$20,564,750
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $227.5K · Indirect $0

Related Form 5500 pages