2023 Form 5500 filing — Wood-Fruitticher Grocery Company, Inc. Profit Sharing & 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 20240719155141NAL0007501025001) for Wood-Fruitticher Grocery Company, Inc. Profit Sharing & 401(K) Plan, reported by Wood-Fruitticher Grocery Company, Inc. under EIN 63-0230720 and plan number 001. It reports 374 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)$41.1MReported net assets$41,131,245
Participants374
Provider compensation$67.7K3 Schedule C row(s)$67,661
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240719155141NAL0007501025001
- Plan sponsor
- Wood-Fruitticher Grocery Company, Inc.
- EIN
- 63-0230720
- Plan number
- 001
- Location
- Birmingham, AL
- Received date
- not reported in the loaded dataset
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)$41.1M total assets
Net assets$41.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $41,131,245
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,131,245
- Employer contributions
- $718,850
- Participant contributions
- $1,259,182
- Total income / additions
- $9,049,814
- Benefits paid
- $1,020,789
- Administrative expenses
- $67,661
- Total expenses
- $1,088,450
- Net increase / (decrease)
- $7,961,364
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bhk Investment Advisors, LLC | ADVISOR | $35,574 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $20,915 | $0 |
| Newport Trust Company | TRUSTEE | $11,172 | $0 |