2023 Form 5500 filing — Demoulas (Restated) Profit Sharing Plan & Trust
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 20240723155629NAL0012096833002) for Demoulas (Restated) Profit Sharing Plan & Trust, reported by Demoulas Super Markets, Inc. under EIN 04-2323411 and plan number 001. It reports 16,545 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723155629NAL0012096833002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Demoulas Super Markets, Inc.
- EIN
- 04-2323411
- Plan number
- 001
- Location
- Tewksbury, MA
- Participants
- 16,545
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,003,886,994
- Total liabilities (EOY)
- $512,053
- Net assets (EOY)
- $1,003,374,941
- Employer contributions
- $85,077,090
- Total income / additions
- $179,136,424
- Benefits paid
- $45,294,506
- Administrative expenses
- $3,006,444
- Total expenses
- $48,300,950
- Net increase / (decrease)
- $130,835,474
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT MANAGER | $1,825,411 | $0 |
| Ubs Financial Services Inc | INVESTMENT MANAGER | $1,250,975 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | CONTRACT ADMINISTRATOR | $48,046 | not reported in the loaded dataset |
| Rsm Us, Llp | AUDITOR | $40,425 | not reported in the loaded dataset |
| Morgan Stanley Sb LLC-Other Rep Ind | INVESTMENT MANAGER | $0 | $0 |
| Ubs Fincl Svcs Inc-Oth Rep Indirect | not reported in the loaded dataset | $0 | $0 |