2023 Form 5500 filing — 401(K) Plan For Salaried Employees Of Stater Bros.
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 20240731115358NAL0036447408001) for 401(K) Plan For Salaried Employees Of Stater Bros., reported by Stater Bros. Markets under EIN 95-2586175 and plan number 005. It reports 1,062 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731115358NAL0036447408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stater Bros. Markets
- EIN
- 95-2586175
- Plan number
- 005
- Location
- San Bernardino, CA
- Participants
- 1,062
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,660,181
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,660,181
- Employer contributions
- $6,588
- Participant contributions
- $6,842,429
- Total income / additions
- $20,966,515
- Benefits paid
- $9,809,287
- Administrative expenses
- $98,367
- Total expenses
- $9,907,654
- Net increase / (decrease)
- $11,058,861
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $78,142 | $0 |
| Soren Mcadam | NONE | $20,000 | not reported in the loaded dataset |