2023 Form 5500 filing — Dierbergs Markets, Inc. 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 20240731124434NAL0014312947001) for Dierbergs Markets, Inc. 401(K) Plan, reported by Dierbergs Markets, Inc. under EIN 43-0863198 and plan number 001. It reports 428 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240731124434NAL0014312947001
Filing year
2023
Form type
2
Plan sponsor
Dierbergs Markets, Inc.
EIN
43-0863198
Plan number
001
Location
Chesterfield, MO
Participants
428
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$69,137,351
Total liabilities (EOY)
$2,829
Net assets (EOY)
$69,134,522
Employer contributions
$975,849
Participant contributions
$1,930,543
Total income / additions
$15,130,538
Benefits paid
$11,125,239
Administrative expenses
$152,971
Total expenses
$11,281,032
Net increase / (decrease)
$3,849,506
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Epic Retirement Plan ServicesNONE$97,492not reported in the loaded dataset
Moneta Group LLCNONE$42,979not reported in the loaded dataset
Charles Schwab Trust BankNONE$0$16,643
Rubin Brown LlpNONE$12,500not reported in the loaded dataset
Charles Schwab & Co., Inc.NONE$0$0

Related Form 5500 pages