2023 Form 5500 filing — Mcleod Piggly Wiggly 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 20240809130959NAL0013286354001) for Mcleod Piggly Wiggly 401(K) Plan, reported by Piggly Wiggly Central, Inc. under EIN 57-0685638 and plan number 002. It reports 325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809130959NAL0013286354001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Piggly Wiggly Central, Inc.
- EIN
- 57-0685638
- Plan number
- 002
- Location
- Sumter, SC
- Participants
- 325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,259,257
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,259,257
- Employer contributions
- $58,223
- Participant contributions
- $329,560
- Total income / additions
- $1,199,072
- Benefits paid
- $753,208
- Administrative expenses
- $55,200
- Total expenses
- $808,408
- Net increase / (decrease)
- $390,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $55,200 | $0 |
| Cetera Advisors LLC | OTHER SERVICES | $0 | $14,257 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |