2023 Form 5500 filing — Obriens Market, Inc. 401k Profit Sharing 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 20240822131918NAL0008264176001) for Obriens Market, Inc. 401k Profit Sharing Plan, reported by Obriens Market, Inc. under EIN 94-2479762 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822131918NAL0008264176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Obriens Market, Inc.
- EIN
- 94-2479762
- Plan number
- 001
- Location
- Riverbank, CA
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,925,896
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,925,896
- Employer contributions
- $42,101
- Participant contributions
- $80,280
- Total income / additions
- $712,880
- Benefits paid
- $1,016,831
- Administrative expenses
- $42,580
- Total expenses
- $1,085,705
- Net increase / (decrease)
- -$372,825
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merril Lynch | RIA | $12,883 | not reported in the loaded dataset |
| Pension Design, Inc | TPA | $9,792 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,091 | $0 |