2023 Form 5500 filing — Shop Rite, Inc. Profit Sharing 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 20240830144856NAL0008432243001) for Shop Rite, Inc. Profit Sharing 401(K) Plan, reported by Shop Rite, Inc. under EIN 72-0642703 and plan number 002. It reports 638 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.8MReported net assets$9,751,331
Participants638
Provider compensation$542 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240830144856NAL0008432243001
Plan sponsor
Shop Rite, Inc.
EIN
72-0642703
Plan number
002
Location
Crowley, LA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.8M total assets
Net assets$9.8MLiabilities$11K
Money in vs. money out
Total income / additions$2.2M
Total expenses$610.1K
Benefits paid / distributions$610.1K
Contributions
Employer$178.7K
Participant$576.4K
Full reported line items
Total assets (EOY)
$9,762,338
Total liabilities (EOY)
$11,007
Net assets (EOY)
$9,751,331
Employer contributions
$178,673
Participant contributions
$576,383
Total income / additions
$2,160,708
Benefits paid
$610,060
Administrative expenses
$54
Total expenses
$610,114
Net increase / (decrease)
$1,550,594
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $54 · Indirect $0
  2. 2
    NONE · Direct $0 · Indirect $0

Related Form 5500 pages