2023 Form 5500 filing — Awg-Nebraska Collective Bargaining Unit 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 20240916110831NAL0001002915001) for Awg-Nebraska Collective Bargaining Unit 401(K) Plan, reported by Associated Wholesale Grocers, Inc. under EIN 48-0614866 and plan number 004. It reports 298 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)$10.4MReported net assets$10,388,412
Participants298
Provider compensation$4.2K1 Schedule C row(s)$4,165
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240916110831NAL0001002915001
- Plan sponsor
- Associated Wholesale Grocers, Inc.
- EIN
- 48-0614866
- Plan number
- 004
- Location
- Kansas City, KS
- 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)$10.4M total assets
Net assets$10.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,388,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,388,412
- Employer contributions
- $466,652
- Participant contributions
- $661,012
- Total income / additions
- $2,416,437
- Benefits paid
- $926,048
- Administrative expenses
- $4,165
- Total expenses
- $930,213
- Net increase / (decrease)
- $1,486,224
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $4,165 | $0 |