2023 Form 5500 filing — Fox Brothers Piggly Wiggly 401(K) 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 20240926064412NAL0000195027001) for Fox Brothers Piggly Wiggly 401(K) Profit Sharing Plan, reported by Fox Brothers Piggly Wiggly under EIN 39-1611134 and plan number 001. It reports 432 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926064412NAL0000195027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fox Brothers Piggly Wiggly
- EIN
- 39-1611134
- Plan number
- 001
- Location
- Hartland, WI
- Participants
- 432
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,299,105
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,299,105
- Employer contributions
- $76,609
- Participant contributions
- $558,480
- Total income / additions
- $1,651,521
- Benefits paid
- $846,384
- Administrative expenses
- $62,339
- Total expenses
- $912,763
- Net increase / (decrease)
- $738,758
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial | NONE | $57,812 | $0 |
| Sbhu/Morgan Stanley Smith Barney | NONE | $0 | $30,786 |
| Ppg Retirement Plan Services | NONE | $4,527 | $313 |