2023 Form 5500 filing — Vallarta Supermarkets 401k 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 20240926142729NAL0000788481001) for Vallarta Supermarkets 401k Plan, reported by Daniel Food Enterprises, Inc. under EIN 95-4602362 and plan number 001. It reports 3,870 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926142729NAL0000788481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Daniel Food Enterprises, Inc.
- EIN
- 95-4602362
- Plan number
- 001
- Location
- Sylmar, CA
- Participants
- 3,870
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,593,161
- Total liabilities (EOY)
- $159,588
- Net assets (EOY)
- $7,433,573
- Participant contributions
- $763,233
- Total income / additions
- $1,855,710
- Benefits paid
- $538,971
- Administrative expenses
- $71,962
- Total expenses
- $770,521
- Net increase / (decrease)
- $1,085,189
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $71,962 | $0 |
| Actuarial Benefits Corp | CONTRACT ADMINSTRATOR | $0 | $16,293 |
| Actuarial Benefits Corp | OTHER SERVICES | $0 | $4,798 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |