2023 Form 5500 filing — Gelson'S Markets 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 20240927121005NAL0001238723001) for Gelson'S Markets 401(K) Plan, reported by Arden Group, Inc. under EIN 95-3163136 and plan number 002. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927121005NAL0001238723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arden Group, Inc.
- EIN
- 95-3163136
- Plan number
- 002
- Location
- Santa Fe Springs, CA
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,342,261
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,342,261
- Employer contributions
- $904,567
- Participant contributions
- $1,390,330
- Total income / additions
- $15,646,437
- Benefits paid
- $2,229,607
- Administrative expenses
- $39,812
- Total expenses
- $2,269,419
- Net increase / (decrease)
- $13,377,018
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $32,000 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $7,812 | $0 |
| Charles Shcwab & Co., Inc. | BROKERAGE SERVICES | $3 | $0 |
| Td Ameritrade, Inc. | 0 | $0 | $0 |