2023 Form 5500 filing — Alpena Supermarket, Inc. Employees' 401(K) Savings Plan And Trust
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 20241004063038NAL0011805329001) for Alpena Supermarket, Inc. Employees' 401(K) Savings Plan And Trust, reported by Alpena Supermarket, Inc. under EIN 38-2471411 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004063038NAL0011805329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alpena Supermarket, Inc.
- EIN
- 38-2471411
- Plan number
- 001
- Location
- Alpena, MI
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,247,890
- Total liabilities (EOY)
- $3,213
- Net assets (EOY)
- $2,244,677
- Employer contributions
- $12,107
- Participant contributions
- $119,639
- Total income / additions
- $806,430
- Benefits paid
- $363,560
- Administrative expenses
- $10,243
- Total expenses
- $373,803
- Net increase / (decrease)
- $432,627
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $9,314 | not reported in the loaded dataset |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $557 | not reported in the loaded dataset |
| The W.L. Burmeister | CONTRACT ADMINISTRATOR | $372 | not reported in the loaded dataset |