2023 Form 5500 filing — Leevers Supermarkets, Inc. & Affiliated Corporation P/S 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 20241007085919NAL0027105872001) for Leevers Supermarkets, Inc. & Affiliated Corporation P/S 401(K) Plan, reported by Leevers Supermarkets, Inc. under EIN 45-0275647 and plan number 001. It reports 355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007085919NAL0027105872001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leevers Supermarkets, Inc.
- EIN
- 45-0275647
- Plan number
- 001
- Location
- Castle Rock, CO
- Participants
- 355
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,650,145
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,650,145
- Employer contributions
- $220,558
- Participant contributions
- $353,390
- Total income / additions
- $1,723,499
- Benefits paid
- $23,625
- Administrative expenses
- $27,512
- Total expenses
- $52,231
- Net increase / (decrease)
- $1,671,268
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| At Retirement Services, LLC | N/A | $19,297 | not reported in the loaded dataset |
| Bok Financial | N/A | $8,215 | not reported in the loaded dataset |