2023 Form 5500 filing — Associated Food Stores, Inc. 401(K) 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 20241007090645NAL0015848753001) for Associated Food Stores, Inc. 401(K) Plan And Trust, reported by Afs Holdings, Inc under EIN 81-6012613 and plan number 002. It reports 3,627 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007090645NAL0015848753001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Afs Holdings, Inc
- EIN
- 81-6012613
- Plan number
- 002
- Location
- Salt Lake City, UT
- Participants
- 3,627
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $165,564,340
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $165,564,340
- Employer contributions
- $3,678,437
- Participant contributions
- $6,887,682
- Total income / additions
- $37,962,363
- Benefits paid
- $19,605,960
- Administrative expenses
- $456,170
- Total expenses
- $20,062,130
- Net increase / (decrease)
- $17,900,233
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $215,663 | $0 |
| Soltis Investment Advisors | INVESTMENT ADVISOR | $171,857 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |