2023 Form 5500 filing — Shop-Rite Of Hunterdon County, Inc. Employee Savings 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 20241009102248NAL0010522371001) for Shop-Rite Of Hunterdon County, Inc. Employee Savings Plan, reported by Shop-Rite Of Hunterdon County, I under EIN 22-1716509 and plan number 002. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009102248NAL0010522371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shop-Rite Of Hunterdon County, I
- EIN
- 22-1716509
- Plan number
- 002
- Location
- Flemington, NJ
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,050,445
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,050,445
- Employer contributions
- $264,009
- Participant contributions
- $859,625
- Total income / additions
- $4,831,763
- Benefits paid
- $2,770,120
- Administrative expenses
- $64,105
- Total expenses
- $2,849,285
- Net increase / (decrease)
- $1,982,478
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $50,775 | $0 |
| Adp, Inc. | RECORD KEEPER | $13,329 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |