2023 Form 5500 filing — Zuppardo'S Economical Super Markets, LLC Employee Profit Sharing 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 20241009141452NAL0018511057001) for Zuppardo'S Economical Super Markets, LLC Employee Profit Sharing Plan And Trust, reported by Zuppardos Economical Supermarkets, LLC under EIN 72-0394474 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009141452NAL0018511057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zuppardos Economical Supermarkets, LLC
- EIN
- 72-0394474
- Plan number
- 001
- Location
- Metairie, LA
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,405,526
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,405,526
- Employer contributions
- $697,310
- Participant contributions
- $223,450
- Total income / additions
- $1,928,514
- Benefits paid
- $3,369,812
- Administrative expenses
- $52,820
- Total expenses
- $3,422,632
- Net increase / (decrease)
- -$1,494,118
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stokes Family Office LLC | ADVISOR | $24,824 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $16,796 | $0 |
| Bourgeois Bennett LLC | ACCOUNTANT / AUDITOR | $6,200 | not reported in the loaded dataset |