2023 Form 5500 filing — Super Store Industries 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 20241011094603NAL0012338883001) for Super Store Industries 401(K) Plan, reported by Super Store Industries under EIN 94-2693940 and plan number 001. It reports 972 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$141.1MReported net assets$141,060,171
Participants972
Provider compensation$106.8K5 Schedule C row(s)$106,768
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011094603NAL0012338883001
Plan sponsor
Super Store Industries
EIN
94-2693940
Plan number
001
Location
Lathrop, CA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$141.1M total assets
Net assets$141.1MLiabilities
Money in vs. money out
Total income / additions$28.8M
Total expenses$12.2M
Benefits paid / distributions$12.1M
Contributions
Employer$4.6M
Participant$3.9M
Full reported line items
Total assets (EOY)
$141,060,171
Net assets (EOY)
$141,060,171
Employer contributions
$4,646,351
Participant contributions
$3,919,733
Total income / additions
$28,822,225
Benefits paid
$12,053,587
Administrative expenses
$105,834
Total expenses
$12,161,455
Net increase / (decrease)
$16,660,770

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Schwab Retirement Plan Services,IncNONE$41,409not reported in the loaded dataset
Mcgriff Insurance Services IncNONE$37,000not reported in the loaded dataset
Precept Advisory GroupNONE$18,500not reported in the loaded dataset
Forvis Mazars, LlpNONE$8,925not reported in the loaded dataset
Charles Schwab & Co., Inc.NONE$934$0

Related Form 5500 pages