2023 Form 5500 filing — Saker Shoprites, Inc. - Local 360 Ee'S Ret 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 20241011114532NAL0022687697001) for Saker Shoprites, Inc. - Local 360 Ee'S Ret Plan, reported by Saker Shoprites, Inc. under EIN 22-1729304 and plan number 106. It reports 1,402 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011114532NAL0022687697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saker Shoprites, Inc.
- EIN
- 22-1729304
- Plan number
- 106
- Location
- Holmdel, NJ
- Participants
- 1,402
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,999,686
- Total liabilities (EOY)
- $5,000
- Net assets (EOY)
- $25,994,686
- Employer contributions
- $1,670,000
- Total income / additions
- $4,744,518
- Benefits paid
- $552,509
- Administrative expenses
- $1,076,563
- Total expenses
- $1,629,072
- Net increase / (decrease)
- $3,115,446
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cowden Associates Inc. | NONE | $137,494 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $136,292 | $0 |
| Withumsmith+Brown Pc | NONE | $15,340 | not reported in the loaded dataset |
| Office Of Compliant Administration | NONE | $5,640 | not reported in the loaded dataset |