2023 Form 5500 filing — Lueken'S Food Stores Employee Stock Ownership 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 20241014150416NAL0015168867001) for Lueken'S Food Stores Employee Stock Ownership Plan, reported by Lueken'S Food Stores, Inc. under EIN 85-2299427 and plan number 002. It reports 258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$23.9MReported net assets$23,880,701
Participants258
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014150416NAL0015168867001
Plan sponsor
Lueken'S Food Stores, Inc.
EIN
85-2299427
Plan number
002
Location
Bemidji, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$24.9M total assets
Net assets$23.9MLiabilities$1M
Money in vs. money out
Total income / additions$1.3M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$1.3M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$24,920,280
Total liabilities (EOY)
$1,039,579
Net assets (EOY)
$23,880,701
Employer contributions
$1,319,273
Total income / additions
$1,298,877
Benefits paid
$1,189,269
Administrative expenses
$2,000
Total expenses
$1,214,859
Net increase / (decrease)
$84,018

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014150416NAL0015168867001 cover?
It is the 2023 Form 5500 filing for Lueken'S Food Stores Employee Stock Ownership Plan, reported by Lueken'S Food Stores, Inc. (EIN 85-2299427).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages