2023 Form 5500 filing — Associated Grocers 401(K) Savings Plan Trust Account
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 20241014150934NAL0046516320001) for Associated Grocers 401(K) Savings Plan Trust Account, reported by Associated Grocers Of New England, Inc. under EIN 02-0218229 and plan number 002. It reports 1,911 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150934NAL0046516320001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Associated Grocers Of New England, Inc.
- EIN
- 02-0218229
- Plan number
- 002
- Location
- Pembroke, NH
- Participants
- 1,911
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,457,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,457,311
- Employer contributions
- $2,003,670
- Participant contributions
- $2,962,877
- Total income / additions
- $14,068,071
- Benefits paid
- $5,305,786
- Administrative expenses
- $418,377
- Total expenses
- $5,732,097
- Net increase / (decrease)
- $8,335,974
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $273,811 | $0 |
| Gallagher Benefit Servies, Inc | INVESTMENT ADVISOR | $70,633 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | THIRD PARTY ADMIN | $11,750 | $51,369 |
| Associated Grocers Of N.E. | OTHER | $34,500 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,287 | not reported in the loaded dataset |