2023 Form 5500 filing — North State Grocery, Inc. 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 20241015112100NAL0014472579001) for North State Grocery, Inc. Employee Stock Ownership Plan, reported by North State Grocery, Inc. under EIN 68-0173691 and plan number 002. It reports 982 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)$97.3MReported net assets$97,308,088
Participants982
Provider compensation$15.2K1 Schedule C row(s)$15,230
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015112100NAL0014472579001
Plan sponsor
North State Grocery, Inc.
EIN
68-0173691
Plan number
002
Location
Cottonwood, 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)$97.3M total assets
Net assets$97.3MLiabilities$0
Money in vs. money out
Total income / additions$22.5M
Total expenses$5.6M
Benefits paid / distributions$5.5M
Contributions
Employer$4M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$97,308,088
Total liabilities (EOY)
$0
Net assets (EOY)
$97,308,088
Employer contributions
$4,025,795
Total income / additions
$22,532,619
Benefits paid
$5,549,276
Administrative expenses
$15,230
Total expenses
$5,564,506
Net increase / (decrease)
$16,968,113
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    TPA · Direct $15.2K

Related Form 5500 pages