2023 Form 5500 filing — Gerrity'S Supermarket, Inc. Retirement 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 20241015164905NAL0050538000001) for Gerrity'S Supermarket, Inc. Retirement Plan, reported by Gerrity'S Supermarket, Inc. under EIN 23-2150407 and plan number 001. It reports 1,074 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164905NAL0050538000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gerrity'S Supermarket, Inc.
- EIN
- 23-2150407
- Plan number
- 001
- Location
- Scranton, PA
- Participants
- 1,074
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,282,123
- Net assets (EOY)
- $20,282,123
- Employer contributions
- $72,933
- Participant contributions
- $716,623
- Total income / additions
- $4,159,245
- Benefits paid
- $2,418,476
- Administrative expenses
- $38,847
- Total expenses
- $2,477,881
- Net increase / (decrease)
- $1,681,364
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $18,852 | $0 |
| Alliance Wealth Advisors LLC | INVESTMENT ADVISORY | $11,243 | not reported in the loaded dataset |
| Mcgrail Merkel Quinn &Associates Pc | AUDIT | $8,750 | not reported in the loaded dataset |