2023 Form 5500 filing — Little General Store, Inc. 401(K) 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 20241015173019NAL0030496145001) for Little General Store, Inc. 401(K) Plan, reported by Little General Store, Inc. under EIN 55-0548701 and plan number 001. It reports 1,145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015173019NAL0030496145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Little General Store, Inc.
- EIN
- 55-0548701
- Plan number
- 001
- Location
- Beckley, WV
- Participants
- 1,145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,905,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,905,645
- Employer contributions
- $232,603
- Participant contributions
- $435,898
- Total income / additions
- $1,504,301
- Benefits paid
- $1,199,211
- Administrative expenses
- $43,815
- Total expenses
- $1,243,026
- Net increase / (decrease)
- $261,275
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Admin Services,Inc. | N/A | $37,186 | $0 |
| City National Bank Trust & Wealth M | N/A | $6,629 | $0 |