Ocean State Jobbers, Inc. & Affiliates 401(K) Plan — Form 5500 plan (A&M Special Purchasing, Inc.)

Plain-English plan 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, Ocean State Jobbers, Inc. & Affiliates 401(K) Plan is a benefit plan reported by A&M Special Purchasing, Inc. under EIN 05-0405488 and plan number 005. The latest loaded filing year is 2023. The filing reports 3,646 participants and $38,299,580 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A&M Special Purchasing, Inc.
EIN
05-0405488
Plan number
005
Plan type
2
Location
North Kingstown, RI
Latest filing year
2023
Participants
3,646
End-of-year plan assets
$38,299,580

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,646H, C20241015081707NAL0027812961001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,299,580
Total liabilities (EOY)
$0
Net assets (EOY)
$38,299,580
Net assets (BOY)
$32,561,179

Income & contributions

Participant contributions
$2,836,080
Total contributions
$3,394,116
Total income / additions
$7,938,010

Expenses & distributions

Benefits paid
$2,183,626
Administrative expenses
$15,983
Total expenses
$2,199,609
Net increase / (decrease)
$5,738,401

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group Inc.RECORDKEEPER$15,983$02023

Related Form 5500 pages