Plan5500

Key Food Stores Co-Operative, Inc. Employees Savings Plan — Form 5500 plan (Key Food Stores Co-Operative, 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, Key Food Stores Co-Operative, Inc. Employees Savings Plan is a benefit plan reported by Key Food Stores Co-Operative, Inc. under EIN 11-0951407 and plan number 003. The latest loaded filing year is 2023. The filing reports 224 participants and $23,931,080 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Key Food Stores Co-Operative, Inc.
EIN
11-0951407
Plan number
003
Plan type
2
Location
Matawan, NJ
Latest filing year
2023
Participants
224
End-of-year plan assets
$23,931,080

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023224H, C20241014141111NAL0015077891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,931,080
Total liabilities (EOY)
$0
Net assets (EOY)
$23,931,080
Net assets (BOY)
$18,759,720

Income & contributions

Employer contributions
$1,088,337
Participant contributions
$1,348,530
Total contributions
$2,598,966
Total income / additions
$5,963,018

Expenses & distributions

Benefits paid
$728,779
Administrative expenses
$70,692
Total expenses
$791,658
Net increase / (decrease)
$5,171,360

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Onedigital Investment Advisors LLCINVESTMENT ADVISOR$70,197not reported in the loaded dataset2023
Jpmorgan Invest Holdings LLCRECORDKEEPER$495$02023

Related Form 5500 pages