King Kullen 401 (K) Savings And Investment Plan — Form 5500 plan (King Kullen Grocery Co., 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, King Kullen 401 (K) Savings And Investment Plan is a benefit plan reported by King Kullen Grocery Co., Inc. under EIN 11-0954404 and plan number 009. The latest loaded filing year is 2023. The filing reports 276 participants and $51,679,690 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
King Kullen Grocery Co., Inc.
EIN
11-0954404
Plan number
009
Plan type
2
Location
Hauppauge, NY
Latest filing year
2023
Participants
276
End-of-year plan assets
$51,679,690

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023276H, C20250710133511NAL0009218400001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,679,690
Total liabilities (EOY)
$1,776
Net assets (EOY)
$51,677,914
Net assets (BOY)
$40,892,855

Income & contributions

Employer contributions
$385,855
Participant contributions
$1,560,660
Total contributions
$2,305,942
Total income / additions
$13,389,787

Expenses & distributions

Benefits paid
$2,586,493
Administrative expenses
$6,087
Total expenses
$2,604,728
Net increase / (decrease)
$10,785,059

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Life & Annuity InsuranceRECORDKEEPER$6,087$02023
Pk5 Financial ServicesBROKER/ADVISER$0$1,7782023

Related Form 5500 pages