Brookdale Shop Rite 401(K) Profit Sharing Plan — Form 5500 plan (Brookdale Shop Rite)

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, Brookdale Shop Rite 401(K) Profit Sharing Plan is a benefit plan reported by Brookdale Shop Rite under EIN 22-1704191 and plan number 001. The latest loaded filing year is 2023. The filing reports 71 participants and $7,164,788 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brookdale Shop Rite
EIN
22-1704191
Plan number
001
Plan type
2
Location
Bloomfield, NJ
Latest filing year
2023
Participants
71
End-of-year plan assets
$7,164,788

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202371I20240923112743NAL0011303409001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$7,164,788
Total liabilities (EOY)
$0
Net assets (EOY)
$7,164,788
Net assets (BOY)
$6,166,352

Income & contributions

Employer contributions
$117,865
Participant contributions
$386,027
Total income / additions
$1,608,218

Expenses & distributions

Benefits paid
$556,058
Administrative expenses
$14,113
Total expenses
$609,782
Net increase / (decrease)
$998,436

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages