Inserra Supermarkets, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Inserra Supermarkets, 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, Inserra Supermarkets, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Inserra Supermarkets, Inc. under EIN 22-1710174 and plan number 003. The latest loaded filing year is 2023. The filing reports 397 participants and $65,243,384 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Inserra Supermarkets, Inc.
EIN
22-1710174
Plan number
003
Plan type
2
Location
Mahwah, NJ
Latest filing year
2023
Participants
397
End-of-year plan assets
$65,243,384

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023397H, C20241010131826NAL0021029329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$65,243,384
Total liabilities (EOY)
$0
Net assets (EOY)
$65,243,384
Net assets (BOY)
$55,923,801

Income & contributions

Employer contributions
$789,166
Participant contributions
$2,326,344
Total contributions
$3,287,157
Total income / additions
$13,450,446

Expenses & distributions

Benefits paid
$4,119,127
Administrative expenses
-$38,398
Total expenses
$4,130,863
Net increase / (decrease)
$9,319,583

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$31,808not reported in the loaded dataset2023
Equitable Advisors LLCADVISOR$18,031not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$88,237$02023

Related Form 5500 pages