Shop-Rite Of Hunterdon County, Inc. Employee Savings Plan — Form 5500 plan (Shop-Rite Of Hunterdon County, I)

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, Shop-Rite Of Hunterdon County, Inc. Employee Savings Plan is a benefit plan reported by Shop-Rite Of Hunterdon County, I under EIN 22-1716509 and plan number 002. The latest loaded filing year is 2023. The filing reports 143 participants and $22,050,445 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shop-Rite Of Hunterdon County, I
EIN
22-1716509
Plan number
002
Plan type
2
Location
Flemington, NJ
Latest filing year
2023
Participants
143
End-of-year plan assets
$22,050,445

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023143H, C20241009102248NAL0010522371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,050,445
Total liabilities (EOY)
$0
Net assets (EOY)
$22,050,445
Net assets (BOY)
$20,067,967

Income & contributions

Employer contributions
$264,009
Participant contributions
$859,625
Total contributions
$1,343,485
Total income / additions
$4,831,763

Expenses & distributions

Benefits paid
$2,770,120
Administrative expenses
$64,105
Total expenses
$2,849,285
Net increase / (decrease)
$1,982,478

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$50,775$02023
Adp, Inc.RECORD KEEPER$13,329$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages