Saker Shoprites, Inc. 401k Plan — Form 5500 plan (Saker Shoprites, 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, Saker Shoprites, Inc. 401k Plan is a benefit plan reported by Saker Shoprites, Inc. under EIN 22-1729304 and plan number 003. The latest loaded filing year is 2023. The filing reports 833 participants and $98,750,948 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Saker Shoprites, Inc.
EIN
22-1729304
Plan number
003
Plan type
2
Location
Holmdel, NJ
Latest filing year
2023
Participants
833
End-of-year plan assets
$98,750,948

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023833H, C20241014153120NAL0054205906003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$98,750,948
Net assets (EOY)
$98,750,948
Net assets (BOY)
$87,201,686

Income & contributions

Employer contributions
$1,554,476
Participant contributions
$4,676,187
Total contributions
$6,267,481
Total income / additions
$19,332,336

Expenses & distributions

Benefits paid
$7,704,301
Administrative expenses
$73,056
Total expenses
$7,783,074
Net increase / (decrease)
$11,549,262

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Dean WitterBROKER$0$89,5892023
Transamerica Retirement SolutionsRECORD KEEPER$73,056$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages