Plan5500

Country Fair, Inc. 401(K) Retirement Plan — Form 5500 plan (Country Fair, 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, Country Fair, Inc. 401(K) Retirement Plan is a benefit plan reported by Country Fair, Inc. under EIN 25-1149799 and plan number 002. The latest loaded filing year is 2023. The filing reports 443 participants and $13,200,043 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.2MPlan net assets, end of year$13,200,043
Participants443Covered participants reported
Assets / participant$29.8KComputed: assets ÷ participants$29,797 (computed)
Provider compensation$1.8K1 Schedule C provider row(s)$1,775
Plan sponsor
Country Fair, Inc.
EIN
25-1149799
Plan number
002
Plan type
2
Location
Erie, PA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    443 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$13.2M total assets
Net assets$13.2MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$452.3K
Benefits paid / distributions$449K
Contributions
Employer$517.1K
Participant$717.6K
Full reported line items

Net assets

Total assets (EOY)
$13,200,043
Total liabilities (EOY)
$0
Net assets (EOY)
$13,200,043
Net assets (BOY)
$10,885,708

Income & contributions

Employer contributions
$517,072
Participant contributions
$717,586
Total contributions
$1,234,658
Total income / additions
$2,804,227

Expenses & distributions

Benefits paid
$449,012
Administrative expenses
$3,275
Total expenses
$452,287
Net increase / (decrease)
$2,351,940
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 42%Participant 58%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Merrill Lynch, Pierce, Fenner And S$1.8K
    RECORDKEEPER · Direct $1.8K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Country Fair, Inc. 401(K) Retirement Plan?
Country Fair, Inc. 401(K) Retirement Plan is reported as sponsored by Country Fair, Inc. (EIN 25-1149799, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Country Fair, Inc. 401(K) Retirement Plan?
The latest Form 5500 filing year loaded for Country Fair, Inc. 401(K) Retirement Plan is 2023.
How many participants does Country Fair, Inc. 401(K) Retirement Plan report?
Country Fair, Inc. 401(K) Retirement Plan reports 443 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Country Fair, Inc. 401(K) Retirement Plan?
Country Fair, Inc. 401(K) Retirement Plan reports $13,200,043 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages