Big G Express Employee Stock Ownership And 401(K) Plan — Form 5500 plan (Big G Holdings, 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, Big G Express Employee Stock Ownership And 401(K) Plan is a benefit plan reported by Big G Holdings, Inc. under EIN 27-1192613 and plan number 002. The latest loaded filing year is 2023. The filing reports 773 participants and $94,032,446 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Big G Holdings, Inc.
- EIN
- 27-1192613
- Plan number
- 002
- Plan type
- 2
- Location
- Shelbyville, TN
- Latest filing year
- 2023
- Participants
- 773
- End-of-year plan assets
- $94,032,446
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 773 | H, C | 20241014112241NAL0026031729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,032,446
- Total liabilities (EOY)
- $7,096,427
- Net assets (EOY)
- $86,936,019
- Net assets (BOY)
- $76,765,466
Income & contributions
- Employer contributions
- $2,816,553
- Participant contributions
- $661,946
- Total contributions
- $3,718,846
- Total income / additions
- $15,288,730
Expenses & distributions
- Benefits paid
- $4,995,755
- Administrative expenses
- $69,233
- Total expenses
- $5,118,177
- Net increase / (decrease)
- $10,170,553
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $43,719 | $0 | 2023 |
| Raymond James Financial Services | RECORDKEEPER | $22,524 | $34 | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Big G Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Shelbyville, TN
- Transamerica Retirement Solutions — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation