New Seasons Market LLC 401(K) Plan — Form 5500 plan (New Seasons Market LLC)

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, New Seasons Market LLC 401(K) Plan is a benefit plan reported by New Seasons Market LLC under EIN 27-1519644 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,346 participants and $64,045,266 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Seasons Market LLC
EIN
27-1519644
Plan number
001
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
3,346
End-of-year plan assets
$64,045,266

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,346H, C20241002103551NAL0003954131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,045,266
Total liabilities (EOY)
$0
Net assets (EOY)
$64,045,266
Net assets (BOY)
$52,581,908

Income & contributions

Employer contributions
$1,576,251
Participant contributions
$4,871,299
Total contributions
$6,661,361
Total income / additions
$16,899,268

Expenses & distributions

Benefits paid
$5,130,497
Administrative expenses
$226,607
Total expenses
$5,435,807
Net increase / (decrease)
$11,463,461

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$170,443$02023
Human InvestingADVISOR$56,164not reported in the loaded dataset2023

Related Form 5500 pages