Tawa Supermarket, Inc. 401(K) Plan — Form 5500 plan (Tawa Supermarket, 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, Tawa Supermarket, Inc. 401(K) Plan is a benefit plan reported by Tawa Supermarket, Inc. under EIN 33-0120626 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,275 participants and $176,833,036 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tawa Supermarket, Inc.
- EIN
- 33-0120626
- Plan number
- 001
- Plan type
- 2
- Location
- Buena Park, CA
- Latest filing year
- 2023
- Participants
- 8,275
- End-of-year plan assets
- $176,833,036
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,275 | H, C | 20241010113645NAL0009951635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $176,833,036
- Total liabilities (EOY)
- $346,690
- Net assets (EOY)
- $176,486,346
- Net assets (BOY)
- $151,439,318
Income & contributions
- Employer contributions
- $4,264,771
- Participant contributions
- $10,141,965
- Total contributions
- $14,415,892
- Total income / additions
- $37,752,481
Expenses & distributions
- Benefits paid
- $11,923,208
- Administrative expenses
- $625,589
- Total expenses
- $12,705,453
- Net increase / (decrease)
- $25,047,028
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $203,467 | $0 | 2023 |
| Morgan Stanley Global Banking Opera | CONSULTANT | $59,800 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | OTHER | $37,837 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tawa Supermarket, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Buena Park, CA
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation
- Morgan Stanley Global Banking Opera — Schedule C compensation
- Moss Adams Llp — Schedule C compensation