Plan5500

Northgate Gonzalez Markets, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Northgate Gonzalez Markets, 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, Northgate Gonzalez Markets, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Northgate Gonzalez Markets, Inc. under EIN 33-0834131 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,068 participants and $106,931,542 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$106.9MPlan net assets, end of year$106,931,542
Participants6.1KCovered participants reported6,068
Assets / participant$17.6KComputed: assets ÷ participants$17,622 (computed)
Provider compensation$320.8K2 Schedule C provider row(s)$320,777
Plan sponsor
Northgate Gonzalez Markets, Inc.
EIN
33-0834131
Plan number
001
Plan type
2
Location
Anaheim, CA
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
    6,068 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)$106.9M total assets
Net assets$106.9MLiabilities$0
Money in vs. money out
Total income / additions$27.3M
Total expenses$7.5M
Benefits paid / distributions$7.2M
Contributions
Employer$3.3M
Participant$9.3M
Full reported line items

Net assets

Total assets (EOY)
$106,931,542
Total liabilities (EOY)
$0
Net assets (EOY)
$106,931,542
Net assets (BOY)
$87,170,339

Income & contributions

Employer contributions
$3,288,946
Participant contributions
$9,329,648
Total contributions
$12,662,743
Total income / additions
$27,255,767

Expenses & distributions

Benefits paid
$7,190,270
Administrative expenses
$320,777
Total expenses
$7,494,564
Net increase / (decrease)
$19,761,203
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 26%Participant 74%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income26%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
    Fidelity Investments Institutional$312.8K
    RECORDKEEPER · Direct $312.8K · Indirect $0
  2. 2
    Willis Towers Watson$8K
    ADVISOR · Direct $8K

What to inspect next

Frequently asked questions

Who sponsors the Northgate Gonzalez Markets, Inc. 401(K) Retirement Savings Plan?
Northgate Gonzalez Markets, Inc. 401(K) Retirement Savings Plan is reported as sponsored by Northgate Gonzalez Markets, Inc. (EIN 33-0834131, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Northgate Gonzalez Markets, Inc. 401(K) Retirement Savings Plan?
The latest Form 5500 filing year loaded for Northgate Gonzalez Markets, Inc. 401(K) Retirement Savings Plan is 2023.
How many participants does Northgate Gonzalez Markets, Inc. 401(K) Retirement Savings Plan report?
Northgate Gonzalez Markets, Inc. 401(K) Retirement Savings Plan reports 6,068 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Northgate Gonzalez Markets, Inc. 401(K) Retirement Savings Plan?
Northgate Gonzalez Markets, Inc. 401(K) Retirement Savings Plan reports $106,931,542 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