Alpena Supermarket, Inc. Employees' 401(K) Savings Plan And Trust — Form 5500 plan (Alpena 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, Alpena Supermarket, Inc. Employees' 401(K) Savings Plan And Trust is a benefit plan reported by Alpena Supermarket, Inc. under EIN 38-2471411 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $2,247,890 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alpena Supermarket, Inc.
EIN
38-2471411
Plan number
001
Plan type
2
Location
Alpena, MI
Latest filing year
2023
Participants
172
End-of-year plan assets
$2,247,890

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023172H, C20241004063038NAL0011805329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,247,890
Total liabilities (EOY)
$3,213
Net assets (EOY)
$2,244,677
Net assets (BOY)
$1,812,050

Income & contributions

Employer contributions
$12,107
Participant contributions
$119,639
Total contributions
$467,359
Total income / additions
$806,430

Expenses & distributions

Benefits paid
$363,560
Administrative expenses
$10,243
Total expenses
$373,803
Net increase / (decrease)
$432,627

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT ADVISOR$9,314not reported in the loaded dataset2023
Capital Group Retirement Plan ServRECORDKEEPER$557not reported in the loaded dataset2023
The W.L. BurmeisterCONTRACT ADMINISTRATOR$372not reported in the loaded dataset2023

Related Form 5500 pages