Plan5500

Fareway Stores, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Fareway Stores, 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, Fareway Stores, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Fareway Stores, Inc. under EIN 42-0240920 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,063 participants and $359,841,495 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fareway Stores, Inc.
EIN
42-0240920
Plan number
002
Plan type
2
Location
Boone, IA
Latest filing year
2023
Participants
7,063
End-of-year plan assets
$359,841,495

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,063H, C20240710133514NAL0008633219001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$359,841,495
Net assets (EOY)
$359,841,495
Net assets (BOY)
$304,199,024

Income & contributions

Employer contributions
$3,912,244
Participant contributions
$19,663,653
Total contributions
$23,979,957
Total income / additions
$78,224,946

Expenses & distributions

Benefits paid
$22,132,097
Administrative expenses
$425,801
Total expenses
$22,582,475
Net increase / (decrease)
$55,642,471

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo AdvisorsCONSULTANT$243,750not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORDKEEPER$182,051$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages