Awg-Nebraska Collective Bargaining Unit 401(K) Plan — Form 5500 plan (Associated Wholesale Grocers, 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, Awg-Nebraska Collective Bargaining Unit 401(K) Plan is a benefit plan reported by Associated Wholesale Grocers, Inc. under EIN 48-0614866 and plan number 004. The latest loaded filing year is 2023. The filing reports 298 participants and $10,388,412 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.4MPlan net assets, end of year$10,388,412
Participants298Covered participants reported
Assets / participant$34.9KComputed: assets ÷ participants$34,860 (computed)
Provider compensation$4.2K1 Schedule C provider row(s)$4,165
- Plan sponsor
- Associated Wholesale Grocers, Inc.
- EIN
- 48-0614866
- Plan number
- 004
- Plan type
- 2
- Location
- Kansas City, KS
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20240916110831NAL0001002915001 |
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)$10.4M total assets
Net assets$10.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,388,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,388,412
- Net assets (BOY)
- $8,900,840
Income & contributions
- Employer contributions
- $466,652
- Participant contributions
- $661,012
- Total contributions
- $1,127,664
- Total income / additions
- $2,416,437
Expenses & distributions
- Benefits paid
- $926,048
- Administrative expenses
- $4,165
- Total expenses
- $930,213
- Net increase / (decrease)
- $1,486,224
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $4,165 | $0 | 2023 |