Klein'S Shoprite Of Maryland 401(K) Profit Sharing Plan — Form 5500 plan (Klein'S Shoprite Of Maryland)
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, Klein'S Shoprite Of Maryland 401(K) Profit Sharing Plan is a benefit plan reported by Klein'S Shoprite Of Maryland under EIN 52-1148138 and plan number 001. The latest loaded filing year is 2023. The filing reports 867 participants and $29,574,297 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Klein'S Shoprite Of Maryland
- EIN
- 52-1148138
- Plan number
- 001
- Plan type
- 2
- Location
- Forest Hill, MD
- Latest filing year
- 2023
- Participants
- 867
- End-of-year plan assets
- $29,574,297
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 867 | H, C | 20241011133133NAL0022836449003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,574,297
- Net assets (EOY)
- $29,574,297
- Net assets (BOY)
- $26,455,239
Income & contributions
- Employer contributions
- $436,107
- Participant contributions
- $1,449,590
- Total contributions
- $1,889,071
- Total income / additions
- $6,416,517
Expenses & distributions
- Benefits paid
- $3,170,534
- Administrative expenses
- $103,035
- Total expenses
- $3,297,459
- Net increase / (decrease)
- $3,119,058
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $57,814 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISORY | $45,221 | not reported in the loaded dataset | 2023 |