Merchants Grocery 401(K) Plan — Form 5500 plan (Merchants Grocery Company, 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, Merchants Grocery 401(K) Plan is a benefit plan reported by Merchants Grocery Company, Inc. under EIN 54-0301080 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $5,101,932 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Merchants Grocery Company, Inc.
- EIN
- 54-0301080
- Plan number
- 001
- Plan type
- 2
- Location
- Culpeper, VA
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $5,101,932
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20250515134837NAL0019586257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,101,932
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,101,932
- Net assets (BOY)
- $4,383,419
Income & contributions
- Employer contributions
- $153,814
- Participant contributions
- $182,307
- Total contributions
- $359,606
- Total income / additions
- $957,004
Expenses & distributions
- Benefits paid
- $209,502
- Administrative expenses
- $28,989
- Total expenses
- $238,491
- Net increase / (decrease)
- $718,513
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Investments Advisers LLC | INVESTMENT ADVISOR | $16,507 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $10,616 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,918 | not reported in the loaded dataset | 2023 |
| Securian Financial Services Inc | OTHER | $1,406 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Merchants Grocery Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Culpeper, VA
- Cetera Investments Advisers LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Securian Financial Services Inc — Schedule C compensation