Associated Grocers Of The South 401(K) Profit Sharing Plan — Form 5500 plan (Associated Grocers Of The South, 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, Associated Grocers Of The South 401(K) Profit Sharing Plan is a benefit plan reported by Associated Grocers Of The South, Inc. under EIN 63-0011690 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $9,783,617 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Associated Grocers Of The South, Inc.
- EIN
- 63-0011690
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $9,783,617
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20241011122619NAL0012479619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,783,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,783,617
- Net assets (BOY)
- $8,485,771
Income & contributions
- Employer contributions
- $321,510
- Participant contributions
- $606,903
- Total contributions
- $928,413
- Total income / additions
- $2,300,509
Expenses & distributions
- Benefits paid
- $956,446
- Administrative expenses
- $46,217
- Total expenses
- $1,002,663
- Net increase / (decrease)
- $1,297,846
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus, LLC | RECORDKEEPER | $24,160 | not reported in the loaded dataset | 2023 |
| One Digital Investment Advisors | INVESTMENT ADVISORS | $17,846 | not reported in the loaded dataset | 2023 |
| Erisa Services Od Georgia | CONTRACT ADMIN | $9,679 | not reported in the loaded dataset | 2023 |
| One Digital | INVESTMENT ADVISOR | $317 | not reported in the loaded dataset | 2023 |
| Nextcapital Group | INVESTMENT ADVISOR | $107 | not reported in the loaded dataset | 2023 |
| Ascensus | ADMIN FEE | $18 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Associated Grocers Of The South, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Ascensus, LLC — Schedule C compensation
- One Digital Investment Advisors — Schedule C compensation
- Erisa Services Od Georgia — Schedule C compensation
- One Digital — Schedule C compensation
- Nextcapital Group — Schedule C compensation
- Ascensus — Schedule C compensation