Who sponsors the Wood-Fruitticher Grocery Company, Inc. Profit Sharing & 401(K) Plan?

Wood-Fruitticher Grocery Company, Inc. Profit Sharing & 401(K) Plan is reported as sponsored by Wood-Fruitticher Grocery Company, Inc. (EIN 63-0230720, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Wood-Fruitticher Grocery Company, Inc. Profit Sharing & 401(K) Plan?

The latest Form 5500 filing year loaded for Wood-Fruitticher Grocery Company, Inc. Profit Sharing & 401(K) Plan is 2023.

How many participants does Wood-Fruitticher Grocery Company, Inc. Profit Sharing & 401(K) Plan report?

Wood-Fruitticher Grocery Company, Inc. Profit Sharing & 401(K) Plan reports 374 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Wood-Fruitticher Grocery Company, Inc. Profit Sharing & 401(K) Plan?

Wood-Fruitticher Grocery Company, Inc. Profit Sharing & 401(K) Plan reports $41,131,245 in end-of-year plan assets in its latest loaded Form 5500 filing.

Wood-Fruitticher Grocery Company, Inc. Profit Sharing & 401(K) Plan — Form 5500 plan (Wood-Fruitticher 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, Wood-Fruitticher Grocery Company, Inc. Profit Sharing & 401(K) Plan is a benefit plan reported by Wood-Fruitticher Grocery Company, Inc. under EIN 63-0230720 and plan number 001. The latest loaded filing year is 2023. The filing reports 374 participants and $41,131,245 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$41.1MPlan net assets, end of year$41,131,245

Participants374Covered participants reported

Assets / participant$110KComputed: assets ÷ participants$109,977 (computed)

Provider compensation$67.7K3 Schedule C provider row(s)$67,661

Plan sponsor: Wood-Fruitticher Grocery Company, Inc.
EIN: 63-0230720
Plan number: 001
Plan type: 2
Location: Birmingham, AL
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	374	H, C	20240719155141NAL0007501025001

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)$41.1M total assets

Net assets$41.1MLiabilities$0

Money in vs. money out

Total income / additions$9M

Total expenses$1.1M

Benefits paid / distributions$1M

Contributions

Employer$718.9K

Participant$1.3M

Full reported line items

Net assets

Total assets (EOY): $41,131,245
Total liabilities (EOY): $0
Net assets (EOY): $41,131,245
Net assets (BOY): $33,169,881

Income & contributions

Employer contributions: $718,850
Participant contributions: $1,259,182
Total contributions: $1,991,032
Total income / additions: $9,049,814

Expenses & distributions

Benefits paid: $1,020,789
Administrative expenses: $67,661
Total expenses: $1,088,450
Net increase / (decrease): $7,961,364

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

36%64%

Employer 36%Participant 64%

Total expenses ÷ net assets3%Computed ratio

Benefits paid ÷ total income11%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Bhk Investment Advisors, LLC	ADVISOR	$35,574	not reported in the loaded dataset	2023
Newport Group, Inc.	RECORDKEEPER	$20,915	$0	2023
Newport Trust Company	TRUSTEE	$11,172	$0	2023