Halsey Grocery 401(K) Plan — Form 5500 plan (W. L. Halsey Grocery Co., Inc. (D/B/A Food Service)
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, Halsey Grocery 401(K) Plan is a benefit plan reported by W. L. Halsey Grocery Co., Inc. (D/B/A Food Service under EIN 68-0092300 and plan number 002. The latest loaded filing year is 2023. The filing reports 160 participants and $7,932,026 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- W. L. Halsey Grocery Co., Inc. (D/B/A Food Service
- EIN
- 68-0092300
- Plan number
- 002
- Plan type
- 2
- Location
- Madison, AL
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $7,932,026
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | I | 20240605111100NAL0035867344001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,932,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,932,026
- Net assets (BOY)
- $6,692,327
Income & contributions
- Employer contributions
- $150,532
- Participant contributions
- $428,917
- Total income / additions
- $1,566,947
Expenses & distributions
- Benefits paid
- $294,899
- Administrative expenses
- $21,758
- Total expenses
- $327,248
- Net increase / (decrease)
- $1,239,699
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.