Plan5500

North State Grocery, Inc. Employee Stock Ownership Plan — Form 5500 plan (North State Grocery, 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, North State Grocery, Inc. Employee Stock Ownership Plan is a benefit plan reported by North State Grocery, Inc. under EIN 68-0173691 and plan number 002. The latest loaded filing year is 2023. The filing reports 982 participants and $97,308,088 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
North State Grocery, Inc.
EIN
68-0173691
Plan number
002
Plan type
2
Location
Cottonwood, CA
Latest filing year
2023
Participants
982
End-of-year plan assets
$97,308,088

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023982H, C20241015112100NAL0014472579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$97,308,088
Total liabilities (EOY)
$0
Net assets (EOY)
$97,308,088
Net assets (BOY)
$80,339,975

Income & contributions

Employer contributions
$4,025,795
Total contributions
$4,025,795
Total income / additions
$22,532,619

Expenses & distributions

Benefits paid
$5,549,276
Administrative expenses
$15,230
Total expenses
$5,564,506
Net increase / (decrease)
$16,968,113

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transition Finance StrategiesTPA$15,230not reported in the loaded dataset2023

Related Form 5500 pages