Zuppardo'S Economical Super Markets, LLC Employee Profit Sharing Plan And Trust — Form 5500 plan (Zuppardos Economical Supermarkets, LLC)
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, Zuppardo'S Economical Super Markets, LLC Employee Profit Sharing Plan And Trust is a benefit plan reported by Zuppardos Economical Supermarkets, LLC under EIN 72-0394474 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $5,405,526 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zuppardos Economical Supermarkets, LLC
- EIN
- 72-0394474
- Plan number
- 001
- Plan type
- 2
- Location
- Metairie, LA
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $5,405,526
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20241009141452NAL0018511057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,405,526
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,405,526
- Net assets (BOY)
- $6,899,644
Income & contributions
- Employer contributions
- $697,310
- Participant contributions
- $223,450
- Total contributions
- $920,760
- Total income / additions
- $1,928,514
Expenses & distributions
- Benefits paid
- $3,369,812
- Administrative expenses
- $52,820
- Total expenses
- $3,422,632
- Net increase / (decrease)
- -$1,494,118
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stokes Family Office LLC | ADVISOR | $24,824 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $16,796 | $0 | 2023 |
| Bourgeois Bennett LLC | ACCOUNTANT / AUDITOR | $6,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zuppardos Economical Supermarkets, LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Metairie, LA
- Stokes Family Office LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Bourgeois Bennett LLC — Schedule C compensation