Fairway Market Iii 401(K) Profit Sharing Plan — Form 5500 plan (Fairway Market Iii)
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, Fairway Market Iii 401(K) Profit Sharing Plan is a benefit plan reported by Fairway Market Iii under EIN 77-0084733 and plan number 001. The latest loaded filing year is 2023. The filing reports 438 participants and $19,337,135 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fairway Market Iii
- EIN
- 77-0084733
- Plan number
- 001
- Plan type
- 2
- Location
- Visalia, CA
- Latest filing year
- 2023
- Participants
- 438
- End-of-year plan assets
- $19,337,135
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 438 | H, C | 20241003114912NAL0004844995002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,337,135
- Net assets (EOY)
- $19,337,135
- Net assets (BOY)
- $15,924,218
Income & contributions
- Employer contributions
- $98,009
- Participant contributions
- $497,528
- Total contributions
- $595,537
- Total income / additions
- $4,557,923
Expenses & distributions
- Benefits paid
- $1,081,694
- Administrative expenses
- $40,608
- Total expenses
- $1,145,006
- Net increase / (decrease)
- $3,412,917
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $40,608 | $0 | 2023 |