Northeast Grocery 401(K) Plan — Form 5500 plan (Northeast 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, Northeast Grocery 401(K) Plan is a benefit plan reported by Northeast Grocery, Inc. under EIN 86-3693178 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,230 participants and $491,486,760 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northeast Grocery, Inc.
- EIN
- 86-3693178
- Plan number
- 001
- Plan type
- 2
- Location
- Schenectady, NY
- Latest filing year
- 2023
- Participants
- 2,230
- End-of-year plan assets
- $491,486,760
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,230 | H, C | 20241015102029NAL0014391731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $491,486,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $491,486,760
- Net assets (BOY)
- $183,430,278
Income & contributions
- Employer contributions
- $11,885,292
- Participant contributions
- $20,763,092
- Total contributions
- $36,146,100
- Total income / additions
- $114,206,532
Expenses & distributions
- Benefits paid
- $50,445,784
- Administrative expenses
- $292,496
- Total expenses
- $51,389,968
- Net increase / (decrease)
- $62,816,564
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $161,289 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $64,669 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners , LLC | PLAN SPONSOR | $45,000 | not reported in the loaded dataset | 2023 |
| Harter Secrest & Emery Llp | ATTORNEY/LEGAL | $21,539 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northeast Grocery, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Schenectady, NY
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Capfinancial Partners , LLC — Schedule C compensation
- Harter Secrest & Emery Llp — Schedule C compensation