Rosauers Supermarkets, Inc. Retirement Plan — Form 5500 plan (Rosauers Supermarkets, 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, Rosauers Supermarkets, Inc. Retirement Plan is a benefit plan reported by Rosauers Supermarkets, Inc. under EIN 91-0582615 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,220 participants and $76,130,869 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rosauers Supermarkets, Inc.
EIN
91-0582615
Plan number
003
Plan type
2
Location
Spokane, WA
Latest filing year
2023
Participants
2,220
End-of-year plan assets
$76,130,869

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,220H, C20240819172947NAL0001723249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,130,869
Total liabilities (EOY)
$0
Net assets (EOY)
$76,130,869
Net assets (BOY)
$66,946,606

Income & contributions

Employer contributions
$1,736,677
Participant contributions
$3,261,250
Total contributions
$5,511,632
Total income / additions
$16,426,339

Expenses & distributions

Benefits paid
$7,080,576
Administrative expenses
$156,812
Total expenses
$7,242,076
Net increase / (decrease)
$9,184,263

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLCADVISOR$137,245not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$19,567$02023

Related Form 5500 pages