Obriens Market, Inc. 401k Profit Sharing Plan — Form 5500 plan (Obriens Market, 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, Obriens Market, Inc. 401k Profit Sharing Plan is a benefit plan reported by Obriens Market, Inc. under EIN 94-2479762 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $3,925,896 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Obriens Market, Inc.
EIN
94-2479762
Plan number
001
Plan type
2
Location
Riverbank, CA
Latest filing year
2023
Participants
169
End-of-year plan assets
$3,925,896

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20240822131918NAL0008264176001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,925,896
Total liabilities (EOY)
$0
Net assets (EOY)
$3,925,896
Net assets (BOY)
$4,298,721

Income & contributions

Employer contributions
$42,101
Participant contributions
$80,280
Total contributions
$122,381
Total income / additions
$712,880

Expenses & distributions

Benefits paid
$1,016,831
Administrative expenses
$42,580
Total expenses
$1,085,705
Net increase / (decrease)
-$372,825

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merril LynchRIA$12,883not reported in the loaded dataset2023
Pension Design, IncTPA$9,792not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$1,091$02023

Related Form 5500 pages