Vallarta Supermarkets Retirement Plan — Form 5500 plan (Vallarta Supermarkets)

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, Vallarta Supermarkets Retirement Plan is a benefit plan reported by Vallarta Supermarkets under EIN 95-4704083 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,597 participants and $4,255,983 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vallarta Supermarkets
EIN
95-4704083
Plan number
001
Plan type
2
Location
Pacoima, CA
Latest filing year
2023
Participants
1,597
End-of-year plan assets
$4,255,983

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,597H, C20241015103455NAL0016156691009

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,255,983
Net assets (EOY)
$4,255,983
Net assets (BOY)
$3,607,829

Income & contributions

Participant contributions
$316,229
Total contributions
$316,229
Total income / additions
$813,440

Expenses & distributions

Benefits paid
$101,041
Administrative expenses
$55,723
Total expenses
$165,286
Net increase / (decrease)
$648,154

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life InsuranRECORDKEEPER$38,110$02023
Merrill Lynch Life Agency IncINVESTMENT ADVISORY$17,613not reported in the loaded dataset2023

Related Form 5500 pages