The Food Pantry Profit Sharing Investment Plan — Form 5500 plan (Food Pantry, Ltd.)

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, The Food Pantry Profit Sharing Investment Plan is a benefit plan reported by Food Pantry, Ltd. under EIN 99-0104984 and plan number 001. The latest loaded filing year is 2023. The filing reports 594 participants and $29,429,824 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$29.4MPlan net assets, end of year$29,429,824
Participants594Covered participants reported
Assets / participant$49.5KComputed: assets ÷ participants$49,545 (computed)
Provider compensation$45.4K2 Schedule C provider row(s)$45,407
Plan sponsor
Food Pantry, Ltd.
EIN
99-0104984
Plan number
001
Plan type
2
Location
Honolulu, HI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023594H, C20241010181305NAL0036668192001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$29.4M total assets
Net assets$29.4MLiabilities
Money in vs. money out
Total income / additions$5.5M
Total expenses$5.2M
Benefits paid / distributions$5.1M
Contributions
Employer$217.5K
Participant$801.1K
Full reported line items

Net assets

Total assets (EOY)
$29,429,824
Net assets (EOY)
$29,429,824
Net assets (BOY)
$29,096,085

Income & contributions

Employer contributions
$217,542
Participant contributions
$801,106
Total contributions
$1,102,832
Total income / additions
$5,485,304

Expenses & distributions

Benefits paid
$5,122,711
Administrative expenses
$45,407
Total expenses
$5,168,118
Net increase / (decrease)
$317,186
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 21%Participant 79%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income93%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$45,407$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages