Plan Ledger DOL Form 5500 · updated monthly

Town & Country Grocers of Fredericktown, Mo, IncESOP

TOWN & COUNTRY GROCERS OF FREDERICKTOWN, MO, INC EMPLOYEE STOCK OWNERSHIP PLAN · FREDERICKTOWN, MO · plan year 2023

Plan assets · 2023
$22.3M

Town & Country Grocers of Fredericktown, Mo, Inc's 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $22,260,743 across 3,222 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is the 557th-largest of 1,393 plans among Missouri employers on file, and the 1,341st of 5,215 in retail trade.

Plan summary
Net assets, end of year$22,260,743
Participants with balances3,222
Active participants6
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$6,909
Benefits paid to participants$179,164
Plan auditUnmodified (clean) audit opinion
AuditorMALONEY, WRIGHT & ROBBINS CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 3,207 accts
2023$22.3M · 3,222 accts
2022$22.2M · 3,222 accts
Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
Similar plansRetail Trade · Missouri
Springfield Grocer Company MO$24.3M · 0.20%
Wolfe Automotive Group, LLC MO$24.1M · 0.07%
McKeever Enterprises, Inc. MO$23.2M · 0.19%
Reed Automotive Group, Inc. MO$21.2M · 0.50%
Warrenton Oil Company, Inc. MO$17.8M · 0.52%
Jim Butler Chevrolet Inc. MO$17.7M · 0.77%
Dfm Investment, Co. MO$17.1M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430961945 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.