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GROCERY OUTLET 401(K) PLAN 401k Plan overview

Plan NameGROCERY OUTLET 401(K) PLAN
Plan identification number 001

GROCERY OUTLET 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RJ THOMA INC. DBA JACKSON GROCERY OUTLET has sponsored the creation of one or more 401k plans.

Company Name:RJ THOMA INC. DBA JACKSON GROCERY OUTLET
Employer identification number (EIN):473906838
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROCERY OUTLET 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HEATHER STEWART2024-09-29
0012022-01-01HEATHER STEWART2023-09-24
0012021-01-01HEATHER STEWART2022-07-26
0012020-01-01HEATHER STEWART2021-09-09

Financial Data on GROCERY OUTLET 401(K) PLAN

Measure Date Value
2025 : GROCERY OUTLET 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-190
Total liabilities as of the end of the plan year2025-08-190
Total liabilities as of the beginning of the plan year2025-08-190
Total expenses incurred by plan in this plan year2025-08-1916737
Net assets as of the end of the plan year2025-08-19127304
Total assets as of the beginning of the plan year2025-08-1979908
Value of plan covered by a fidelity bond2025-08-1910000
Participant contributions to plan in this plan year2025-08-1932727
Other expenses paid from plan in this plan year2025-08-192183
Other contributions to plan in this plan year2025-08-190
Other income to plan in this plan year2025-08-1920324
Plan net income in this plan year2025-08-1947396
Net assets as of the end of the plan year2025-08-19127304
Net assets as of the beginning of the plan year2025-08-1979908
Employer contributions to plan in this plan year2025-08-1911082
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-190
2024 : GROCERY OUTLET 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-290
Total liabilities as of the end of the plan year2024-09-290
Total liabilities as of the beginning of the plan year2024-09-290
Total expenses incurred by plan in this plan year2024-09-2913075
Net assets as of the end of the plan year2024-09-2979908
Total assets as of the beginning of the plan year2024-09-2956062
Value of plan covered by a fidelity bond2024-09-2910000
Participant contributions to plan in this plan year2024-09-2912192
Other expenses paid from plan in this plan year2024-09-291421
Other contributions to plan in this plan year2024-09-290
Other income to plan in this plan year2024-09-2915381
Plan net income in this plan year2024-09-2923846
Net assets as of the end of the plan year2024-09-2979908
Net assets as of the beginning of the plan year2024-09-2956062
Employer contributions to plan in this plan year2024-09-299348
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-290
2022 : GROCERY OUTLET 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-260
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-267825
Net assets as of the end of the plan year2022-07-2637747
Total assets as of the beginning of the plan year2022-07-2616823
Value of plan covered by a fidelity bond2022-07-2610000
Participant contributions to plan in this plan year2022-07-2614389
Other expenses paid from plan in this plan year2022-07-26908
Other contributions to plan in this plan year2022-07-26899
Other income to plan in this plan year2022-07-264699
Plan net income in this plan year2022-07-2620924
Net assets as of the end of the plan year2022-07-2637747
Net assets as of the beginning of the plan year2022-07-2616823
Employer contributions to plan in this plan year2022-07-268762
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-260

Potentially related plans

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