How big is Floersch IGA, Inc.'s plan?

Floersch IGA, Inc.'s plan reported $4.1M in assets and 150 participants for 2023.

Original filing (PDF)20250710084503NAL0003931139001

Floersch IGA, Inc.

Name: Floersch IGA, Inc. — Ray's Apple Market Stores, Form 5500 (2023)
Creator: Floersch IGA, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Ray's Apple Market Stores Profit Sharing 401(k) Plan & Trust

401(k) retirement plan · Floersch IGA, Inc.'s Ray's Apple Market Stores Profit Sharing 401(k) Plan & Trust held $4.1M in plan assets for 150 participants in 2023.

Signals · 2

Corrective distributions issuedNo recordkeeper disclosed

Active participants

150

Accounts w/ balance

108

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Floersch IGA, Inc.'s EIN is 48-0939268.

EIN 48-0939268

Plan number 001

Plan year 2023

ACK ID 20250710084503NAL0003931139001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Floersch IGA, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Floersch IGA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Plan sponsor

Name

FLOERSCH IGA, INC.

EIN

all filings

Address

722 WEST CRAWFORD · CLAY CENTER, KS · 67432

Phone

(785) 537-0366

Industry

Supermarkets & Other Grocery Stores· Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
KEATING FINANCIAL ADVISORY SERVICES	—	MANHATTAN, KS	NONE	$5K	—

Investments

39 direct securities· $4.1M(100% of reported assets)

Mutual Funds

$3.4M

27 holdings

Other securities

$309K

7 holdings

Common Collective Trusts

$221K

2 holdings

Stable Value

$114K

1 holding

Common Stocks

$11K

2 holdings

					% of plan
Vanguard Target Retirement 2045 Mutual Fund	Mutual Funds	—	—	$544K	13.4%
Vanguard Target Retirement 2035 Mutual Fund	Mutual Funds	—	—	$498K	12.3%
Vanguard Target Retirement 2030 Mutual Fund	Mutual Funds	—	—	$471K	11.6%
Vanguard Target Retirement 2025 Mutual Fund	Mutual Funds	—	—	$444K	10.9%
Vanguard Target Retirement Income Mutual Fund	Mutual Funds	—	—	$283K	7.0%
Fid 500 Index Mutual Fund	Common Collective Trusts	—	—	$176K	4.3%
American Century Income Retirement Inst Mutual Fund 67 JPM LgCap Gr R6 Mutual Fund	Other securities	—	—	$168K	4.1%
Vanguard Target Retirement 2020 Mutual Fund	Mutual Funds	—	—	$166K	4.1%
American Funds 2030 Target Date R6 Mutual Fund	Mutual Funds	—	—	$139K	3.4%
Vanguard Target Retirement 2040 Mutual Fund	Mutual Funds	—	—	$125K	3.1%
BOA - fixed Guaranteed Investment Contract	Stable Value	—	—	$114K	2.8%
PIMCO StkPLUS Total Return Inst Mutual Fund	Mutual Funds	—	—	$108K	2.7%
JPM Intl Eq Mutual Fund	Other securities	—	—	$107K	2.6%
American Funds 2040 Target Date R6 Mutual Fund	Mutual Funds	—	—	$94K	2.3%
American Funds 2050 Target Date R6 Mutual Fund	Mutual Funds	—	—	$80K	2.0%
Vanguard Target Retirement 2050 Mutual Fund	Mutual Funds	—	—	$70K	1.7%
Fidelity Adv Levr Co Stock I Mutual Fund	Mutual Funds	—	—	$68K	1.7%
Vanguard Target Retirement 2055 Mutual Fund	Mutual Funds	—	—	$66K	1.6%
Vanguard Mid-Cap Index Mutual Fund	Mutual Funds	—	—	$52K	1.3%
Vanguard Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$45K	1.1%
Vanguard Target Retirement 2070-Investor Mutual Fund 910 Federal Government Obligations Mutual Fund	Mutual Funds	—	—	$38K	0.9%
Vanguard Target Retirement 2060 Mutual Fund	Mutual Funds	—	—	$30K	0.7%
DFA US Trgt Val Inst Mutual Fund 168 Participant Loans 5.25% to 10.5%	Mutual Funds	—	—	$23K	0.6%
Vanguard Real Estate Index Mutual Fund	Mutual Funds	—	—	$21K	0.5%
American Funds 2060 Target Date R6 Mutual Fund	Mutual Funds	—	—	$21K	0.5%
Vanguard Equity Income Mutual Fund	Mutual Funds	—	—	$14K	0.3%
Vanguard Wlsly Inc Mutual Fund	Mutual Funds	—	—	$12K	0.3%
Meeder Infr Rtl Mutual Fund	Other securities	—	—	$9K	0.2%
Vanguard Target Retirement 2065 Mutual Fund	Mutual Funds	—	—	$9K	0.2%
American Funds AM Balanced R6 Mutual Fund	Mutual Funds	—	—	$9K	0.2%
Meeder Tctcl Inc Mutual Fund	Common Stocks	—	—	$9K	0.2%
Meeder Balanced Institutional Mutual Fund	Other securities	—	—	$8K	0.2%
TCW Total Return Bond Mutual Fund	Other securities	—	—	$7K	0.2%
American Funds 2045 Target Date R6 Mutual Fund	Mutual Funds	—	—	$6K	0.2%
Meeder Global Allocation Mutual Fund	Other securities	—	—	$6K	0.2%
Meeder Dynamic Allocation Mutual Fund	Other securities	—	—	$4K	0.1%
Invesco Equity Income R5 Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
Ivy Hi Inc I Mutual Fund	Common Stocks	—	—	$2K	<0.1%
Vanguard Strat Small-Cap Index Mutual Fund	Mutual Funds	—	—	$2K	<0.1%