Original filing (PDF)20250415140543NAL0001460499001

MAR-VAL FOOD STORE NO1 INC

Name: MAR-VAL FOOD STORE NO1 INC — MAR-VAL FOOD STORE NO1 INC 401K PROFIT SHARING PLAN, Form 5500 (2023)
Creator: MAR-VAL FOOD STORE NO1 INC

Form 5500

FILING_RECEIVED

MAR-VAL FOOD STORE NO1 INC 401K PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

419

Accounts w/ balance

291

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

Plan health score

Below-average — multiple flags

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

Delinquent participant contributions reported (Schedule H 4a) — 752K (83% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (12th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAR-VAL FOOD STORE NO1 INC.

Plan sponsor

Name

MAR-VAL FOOD STORE NO1 INC

EIN

94-1495075

Address

856 N SACRAMENTO STREET SUITE C · LODI, CA · 952400000

Phone

(209) 369-3611

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

SCHWARTZ GIANNINI LANTSBERGER

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK RETIREMENT PLAN SERV	01-0233346	—	NONE	$32K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO	23-2384840	—	NONE	$21K	—
ASSOCIATED PENSION CONSULTANTS	94-2456320

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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