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SMART & FINAL INC. VISION PLAN 401k Plan overview

Plan NameSMART & FINAL INC. VISION PLAN
Plan identification number 502

SMART & FINAL INC. VISION PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Vision

401k Sponsoring company profile

SMART & FINAL LLC has sponsored the creation of one or more 401k plans.

Company Name:SMART & FINAL LLC
Employer identification number (EIN):954079584
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMART & FINAL INC. VISION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022023-01-01LILY HARADA2024-07-16
5022022-01-01LILY HARADA2023-06-14
5022021-01-01LILY HARADA2022-10-04
5022020-01-01
5022019-01-01
5022018-01-01
5022017-01-01LILY HARADA
5022016-01-01LILY HARADA
5022015-01-01LILY HARADA
5022014-01-01LILY HARADA
5022013-01-01LILY HARADA LILY HARADA2014-08-04
5022012-01-01LILY HARADA LILY HARADA2013-07-18
5022011-01-01LILY HARADA LILY HARADA2012-09-14
5022009-01-01LILY HARADA

Plan Statistics for SMART & FINAL INC. VISION PLAN

401k plan membership statisitcs for SMART & FINAL INC. VISION PLAN

Measure Date Value
2023: SMART & FINAL INC. VISION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,323
Total number of active participants reported on line 7a of the Form 55002023-01-012,454
Number of retired or separated participants receiving benefits2023-01-01116
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-012,570
Number of employers contributing to the scheme2023-01-010
2022: SMART & FINAL INC. VISION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,951
Total number of active participants reported on line 7a of the Form 55002022-01-012,309
Number of retired or separated participants receiving benefits2022-01-0114
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012,323
Number of employers contributing to the scheme2022-01-010
2021: SMART & FINAL INC. VISION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,507
Total number of active participants reported on line 7a of the Form 55002021-01-012,309
Number of retired or separated participants receiving benefits2021-01-0117
Number of other retired or separated participants entitled to future benefits2021-01-01625
Total of all active and inactive participants2021-01-012,951
Number of employers contributing to the scheme2021-01-010
2020: SMART & FINAL INC. VISION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,264
Total number of active participants reported on line 7a of the Form 55002020-01-012,485
Number of retired or separated participants receiving benefits2020-01-0122
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012,507
2019: SMART & FINAL INC. VISION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,802
Total number of active participants reported on line 7a of the Form 55002019-01-012,242
Number of retired or separated participants receiving benefits2019-01-0122
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012,264
2018: SMART & FINAL INC. VISION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,483
Total number of active participants reported on line 7a of the Form 55002018-01-012,783
Number of retired or separated participants receiving benefits2018-01-0119
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012,802
2017: SMART & FINAL INC. VISION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,368
Total number of active participants reported on line 7a of the Form 55002017-01-012,456
Number of retired or separated participants receiving benefits2017-01-0127
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012,483
2016: SMART & FINAL INC. VISION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,182
Total number of active participants reported on line 7a of the Form 55002016-01-012,354
Number of retired or separated participants receiving benefits2016-01-0114
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012,368
2015: SMART & FINAL INC. VISION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,065
Total number of active participants reported on line 7a of the Form 55002015-01-012,175
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012,182
2014: SMART & FINAL INC. VISION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,953
Total number of active participants reported on line 7a of the Form 55002014-01-012,046
Number of retired or separated participants receiving benefits2014-01-0119
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012,065
2013: SMART & FINAL INC. VISION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,915
Total number of active participants reported on line 7a of the Form 55002013-01-011,945
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011,953
2012: SMART & FINAL INC. VISION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,888
Total number of active participants reported on line 7a of the Form 55002012-01-011,897
Number of retired or separated participants receiving benefits2012-01-0118
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011,915
2011: SMART & FINAL INC. VISION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,143
Total number of active participants reported on line 7a of the Form 55002011-01-011,868
Number of retired or separated participants receiving benefits2011-01-0120
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011,888
2009: SMART & FINAL INC. VISION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,050
Total number of active participants reported on line 7a of the Form 55002009-01-013,028
Number of retired or separated participants receiving benefits2009-01-0139
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013,067

Form 5500 Responses for SMART & FINAL INC. VISION PLAN

2023: SMART & FINAL INC. VISION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: SMART & FINAL INC. VISION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: SMART & FINAL INC. VISION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: SMART & FINAL INC. VISION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: SMART & FINAL INC. VISION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: SMART & FINAL INC. VISION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: SMART & FINAL INC. VISION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: SMART & FINAL INC. VISION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: SMART & FINAL INC. VISION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: SMART & FINAL INC. VISION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: SMART & FINAL INC. VISION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: SMART & FINAL INC. VISION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: SMART & FINAL INC. VISION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: SMART & FINAL INC. VISION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: )
Policy contract number815701
Policy instance 1
Insurance contract or identification number815701
Number of Individuals Covered2454
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $243,996
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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