Winking Lizard Tavern, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Winking Lizard Tavern, Inc. (EIN 34-1675347) is a plan sponsor located in Bedford Heights, OH with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
34-1675347
Location
Bedford Heights, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,975,004
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$7,975,004

Contributions & income

Employer contributions
$85,393
Participant contributions
$911,570
Total income / additions
$2,053,713

Expenses & distributions

Benefits paid / distributions
$720,182
Total expenses
$780,800
Net increase / (decrease)
$1,272,913

Coverage

Total reported participants
894
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Winking Lizard Tavern, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Winking Lizard Tavern, Inc. 401k Profit Sharing Plan & Trust001763$7,975,0042023
Winking Lizard, Inc. Welfare Benefit Plan501131not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Winking Lizard Tavern, Inc.
YearPlanParticipantsSchedulesFiling
2023Winking Lizard Tavern, Inc. 401k Profit Sharing Plan & Trust763H, C20241014101857NAL0014757827001
2023Winking Lizard, Inc. Welfare Benefit Plan13120250114084812NAL0019820049001

Related Form 5500 pages