2023 Form 5500 filing — Pizza Wholesale Of Lexington, Inc. 401(K)Retirement Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240612065739NAL0051360720001) for Pizza Wholesale Of Lexington, Inc. 401(K)Retirement Savings Plan, reported by Pizza Wholesale Of Lexington, Inc. under EIN 61-0967182 and plan number 001. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240612065739NAL0051360720001
Filing year
2023
Form type
3
Plan sponsor
Pizza Wholesale Of Lexington, Inc.
EIN
61-0967182
Plan number
001
Location
Paris, KY
Participants
267
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$12,756,166
Total liabilities (EOY)
$0
Net assets (EOY)
$12,756,166
Employer contributions
$579,180
Participant contributions
$1,091,793
Total income / additions
$3,559,597
Benefits paid
$433,093
Administrative expenses
$79,555
Total expenses
$512,648
Net increase / (decrease)
$3,046,949
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Mcf AdvisorsINVESTMENT ADVISOR$30,318not reported in the loaded dataset
Benefits Administrators, LLCCONTRACT ADMIN$8,399not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$5,933$0

Related Form 5500 pages