2023 Form 5500 filing — International Dairy Queen, Inc. 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 20240823135441NAL0006476945001) for International Dairy Queen, Inc. Retirement Savings Plan, reported by International Dairy Queen, Inc. under EIN 52-2066843 and plan number 001. It reports 524 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823135441NAL0006476945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- International Dairy Queen, Inc.
- EIN
- 52-2066843
- Plan number
- 001
- Location
- Bloomington, MN
- Participants
- 524
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $95,799,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $95,799,638
- Employer contributions
- $1,507,077
- Participant contributions
- $4,519,664
- Total income / additions
- $20,968,811
- Benefits paid
- $9,281,875
- Administrative expenses
- $119,575
- Total expenses
- $9,403,374
- Net increase / (decrease)
- $11,565,437
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $72,005 | $0 |
| Advanced Capital Group | NONE | $44,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $21,547 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. (Brokera | NONE | $0 | not reported in the loaded dataset |
| Td Ameritrade | NONE | $0 | not reported in the loaded dataset |