2023 Form 5500 filing — Summit Restaurant Group Retirement 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 20240904084304NAL0019949905001) for Summit Restaurant Group Retirement Plan, reported by Summit Restaurant Group, LLC under EIN 71-1006152 and plan number 001. It reports 902 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.7MReported net assets$6,735,944
Participants902
Provider compensation$5.9K1 Schedule C row(s)$5,876
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240904084304NAL0019949905001
Plan sponsor
Summit Restaurant Group, LLC
EIN
71-1006152
Plan number
001
Location
Blue Springs, MO
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.7M total assets
Net assets$6.7MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$415.8K
Benefits paid / distributions$391.9K
Contributions
Employer$160.8K
Participant$427.9K
Full reported line items
Total assets (EOY)
$6,735,944
Total liabilities (EOY)
$0
Net assets (EOY)
$6,735,944
Employer contributions
$160,773
Participant contributions
$427,929
Total income / additions
$1,706,581
Benefits paid
$391,884
Administrative expenses
$5,876
Total expenses
$415,782
Net increase / (decrease)
$1,290,799
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $5.9K

Related Form 5500 pages