2023 Form 5500 filing — Restaurant Growth Services, LLC 401(K) 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 20240924125824NAL0004701315001) for Restaurant Growth Services, LLC 401(K) Plan, reported by Restaurant Growth Services, LLC under EIN 37-1689186 and plan number 001. It reports 7,399 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240924125824NAL0004701315001
Filing year
2023
Form type
3
Plan sponsor
Restaurant Growth Services, LLC
EIN
37-1689186
Plan number
001
Location
Nashville, TN
Participants
7,399
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$76,389,790
Total liabilities (EOY)
$0
Net assets (EOY)
$76,389,790
Employer contributions
$428,246
Participant contributions
$2,648,457
Total income / additions
$16,102,163
Benefits paid
$10,476,602
Administrative expenses
$336,402
Total expenses
$10,971,199
Net increase / (decrease)
$5,130,964
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$206,851$0
Newport Group, Inc.CONSULTANT$82,750not reported in the loaded dataset
Crosslin, PllcACCOUNTANT$12,000not reported in the loaded dataset

Related Form 5500 pages