2023 Form 5500 filing — East Bay Restaurant & Tavern 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 20240930142503NAL0002681699001) for East Bay Restaurant & Tavern Retirement Plan, reported by East Bay Restaurant & Tavern Retirement Plan under EIN 94-6076428 and plan number 001. It reports 4,841 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930142503NAL0002681699001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- East Bay Restaurant & Tavern Retirement Plan
- EIN
- 94-6076428
- Plan number
- 001
- Location
- Pleasanton, CA
- Participants
- 4,841
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,706,722
- Total liabilities (EOY)
- $33,679
- Net assets (EOY)
- $31,673,043
- Employer contributions
- $2,315,273
- Total income / additions
- $6,418,504
- Benefits paid
- $1,023,493
- Administrative expenses
- $467,344
- Total expenses
- $1,490,837
- Net increase / (decrease)
- $4,927,667
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys | NONE | $91,914 | not reported in the loaded dataset |
| Leonard Carder | NONE | $90,085 | not reported in the loaded dataset |
| Northwest Administrators, Inc. | NONE | $55,524 | not reported in the loaded dataset |
| National Investment Services, Inc. | NONE | $34,447 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $33,600 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $27,862 | not reported in the loaded dataset |
| National Compliance Service | NONE | $19,787 | not reported in the loaded dataset |
| Rael & Letson | NONE | $16,800 | not reported in the loaded dataset |
| Loomis, Sayles & Company, L.P. | NONE | $16,174 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $10,792 | not reported in the loaded dataset |
| Fremont Bank | NONE | $6,941 | not reported in the loaded dataset |
| Iron Mountain | NONE | $6,833 | not reported in the loaded dataset |
| Pension Benefit Information, LLC | NONE | $5,623 | not reported in the loaded dataset |