2023 Form 5500 filing — Osi Restaurant Partners, LLC Salaried Employees 401(K) Plan And Trust
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 20241003160242NAL0018151120001) for Osi Restaurant Partners, LLC Salaried Employees 401(K) Plan And Trust, reported by Osi Restaurant Partners, LLC under EIN 59-3061413 and plan number 002. It reports 6,081 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003160242NAL0018151120001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Osi Restaurant Partners, LLC
- EIN
- 59-3061413
- Plan number
- 002
- Location
- Tampa, FL
- Participants
- 6,081
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $176,866,901
- Total liabilities (EOY)
- $25,200
- Net assets (EOY)
- $176,841,701
- Employer contributions
- $5,627,556
- Participant contributions
- $11,100,377
- Total income / additions
- $44,144,413
- Benefits paid
- $19,220,099
- Administrative expenses
- $217,186
- Total expenses
- $19,318,961
- Net increase / (decrease)
- $24,825,452
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $129,454 | $0 |
| Capfinancial Partners, LLC. | INVESTMENT ADVISOR | $50,379 | not reported in the loaded dataset |
| Mayer Hoffman Mccann P.C. | ACCOUNTANT/AUDITOR | $24,765 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $12,153 | not reported in the loaded dataset |