2023 Form 5500 filing — Allard Nazarian Group, Inc. 401(K) 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 20241004082321NAL0005521251001) for Allard Nazarian Group, Inc. 401(K) Savings Plan, reported by Allard Nazarian Group, Inc. under EIN 02-0364963 and plan number 003. It reports 200 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)$10.7MReported net assets$10,741,801

Participants200

Provider compensation$52.6K4 Schedule C row(s)$52,604

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241004082321NAL0005521251001
Plan sponsor: Allard Nazarian Group, Inc.
EIN: 02-0364963
Plan number: 003
Location: Manchester, NH
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$10.7M total assets

Net assets$10.7MLiabilities$0

Money in vs. money out

Total income / additions$3.2M

Total expenses$1.6M

Benefits paid / distributions$1.5M

Contributions

Employer$145.3K

Participant$690.9K

Full reported line items

Total assets (EOY): $10,741,801
Total liabilities (EOY): $0
Net assets (EOY): $10,741,801
Employer contributions: $145,348
Participant contributions: $690,850
Total income / additions: $3,186,464
Benefits paid: $1,512,014
Administrative expenses: $52,604
Total expenses: $1,575,781
Net increase / (decrease): $1,610,683

Schedule C

Reported service provider compensation

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

1
Merrill Lynch Pierce Fenner & Smith$35.8K
INVESTMENT ADVISOR · Direct $35.8K
2
Empower Annuity Insurance Company O$10.2K
RECORDKEEPER · Direct $10.2K · Indirect $0
3
Commonwealth Equity Services LLC Db$6.4K
INVESTMENT ADVISOR · Direct $6.4K
4
Empower Advisory Group, LLC$290
INVESTMENT MGMT · Direct $290

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004082321NAL0005521251001 cover?: It is the 2023 Form 5500 filing for Allard Nazarian Group, Inc. 401(K) Savings Plan, reported by Allard Nazarian Group, Inc. (EIN 02-0364963).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).