Plan5500

2023 Form 5500 filing — Joe'S Kansas City Bar-B-Que, Inc. Employee Savings 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 20241004105243NAL0005641235001) for Joe'S Kansas City Bar-B-Que, Inc. Employee Savings Trust, reported by Joe'S Kansas City Bar-B-Que, Inc. under EIN 74-2836151 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241004105243NAL0005641235001
Filing year
2023
Form type
2
Plan sponsor
Joe'S Kansas City Bar-B-Que, Inc.
EIN
74-2836151
Plan number
001
Location
Kansas City, KS
Participants
177
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,098,032
Total liabilities (EOY)
$0
Net assets (EOY)
$4,098,032
Employer contributions
$218,856
Participant contributions
$357,588
Total income / additions
$1,087,576
Benefits paid
$140,625
Administrative expenses
$26,457
Total expenses
$167,082
Net increase / (decrease)
$920,494
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Geneos Wealth ManagementINVESTMENT ADVISOR$9,205not reported in the loaded dataset
Empower Annuity Insurance GroupRECORDKEEPER$8,934$0
Meeder Advisory Services, Inc.OTHER$3,515not reported in the loaded dataset
Cwm LLCINVESTMENT ADVISOR$2,847not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MANAGER$2,654not reported in the loaded dataset
Demars Pension Consulting Services,TPA$800not reported in the loaded dataset

Related Form 5500 pages