2023 Form 5500 filing — Caffe Nero Americas 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 20241009162007NAL0019618977001) for Caffe Nero Americas 401(K) Plan, reported by Caffe Nero Americas Inc. under EIN 46-3749140 and plan number 001. It reports 321 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009162007NAL0019618977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caffe Nero Americas Inc.
- EIN
- 46-3749140
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 321
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,501,054
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,501,054
- Employer contributions
- $35,000
- Participant contributions
- $522,381
- Total income / additions
- $914,459
- Benefits paid
- $173,204
- Administrative expenses
- $71,818
- Total expenses
- $245,022
- Net increase / (decrease)
- $669,437
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Compass 360, LLC | RECORDKEEPER | $31,360 | $21 |
| Transamerica Retirement Solutions | RECORDKEEPER | $20,357 | $0 |
| Commonwealth Financial Network | INVESTMENT AD VISORY - PL | $10,114 | not reported in the loaded dataset |