2023 Form 5500 filing — Worldwide Restaurant Concepts 401(K) Savings 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 20241010092821NAL0039616114001) for Worldwide Restaurant Concepts 401(K) Savings Plan And Trust, reported by Sizzler Usa Restaurants, Inc. under EIN 95-2548114 and plan number 001. It reports 607 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010092821NAL0039616114001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sizzler Usa Restaurants, Inc.
- EIN
- 95-2548114
- Plan number
- 001
- Location
- Mission Viejo, CA
- Participants
- 607
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,947,170
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,947,170
- Participant contributions
- $402,347
- Total income / additions
- $1,622,476
- Benefits paid
- $232,905
- Administrative expenses
- $17,042
- Total expenses
- $287,857
- Net increase / (decrease)
- $1,334,619
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group, LLC | INVESTMENT/FINANCIAL ADVI | $16,242 | $0 |
| Adp, Inc. | RECORD KEEPER | $800 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |