2023 Form 5500 filing — The Cheesecake Factory Incorporated 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 20241010160855NAL0036387632001) for The Cheesecake Factory Incorporated 401(K) Plan, reported by The Cheesecake Factory Incorporated under EIN 51-0340466 and plan number 001. It reports 2,782 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010160855NAL0036387632001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Cheesecake Factory Incorporated
- EIN
- 51-0340466
- Plan number
- 001
- Location
- Calabasas Hills, CA
- Participants
- 2,782
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,438,520
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,438,520
- Employer contributions
- $2,217,050
- Participant contributions
- $7,658,131
- Total income / additions
- $22,880,948
- Benefits paid
- $7,443,222
- Administrative expenses
- $334,230
- Total expenses
- $7,906,761
- Net increase / (decrease)
- $14,974,187
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Ins & Annuity | RECORDKEEPER | $176,773 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $89,749 | $0 |
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $55,182 | not reported in the loaded dataset |
| Holthouse Carlin & Vantrigt Llp | ACCOUNTANT/AUDITOR | $6,630 | not reported in the loaded dataset |
| Mercer Investments LLC | CONSULTANT | $5,896 | not reported in the loaded dataset |