2023 Form 5500 filing — Bj'S Restaurants, Inc. 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 20241011144429NAL0037241392001) for Bj'S Restaurants, Inc. 401(K) Plan, reported by Bj'S Restaurants, Inc. under EIN 33-0485615 and plan number 001. It reports 11,303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011144429NAL0037241392001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bj'S Restaurants, Inc.
- EIN
- 33-0485615
- Plan number
- 001
- Location
- Huntington Beach, CA
- Participants
- 11,303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,930,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,930,598
- Employer contributions
- $819,587
- Participant contributions
- $3,513,972
- Total income / additions
- $10,402,223
- Benefits paid
- $2,352,890
- Administrative expenses
- $140,799
- Total expenses
- $2,624,924
- Net increase / (decrease)
- $7,777,299
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $140,799 | $0 |
| Raymond James | INVESTMENT ADVISOR | $13,626 | not reported in the loaded dataset |
| Concurrent Investment Advisors LLC | INVESTMENT ADVISOR | $6,374 | not reported in the loaded dataset |