2023 Form 5500 filing — Bi Rite Restaurant Supply Co., 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 20241014180110NAL0015390355001) for Bi Rite Restaurant Supply Co., Inc. 401(K) Plan, reported by Bi Rite Restaurant Supply Co., Inc. under EIN 94-2266266 and plan number 001. It reports 303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014180110NAL0015390355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bi Rite Restaurant Supply Co., Inc.
- EIN
- 94-2266266
- Plan number
- 001
- Location
- Brisbane, CA
- Participants
- 303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,681,398
- Net assets (EOY)
- $44,681,398
- Employer contributions
- $1,336,421
- Participant contributions
- $1,591,081
- Total income / additions
- $10,514,437
- Benefits paid
- $3,636,909
- Administrative expenses
- $151,066
- Total expenses
- $3,787,975
- Net increase / (decrease)
- $6,726,462
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning Holdco LLC | NONE | $116,924 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $34,142 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | NONE | $0 | $0 |