2023 Form 5500 filing — Amy'S Kitchen, Inc. 401(K) Retirement 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 20241015111628NAL0016213299003) for Amy'S Kitchen, Inc. 401(K) Retirement Plan, reported by Amy'S Kitchen, Inc. under EIN 68-0154899 and plan number 001. It reports 3,666 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111628NAL0016213299003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amy'S Kitchen, Inc.
- EIN
- 68-0154899
- Plan number
- 001
- Location
- Petaluma, CA
- Participants
- 3,666
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $141,123,971
- Net assets (EOY)
- $141,123,971
- Employer contributions
- $4,906,752
- Participant contributions
- $9,282,072
- Total income / additions
- $35,172,657
- Benefits paid
- $16,776,325
- Administrative expenses
- $277,529
- Total expenses
- $17,095,555
- Net increase / (decrease)
- $18,077,102
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $212,565 | $0 |
| Woodbury Financial Services Inc | INVESTMENT ADVISOR | $46,250 | not reported in the loaded dataset |
| Bpm, Llp | AUDITOR | $18,714 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |