2023 Form 5500 filing — Eatstreet 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 20241015112924NAL0016231859001) for Eatstreet 401(K) Plan, reported by Eatstreet, Inc. under EIN 45-4385093 and plan number 001. It reports 433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.5MReported net assets$3,522,330
Participants433
Provider compensation$35.2K4 Schedule C row(s)$35,153
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015112924NAL0016231859001
- Plan sponsor
- Eatstreet, Inc.
- EIN
- 45-4385093
- Plan number
- 001
- Location
- Madison, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.5M total assets
Net assets$3.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,522,330
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,522,330
- Employer contributions
- $158,875
- Participant contributions
- $325,977
- Total income / additions
- $1,120,663
- Benefits paid
- $972,148
- Administrative expenses
- $35,270
- Total expenses
- $1,008,827
- Net increase / (decrease)
- $111,836
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $16,060 | $0 |
| Mma Securities | INVESTMENT ADVISOR | $8,903 | not reported in the loaded dataset |
| Peak Retirement Group Dba Tg Benefi | CONTRACT ADMIN | $6,950 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,240 | not reported in the loaded dataset |