2023 Form 5500 filing — Wendy'S Of Colorado Springs 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 20241015131838NAL0016471811001) for Wendy'S Of Colorado Springs 401(K) Plan, reported by Wendy'S Of Colorado Springs, Inc. under EIN 84-0706429 and plan number 001. It reports 5,540 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131838NAL0016471811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wendy'S Of Colorado Springs, Inc.
- EIN
- 84-0706429
- Plan number
- 001
- Location
- Colorado Springs, CO
- Participants
- 5,540
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,338,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,338,744
- Employer contributions
- $427,677
- Participant contributions
- $816,242
- Total income / additions
- $2,608,272
- Benefits paid
- $1,097,077
- Administrative expenses
- $87,913
- Total expenses
- $1,184,990
- Net increase / (decrease)
- $1,423,282
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rpg Consultants | NONE | $39,391 | not reported in the loaded dataset |
| Precision Wealth Management | NONE | $33,329 | not reported in the loaded dataset |
| Qbox Fiduciary Solutions, LLC | NONE | $7,406 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $5,692 | not reported in the loaded dataset |