2023 Form 5500 filing — Ralph Brennan Restaurant Group 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 20241015165725NAL0029183361001) for Ralph Brennan Restaurant Group 401(K) Retirement Plan, reported by Ralph Brennan Restaurant Group, LLC under EIN 72-1350467 and plan number 001. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165725NAL0029183361001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Ralph Brennan Restaurant Group, LLC
- EIN
- 72-1350467
- Plan number
- 001
- Location
- New Orleans, LA
- Participants
- 308
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,410,150
- Total liabilities (EOY)
- $278
- Net assets (EOY)
- $9,409,872
- Employer contributions
- $128,211
- Participant contributions
- $543,983
- Total income / additions
- $2,417,662
- Benefits paid
- $200,230
- Administrative expenses
- $56,222
- Total expenses
- $262,402
- Net increase / (decrease)
- $2,155,260
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life | RECORDKEEPER | $30,548 | $0 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY | $24,474 | not reported in the loaded dataset |
| The Haslauer Group, Inc. | TPA | $1,200 | $79 |