2023 Form 5500 filing — Jack'S Family Restaurants/Sfm 401k

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 20250505083514NAL0007742641001) for Jack'S Family Restaurants/Sfm 401k, reported by Jack'S Family Restaurants/Sfm Lp under EIN 63-0440641 and plan number 003. It reports 8,918 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)$15.9MReported net assets$15,906,941

Participants8.9K8,918

Provider compensation$81.6K3 Schedule C row(s)$81,607

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250505083514NAL0007742641001
Plan sponsor: Jack'S Family Restaurants/Sfm Lp
EIN: 63-0440641
Plan number: 003
Location: Birmingham, AL
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$15.9M total assets

Net assets$15.9MLiabilities$0

Money in vs. money out

Total income / additions$3.7M

Total expenses$2M

Benefits paid / distributions$1.9M

Contributions

Employer$522K

Participant$971.5K

Full reported line items

Total assets (EOY): $15,906,941
Total liabilities (EOY): $0
Net assets (EOY): $15,906,941
Employer contributions: $521,986
Participant contributions: $971,456
Total income / additions: $3,659,381
Benefits paid: $1,891,875
Administrative expenses: $81,607
Total expenses: $1,973,482
Net increase / (decrease): $1,685,899

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Annuity Insurance Company O$43.3K
RECORDKEEPER · Direct $43.3K · Indirect $0
2
Plexus Financial Services, LLC$37.3K
INVESTMENT ADVISOR · Direct $37.3K
3
Empower Advisory Group, LLC$1K
INVESTMENT MGMT · Direct $1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250505083514NAL0007742641001 cover?: It is the 2023 Form 5500 filing for Jack'S Family Restaurants/Sfm 401k, reported by Jack'S Family Restaurants/Sfm Lp (EIN 63-0440641).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).