2023 Form 5500 filing — Schmidt Family Restaurant Group 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 20250624115937NAL0004205539001) for Schmidt Family Restaurant Group 401(K) Plan, reported by Schmidt Family Restaurant Group, Inc. under EIN 47-5190200 and plan number 001. It reports 1,241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250624115937NAL0004205539001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schmidt Family Restaurant Group, Inc.
- EIN
- 47-5190200
- Plan number
- 001
- Location
- Portsmouth, OH
- Participants
- 1,241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,132,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,132,800
- Employer contributions
- $99,887
- Participant contributions
- $256,755
- Total income / additions
- $792,038
- Benefits paid
- $200,955
- Administrative expenses
- $10,311
- Total expenses
- $211,266
- Net increase / (decrease)
- $580,772
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $8,986 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $3,406 | $0 |