2023 Form 5500 filing — Rubio'S Restaurant, Inc. 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 20260310000735NAL0003048897001) for Rubio'S Restaurant, Inc. 401(K) Plan, reported by Rubio'S Restaurant, Inc. under EIN 33-0100303 and plan number 002. It reports 4,458 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)$9.3MReported net assets$9,269,638
Participants4.5K4,458
Provider compensation$31.4K12 Schedule C row(s)$31,427
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20260310000735NAL0003048897001
Plan sponsor
Rubio'S Restaurant, Inc.
EIN
33-0100303
Plan number
002
Location
Carlsbad, CA
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)$9.3M total assets
Net assets$9.3MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$847.9K
Benefits paid / distributions$836.3K
Contributions
Employer$272.2K
Participant$853.1K
Full reported line items
Total assets (EOY)
$9,269,638
Total liabilities (EOY)
$0
Net assets (EOY)
$9,269,638
Employer contributions
$272,242
Participant contributions
$853,056
Total income / additions
$2,632,611
Benefits paid
$836,293
Administrative expenses
$11,585
Total expenses
$847,878
Net increase / (decrease)
$1,784,733
Schedule C

Reported service provider compensation

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

  1. 1
    SERVICE PROVIDER · Direct $0 · Indirect $7.4K
  2. 2
    INVESTMENT ADVISORY (PART · Direct $3.3K · Indirect $0
  3. 3
    INVESTMENT ADVISORY (PART · Direct $3.3K · Indirect $0
  4. 4
    INVESTMENT ADVISORY (PART · Direct $2.9K
  5. 5
    INVESTMENT ADVISORY (PART · Direct $2.9K · Indirect $0
  6. 6
    INVESTMENT ADVISORY (PART · Direct $2.6K · Indirect $0
  7. 7
    INVESTMENT ADVISORY (PART · Direct $2.6K · Indirect $0
  8. 8
    Bdo$2.5K
    Direct $2.5K
  9. 9
    OTHER FEES · Direct $1.5K · Indirect $0
  10. 10
    INVESTMENT ADVISORY (PLAN · Direct $0 · Indirect $1.3K
  11. 11
    INVESTMENT ADVISORY (PLAN · Direct $0 · Indirect $1.2K
  12. 12
    SERVICE PROVIDER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20260310000735NAL0003048897001 cover?
It is the 2023 Form 5500 filing for Rubio'S Restaurant, Inc. 401(K) Plan, reported by Rubio'S Restaurant, Inc. (EIN 33-0100303).
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).

Related Form 5500 pages