Torchy'S Tacos 401(K) Plan — Form 5500 plan (Success Foods Management Group LLC)

Plain-English plan 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, Torchy'S Tacos 401(K) Plan is a benefit plan reported by Success Foods Management Group LLC under EIN 26-0483845 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,542 participants and $4,212,975 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Success Foods Management Group LLC
EIN
26-0483845
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
3,542
End-of-year plan assets
$4,212,975

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,542H, C20241012085136NAL0024348689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,212,975
Net assets (EOY)
$4,212,975
Net assets (BOY)
$3,428,497

Income & contributions

Employer contributions
$205,974
Participant contributions
$607,461
Total contributions
$825,527
Total income / additions
$1,466,249

Expenses & distributions

Benefits paid
$626,490
Administrative expenses
$45,247
Total expenses
$681,771
Net increase / (decrease)
$784,478

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nova 401k AssociatesCONTRACT ADMIN$10,825$1,8162023

Related Form 5500 pages