Huey'S Investment Plan — Form 5500 plan (Uncle Donald'S Restaurants, 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, Huey'S Investment Plan is a benefit plan reported by Uncle Donald'S Restaurants, LLC under EIN 26-3743838 and plan number 001. The latest loaded filing year is 2023. The filing reports 464 participants and $8,901,881 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uncle Donald'S Restaurants, LLC
- EIN
- 26-3743838
- Plan number
- 001
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 464
- End-of-year plan assets
- $8,901,881
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 464 | H, C | 20240829084634NAL0026782114001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,901,881
- Net assets (EOY)
- $8,901,881
- Net assets (BOY)
- $7,580,892
Income & contributions
- Employer contributions
- $324,908
- Participant contributions
- $483,317
- Total contributions
- $808,396
- Total income / additions
- $2,052,375
Expenses & distributions
- Benefits paid
- $688,448
- Administrative expenses
- $42,938
- Total expenses
- $731,386
- Net increase / (decrease)
- $1,320,989
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| B. Riley Wealth Management Inc | RIA | $17,982 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $2,415 | not reported in the loaded dataset | 2023 |
| B. Riley Wealth Advisors, Inc. | RIA | $1,811 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uncle Donald'S Restaurants, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- B. Riley Wealth Management Inc — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- B. Riley Wealth Advisors, Inc. — Schedule C compensation