Frisch'S Employee 401(K) Savings Plan — Form 5500 plan (Frisch'S Restaurants, Inc.)
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, Frisch'S Employee 401(K) Savings Plan is a benefit plan reported by Frisch'S Restaurants, Inc. under EIN 31-0523213 and plan number 005. The latest loaded filing year is 2023. The filing reports 3,748 participants and $21,047,132 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frisch'S Restaurants, Inc.
- EIN
- 31-0523213
- Plan number
- 005
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 3,748
- End-of-year plan assets
- $21,047,132
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,748 | H, C | 20250314103046NAL0011783059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,047,132
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,047,132
- Net assets (BOY)
- $19,442,175
Income & contributions
- Employer contributions
- $607,566
- Participant contributions
- $972,685
- Total contributions
- $1,825,880
- Total income / additions
- $5,084,154
Expenses & distributions
- Benefits paid
- $3,339,451
- Administrative expenses
- $128,716
- Total expenses
- $3,479,197
- Net increase / (decrease)
- $1,604,957
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $64,780 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $55,406 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,530 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Frisch'S Restaurants, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Rbc Capital Markets LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation