City Barbeque 401k Plan — Form 5500 plan (City Barbeque)

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, City Barbeque 401k Plan is a benefit plan reported by City Barbeque under EIN 31-1657386 and plan number 001. The latest loaded filing year is 2023. The filing reports 988 participants and $12,677,327 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.7MPlan net assets, end of year$12,677,327
Participants988Covered participants reported
Assets / participant$12.8KComputed: assets ÷ participants$12,831 (computed)
Provider compensation$48.3K2 Schedule C provider row(s)$48,265
Plan sponsor
City Barbeque
EIN
31-1657386
Plan number
001
Plan type
2
Location
Dublin, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023988H, C20241015121943NAL0029600033001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.7M total assets
Net assets$12.7MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$663.7K
Participant$1.3M
Full reported line items

Net assets

Total assets (EOY)
$12,677,327
Total liabilities (EOY)
$0
Net assets (EOY)
$12,677,327
Net assets (BOY)
$10,411,232

Income & contributions

Employer contributions
$663,689
Participant contributions
$1,339,981
Total contributions
$2,481,809
Total income / additions
$4,341,557

Expenses & distributions

Benefits paid
$2,017,332
Administrative expenses
$58,130
Total expenses
$2,075,462
Net increase / (decrease)
$2,266,095
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$34,765$02023
Sagepoint Financial IncADVISOR$13,500not reported in the loaded dataset2023

Related Form 5500 pages