W.K.S. Restaurant Group 401(K) Plan — Form 5500 plan (W.K.S. Restaurant Corporation)
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, W.K.S. Restaurant Group 401(K) Plan is a benefit plan reported by W.K.S. Restaurant Corporation under EIN 33-0257012 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,579 participants and $17,499,996 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- W.K.S. Restaurant Corporation
- EIN
- 33-0257012
- Plan number
- 001
- Plan type
- 3
- Location
- Cypress, CA
- Latest filing year
- 2023
- Participants
- 4,579
- End-of-year plan assets
- $17,499,996
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,579 | H, C | 20241007123744NAL0008869235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,499,996
- Total liabilities (EOY)
- $43,689
- Net assets (EOY)
- $17,456,307
- Net assets (BOY)
- $13,603,854
Income & contributions
- Employer contributions
- $919,526
- Participant contributions
- $1,678,526
- Total contributions
- $2,638,386
- Total income / additions
- $5,350,439
Expenses & distributions
- Benefits paid
- $1,387,048
- Administrative expenses
- $110,938
- Total expenses
- $1,497,986
- Net increase / (decrease)
- $3,852,453
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tri-Ad Actuaries, Inc. | NONE | $87,283 | $0 | 2023 |
| Holthouse Carlin & Van Tright, Llp | NONE | $15,840 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Company | NONE | $7,815 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for W.K.S. Restaurant Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Cypress, CA
- Tri-Ad Actuaries, Inc. — Schedule C compensation
- Holthouse Carlin & Van Tright, Llp — Schedule C compensation
- Charles Schwab Trust Company — Schedule C compensation