Bj'S Restaurants, Inc. 401(K) Plan — Form 5500 plan (Bj'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, Bj'S Restaurants, Inc. 401(K) Plan is a benefit plan reported by Bj'S Restaurants, Inc. under EIN 33-0485615 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,303 participants and $37,930,598 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bj'S Restaurants, Inc.
- EIN
- 33-0485615
- Plan number
- 001
- Plan type
- 2
- Location
- Huntington Beach, CA
- Latest filing year
- 2023
- Participants
- 11,303
- End-of-year plan assets
- $37,930,598
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,303 | H, C | 20241011144429NAL0037241392001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,930,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,930,598
- Net assets (BOY)
- $30,153,299
Income & contributions
- Employer contributions
- $819,587
- Participant contributions
- $3,513,972
- Total contributions
- $4,530,367
- Total income / additions
- $10,402,223
Expenses & distributions
- Benefits paid
- $2,352,890
- Administrative expenses
- $140,799
- Total expenses
- $2,624,924
- Net increase / (decrease)
- $7,777,299
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $140,799 | $0 | 2023 |
| Raymond James | INVESTMENT ADVISOR | $13,626 | not reported in the loaded dataset | 2023 |
| Concurrent Investment Advisors LLC | INVESTMENT ADVISOR | $6,374 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bj'S Restaurants, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Huntington Beach, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Raymond James — Schedule C compensation
- Concurrent Investment Advisors LLC — Schedule C compensation