Taco Bell Of Northwest Ohio 401(K) Profit Sharing Plan — Form 5500 plan (Bkk Management Co., Inc. & Affiliated Companies)

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, Taco Bell Of Northwest Ohio 401(K) Profit Sharing Plan is a benefit plan reported by Bkk Management Co., Inc. & Affiliated Companies under EIN 34-1546208 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $4,771,382 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bkk Management Co., Inc. & Affiliated Companies
EIN
34-1546208
Plan number
001
Plan type
2
Location
Findlay, OH
Latest filing year
2023
Participants
139
End-of-year plan assets
$4,771,382

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20240923112605NAL0011301825001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,771,382
Net assets (EOY)
$4,771,382
Net assets (BOY)
$4,052,087

Income & contributions

Employer contributions
$81,164
Participant contributions
$406,842
Total contributions
$488,006
Total income / additions
$1,107,014

Expenses & distributions

Benefits paid
$352,521
Administrative expenses
$21,345
Total expenses
$387,719
Net increase / (decrease)
$719,295

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Equity ServicesSERVICE PROVIDER$0$38,4392023
Morningstar Investement ManagementSERVICE PROVIDER$5,168not reported in the loaded dataset2023

Related Form 5500 pages