Fiorella'S Restaurant Group Retirement Plan — Form 5500 plan (Ja-Del, 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, Fiorella'S Restaurant Group Retirement Plan is a benefit plan reported by Ja-Del, Inc. under EIN 43-1068255 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,107 participants and $8,207,460 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ja-Del, Inc.
EIN
43-1068255
Plan number
001
Plan type
2
Location
Overland Park, KS
Latest filing year
2023
Participants
1,107
End-of-year plan assets
$8,207,460

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,107H, C20241014121736NAL0014908003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,207,460
Total liabilities (EOY)
$0
Net assets (EOY)
$8,207,460
Net assets (BOY)
$6,922,431

Income & contributions

Employer contributions
$123,137
Participant contributions
$609,034
Total contributions
$751,605
Total income / additions
$1,903,771

Expenses & distributions

Benefits paid
$538,719
Administrative expenses
$71,522
Total expenses
$618,742
Net increase / (decrease)
$1,285,029

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative PlanningADVISOR$46,667not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$24,855$02023

Related Form 5500 pages