Celebration Restaurant Group 401(K) Plan — Form 5500 plan (Celebration Restaurant Group LLC)
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, Celebration Restaurant Group 401(K) Plan is a benefit plan reported by Celebration Restaurant Group LLC under EIN 45-3935068 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,879 participants and $2,327,023 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Celebration Restaurant Group LLC
- EIN
- 45-3935068
- Plan number
- 001
- Plan type
- 2
- Location
- Celebration, FL
- Latest filing year
- 2023
- Participants
- 3,879
- End-of-year plan assets
- $2,327,023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,879 | H, C | 20250430072759NAL0001075491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,327,023
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,327,023
- Net assets (BOY)
- $1,791,681
Income & contributions
- Employer contributions
- $81,316
- Participant contributions
- $337,043
- Total contributions
- $426,261
- Total income / additions
- $745,707
Expenses & distributions
- Benefits paid
- $192,341
- Administrative expenses
- $3,986
- Total expenses
- $210,365
- Net increase / (decrease)
- $535,342
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,012 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $862 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Celebration Restaurant Group LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Celebration, FL
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation