Eatstreet 401(K) Plan — Form 5500 plan (Eatstreet, 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, Eatstreet 401(K) Plan is a benefit plan reported by Eatstreet, Inc. under EIN 45-4385093 and plan number 001. The latest loaded filing year is 2023. The filing reports 433 participants and $3,522,330 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.5MPlan net assets, end of year$3,522,330
Participants433Covered participants reported
Assets / participant$8.1KComputed: assets ÷ participants$8,135 (computed)
Provider compensation$35.2K4 Schedule C provider row(s)$35,153
Plan sponsor
Eatstreet, Inc.
EIN
45-4385093
Plan number
001
Plan type
2
Location
Madison, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023433H, C20241015112924NAL0016231859001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$1M
Benefits paid / distributions$972.1K
Contributions
Employer$158.9K
Participant$326K
Full reported line items

Net assets

Total assets (EOY)
$3,522,330
Total liabilities (EOY)
$0
Net assets (EOY)
$3,522,330
Net assets (BOY)
$3,410,494

Income & contributions

Employer contributions
$158,875
Participant contributions
$325,977
Total contributions
$484,852
Total income / additions
$1,120,663

Expenses & distributions

Benefits paid
$972,148
Administrative expenses
$35,270
Total expenses
$1,008,827
Net increase / (decrease)
$111,836
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets29%Computed ratio
Benefits paid ÷ total income87%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$16,060$02023
Mma SecuritiesINVESTMENT ADVISOR$8,903not reported in the loaded dataset2023
Peak Retirement Group Dba Tg BenefiCONTRACT ADMIN$6,950not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$3,240not reported in the loaded dataset2023

Related Form 5500 pages