Caffe Nero Americas 401(K) Plan — Form 5500 plan (Caffe Nero Americas 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, Caffe Nero Americas 401(K) Plan is a benefit plan reported by Caffe Nero Americas Inc. under EIN 46-3749140 and plan number 001. The latest loaded filing year is 2023. The filing reports 321 participants and $2,501,054 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caffe Nero Americas Inc.
- EIN
- 46-3749140
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 321
- End-of-year plan assets
- $2,501,054
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 321 | H, C | 20241009162007NAL0019618977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,501,054
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,501,054
- Net assets (BOY)
- $1,831,617
Income & contributions
- Employer contributions
- $35,000
- Participant contributions
- $522,381
- Total contributions
- $557,381
- Total income / additions
- $914,459
Expenses & distributions
- Benefits paid
- $173,204
- Administrative expenses
- $71,818
- Total expenses
- $245,022
- Net increase / (decrease)
- $669,437
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Compass 360, LLC | RECORDKEEPER | $31,360 | $21 | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $20,357 | $0 | 2023 |
| Commonwealth Financial Network | INVESTMENT AD VISORY - PL | $10,114 | not reported in the loaded dataset | 2023 |