The Cheesecake Factory Incorporated 401(K) Plan — Form 5500 plan (The Cheesecake Factory Incorporated)
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, The Cheesecake Factory Incorporated 401(K) Plan is a benefit plan reported by The Cheesecake Factory Incorporated under EIN 51-0340466 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,782 participants and $79,438,520 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Cheesecake Factory Incorporated
- EIN
- 51-0340466
- Plan number
- 001
- Plan type
- 2
- Location
- Calabasas Hills, CA
- Latest filing year
- 2023
- Participants
- 2,782
- End-of-year plan assets
- $79,438,520
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,782 | H, C | 20241010160855NAL0036387632001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,438,520
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,438,520
- Net assets (BOY)
- $64,464,333
Income & contributions
- Employer contributions
- $2,217,050
- Participant contributions
- $7,658,131
- Total contributions
- $10,345,616
- Total income / additions
- $22,880,948
Expenses & distributions
- Benefits paid
- $7,443,222
- Administrative expenses
- $334,230
- Total expenses
- $7,906,761
- Net increase / (decrease)
- $14,974,187
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Ins & Annuity | RECORDKEEPER | $176,773 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $89,749 | $0 | 2023 |
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $55,182 | not reported in the loaded dataset | 2023 |
| Holthouse Carlin & Vantrigt Llp | ACCOUNTANT/AUDITOR | $6,630 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | CONSULTANT | $5,896 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Cheesecake Factory Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Calabasas Hills, CA
- Prudential Retirement Ins & Annuity — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- Holthouse Carlin & Vantrigt Llp — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation