International Dairy Queen, Inc. Retirement Savings Plan — Form 5500 plan (International Dairy Queen, 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, International Dairy Queen, Inc. Retirement Savings Plan is a benefit plan reported by International Dairy Queen, Inc. under EIN 52-2066843 and plan number 001. The latest loaded filing year is 2023. The filing reports 524 participants and $95,799,638 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Dairy Queen, Inc.
- EIN
- 52-2066843
- Plan number
- 001
- Plan type
- 2
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 524
- End-of-year plan assets
- $95,799,638
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 524 | H, C | 20240823135441NAL0006476945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $95,799,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $95,799,638
- Net assets (BOY)
- $84,234,201
Income & contributions
- Employer contributions
- $1,507,077
- Participant contributions
- $4,519,664
- Total contributions
- $6,935,551
- Total income / additions
- $20,968,811
Expenses & distributions
- Benefits paid
- $9,281,875
- Administrative expenses
- $119,575
- Total expenses
- $9,403,374
- Net increase / (decrease)
- $11,565,437
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $72,005 | $0 | 2023 |
| Advanced Capital Group | NONE | $44,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $21,547 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. (Brokera | NONE | $0 | not reported in the loaded dataset | 2023 |
| Td Ameritrade | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Dairy Queen, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Empower Annuity Insurance Company O — Schedule C compensation
- Advanced Capital Group — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Charles Schwab & Co., Inc. (Brokera — Schedule C compensation
- Td Ameritrade — Schedule C compensation