Suzanna'S Kitchen , Inc., Employee Stock Ownership Plan — Form 5500 plan (Suzanna'S Kitchen, 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, Suzanna'S Kitchen , Inc., Employee Stock Ownership Plan is a benefit plan reported by Suzanna'S Kitchen, Inc. under EIN 58-0835483 and plan number 002. The latest loaded filing year is 2023. The filing reports 550 participants and $111,174,587 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Suzanna'S Kitchen, Inc.
- EIN
- 58-0835483
- Plan number
- 002
- Plan type
- 2
- Location
- Duluth, GA
- Latest filing year
- 2023
- Participants
- 550
- End-of-year plan assets
- $111,174,587
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 550 | H, C | 20250411152938NAL0046790018001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,174,587
- Total liabilities (EOY)
- $24,957,925
- Net assets (EOY)
- $86,216,662
- Net assets (BOY)
- $64,914,997
Income & contributions
- Employer contributions
- $1,918,164
- Total contributions
- $1,918,164
- Total income / additions
- $24,507,727
Expenses & distributions
- Benefits paid
- $1,657,915
- Administrative expenses
- $423,078
- Total expenses
- $3,206,062
- Net increase / (decrease)
- $21,301,665
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transition Finance Strategies, LLC | PLAN ADMINISTRATOR | $44,729 | not reported in the loaded dataset | 2023 |
| Adams Capital, LLC | VALUATION COMPANY | $35,000 | not reported in the loaded dataset | 2023 |
| Agl Cpa Group | AUDITOR | $26,450 | not reported in the loaded dataset | 2023 |
| Troutman Pepper, Llp | LEGAL CONSULTANT | $14,496 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Suzanna'S Kitchen, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Duluth, GA
- Transition Finance Strategies, LLC — Schedule C compensation
- Adams Capital, LLC — Schedule C compensation
- Agl Cpa Group — Schedule C compensation
- Troutman Pepper, Llp — Schedule C compensation