Zaxby'S Franchising, LLC 401(K) Plan — Form 5500 plan (Zaxby'S Franchising LLC)

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, Zaxby'S Franchising, LLC 401(K) Plan is a benefit plan reported by Zaxby'S Franchising LLC under EIN 58-2129090 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,423 participants and $19,415,485 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zaxby'S Franchising LLC
EIN
58-2129090
Plan number
001
Plan type
2
Location
Athens, GA
Latest filing year
2023
Participants
1,423
End-of-year plan assets
$19,415,485

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,423H, C20241015085515NAL0027879073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,415,485
Total liabilities (EOY)
$14
Net assets (EOY)
$19,415,471
Net assets (BOY)
$16,510,496

Income & contributions

Employer contributions
$920,164
Participant contributions
$1,816,894
Total contributions
$3,277,086
Total income / additions
$6,249,103

Expenses & distributions

Benefits paid
$3,125,821
Administrative expenses
$78,539
Total expenses
$3,344,128
Net increase / (decrease)
$2,904,975

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual Wealth Mgmt CoADVISOR$42,513not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$31,734$02023

Related Form 5500 pages