Earl Enterprises Retirement Savings Plan — Form 5500 plan (Pb Restaurants, 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, Earl Enterprises Retirement Savings Plan is a benefit plan reported by Pb Restaurants, LLC under EIN 59-3283783 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,534 participants and $32,210,820 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pb Restaurants, LLC
- EIN
- 59-3283783
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 7,534
- End-of-year plan assets
- $32,210,820
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,534 | H, C | 20251014111430NAL0001270083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,210,820
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,210,820
- Net assets (BOY)
- $28,824,902
Income & contributions
- Employer contributions
- $1,074,664
- Participant contributions
- $2,101,565
- Total contributions
- $3,305,534
- Total income / additions
- $8,242,132
Expenses & distributions
- Benefits paid
- $4,566,057
- Administrative expenses
- $154,609
- Total expenses
- $4,856,214
- Net increase / (decrease)
- $3,385,918
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $58,500 | $0 | 2023 |
| Advus Financial Partners LLC | INVESTMENT ADVISOR | $50,199 | not reported in the loaded dataset | 2023 |
| Cherry Bekaert & Holland, Llp | OTHER | $40,325 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,585 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pb Restaurants, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Advus Financial Partners LLC — Schedule C compensation
- Cherry Bekaert & Holland, Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation