Pizza Wholesale Of Lexington, Inc. 401(K)Retirement Savings Plan — Form 5500 plan (Pizza Wholesale Of Lexington, 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, Pizza Wholesale Of Lexington, Inc. 401(K)Retirement Savings Plan is a benefit plan reported by Pizza Wholesale Of Lexington, Inc. under EIN 61-0967182 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $12,756,166 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pizza Wholesale Of Lexington, Inc.
EIN
61-0967182
Plan number
001
Plan type
3
Location
Paris, KY
Latest filing year
2023
Participants
267
End-of-year plan assets
$12,756,166

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023267H, C20240612065739NAL0051360720001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,756,166
Total liabilities (EOY)
$0
Net assets (EOY)
$12,756,166
Net assets (BOY)
$9,709,217

Income & contributions

Employer contributions
$579,180
Participant contributions
$1,091,793
Total contributions
$1,795,311
Total income / additions
$3,559,597

Expenses & distributions

Benefits paid
$433,093
Administrative expenses
$79,555
Total expenses
$512,648
Net increase / (decrease)
$3,046,949

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mcf AdvisorsINVESTMENT ADVISOR$30,318not reported in the loaded dataset2023
Benefits Administrators, LLCCONTRACT ADMIN$8,399not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$5,933$02023

Related Form 5500 pages