Plan5500

Jack'S Family Restaurants/Sfm 401k — Form 5500 plan (Jack'S Family Restaurants/Sfm Lp)

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, Jack'S Family Restaurants/Sfm 401k is a benefit plan reported by Jack'S Family Restaurants/Sfm Lp under EIN 63-0440641 and plan number 003. The latest loaded filing year is 2023. The filing reports 8,918 participants and $15,906,941 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jack'S Family Restaurants/Sfm Lp
EIN
63-0440641
Plan number
003
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
8,918
End-of-year plan assets
$15,906,941

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,918H, C20250505083514NAL0007742641001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,906,941
Total liabilities (EOY)
$0
Net assets (EOY)
$15,906,941
Net assets (BOY)
$14,221,042

Income & contributions

Employer contributions
$521,986
Participant contributions
$971,456
Total contributions
$1,567,811
Total income / additions
$3,659,381

Expenses & distributions

Benefits paid
$1,891,875
Administrative expenses
$81,607
Total expenses
$1,973,482
Net increase / (decrease)
$1,685,899

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$43,312$02023
Plexus Financial Services, LLCINVESTMENT ADVISOR$37,254not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$1,041not reported in the loaded dataset2023

Related Form 5500 pages