Ralph Brennan Restaurant Group 401(K) Retirement Plan — Form 5500 plan (Ralph Brennan Restaurant Group, 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, Ralph Brennan Restaurant Group 401(K) Retirement Plan is a benefit plan reported by Ralph Brennan Restaurant Group, LLC under EIN 72-1350467 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $9,410,150 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ralph Brennan Restaurant Group, LLC
- EIN
- 72-1350467
- Plan number
- 001
- Plan type
- 3
- Location
- New Orleans, LA
- Latest filing year
- 2023
- Participants
- 308
- End-of-year plan assets
- $9,410,150
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 308 | H, C | 20241015165725NAL0029183361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,410,150
- Total liabilities (EOY)
- $278
- Net assets (EOY)
- $9,409,872
- Net assets (BOY)
- $7,254,612
Income & contributions
- Employer contributions
- $128,211
- Participant contributions
- $543,983
- Total contributions
- $672,194
- Total income / additions
- $2,417,662
Expenses & distributions
- Benefits paid
- $200,230
- Administrative expenses
- $56,222
- Total expenses
- $262,402
- Net increase / (decrease)
- $2,155,260
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life | RECORDKEEPER | $30,548 | $0 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY | $24,474 | not reported in the loaded dataset | 2023 |
| The Haslauer Group, Inc. | TPA | $1,200 | $79 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ralph Brennan Restaurant Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in New Orleans, LA
- Transamerica Financial Life — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation
- The Haslauer Group, Inc. — Schedule C compensation