Kaizen Dining 401(K) Plan & Trust — Form 5500 plan (Kaizen Dining Group, 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, Kaizen Dining 401(K) Plan & Trust is a benefit plan reported by Kaizen Dining Group, Inc. under EIN 81-0976364 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,223 participants and $330,138 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$330.1KPlan net assets, end of year$330,138
Participants1.2KCovered participants reported1,223
Assets / participant$270Computed: assets ÷ participants$270 (computed)
Provider compensation$3.1K3 Schedule C provider row(s)$3,147
- Plan sponsor
- Kaizen Dining Group, Inc.
- EIN
- 81-0976364
- Plan number
- 001
- Plan type
- 2
- Location
- Alhambra, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,223 | H, C | 20241230165125NAL0008768371001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$330.1K total assets
Net assets$330.1KLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $330,138
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $330,138
- Net assets (BOY)
- $245,187
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $46,330
- Total contributions
- $46,330
- Total income / additions
- $85,867
Expenses & distributions
- Benefits paid
- $916
- Administrative expenses
- $0
- Total expenses
- $916
- Net increase / (decrease)
- $84,951
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets0%Computed ratio
Benefits paid ÷ total income1%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Allmerits Asset Management, LLC | RECORDKEEPER | $2,997 | not reported in the loaded dataset | 2023 |
| Iron-Co-Fid-Flexible Adv Foundation | RECORDKEEPER | $120 | not reported in the loaded dataset | 2023 |
| Natiionwide Life Insurance Company | RECORDKEEPER | $30 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kaizen Dining Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alhambra, CA
- Allmerits Asset Management, LLC — Schedule C compensation
- Iron-Co-Fid-Flexible Adv Foundation — Schedule C compensation
- Natiionwide Life Insurance Company — Schedule C compensation