Ison Family Restaurants 401(K) Plan — Form 5500 plan (Ison Family Restaurants)
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, Ison Family Restaurants 401(K) Plan is a benefit plan reported by Ison Family Restaurants under EIN 83-0594893 and plan number 001. The latest loaded filing year is 2023. The filing reports 300 participants and $2,331,349 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ison Family Restaurants
- EIN
- 83-0594893
- Plan number
- 001
- Plan type
- 3
- Location
- Blue Ash, OH
- Latest filing year
- 2023
- Participants
- 300
- End-of-year plan assets
- $2,331,349
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 300 | H, C | 20241009120736NAL0019141489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,331,349
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,331,349
- Net assets (BOY)
- $2,498,422
Income & contributions
- Employer contributions
- $104,438
- Participant contributions
- $158,774
- Total contributions
- $267,098
- Total income / additions
- $576,132
Expenses & distributions
- Benefits paid
- $713,032
- Administrative expenses
- $19,819
- Total expenses
- $743,205
- Net increase / (decrease)
- -$167,073
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pcs Retirement | RECORDKEEPER | $10,195 | $0 | 2023 |
| Wells Fargo Advisors, LLC | ADVISOR | $9,624 | not reported in the loaded dataset | 2023 |