Ruby Tuesday Salary Deferral Plan — Form 5500 plan (Ruby Tuesday Operations 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, Ruby Tuesday Salary Deferral Plan is a benefit plan reported by Ruby Tuesday Operations LLC under EIN 86-1996189 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,300 participants and $21,354,640 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ruby Tuesday Operations LLC
EIN
86-1996189
Plan number
001
Plan type
2
Location
Maryville, TN
Latest filing year
2023
Participants
4,300
End-of-year plan assets
$21,354,640

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,300H, C20241014113258NAL0027159857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,354,640
Total liabilities (EOY)
$0
Net assets (EOY)
$21,354,640
Net assets (BOY)
$20,798,076

Income & contributions

Employer contributions
$279,087
Participant contributions
$853,779
Total contributions
$1,176,255
Total income / additions
$4,529,966

Expenses & distributions

Benefits paid
$3,845,266
Administrative expenses
$127,623
Total expenses
$3,973,402
Net increase / (decrease)
$556,564

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$89,607$02023
Sageview Advisory Group, LLCINVESTMENT ADVISORY$26,241not reported in the loaded dataset2023
LbmcOTHER SERVICES$15,000not reported in the loaded dataset2023

Related Form 5500 pages