East Bay Restaurant Supply, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (East Bay Restaurant Supply, 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, East Bay Restaurant Supply, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by East Bay Restaurant Supply, Inc. under EIN 94-1284745 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $10,687,898 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- East Bay Restaurant Supply, Inc.
- EIN
- 94-1284745
- Plan number
- 001
- Plan type
- not reported in the loaded dataset
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $10,687,898
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20240802131310NAL0015989411001 |
| 2023 | 192 | H, C | 20240802131453NAL0040823168001 |
| 2023 | 194 | H, C | 20240802131602NAL0024970001001 |
| 2023 | 197 | H, C | 20240802131714NAL0040827216001 |
| 2023 | 200 | H, C | 20240802131808NAL0024972049001 |
| 2023 | 138 | H, C | 20240802131911NAL0024972385001 |
| 2023 | 130 | H, C | 20250213120850NAL0012507635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,360,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,360,214
- Net assets (BOY)
- $8,275,998
Income & contributions
- Employer contributions
- $94,388
- Participant contributions
- $480,319
- Total contributions
- $582,389
- Total income / additions
- $2,535,620
Expenses & distributions
- Benefits paid
- $349,790
- Administrative expenses
- $101,614
- Total expenses
- $451,404
- Net increase / (decrease)
- $2,084,216
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great West Life & Annuity Insurance | RECORDKEEPER | $55,685 | $0 | 2023 |
| Great West Life & Annuity Insurance | RECORDKEEPER | $46,005 | $0 | 2023 |
| Great West Life & Annuity Insurance | RECORDKEEPER | $45,304 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $35,301 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $34,958 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $34,755 | not reported in the loaded dataset | 2023 |
| Savant Investment Group | INVESTMENT ADVISOR | $33,541 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $31,720 | not reported in the loaded dataset | 2023 |
| Templeton & Company Llp | AUDITOR | $26,952 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $26,231 | not reported in the loaded dataset | 2023 |
| Great West Life & Annuity Insurance | RECORDKEEPER | $24,554 | $0 | 2023 |
| Great West Life & Annuity Insurance | RECORDKEEPER | $21,403 | $0 | 2023 |
| Savant Investment Group | INVESTMENT ADVISOR | $17,245 | not reported in the loaded dataset | 2023 |
| Great West Life & Annuity Insurance | RECORDKEEPER | $12,924 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $12,773 | $0 | 2023 |
| The Stoller Company, Inc | CONTRACT ADMIN | $5,036 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for East Bay Restaurant Supply, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Oakland, CA
- Great West Life & Annuity Insurance — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Savant Investment Group — Schedule C compensation
- Templeton & Company Llp — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- The Stoller Company, Inc — Schedule C compensation