Bi Rite Restaurant Supply Co., Inc. 401(K) Plan — Form 5500 plan (Bi Rite Restaurant Supply Co., 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, Bi Rite Restaurant Supply Co., Inc. 401(K) Plan is a benefit plan reported by Bi Rite Restaurant Supply Co., Inc. under EIN 94-2266266 and plan number 001. The latest loaded filing year is 2023. The filing reports 303 participants and $44,681,398 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bi Rite Restaurant Supply Co., Inc.
- EIN
- 94-2266266
- Plan number
- 001
- Plan type
- 2
- Location
- Brisbane, CA
- Latest filing year
- 2023
- Participants
- 303
- End-of-year plan assets
- $44,681,398
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 303 | H, C | 20241014180110NAL0015390355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,681,398
- Net assets (EOY)
- $44,681,398
- Net assets (BOY)
- $37,954,936
Income & contributions
- Employer contributions
- $1,336,421
- Participant contributions
- $1,591,081
- Total contributions
- $3,418,863
- Total income / additions
- $10,514,437
Expenses & distributions
- Benefits paid
- $3,636,909
- Administrative expenses
- $151,066
- Total expenses
- $3,787,975
- Net increase / (decrease)
- $6,726,462
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning Holdco LLC | NONE | $116,924 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $34,142 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bi Rite Restaurant Supply Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Brisbane, CA
- Creative Planning Holdco LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation