East Bay Restaurant & Tavern Retirement Plan — Form 5500 plan (East Bay Restaurant & Tavern Retirement Plan)
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 & Tavern Retirement Plan is a benefit plan reported by East Bay Restaurant & Tavern Retirement Plan under EIN 94-6076428 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,841 participants and $31,706,722 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- East Bay Restaurant & Tavern Retirement Plan
- EIN
- 94-6076428
- Plan number
- 001
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 4,841
- End-of-year plan assets
- $31,706,722
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,841 | H, C | 20240930142503NAL0002681699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,706,722
- Total liabilities (EOY)
- $33,679
- Net assets (EOY)
- $31,673,043
- Net assets (BOY)
- $26,745,376
Income & contributions
- Employer contributions
- $2,315,273
- Total contributions
- $2,315,273
- Total income / additions
- $6,418,504
Expenses & distributions
- Benefits paid
- $1,023,493
- Administrative expenses
- $467,344
- Total expenses
- $1,490,837
- Net increase / (decrease)
- $4,927,667
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys | NONE | $91,914 | not reported in the loaded dataset | 2023 |
| Leonard Carder | NONE | $90,085 | not reported in the loaded dataset | 2023 |
| Northwest Administrators, Inc. | NONE | $55,524 | not reported in the loaded dataset | 2023 |
| National Investment Services, Inc. | NONE | $34,447 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $33,600 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $27,862 | not reported in the loaded dataset | 2023 |
| National Compliance Service | NONE | $19,787 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $16,800 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company, L.P. | NONE | $16,174 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $10,792 | not reported in the loaded dataset | 2023 |
| Fremont Bank | NONE | $6,941 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $6,833 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information, LLC | NONE | $5,623 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for East Bay Restaurant & Tavern Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Benesys — Schedule C compensation
- Leonard Carder — Schedule C compensation
- Northwest Administrators, Inc. — Schedule C compensation
- National Investment Services, Inc. — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- National Compliance Service — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Loomis, Sayles & Company, L.P. — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Fremont Bank — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Pension Benefit Information, LLC — Schedule C compensation