Worldwide Restaurant Concepts 401(K) Savings Plan And Trust — Form 5500 plan (Sizzler Usa Restaurants, 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, Worldwide Restaurant Concepts 401(K) Savings Plan And Trust is a benefit plan reported by Sizzler Usa Restaurants, Inc. under EIN 95-2548114 and plan number 001. The latest loaded filing year is 2023. The filing reports 607 participants and $8,947,170 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sizzler Usa Restaurants, Inc.
EIN
95-2548114
Plan number
001
Plan type
2
Location
Mission Viejo, CA
Latest filing year
2023
Participants
607
End-of-year plan assets
$8,947,170

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023607H, C20241010092821NAL0039616114001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,947,170
Total liabilities (EOY)
$0
Net assets (EOY)
$8,947,170
Net assets (BOY)
$7,612,551

Income & contributions

Participant contributions
$402,347
Total contributions
$402,347
Total income / additions
$1,622,476

Expenses & distributions

Benefits paid
$232,905
Administrative expenses
$17,042
Total expenses
$287,857
Net increase / (decrease)
$1,334,619

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial Group, LLCINVESTMENT/FINANCIAL ADVI$16,242$02023
Adp, Inc.RECORD KEEPER$800$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages