Plan5500

Schwartz Brothers Restaurants — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Schwartz Brothers Restaurants (EIN 20-1335083) is a plan sponsor located in Bellevue, WA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-1335083
Location
Bellevue, WA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Schwartz Brothers Restaurants

  • 2 loaded plans hold $12M in reported assets.
  • The largest, Schwartz Brothers Restaurants 401(K) Pre-Tax Savings Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 662 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12MSummed across loaded plans$12,011,701
Total reported assets$12M$12,011,701
Total reported participants662
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12M total assets
Net assets$12MLiabilities$0
Contributions & income
Employer contributions$73.2K
Participant contributions$636.3K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$373.5K
Total expenses$423.6K
Net increase / (decrease)$2.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Schwartz Brothers Restaurants 401(K) Pre-Tax Savings Plan & Trust
Participants per plan331Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Schwartz Brothers Restaurants 401(K) Pre-Tax Savings Plan & Trust$12M
    Plan #001 · 463 participants · 2023
  2. 2
    Schwartz Brothers Restaurants Team Member Health Care Plannot reported in the loaded dataset
    Plan #501 · 199 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Schwartz Brothers Restaurants. Open one for its full reported snapshot.

  1. 2023
    Schwartz Brothers Restaurants Team Member Health Care Plan199 participants · 2No schedules
    View filing →
  2. 2023
    Schwartz Brothers Restaurants 401(K) Pre-Tax Savings Plan & Trust463 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Schwartz Brothers Restaurants report on Form 5500?
Schwartz Brothers Restaurants (EIN 20-1335083) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Schwartz Brothers Restaurants?
The Employer Identification Number (EIN) reported for Schwartz Brothers Restaurants is 20-1335083.
What is the latest Form 5500 filing year for Schwartz Brothers Restaurants?
The latest loaded Form 5500 filing year for Schwartz Brothers Restaurants is 2023.

Related Form 5500 pages