Fazoli'S Restaurant Group, Inc. — 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, Fazoli'S Restaurant Group, Inc. (EIN 20-5593113) is a plan sponsor located in Lexington, KY with 1 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
20-5593113
Location
Lexington, KY
Loaded plans
5
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 Fazoli'S Restaurant Group, Inc.

  • 5 loaded plans hold $14.6M in reported assets.
  • The largest, Fazoli'S Restaurant Group, Inc. 401(K) Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,175 reported participants.
  • 1 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.6MSummed across loaded plans$14,584,991
Total reported assets$14.6M$14,584,991
Total reported participants1.2K1,175
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$14.6M total assets
Net assets$14.6MLiabilities$0
Contributions & income
Employer contributions$261.4K
Participant contributions$642.1K
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.7M
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

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%Fazoli'S Restaurant Group, Inc. 401(K) Retirement Savings Plan
Participants per plan235Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 488 participants · 2023
  2. 2
    Fazolis Restaurant Group, Inc.not reported in the loaded dataset
    Plan #504 · 185 participants · 2023
  3. 3
    Plan #505 · 185 participants · 2023
  4. 4
    Plan #503 · 162 participants · 2023
  5. 5
    Plan #502 · 155 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Fazoli'S Restaurant Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    Fazoli'S Restaurant Group, Inc. 401(K) Retirement Savings Plan488 participants · 2Sch HSch C
    View filing →
  2. 2023
    Fazolis Restaurant Group, Inc. Medical Plan Member And Dependent Medical Expense155 participants · 2No schedules
    View filing →
  3. 2023
    Fazolis Restaurant Group, Inc. Dental Plan Member And Dependent Dental Expense162 participants · 2No schedules
    View filing →
  4. 2023
    Fazolis Restaurant Group, Inc.185 participants · 2No schedules
    View filing →
  5. 2023
    Fazolis Restaurant Group, Inc. Life, Disability, Ltd185 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Fazoli'S Restaurant Group, Inc. report on Form 5500?
Fazoli'S Restaurant Group, Inc. (EIN 20-5593113) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Fazoli'S Restaurant Group, Inc.?
The Employer Identification Number (EIN) reported for Fazoli'S Restaurant Group, Inc. is 20-5593113.
What is the latest Form 5500 filing year for Fazoli'S Restaurant Group, Inc.?
The latest loaded Form 5500 filing year for Fazoli'S Restaurant Group, Inc. is 2023.

Related Form 5500 pages