2023 Form 5500 filing — Savvy Rest Employee Stock Ownership Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240711123733NAL0009335267001) for Savvy Rest Employee Stock Ownership Plan, reported by Savvy Rest, Inc. under EIN 13-4333574 and plan number 002. It reports 30 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$298.7KReported net assets$298,667
Participants30
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240711123733NAL0009335267001
Plan sponsor
Savvy Rest, Inc.
EIN
13-4333574
Plan number
002
Location
Charlottesville, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$306.3K total assets
Net assets$298.7KLiabilities$7.7K
Money in vs. money out
Total income / additions-$44.6K
Total expenses$7.5K
Benefits paid / distributions$7.5K
Full reported line items
Total assets (EOY)
$306,347
Total liabilities (EOY)
$7,680
Net assets (EOY)
$298,667
Total income / additions
-$44,590
Benefits paid
$7,516
Total expenses
$7,516
Net increase / (decrease)
-$52,106

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240711123733NAL0009335267001 cover?
It is the 2023 Form 5500 filing for Savvy Rest Employee Stock Ownership Plan, reported by Savvy Rest, Inc. (EIN 13-4333574).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages