2023 Form 5500 filing — Taco John'S International Employee Retirement 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 20240722051358NAL0009626033001) for Taco John'S International Employee Retirement Plan, reported by Taco Johns International, Inc. under EIN 83-0275011 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722051358NAL0009626033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Taco Johns International, Inc.
- EIN
- 83-0275011
- Plan number
- 001
- Location
- Cheyenne, WY
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,035,541
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,035,541
- Employer contributions
- $371,684
- Participant contributions
- $790,034
- Total income / additions
- $2,630,227
- Benefits paid
- $1,020,841
- Administrative expenses
- $63,478
- Total expenses
- $1,084,319
- Net increase / (decrease)
- $1,545,908
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Innovest Portfolio Solutions, LLC | INVESTMENT/FINANCIAL ADVI | $46,954 | $0 |
| Adp, Inc. | RECORD KEEPER | $16,523 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |