2023 Form 5500 filing — East Bay Restaurant Supply, Inc. 401(K) Profit Sharing 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 20240802131453NAL0040823168001) for East Bay Restaurant Supply, Inc. 401(K) Profit Sharing Plan, reported by East Bay Restaurant Supply, Inc. under EIN 94-1284745 and plan number 001. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240802131453NAL0040823168001
- Filing year
- 2023
- Form type
- not reported in the loaded dataset
- Plan sponsor
- East Bay Restaurant Supply, Inc.
- EIN
- 94-1284745
- Plan number
- 001
- Location
- Oakland, CA
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,360,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,360,214
- Employer contributions
- $94,388
- Participant contributions
- $480,319
- Total income / additions
- $2,535,620
- Benefits paid
- $349,790
- Administrative expenses
- $101,614
- Total expenses
- $451,404
- Net increase / (decrease)
- $2,084,216
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great West Life & Annuity Insurance | RECORDKEEPER | $55,685 | $0 |
| Great West Life & Annuity Insurance | RECORDKEEPER | $46,005 | $0 |
| Great West Life & Annuity Insurance | RECORDKEEPER | $45,304 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $35,301 | not reported in the loaded dataset |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $34,958 | not reported in the loaded dataset |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $34,755 | not reported in the loaded dataset |
| Savant Investment Group | INVESTMENT ADVISOR | $33,541 | not reported in the loaded dataset |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $31,720 | not reported in the loaded dataset |
| Templeton & Company Llp | AUDITOR | $26,952 | not reported in the loaded dataset |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $26,231 | not reported in the loaded dataset |
| Great West Life & Annuity Insurance | RECORDKEEPER | $24,554 | $0 |
| Great West Life & Annuity Insurance | RECORDKEEPER | $21,403 | $0 |
| Savant Investment Group | INVESTMENT ADVISOR | $17,245 | not reported in the loaded dataset |
| Great West Life & Annuity Insurance | RECORDKEEPER | $12,924 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $12,773 | $0 |
| The Stoller Company, Inc | CONTRACT ADMIN | $5,036 | not reported in the loaded dataset |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset |