2023 Form 5500 filing — Huey'S Investment 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 20240829084634NAL0026782114001) for Huey'S Investment Plan, reported by Uncle Donald'S Restaurants, LLC under EIN 26-3743838 and plan number 001. It reports 464 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829084634NAL0026782114001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uncle Donald'S Restaurants, LLC
- EIN
- 26-3743838
- Plan number
- 001
- Location
- Memphis, TN
- Participants
- 464
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,901,881
- Net assets (EOY)
- $8,901,881
- Employer contributions
- $324,908
- Participant contributions
- $483,317
- Total income / additions
- $2,052,375
- Benefits paid
- $688,448
- Administrative expenses
- $42,938
- Total expenses
- $731,386
- Net increase / (decrease)
- $1,320,989
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| B. Riley Wealth Management Inc | RIA | $17,982 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $2,415 | not reported in the loaded dataset |
| B. Riley Wealth Advisors, Inc. | RIA | $1,811 | not reported in the loaded dataset |