2023 Form 5500 filing — Taco Bell Of Northwest Ohio 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 20240923112605NAL0011301825001) for Taco Bell Of Northwest Ohio 401(K) Profit Sharing Plan, reported by Bkk Management Co., Inc. & Affiliated Companies under EIN 34-1546208 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923112605NAL0011301825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bkk Management Co., Inc. & Affiliated Companies
- EIN
- 34-1546208
- Plan number
- 001
- Location
- Findlay, OH
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,771,382
- Net assets (EOY)
- $4,771,382
- Employer contributions
- $81,164
- Participant contributions
- $406,842
- Total income / additions
- $1,107,014
- Benefits paid
- $352,521
- Administrative expenses
- $21,345
- Total expenses
- $387,719
- Net increase / (decrease)
- $719,295
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services | SERVICE PROVIDER | $0 | $38,439 |
| Morningstar Investement Management | SERVICE PROVIDER | $5,168 | not reported in the loaded dataset |