2023 Form 5500 filing — W.K.S. Restaurant Group 401(K) 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 20241007123744NAL0008869235001) for W.K.S. Restaurant Group 401(K) Plan, reported by W.K.S. Restaurant Corporation under EIN 33-0257012 and plan number 001. It reports 4,579 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241007123744NAL0008869235001
Filing year
2023
Form type
3
Plan sponsor
W.K.S. Restaurant Corporation
EIN
33-0257012
Plan number
001
Location
Cypress, CA
Participants
4,579
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$17,499,996
Total liabilities (EOY)
$43,689
Net assets (EOY)
$17,456,307
Employer contributions
$919,526
Participant contributions
$1,678,526
Total income / additions
$5,350,439
Benefits paid
$1,387,048
Administrative expenses
$110,938
Total expenses
$1,497,986
Net increase / (decrease)
$3,852,453
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Tri-Ad Actuaries, Inc.NONE$87,283$0
Holthouse Carlin & Van Tright, LlpNONE$15,840not reported in the loaded dataset
Charles Schwab Trust CompanyNONE$7,815$0

Related Form 5500 pages