2023 Form 5500 filing — Ison Family Restaurants 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 20241009120736NAL0019141489001) for Ison Family Restaurants 401(K) Plan, reported by Ison Family Restaurants under EIN 83-0594893 and plan number 001. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009120736NAL0019141489001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Ison Family Restaurants
- EIN
- 83-0594893
- Plan number
- 001
- Location
- Blue Ash, OH
- Participants
- 300
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,331,349
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,331,349
- Employer contributions
- $104,438
- Participant contributions
- $158,774
- Total income / additions
- $576,132
- Benefits paid
- $713,032
- Administrative expenses
- $19,819
- Total expenses
- $743,205
- Net increase / (decrease)
- -$167,073
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pcs Retirement | RECORDKEEPER | $10,195 | $0 |
| Wells Fargo Advisors, LLC | ADVISOR | $9,624 | not reported in the loaded dataset |