2023 Form 5500 filing — Winking Lizard Tavern, Inc. 401k Profit Sharing Plan & Trust
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 20241014101857NAL0014757827001) for Winking Lizard Tavern, Inc. 401k Profit Sharing Plan & Trust, reported by Winking Lizard Tavern, Inc. under EIN 34-1675347 and plan number 001. It reports 763 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014101857NAL0014757827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Winking Lizard Tavern, Inc.
- EIN
- 34-1675347
- Plan number
- 001
- Location
- Bedford Heights, OH
- Participants
- 763
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,975,004
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,975,004
- Employer contributions
- $85,393
- Participant contributions
- $911,570
- Total income / additions
- $2,053,713
- Benefits paid
- $720,182
- Administrative expenses
- $60,618
- Total expenses
- $780,800
- Net increase / (decrease)
- $1,272,913
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus | RECORDKEEPER | $46,822 | not reported in the loaded dataset |
| Winking Lizard Inc | SERVICE PROVIDER | $15,768 | not reported in the loaded dataset |
| Trinity Pension Consultants, Inc | TPA | $12,987 | not reported in the loaded dataset |