2023 Form 5500 filing — Ruby Tuesday Salary Deferral 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 20241014113258NAL0027159857001) for Ruby Tuesday Salary Deferral Plan, reported by Ruby Tuesday Operations LLC under EIN 86-1996189 and plan number 001. It reports 4,300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014113258NAL0027159857001
Filing year
2023
Form type
2
Plan sponsor
Ruby Tuesday Operations LLC
EIN
86-1996189
Plan number
001
Location
Maryville, TN
Participants
4,300
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$21,354,640
Total liabilities (EOY)
$0
Net assets (EOY)
$21,354,640
Employer contributions
$279,087
Participant contributions
$853,779
Total income / additions
$4,529,966
Benefits paid
$3,845,266
Administrative expenses
$127,623
Total expenses
$3,973,402
Net increase / (decrease)
$556,564
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$89,607$0
Sageview Advisory Group, LLCINVESTMENT ADVISORY$26,241not reported in the loaded dataset
LbmcOTHER SERVICES$15,000not reported in the loaded dataset

Related Form 5500 pages