2023 Form 5500 filing — Fiorella'S Restaurant Group Retirement 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 20241014121736NAL0014908003001) for Fiorella'S Restaurant Group Retirement Plan, reported by Ja-Del, Inc. under EIN 43-1068255 and plan number 001. It reports 1,107 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.2MReported net assets$8,207,460
Participants1.1K1,107
Provider compensation$71.5K2 Schedule C row(s)$71,522
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014121736NAL0014908003001
- Plan sponsor
- Ja-Del, Inc.
- EIN
- 43-1068255
- Plan number
- 001
- Location
- Overland Park, KS
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.2M total assets
Net assets$8.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,207,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,207,460
- Employer contributions
- $123,137
- Participant contributions
- $609,034
- Total income / additions
- $1,903,771
- Benefits paid
- $538,719
- Administrative expenses
- $71,522
- Total expenses
- $618,742
- Net increase / (decrease)
- $1,285,029
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning | ADVISOR | $46,667 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $24,855 | $0 |