2023 Form 5500 filing — Friar Tux Shop 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 20241014174400NAL0013704275001) for Friar Tux Shop 401(K) Plan, reported by Friar Tux Shop under EIN 95-3186263 and plan number 001. It reports 247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014174400NAL0013704275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Friar Tux Shop
- EIN
- 95-3186263
- Plan number
- 001
- Location
- Anaheim, CA
- Participants
- 247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,722,888
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,722,888
- Employer contributions
- $0
- Participant contributions
- $245,748
- Total income / additions
- $737,814
- Benefits paid
- $712,768
- Administrative expenses
- $9,708
- Total expenses
- $723,062
- Net increase / (decrease)
- $14,752
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Linsco/Private Ledger Corp | BROKER/ADVISER | $0 | $15,124 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,940 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,999 | not reported in the loaded dataset |
| Morningstar Inc Dba Morningstar Ass | OTHER | $769 | not reported in the loaded dataset |