2023 Form 5500 filing — Islands 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 20241016222606NAL0016106611001) for Islands Restaurants 401(K) Plan, reported by Islands Restaurants, LLC under EIN 33-0475521 and plan number 001. It reports 1,837 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016222606NAL0016106611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Islands Restaurants, LLC
- EIN
- 33-0475521
- Plan number
- 001
- Location
- Carlsbad, CA
- Participants
- 1,837
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,430,433
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,430,433
- Employer contributions
- $309,877
- Participant contributions
- $692,191
- Total income / additions
- $3,088,675
- Benefits paid
- $1,275,423
- Administrative expenses
- $79,452
- Total expenses
- $1,354,875
- Net increase / (decrease)
- $1,733,800
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cerity Partners | NONE | $55,615 | not reported in the loaded dataset |
| Digital Retirement Solutions, Inc. | NONE | $19,848 | not reported in the loaded dataset |
| July Business Services LLC | RECORDKEEPER | $3,550 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $440 | $0 |