2023 Form 5500 filing — Potbelly Sandwich Works 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 20241121123837NAL0000622449001) for Potbelly Sandwich Works 401(K) Plan, reported by Potbelly Sandwich Works, LLC under EIN 36-4063453 and plan number 001. It reports 6,405 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)$19.2MReported net assets$19,156,797
Participants6.4K6,405
Provider compensation$96.8K3 Schedule C row(s)$96,841
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241121123837NAL0000622449001
Plan sponsor
Potbelly Sandwich Works, LLC
EIN
36-4063453
Plan number
001
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$19.3M total assets
Net assets$19.2MLiabilities$141K
Money in vs. money out
Total income / additions$5.6M
Total expenses$2.1M
Benefits paid / distributions$1.8M
Contributions
Employer$677.5K
Participant$1.8M
Full reported line items
Total assets (EOY)
$19,297,766
Total liabilities (EOY)
$140,969
Net assets (EOY)
$19,156,797
Employer contributions
$677,456
Participant contributions
$1,787,138
Total income / additions
$5,594,926
Benefits paid
$1,782,982
Administrative expenses
$96,841
Total expenses
$2,099,271
Net increase / (decrease)
$3,495,655
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $57.8K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $29K
  3. 3
    ACCOUNTANT/AUDITOR · Direct $10K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241121123837NAL0000622449001 cover?
It is the 2023 Form 5500 filing for Potbelly Sandwich Works 401(K) Plan, reported by Potbelly Sandwich Works, LLC (EIN 36-4063453).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages