2023 Form 5500 filing — Jck/Kb 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 20241205122849NAL0003043395001) for Jck/Kb Restaurants 401(K) Plan, reported by Team Jck, LLC under EIN 85-2367591 and plan number 001. It reports 610 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241205122849NAL0003043395001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Team Jck, LLC
- EIN
- 85-2367591
- Plan number
- 001
- Location
- Eugene, OR
- Participants
- 610
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,250,167
- Total liabilities (EOY)
- $8,494
- Net assets (EOY)
- $8,241,673
- Employer contributions
- $315,049
- Participant contributions
- $564,283
- Total income / additions
- $2,057,195
- Benefits paid
- $84,072
- Administrative expenses
- $50,179
- Total expenses
- $134,251
- Net increase / (decrease)
- $1,922,944
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Pacific Financial Inc. | INVESTMENT ADVISOR | $29,120 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $14,421 | $0 |
| Pension Plan Specialists, Pc | TPA | $5,486 | not reported in the loaded dataset |