2023 Form 5500 filing — Heritage Restaurant Group 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 20241223151714NAL0005925043001) for Heritage Restaurant Group 401(K) Plan, reported by Heritage Restaurant Management Group LLC under EIN 45-5571856 and plan number 001. It reports 121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$79.8KReported net assets$79,841
Participants121
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241223151714NAL0005925043001
Plan sponsor
Heritage Restaurant Management Group LLC
EIN
45-5571856
Plan number
001
Location
Valparaiso, IN
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)$79.8K total assets
Net assets$79.8KLiabilities$0
Money in vs. money out
Total income / additions$80.3K
Total expenses$463
Benefits paid / distributions$463
Contributions
Employer$24.5K
Participant$50.6K
Full reported line items
Total assets (EOY)
$79,841
Total liabilities (EOY)
$0
Net assets (EOY)
$79,841
Employer contributions
$24,546
Participant contributions
$50,615
Total income / additions
$80,304
Benefits paid
$463
Administrative expenses
$0
Total expenses
$463
Net increase / (decrease)
$79,841

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241223151714NAL0005925043001 cover?
It is the 2023 Form 5500 filing for Heritage Restaurant Group 401(K) Plan, reported by Heritage Restaurant Management Group LLC (EIN 45-5571856).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages