2023 Form 5500 filing — Kaizen Dining 401(K) Plan & Trust

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 20241230165125NAL0008768371001) for Kaizen Dining 401(K) Plan & Trust, reported by Kaizen Dining Group, Inc. under EIN 81-0976364 and plan number 001. It reports 1,223 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)$330.1KReported net assets$330,138
Participants1.2K1,223
Provider compensation$3.1K3 Schedule C row(s)$3,147
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241230165125NAL0008768371001
Plan sponsor
Kaizen Dining Group, Inc.
EIN
81-0976364
Plan number
001
Location
Alhambra, CA
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)$330.1K total assets
Net assets$330.1KLiabilities$0
Money in vs. money out
Total income / additions$85.9K
Total expenses$916
Benefits paid / distributions$916
Contributions
Employer$0
Participant$46.3K
Full reported line items
Total assets (EOY)
$330,138
Total liabilities (EOY)
$0
Net assets (EOY)
$330,138
Employer contributions
$0
Participant contributions
$46,330
Total income / additions
$85,867
Benefits paid
$916
Administrative expenses
$0
Total expenses
$916
Net increase / (decrease)
$84,951
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $3K
  2. 2
    RECORDKEEPER · Direct $120
  3. 3
    RECORDKEEPER · Direct $30

Related Form 5500 pages