2023 Form 5500 filing — Frisch'S Restaurants, Inc. Pension 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 20250314142131NAL0022346033001) for Frisch'S Restaurants, Inc. Pension Plan, reported by Frischs Restaurants, Inc. under EIN 31-0523213 and plan number 001. It reports 511 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)$10.8MReported net assets$10,759,969
Participants511
Provider compensation$182.5K4 Schedule C row(s)$182,467
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250314142131NAL0022346033001
Plan sponsor
Frischs Restaurants, Inc.
EIN
31-0523213
Plan number
001
Location
Cincinnati, OH
Received date
not reported in the loaded dataset
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)$10.8M total assets
Net assets$10.8MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$2.2M
Benefits paid / distributions$1.7M
Contributions
Employer$647K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$10,759,969
Total liabilities (EOY)
$0
Net assets (EOY)
$10,759,969
Employer contributions
$646,957
Total income / additions
$1,831,639
Benefits paid
$1,748,352
Administrative expenses
$417,631
Total expenses
$2,165,983
Net increase / (decrease)
-$334,344

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
MercerNONE$74,780not reported in the loaded dataset
Rbc Wealth ManagementNONE$61,832not reported in the loaded dataset
Bdo Usa, P.C.NONE$29,855not reported in the loaded dataset
Us BankNONE$16,000not reported in the loaded dataset

Related Form 5500 pages