2023 Form 5500 filing — Luby'S Restaurant Corporation Retirement Savings 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 20250912152304NAL0002142976001) for Luby'S Restaurant Corporation Retirement Savings Plan, reported by Luby'S Restaurant Corporation under EIN 87-1502525 and plan number 001. It reports 1,751 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)$1.9MReported net assets$1,941,015
Participants1.8K1,751
Provider compensation$17K2 Schedule C row(s)$16,957
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250912152304NAL0002142976001
Plan sponsor
Luby'S Restaurant Corporation
EIN
87-1502525
Plan number
001
Location
Houston, TX
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)$1.9M total assets
Net assets$1.9MLiabilities$0
Money in vs. money out
Total income / additions$506.2K
Total expenses$279.4K
Benefits paid / distributions$242.8K
Contributions
Employer$0
Participant$237K
Full reported line items
Total assets (EOY)
$1,941,015
Total liabilities (EOY)
$0
Net assets (EOY)
$1,941,015
Employer contributions
$0
Participant contributions
$236,960
Total income / additions
$506,172
Benefits paid
$242,828
Administrative expenses
$16,957
Total expenses
$279,427
Net increase / (decrease)
$226,745
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $13.4K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $3.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250912152304NAL0002142976001 cover?
It is the 2023 Form 5500 filing for Luby'S Restaurant Corporation Retirement Savings Plan, reported by Luby'S Restaurant Corporation (EIN 87-1502525).
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