2023 Form 5500 filing — Earl Enterprises 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 20251014111430NAL0001270083001) for Earl Enterprises Retirement Savings Plan, reported by Pb Restaurants, LLC under EIN 59-3283783 and plan number 001. It reports 7,534 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)$32.2MReported net assets$32,210,820
Participants7.5K7,534
Provider compensation$154.6K4 Schedule C row(s)$154,609
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20251014111430NAL0001270083001
- Plan sponsor
- Pb Restaurants, LLC
- EIN
- 59-3283783
- Plan number
- 001
- Location
- Orlando, FL
- 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)$32.2M total assets
Net assets$32.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $32,210,820
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,210,820
- Employer contributions
- $1,074,664
- Participant contributions
- $2,101,565
- Total income / additions
- $8,242,132
- Benefits paid
- $4,566,057
- Administrative expenses
- $154,609
- Total expenses
- $4,856,214
- Net increase / (decrease)
- $3,385,918
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $58,500 | $0 |
| Advus Financial Partners LLC | INVESTMENT ADVISOR | $50,199 | not reported in the loaded dataset |
| Cherry Bekaert & Holland, Llp | OTHER | $40,325 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,585 | not reported in the loaded dataset |