2023 Form 5500 filing — Papa & Barkley Retirement 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 20251020141303NAL0002287314001) for Papa & Barkley Retirement Plan, reported by Egg Rock Holdings, LLC under EIN 81-3422228 and plan number 001. It reports 163 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)$2.5MReported net assets$2,458,838
Participants163
Provider compensation$23.9K2 Schedule C row(s)$23,892
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20251020141303NAL0002287314001
- Plan sponsor
- Egg Rock Holdings, LLC
- EIN
- 81-3422228
- Plan number
- 001
- Location
- Glendale, CA
- 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)$2.5M total assets
Net assets$2.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,458,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,458,838
- Participant contributions
- $309,236
- Total income / additions
- $699,776
- Benefits paid
- $313,177
- Administrative expenses
- $23,892
- Total expenses
- $358,313
- Net increase / (decrease)
- $341,463
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2