Coal Brick Oven Pizzeria, Inc. 401(K) Plan — Form 5500 plan (Coal Brick Oven Pizzeria, Inc.)

Plain-English plan 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, Coal Brick Oven Pizzeria, Inc. 401(K) Plan is a benefit plan reported by Coal Brick Oven Pizzeria, Inc. under EIN 26-2908264 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,054 participants and $1,699,446 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coal Brick Oven Pizzeria, Inc.
EIN
26-2908264
Plan number
001
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
Participants
1,054
End-of-year plan assets
$1,699,446

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,054H, C20241014120120NAL0044413296001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,699,446
Total liabilities (EOY)
$0
Net assets (EOY)
$1,699,446
Net assets (BOY)
$1,390,261

Income & contributions

Participant contributions
$360,434
Total contributions
$360,434
Total income / additions
$614,033

Expenses & distributions

Benefits paid
$244,372
Administrative expenses
$59,965
Total expenses
$304,848
Net increase / (decrease)
$309,185

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$57,933$02023
Pfg AdvisorsSERVICE PROVIDER$0$7,8412023

Related Form 5500 pages