Donatos Pizzeria 401(K) Plan — Form 5500 plan (Donatos Pizzeria, LLC)

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, Donatos Pizzeria 401(K) Plan is a benefit plan reported by Donatos Pizzeria, LLC under EIN 30-0233826 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,107 participants and $17,908,355 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Donatos Pizzeria, LLC
EIN
30-0233826
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
1,107
End-of-year plan assets
$17,908,355

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,107H, C20240725102802NAL0029988802001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,908,355
Total liabilities (EOY)
$0
Net assets (EOY)
$17,908,355
Net assets (BOY)
$15,437,248

Income & contributions

Employer contributions
$459,677
Participant contributions
$959,884
Total contributions
$1,666,524
Total income / additions
$4,148,118

Expenses & distributions

Benefits paid
$1,576,820
Administrative expenses
$67,854
Total expenses
$1,677,011
Net increase / (decrease)
$2,471,107

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Everhart Financial Group IncINVESTMENT ADVISOR$49,934not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$17,920$02023

Related Form 5500 pages