Islands Restaurants 401(K) Plan — Form 5500 plan (Islands Restaurants, 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, Islands Restaurants 401(K) Plan is a benefit plan reported by Islands Restaurants, LLC under EIN 33-0475521 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,837 participants and $13,430,433 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Islands Restaurants, LLC
- EIN
- 33-0475521
- Plan number
- 001
- Plan type
- 2
- Location
- Carlsbad, CA
- Latest filing year
- 2023
- Participants
- 1,837
- End-of-year plan assets
- $13,430,433
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,837 | H, C | 20241016222606NAL0016106611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,430,433
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,430,433
- Net assets (BOY)
- $11,696,633
Income & contributions
- Employer contributions
- $309,877
- Participant contributions
- $692,191
- Total contributions
- $1,027,283
- Total income / additions
- $3,088,675
Expenses & distributions
- Benefits paid
- $1,275,423
- Administrative expenses
- $79,452
- Total expenses
- $1,354,875
- Net increase / (decrease)
- $1,733,800
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cerity Partners | NONE | $55,615 | not reported in the loaded dataset | 2023 |
| Digital Retirement Solutions, Inc. | NONE | $19,848 | not reported in the loaded dataset | 2023 |
| July Business Services LLC | RECORDKEEPER | $3,550 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $440 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Islands Restaurants, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Carlsbad, CA
- Cerity Partners — Schedule C compensation
- Digital Retirement Solutions, Inc. — Schedule C compensation
- July Business Services LLC — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation