Plan5500

Winking Lizard Tavern, Inc. 401k Profit Sharing Plan & Trust — Form 5500 plan (Winking Lizard Tavern, 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, Winking Lizard Tavern, Inc. 401k Profit Sharing Plan & Trust is a benefit plan reported by Winking Lizard Tavern, Inc. under EIN 34-1675347 and plan number 001. The latest loaded filing year is 2023. The filing reports 763 participants and $7,975,004 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Winking Lizard Tavern, Inc.
EIN
34-1675347
Plan number
001
Plan type
2
Location
Bedford Heights, OH
Latest filing year
2023
Participants
763
End-of-year plan assets
$7,975,004

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023763H, C20241014101857NAL0014757827001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,975,004
Total liabilities (EOY)
$0
Net assets (EOY)
$7,975,004
Net assets (BOY)
$6,702,091

Income & contributions

Employer contributions
$85,393
Participant contributions
$911,570
Total contributions
$996,963
Total income / additions
$2,053,713

Expenses & distributions

Benefits paid
$720,182
Administrative expenses
$60,618
Total expenses
$780,800
Net increase / (decrease)
$1,272,913

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
AscensusRECORDKEEPER$46,822not reported in the loaded dataset2023
Winking Lizard IncSERVICE PROVIDER$15,768not reported in the loaded dataset2023
Trinity Pension Consultants, IncTPA$12,987not reported in the loaded dataset2023

Related Form 5500 pages