Restaurant Growth Services, LLC 401(K) Plan — Form 5500 plan (Restaurant Growth Services, 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, Restaurant Growth Services, LLC 401(K) Plan is a benefit plan reported by Restaurant Growth Services, LLC under EIN 37-1689186 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,399 participants and $76,389,790 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Restaurant Growth Services, LLC
EIN
37-1689186
Plan number
001
Plan type
3
Location
Nashville, TN
Latest filing year
2023
Participants
7,399
End-of-year plan assets
$76,389,790

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,399H, C20240924125824NAL0004701315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,389,790
Total liabilities (EOY)
$0
Net assets (EOY)
$76,389,790
Net assets (BOY)
$71,258,826

Income & contributions

Employer contributions
$428,246
Participant contributions
$2,648,457
Total contributions
$3,155,476
Total income / additions
$16,102,163

Expenses & distributions

Benefits paid
$10,476,602
Administrative expenses
$336,402
Total expenses
$10,971,199
Net increase / (decrease)
$5,130,964

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$206,851$02023
Newport Group, Inc.CONSULTANT$82,750not reported in the loaded dataset2023
Crosslin, PllcACCOUNTANT$12,000not reported in the loaded dataset2023

Related Form 5500 pages