J & D Restaurants Inc 401(K) Plan — Form 5500 plan (J & D Restaurants 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, J & D Restaurants Inc 401(K) Plan is a benefit plan reported by J & D Restaurants Inc under EIN 45-3505483 and plan number 002. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $340,283 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$340.3KPlan net assets, end of year$340,283
ParticipantsNot reported
Assets / participantNot reported
Provider compensation$2.5K2 Schedule C provider row(s)$2,500
Plan sponsor
J & D Restaurants Inc
EIN
45-3505483
Plan number
002
Plan type
4
Location
Des Moines, IA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241014110039NAL0013170659001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$340.3K total assets
Net assets$340.3KLiabilities
Money in vs. money out
Total income / additions$233.7K
Total expenses$50.3K
Benefits paid / distributions$22.3K
Contributions
EmployerNot reported
Participant$190.5K
Full reported line items

Net assets

Total assets (EOY)
$340,283
Net assets (EOY)
$340,283
Net assets (BOY)
$156,930

Income & contributions

Participant contributions
$190,528
Total contributions
$190,528
Total income / additions
$233,654

Expenses & distributions

Benefits paid
$22,323
Administrative expenses
$2,500
Total expenses
$50,301
Net increase / (decrease)
$183,353
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$2,500$02023
Principal Insurance CompanyINVESTMENT ADVISORY$0$02023

Related Form 5500 pages