Schmidt Family Restaurant Group 401(K) Plan — Form 5500 plan (Schmidt Family Restaurant Group, 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, Schmidt Family Restaurant Group 401(K) Plan is a benefit plan reported by Schmidt Family Restaurant Group, Inc. under EIN 47-5190200 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,241 participants and $3,132,800 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schmidt Family Restaurant Group, Inc.
EIN
47-5190200
Plan number
001
Plan type
2
Location
Portsmouth, OH
Latest filing year
2023
Participants
1,241
End-of-year plan assets
$3,132,800

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,241H, C20250624115937NAL0004205539001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,132,800
Total liabilities (EOY)
$0
Net assets (EOY)
$3,132,800
Net assets (BOY)
$2,552,028

Income & contributions

Employer contributions
$99,887
Participant contributions
$256,755
Total contributions
$373,111
Total income / additions
$792,038

Expenses & distributions

Benefits paid
$200,955
Administrative expenses
$10,311
Total expenses
$211,266
Net increase / (decrease)
$580,772

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT ADVISOR$8,986not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$3,406$02023

Related Form 5500 pages