Plan5500

Pb&J Restaurants, Inc. Employees 401(K) Plan — Form 5500 plan (Pb&J 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, Pb&J Restaurants, Inc. Employees 401(K) Plan is a benefit plan reported by Pb&J Restaurants, Inc. under EIN 48-1036874 and plan number 001. The latest loaded filing year is 2023. The filing reports 921 participants and $3,164,395 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pb&J Restaurants, Inc.
EIN
48-1036874
Plan number
001
Plan type
2
Location
Overland Park, KS
Latest filing year
2023
Participants
921
End-of-year plan assets
$3,164,395

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023921H, C20240731133217NAL0014357091001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,164,395
Total liabilities (EOY)
$0
Net assets (EOY)
$3,164,395
Net assets (BOY)
$2,718,480

Income & contributions

Employer contributions
$149,549
Participant contributions
$283,459
Total contributions
$433,008
Total income / additions
$857,693

Expenses & distributions

Benefits paid
$379,814
Administrative expenses
$31,964
Total expenses
$411,778
Net increase / (decrease)
$445,915

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tpp Retirement Plan Specialists LLCNONE$17,644not reported in the loaded dataset2023
Creative PlanningNONE$16,561not reported in the loaded dataset2023

Related Form 5500 pages