Plan5500

Del Taco Savings Plan — Form 5500 plan (Del Taco 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, Del Taco Savings Plan is a benefit plan reported by Del Taco LLC under EIN 55-0917535 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,120 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants3.1KCovered participants reported3,120
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$60.3K4 Schedule C provider row(s)$60,316
Plan sponsor
Del Taco LLC
EIN
55-0917535
Plan number
001
Plan type
2
Location
Lake Forest, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    3,120 participants · 2Sch HSch C
    View filing →
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.

Money in vs. money out
Total income / additions$3.3M
Total expenses$2.4M
Benefits paid / distributions$2.1M
Contributions
Employer$126.9K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$12,152,555

Income & contributions

Employer contributions
$126,853
Participant contributions
$1,154,055
Total contributions
$1,339,055
Total income / additions
$3,302,607

Expenses & distributions

Benefits paid
$2,078,264
Administrative expenses
$60,226
Total expenses
$2,365,711
Net increase / (decrease)
$936,896
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.

Contribution share (employer vs. participant)
Employer 10%Participant 90%
Benefits paid ÷ total income63%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Psotka$30.8K
    INVESTMENT ADVISOR · Direct $30.8K
  2. 2
    Empower Annuity Insurance Company O$27K
    RECORDKEEPER · Direct $27K · Indirect $0
  3. 3
    Empower Advisory Group, LLC$2.1K
    INVESTMENT MGMT · Direct $2.1K
  4. 4
    Qdro Consultants Company, LLC$400
    OTHER · Direct $400

What to inspect next

Frequently asked questions

Who sponsors the Del Taco Savings Plan?
Del Taco Savings Plan is reported as sponsored by Del Taco LLC (EIN 55-0917535, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Del Taco Savings Plan?
The latest Form 5500 filing year loaded for Del Taco Savings Plan is 2023.
How many participants does Del Taco Savings Plan report?
Del Taco Savings Plan reports 3,120 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Del Taco Savings Plan?
Del Taco Savings Plan reports $0 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages