Suzanna'S Kitchen, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Suzanna'S Kitchen, 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, Suzanna'S Kitchen, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Suzanna'S Kitchen, Inc. under EIN 58-0835483 and plan number 001. The latest loaded filing year is 2023. The filing reports 385 participants and $15,487,076 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$14.6MPlan net assets, end of year$14,627,243
Participants385Covered participants reported
Assets / participant$38KComputed: assets ÷ participants$37,993 (computed)
Provider compensation$60.2K3 Schedule C provider row(s)$60,199
Plan sponsor
Suzanna'S Kitchen, Inc.
EIN
58-0835483
Plan number
001
Plan type
2
Location
Peachtree Corners, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023385H, C20240202101750NAL0027631553001
2023340H, C20250814060813NAL0027244994001
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)$14.6M total assets
Net assets$14.6MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$3M
Benefits paid / distributions$3M
Contributions
Employer$459.3K
Participant$813.3K
Full reported line items

Net assets

Total assets (EOY)
$14,627,243
Total liabilities (EOY)
$0
Net assets (EOY)
$14,627,243
Net assets (BOY)
$13,270,118

Income & contributions

Employer contributions
$459,320
Participant contributions
$813,337
Total contributions
$1,272,657
Total income / additions
$4,378,720

Expenses & distributions

Benefits paid
$2,991,855
Administrative expenses
$29,740
Total expenses
$3,021,595
Net increase / (decrease)
$1,357,125
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 36%Participant 64%
Total expenses ÷ net assets21%Computed ratio
Benefits paid ÷ total income68%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$27,548$02023
Fidelity Investments InstitutionalRECORDKEEPER$25,851$02023
Strategic Advisors, Inc.ADVISOR$6,800not reported in the loaded dataset2023

Related Form 5500 pages