Five Star Food Service, Inc. 401(K) Employees' Savings Plan — Form 5500 plan (Five Star Food Service, 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, Five Star Food Service, Inc. 401(K) Employees' Savings Plan is a benefit plan reported by Five Star Food Service, Inc. under EIN 58-2225899 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,051 participants and $32,686,010 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$32.7MPlan net assets, end of year$32,686,010
Participants2.1KCovered participants reported2,051
Assets / participant$15.9KComputed: assets ÷ participants$15,937 (computed)
Provider compensation$146.2K3 Schedule C provider row(s)$146,221
Plan sponsor
Five Star Food Service, Inc.
EIN
58-2225899
Plan number
001
Plan type
2
Location
Chattanooga, TN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,051H, C20241015090724NAL0016030771001
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)$32.7M total assets
Net assets$32.7MLiabilities$0
Money in vs. money out
Total income / additions$9.4M
Total expenses$4.3M
Benefits paid / distributions$4.1M
Contributions
Employer$1.1M
Participant$3.7M
Full reported line items

Net assets

Total assets (EOY)
$32,686,010
Total liabilities (EOY)
$0
Net assets (EOY)
$32,686,010
Net assets (BOY)
$27,585,199

Income & contributions

Employer contributions
$1,116,585
Participant contributions
$3,703,977
Total contributions
$4,855,230
Total income / additions
$9,408,304

Expenses & distributions

Benefits paid
$4,139,001
Administrative expenses
$146,521
Total expenses
$4,307,493
Net increase / (decrease)
$5,100,811
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 23%Participant 77%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$102,905$02023
Onedigital Investment Advisors LLCINVESTMENT ADVISOR$23,524not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$19,792not reported in the loaded dataset2023

Related Form 5500 pages