Osi Restaurant Partners, LLC Salaried Employees 401(K) Plan And Trust — Form 5500 plan (Osi Restaurant Partners, 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, Osi Restaurant Partners, LLC Salaried Employees 401(K) Plan And Trust is a benefit plan reported by Osi Restaurant Partners, LLC under EIN 59-3061413 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,081 participants and $176,866,901 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Osi Restaurant Partners, LLC
- EIN
- 59-3061413
- Plan number
- 002
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 6,081
- End-of-year plan assets
- $176,866,901
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,081 | H, C | 20241003160242NAL0018151120001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $176,866,901
- Total liabilities (EOY)
- $25,200
- Net assets (EOY)
- $176,841,701
- Net assets (BOY)
- $152,016,249
Income & contributions
- Employer contributions
- $5,627,556
- Participant contributions
- $11,100,377
- Total contributions
- $17,354,921
- Total income / additions
- $44,144,413
Expenses & distributions
- Benefits paid
- $19,220,099
- Administrative expenses
- $217,186
- Total expenses
- $19,318,961
- Net increase / (decrease)
- $24,825,452
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $129,454 | $0 | 2023 |
| Capfinancial Partners, LLC. | INVESTMENT ADVISOR | $50,379 | not reported in the loaded dataset | 2023 |
| Mayer Hoffman Mccann P.C. | ACCOUNTANT/AUDITOR | $24,765 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $12,153 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Osi Restaurant Partners, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Fidelity Investments Institutional — Schedule C compensation
- Capfinancial Partners, LLC. — Schedule C compensation
- Mayer Hoffman Mccann P.C. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation