Amy'S Kitchen, Inc. 401(K) Retirement Plan — Form 5500 plan (Amy'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, Amy'S Kitchen, Inc. 401(K) Retirement Plan is a benefit plan reported by Amy'S Kitchen, Inc. under EIN 68-0154899 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,666 participants and $141,123,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amy'S Kitchen, Inc.
- EIN
- 68-0154899
- Plan number
- 001
- Plan type
- 2
- Location
- Petaluma, CA
- Latest filing year
- 2023
- Participants
- 3,666
- End-of-year plan assets
- $141,123,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,666 | H, C | 20241015111628NAL0016213299003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $141,123,971
- Net assets (EOY)
- $141,123,971
- Net assets (BOY)
- $123,046,869
Income & contributions
- Employer contributions
- $4,906,752
- Participant contributions
- $9,282,072
- Total contributions
- $15,199,212
- Total income / additions
- $35,172,657
Expenses & distributions
- Benefits paid
- $16,776,325
- Administrative expenses
- $277,529
- Total expenses
- $17,095,555
- Net increase / (decrease)
- $18,077,102
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $212,565 | $0 | 2023 |
| Woodbury Financial Services Inc | INVESTMENT ADVISOR | $46,250 | not reported in the loaded dataset | 2023 |
| Bpm, Llp | AUDITOR | $18,714 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amy'S Kitchen, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Petaluma, CA
- Transamerica Retirement Solutions — Schedule C compensation
- Woodbury Financial Services Inc — Schedule C compensation
- Bpm, Llp — Schedule C compensation
- National Financial Services — Schedule C compensation