Plan5500

Summit Restaurant Group Retirement Plan — Form 5500 plan (Summit Restaurant Group, 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, Summit Restaurant Group Retirement Plan is a benefit plan reported by Summit Restaurant Group, LLC under EIN 71-1006152 and plan number 001. The latest loaded filing year is 2023. The filing reports 902 participants and $6,735,944 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.7MPlan net assets, end of year$6,735,944
Participants902Covered participants reported
Assets / participant$7.5KComputed: assets ÷ participants$7,468 (computed)
Provider compensation$5.9K1 Schedule C provider row(s)$5,876
Plan sponsor
Summit Restaurant Group, LLC
EIN
71-1006152
Plan number
001
Plan type
2
Location
Blue Springs, MO
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    902 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.

Reported balance (end of year)$6.7M total assets
Net assets$6.7MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$415.8K
Benefits paid / distributions$391.9K
Contributions
Employer$160.8K
Participant$427.9K
Full reported line items

Net assets

Total assets (EOY)
$6,735,944
Total liabilities (EOY)
$0
Net assets (EOY)
$6,735,944
Net assets (BOY)
$5,445,145

Income & contributions

Employer contributions
$160,773
Participant contributions
$427,929
Total contributions
$784,667
Total income / additions
$1,706,581

Expenses & distributions

Benefits paid
$391,884
Administrative expenses
$5,876
Total expenses
$415,782
Net increase / (decrease)
$1,290,799
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 27%Participant 73%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Stancorp Financial Group$5.9K
    NONE · Direct $5.9K

Related Form 5500 pages