Joe'S Kansas City Bar-B-Que, Inc. Employee Savings Trust — Form 5500 plan (Joe'S Kansas City Bar-B-Que, 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, Joe'S Kansas City Bar-B-Que, Inc. Employee Savings Trust is a benefit plan reported by Joe'S Kansas City Bar-B-Que, Inc. under EIN 74-2836151 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $4,098,032 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joe'S Kansas City Bar-B-Que, Inc.
- EIN
- 74-2836151
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, KS
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $4,098,032
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241004105243NAL0005641235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,098,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,098,032
- Net assets (BOY)
- $3,177,538
Income & contributions
- Employer contributions
- $218,856
- Participant contributions
- $357,588
- Total contributions
- $585,000
- Total income / additions
- $1,087,576
Expenses & distributions
- Benefits paid
- $140,625
- Administrative expenses
- $26,457
- Total expenses
- $167,082
- Net increase / (decrease)
- $920,494
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Geneos Wealth Management | INVESTMENT ADVISOR | $9,205 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Group | RECORDKEEPER | $8,934 | $0 | 2023 |
| Meeder Advisory Services, Inc. | OTHER | $3,515 | not reported in the loaded dataset | 2023 |
| Cwm LLC | INVESTMENT ADVISOR | $2,847 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $2,654 | not reported in the loaded dataset | 2023 |
| Demars Pension Consulting Services, | TPA | $800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joe'S Kansas City Bar-B-Que, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Kansas City, KS
- Geneos Wealth Management — Schedule C compensation
- Empower Annuity Insurance Group — Schedule C compensation
- Meeder Advisory Services, Inc. — Schedule C compensation
- Cwm LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Demars Pension Consulting Services, — Schedule C compensation