Truluck'S Restaurant Group 401(K) Plan — Form 5500 plan (Truluck'S Restaurant Group, Ltd)

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, Truluck'S Restaurant Group 401(K) Plan is a benefit plan reported by Truluck'S Restaurant Group, Ltd under EIN 76-0622886 and plan number 001. The latest loaded filing year is 2023. The filing reports 483 participants and $2,533,046 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Truluck'S Restaurant Group, Ltd
EIN
76-0622886
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
483
End-of-year plan assets
$2,533,046

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023483H, C20241014091234NAL0043948848001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,533,046
Total liabilities (EOY)
$0
Net assets (EOY)
$2,533,046
Net assets (BOY)
$934,340

Income & contributions

Employer contributions
$716,600
Participant contributions
$881,415
Total contributions
$1,598,015
Total income / additions
$1,909,877

Expenses & distributions

Benefits paid
$289,047
Administrative expenses
$22,124
Total expenses
$311,171
Net increase / (decrease)
$1,598,706

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$12,845$02023
Cetera Investment Services LLCINVESTMENT ADVISOR$9,279not reported in the loaded dataset2023

Related Form 5500 pages