Plan5500

Kaizen Dining 401(K) Plan & Trust — Form 5500 plan (Kaizen Dining Group, 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, Kaizen Dining 401(K) Plan & Trust is a benefit plan reported by Kaizen Dining Group, Inc. under EIN 81-0976364 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,223 participants and $330,138 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$330.1KPlan net assets, end of year$330,138
Participants1.2KCovered participants reported1,223
Assets / participant$270Computed: assets ÷ participants$270 (computed)
Provider compensation$3.1K3 Schedule C provider row(s)$3,147
Plan sponsor
Kaizen Dining Group, Inc.
EIN
81-0976364
Plan number
001
Plan type
2
Location
Alhambra, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    1,223 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)$330.1K total assets
Net assets$330.1KLiabilities$0
Money in vs. money out
Total income / additions$85.9K
Total expenses$916
Benefits paid / distributions$916
Contributions
Employer$0
Participant$46.3K
Full reported line items

Net assets

Total assets (EOY)
$330,138
Total liabilities (EOY)
$0
Net assets (EOY)
$330,138
Net assets (BOY)
$245,187

Income & contributions

Employer contributions
$0
Participant contributions
$46,330
Total contributions
$46,330
Total income / additions
$85,867

Expenses & distributions

Benefits paid
$916
Administrative expenses
$0
Total expenses
$916
Net increase / (decrease)
$84,951
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 0%Participant 100%
Total expenses ÷ net assets0%Computed ratio
Benefits paid ÷ total income1%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Allmerits Asset Management, LLC$3K
    RECORDKEEPER · Direct $3K
  2. 2
    Iron-Co-Fid-Flexible Adv Foundation$120
    RECORDKEEPER · Direct $120
  3. 3
    Natiionwide Life Insurance Company$30
    RECORDKEEPER · Direct $30

Related Form 5500 pages