Taco John'S International Employee Retirement Plan — Form 5500 plan (Taco Johns International, 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, Taco John'S International Employee Retirement Plan is a benefit plan reported by Taco Johns International, Inc. under EIN 83-0275011 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $10,035,541 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Taco Johns International, Inc.
EIN
83-0275011
Plan number
001
Plan type
2
Location
Cheyenne, WY
Latest filing year
2023
Participants
154
End-of-year plan assets
$10,035,541

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H, C20240722051358NAL0009626033001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,035,541
Total liabilities (EOY)
$0
Net assets (EOY)
$10,035,541
Net assets (BOY)
$8,489,633

Income & contributions

Employer contributions
$371,684
Participant contributions
$790,034
Total contributions
$1,196,427
Total income / additions
$2,630,227

Expenses & distributions

Benefits paid
$1,020,841
Administrative expenses
$63,478
Total expenses
$1,084,319
Net increase / (decrease)
$1,545,908

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Innovest Portfolio Solutions, LLCINVESTMENT/FINANCIAL ADVI$46,954$02023
Adp, Inc.RECORD KEEPER$16,523$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages