Dick'S Drive- Ins 401(K) Plan — Form 5500 plan (Dicks Drive-Ins Ltd., Lp)

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, Dick'S Drive- Ins 401(K) Plan is a benefit plan reported by Dicks Drive-Ins Ltd., Lp under EIN 91-1525636 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $12,024,702 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12MPlan net assets, end of year$12,024,702
Participants256Covered participants reported
Assets / participant$47KComputed: assets ÷ participants$46,971 (computed)
Provider compensation$58.8K4 Schedule C provider row(s)$58,799
Plan sponsor
Dicks Drive-Ins Ltd., Lp
EIN
91-1525636
Plan number
001
Plan type
2
Location
Seattle, WA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023256H, C20241015211158NAL0030928657001
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)$12M total assets
Net assets$12MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$407.6K
Participant$848.7K
Full reported line items

Net assets

Total assets (EOY)
$12,024,702
Total liabilities (EOY)
$0
Net assets (EOY)
$12,024,702
Net assets (BOY)
$10,798,227

Income & contributions

Employer contributions
$407,613
Participant contributions
$848,670
Total contributions
$1,256,283
Total income / additions
$2,926,110

Expenses & distributions

Benefits paid
$1,627,870
Administrative expenses
$58,801
Total expenses
$1,699,635
Net increase / (decrease)
$1,226,475
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 32%Participant 68%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income56%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principled Advisors, Inc.INVESTMENT/FINANCIAL ADVI$39,932$02023
Principled Advisors, Inc.INVESTMENT/FINANCIAL ADVI$13,019$02023
Adp, Inc.RECORD KEEPER$5,848$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages