Friar Tux Shop 401(K) Plan — Form 5500 plan (Friar Tux Shop)
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, Friar Tux Shop 401(K) Plan is a benefit plan reported by Friar Tux Shop under EIN 95-3186263 and plan number 001. The latest loaded filing year is 2023. The filing reports 247 participants and $3,722,888 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Friar Tux Shop
- EIN
- 95-3186263
- Plan number
- 001
- Plan type
- 2
- Location
- Anaheim, CA
- Latest filing year
- 2023
- Participants
- 247
- End-of-year plan assets
- $3,722,888
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 247 | H, C | 20241014174400NAL0013704275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,722,888
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,722,888
- Net assets (BOY)
- $3,708,136
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $245,748
- Total contributions
- $245,748
- Total income / additions
- $737,814
Expenses & distributions
- Benefits paid
- $712,768
- Administrative expenses
- $9,708
- Total expenses
- $723,062
- Net increase / (decrease)
- $14,752
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Linsco/Private Ledger Corp | BROKER/ADVISER | $0 | $15,124 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,940 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,999 | not reported in the loaded dataset | 2023 |
| Morningstar Inc Dba Morningstar Ass | OTHER | $769 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Friar Tux Shop
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Anaheim, CA
- Linsco/Private Ledger Corp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Morningstar Inc Dba Morningstar Ass — Schedule C compensation