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CHEEZ-STEAK WIZARD 401(K) PLAN 401k Plan overview

Plan NameCHEEZ-STEAK WIZARD 401(K) PLAN
Plan identification number 001

CHEEZ-STEAK WIZARD 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CHEEZ-STEAK WIZARD LLC has sponsored the creation of one or more 401k plans.

Company Name:CHEEZ-STEAK WIZARD LLC
Employer identification number (EIN):270019438
NAIC Classification:454390
NAIC Description:Other Direct Selling Establishments

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHEEZ-STEAK WIZARD 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01QIAN LIU2024-07-01
0012022-01-01CHRISTINE RIMER2023-05-28
0012021-01-01CHRISTINA WALTON2022-06-07
0012020-01-01EDWARD ROJAS2021-04-08
0012019-01-01EDWARD ROJAS2020-06-11
0012018-01-01PERRY WALTON2019-07-26
0012017-01-01PERRY WALTON2018-07-05
0012016-01-01PERRY WALTON2018-02-05 PERRY WALTON2018-02-05
0012015-01-01PERRY WALTON2016-05-12
0012014-01-01PERRY WALTON2015-07-02
0012013-01-01PERRY WALTON2014-06-19
0012012-01-01CHEEZ-STEAK WIZARD LLC2013-05-16
0012011-01-01CHEEZ-STEAK WIZARD LLC
0012010-01-01CHEEZ-STEAK WIZARD LLC2011-07-25

Plan Statistics for CHEEZ-STEAK WIZARD 401(K) PLAN

401k plan membership statisitcs for CHEEZ-STEAK WIZARD 401(K) PLAN

Measure Date Value
2011: CHEEZ-STEAK WIZARD 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on CHEEZ-STEAK WIZARD 401(K) PLAN

Measure Date Value
2011 : CHEEZ-STEAK WIZARD 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-39,213
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$35,986
Total plan assets at beginning of year2011-12-31$75,199
Value of fidelity bond covering the plan2011-12-31$0
Total contributions received or receivable from participants2011-12-31$30,781
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-86,832
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-39,213
Net plan assets at end of year (total assets less liabilities)2011-12-31$35,986
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$75,199
Total contributions received or receivable from employer(s)2011-12-31$16,838
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0

Form 5500 Responses for CHEEZ-STEAK WIZARD 401(K) PLAN

2011: CHEEZ-STEAK WIZARD 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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