401k Plan data: EZCATER, INC. 401(K) RETIREMENT PLAN plan

EZCATER, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	EZCATER, INC. 401(K) RETIREMENT PLAN
Plan identification number	001

EZCATER, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

EZCATER, INC. has sponsored the creation of one or more 401k plans.

Company Name: EZCATER, INC.

Employer identification number (EIN): 453073013

NAIC Classification: 722300
NAIC Description: Special Food Services

Additional information about EZCATER, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 5035336

More information about EZCATER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EZCATER, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 STEFANIA MALLETT
001 2016-01-01
001 2015-01-01
001 2014-01-01

Plan Statistics for EZCATER, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for EZCATER, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: EZCATER, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 782
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 716
Number of retired or separated participants receiving benefits 2022-01-01 58
Number of other retired or separated participants entitled to future benefits 2022-01-01 220
Total of all active and inactive participants 2022-01-01 994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 994
Number of participants with account balances 2022-01-01 760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: EZCATER, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 667
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 542
Number of retired or separated participants receiving benefits 2021-01-01 45
Number of other retired or separated participants entitled to future benefits 2021-01-01 163
Total of all active and inactive participants 2021-01-01 750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 750
Number of participants with account balances 2021-01-01 572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: EZCATER, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 846
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 396
Number of retired or separated participants receiving benefits 2020-01-01 50
Number of other retired or separated participants entitled to future benefits 2020-01-01 216
Total of all active and inactive participants 2020-01-01 662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 662
Number of participants with account balances 2020-01-01 548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: EZCATER, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 510
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 764
Number of retired or separated participants receiving benefits 2019-01-01 6
Number of other retired or separated participants entitled to future benefits 2019-01-01 54
Total of all active and inactive participants 2019-01-01 824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 824
Number of participants with account balances 2019-01-01 465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: EZCATER, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 456
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 19
Total of all active and inactive participants 2018-01-01 479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 479
Number of participants with account balances 2018-01-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: EZCATER, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 201
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 11
Total of all active and inactive participants 2017-01-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 212
Number of participants with account balances 2017-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: EZCATER, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	782
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	716
Number of retired or separated participants receiving benefits	2022-01-01	58
Number of other retired or separated participants entitled to future benefits	2022-01-01	220
Total of all active and inactive participants	2022-01-01	994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	994
Number of participants with account balances	2022-01-01	760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: EZCATER, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	667
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	542
Number of retired or separated participants receiving benefits	2021-01-01	45
Number of other retired or separated participants entitled to future benefits	2021-01-01	163
Total of all active and inactive participants	2021-01-01	750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	750
Number of participants with account balances	2021-01-01	572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: EZCATER, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	846
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	396
Number of retired or separated participants receiving benefits	2020-01-01	50
Number of other retired or separated participants entitled to future benefits	2020-01-01	216
Total of all active and inactive participants	2020-01-01	662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	662
Number of participants with account balances	2020-01-01	548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: EZCATER, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	510
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	764
Number of retired or separated participants receiving benefits	2019-01-01	6
Number of other retired or separated participants entitled to future benefits	2019-01-01	54
Total of all active and inactive participants	2019-01-01	824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	824
Number of participants with account balances	2019-01-01	465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: EZCATER, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	456
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	19
Total of all active and inactive participants	2018-01-01	479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	479
Number of participants with account balances	2018-01-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: EZCATER, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	201
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	11
Total of all active and inactive participants	2017-01-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	212
Number of participants with account balances	2017-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on EZCATER, INC. 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : EZCATER, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$3,540,093
Total of all expenses incurred	2022-12-31	$1,592,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,412,131
Value of total corrective distributions	2022-12-31	$173,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,622,030
Value of total assets at end of year	2022-12-31	$17,802,810
Value of total assets at beginning of year	2022-12-31	$15,854,846
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$6,769
Total interest from all sources	2022-12-31	$-3,081,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$3,985,066
Participant contributions at end of year	2022-12-31	$71,550
Participant contributions at beginning of year	2022-12-31	$14,690
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,298,456
Administrative expenses (other) incurred	2022-12-31	$6,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$1,947,964
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$17,802,810
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,854,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$17,429,271
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$15,747,862
Interest on participant loans	2022-12-31	$3,116
Interest earned on other investments	2022-12-31	$-3,087,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$301,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$92,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,338,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,412,131
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2022-12-31	390859910
2021 : EZCATER, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$5,889,860
Total of all expenses incurred	2021-12-31	$2,166,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,877,230
Value of total corrective distributions	2021-12-31	$282,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,707,520
Value of total assets at end of year	2021-12-31	$15,854,846
Value of total assets at beginning of year	2021-12-31	$12,131,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$6,405
Total interest from all sources	2021-12-31	$2,182,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,819,580
Participant contributions at end of year	2021-12-31	$14,690
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$107,936
Administrative expenses (other) incurred	2021-12-31	$6,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,723,454
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,854,846
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,131,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$15,747,862
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$12,086,962
Interest on participant loans	2021-12-31	$88
Interest earned on other investments	2021-12-31	$2,181,609
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$643
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$92,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$44,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$780,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,877,230
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2021-12-31	390859910
2020 : EZCATER, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$6,528,603
Total of all expenses incurred	2020-12-31	$1,489,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,290,873
Value of total corrective distributions	2020-12-31	$163,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,603,800
Value of total assets at end of year	2020-12-31	$12,131,392
Value of total assets at beginning of year	2020-12-31	$7,092,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$34,777
Total interest from all sources	2020-12-31	$1,924,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,028,595
Participant contributions at beginning of year	2020-12-31	$4,228
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$734,095
Administrative expenses (other) incurred	2020-12-31	$34,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,038,986
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,131,392
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,092,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$12,086,962
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$7,064,043
Interest earned on other investments	2020-12-31	$1,924,442
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$44,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$22,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$841,110
Employer contributions (assets) at beginning of year	2020-12-31	$1,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,290,873
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MOODY, FAMIGLIETTI & ANDRONICO LLP
Accountancy firm EIN	2020-12-31	043077056
2019 : EZCATER, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$4,813,255
Total of all expenses incurred	2019-12-31	$421,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$384,834
Value of total corrective distributions	2019-12-31	$34,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,892,669
Value of total assets at end of year	2019-12-31	$7,092,406
Value of total assets at beginning of year	2019-12-31	$2,700,447
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,950
Total interest from all sources	2019-12-31	$920,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,444,911
Participant contributions at end of year	2019-12-31	$4,228
Participant contributions at beginning of year	2019-12-31	$4,228
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$853,704
Administrative expenses (other) incurred	2019-12-31	$1,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,391,959
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,092,406
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,700,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,694,685
Value of interest in pooled separate accounts at end of year	2019-12-31	$7,064,043
Interest earned on other investments	2019-12-31	$920,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$76
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$22,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$594,054
Employer contributions (assets) at end of year	2019-12-31	$1,534
Employer contributions (assets) at beginning of year	2019-12-31	$1,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$384,834
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MOODY, FAMIGLIETTI & ANDRONICO, LLP
Accountancy firm EIN	2019-12-31	043077056
2018 : EZCATER, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,754,919
Total of all expenses incurred	2018-12-31	$274,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$271,936
Value of total corrective distributions	2018-12-31	$38
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,946,316
Value of total assets at end of year	2018-12-31	$2,700,447
Value of total assets at beginning of year	2018-12-31	$1,219,677
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,175
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$125,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$125,100
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$122,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,480,294
Participant contributions at end of year	2018-12-31	$4,228
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$69,612
Administrative expenses (other) incurred	2018-12-31	$2,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,480,770
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,700,447
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,219,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,694,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,219,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-316,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$396,410
Employer contributions (assets) at end of year	2018-12-31	$1,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$271,936
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MOODY, FAMIGLIETTI & ANDRONICO, LLP
Accountancy firm EIN	2018-12-31	043077056
2017 : EZCATER, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$840,095
Total of all expenses incurred	2017-12-31	$178,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$177,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$688,105
Value of total assets at end of year	2017-12-31	$1,219,677
Value of total assets at beginning of year	2017-12-31	$558,219
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$675
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$28,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$28,163
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$688,105
Administrative expenses (other) incurred	2017-12-31	$675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$661,458
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,219,677
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$558,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,219,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$558,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$123,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$177,962
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MOODY, FAMIGLIETTI & ANDRONICO, LLP
Accountancy firm EIN	2017-12-31	043077056

Form 5500 Responses for EZCATER, INC. 401(K) RETIREMENT PLAN

2022: EZCATER, INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EZCATER, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EZCATER, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EZCATER, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EZCATER, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EZCATER, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

81B492

Policy instance

Insurance contract or identification number	81B492
Number of Individuals Covered	760
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $38,298
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $38,298
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

81B492

Policy instance

Insurance contract or identification number	81B492
Number of Individuals Covered	572
Total amount of commissions paid to insurance broker	USD $34,296
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $34,296
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

81B492

Policy instance

Insurance contract or identification number	81B492
Number of Individuals Covered	549
Total amount of commissions paid to insurance broker	USD $22,288
Total amount of fees paid to insurance company	USD $6,497
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22,288
Insurance broker organization code?	3
Amount paid for insurance broker fees	6497
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

81B492

Policy instance

Insurance contract or identification number	81B492
Number of Individuals Covered	461
Total amount of commissions paid to insurance broker	USD $33,270
Total amount of fees paid to insurance company	USD $16,537
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $33,270
Insurance broker organization code?	3
Amount paid for insurance broker fees	16537
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM & TPA ALLIANCE PROGRAM

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	EZCATER, INC.
Employer identification number (EIN):	453073013
NAIC Classification:	722300
NAIC Description:	Special Food Services

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	5035336