· 2022–2024 · DOL EFAST2

Sergis Italian Restaurant LLC — Sergis Italian, Form 5500 (2023)

Original filing (PDF)20240529081203NAL0019160864001

Sergis Italian Restaurant LLC

Form 5500-SF

FILING_RECEIVED

Sergis Italian Restaurant LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sergis Italian Restaurant LLC's Sergis Italian Restaurant LLC 401(k) Profit Sharing Plan & Trust held $630K in plan assets for 14 participants in 2023.

Active participants

14

Accounts w/ balance

8

Plan assets (EOY)

$630K

Net assets (EOY)

$630K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

64

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SERGIS ITALIAN RESTAURANT LLC.

Plan sponsor

Name

SERGIS ITALIAN RESTAURANT LLC

EIN

47-4171251all filings

Address

6445 CO RD 27 · CANTON, NY · 13617

Phone

(315) 386-1401

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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