How big is Suzanna's Kitchen, Inc.'s plan?

Suzanna's Kitchen, Inc.'s plan reported $111.2M in assets and 288 participants for 2023.

Original filing (PDF)20250411152938NAL0046790018001

Suzanna's Kitchen, Inc.

Name: Suzanna's Kitchen, Inc. — Suzanna's Kitchen , Inc., Form 5500 (2023)
Creator: Suzanna's Kitchen, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Suzanna's Kitchen , Inc., Employee Stock Ownership Plan

Defined-contribution retirement plan · Suzanna's Kitchen, Inc.'s Suzanna's Kitchen , Inc., Employee Stock Ownership Plan held $111.2M in plan assets for 288 participants in 2023.

Signals · 2

82% in single holding87% employer stock

Active participants

288

Accounts w/ balance

517

Plan assets (EOY)

$111.2M

Net assets (EOY)

$86.2M

People on this filing

Craig PATE signed Suzanna's Kitchen, Inc.'s 2023 Form 5500 as plan administrator.

Craig PATE — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Suzanna's Kitchen, Inc.'s EIN is 58-0835483.

EIN 58-0835483

Plan number 002

Plan year 2023

ACK ID 20250411152938NAL0046790018001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Suzanna's Kitchen, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Suzanna's Kitchen, Inc.'s plan includes an ESOP.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUZANNA'S KITCHEN, INC..

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How this plan invests

This plan

87 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

88% of assets in employer securities (concentration risk).
Total administrative cost in the bottom quartile of peers (20th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SUZANNA'S KITCHEN, INC.

EIN

all filings

Address

4025 BUFORD HIGHWAY · DULUTH, GA · 30096

Phone

(770) 476-9900

Industry

Manufacturing

Plan administrator

Name

WILSON LEWIS

EIN

58-2466648

City

DULUTH, GA

Phone

(770) 476-1004

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-04-11

Pension benefit codes

2O · ESOP (non-leveraged)

Audit & trust (Schedule H)

Auditor

AGL CPA GROUP, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
TROUTMAN PEPPER, LLP	58-0946915	ATLANTA, GA	LEGAL CONSULTANT	$14K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSITION FINANCE STRATEGIES, LLC	13-4238973	CHARLOTTESVILLE, VA	PLAN ADMINISTRATOR	$45K	—

Investments

87 direct securities· $119.5M(100% of reported assets)

Common Stocks

$104.1M

74 holdings

Other securities

$5.3M

5 holdings

U.S. Treasuries

$5.1M

1 holding

Cash / Money Market

$3.6M

4 holdings

Mutual Funds

$1.2M

2 holdings

Common Collective Trusts

$315K

1 holding

					% of plan
Suzanna's Kitchen, Inc. 63,982 shares of common stock	Common Stocks	—	$43.2M	$97.9M	88.1%
Fixed Income Mutual funds	Other securities	—	$5.1M	$5.1M	4.6%
US Treasury Note Government securities	U.S. Treasuries	—	$5.1M	$5.1M	4.6%
Truist Money market fund	Cash / Money Market	—	$3.2M	$3.2M	2.8%
Pimco Income Fund Mutual funds	Mutual Funds	—	$644K	$854K	0.8%
SPDR S&P 500 Mutual funds	Common Collective Trusts	—	$234K	$315K	0.3%
Invesco QQQ Mutual funds	Mutual Funds	—	$225K	$305K	0.3%
Truist Cash	Cash / Money Market	—	$267K	$267K	0.2%
Microsoft Corp Public company stock	Common Stocks	—	$140K	$217K	0.2%
Microsoft Corp Public company stock	Common Stocks	—	$140K	$214K	0.2%
Apple, Inc. Public company stock	Common Stocks	—	$92K	$175K	0.2%
Apple, Inc. Public company stock	Common Stocks	—	$92K	$174K	0.2%
Alphabet, Inc. Public company stock	Common Stocks	—	$90K	$163K	0.1%
JPMorgan Chase & Co Public company stock	Common Stocks	—	$103K	$162K	0.1%
Alphabet, Inc. Public company stock	Common Stocks	—	$90K	$161K	0.1%
JPMorgan Chase & Co Public company stock	Common Stocks	—	$103K	$160K	0.1%
Advanced Micro Devices, Inc. Public company stock	Common Stocks	—	$91K	$155K	0.1%
Blackrock, Inc. Public company stock	Common Stocks	—	$115K	$154K	0.1%
Blackrock, Inc. Public company stock	Common Stocks	—	$115K	$154K	0.1%
Morgan Stanley Public company stock	Common Stocks	—	$103K	$153K	0.1%
Advanced Micro Devices, Inc. Public company stock	Common Stocks	—	$91K	$153K	0.1%
Morgan Stanley Public company stock	Common Stocks	—	$103K	$152K	0.1%
Goldman Sachs Group, Inc. Public company stock	Common Stocks	—	$90K	$134K	0.1%
Goldman Sachs Group, Inc. Public company stock	Common Stocks	—	$90K	$134K	0.1%
Amazon.com, Inc. Public company stock	Common Stocks	—	$91K	$117K	0.1%
Amazon.com, Inc. Public company stock	Common Stocks	—	$91K	$116K	0.1%
Blackstone Group, Inc. Public company stock	Common Stocks	—	$62K	$109K	<0.1%
Unitedhealth Group, Inc. Public company stock	Common Stocks	—	$66K	$108K	<0.1%
Blackstone Group, Inc. Public company stock	Common Stocks	—	$63K	$108K	<0.1%
Exxon Mobile Public company stock	Common Stocks	—	$100K	$107K	<0.1%
Exxon Mobile Public company stock	Common Stocks	—	$100K	$106K	<0.1%
Mastercard Inc. Public company stock	Common Stocks	—	$66K	$103K	<0.1%
Nvidia Corp Public company stock	Common Stocks	—	$25K	$102K	<0.1%
Bank of America Corp Public company stock	Common Stocks	—	$91K	$102K	<0.1%
Nvidia Corp Public company stock	Common Stocks	—	$25K	$101K	<0.1%
Bank of America Corp Public company stock	Common Stocks	—	$91K	$101K	<0.1%
Marathon Patroleum Public company stock	Common Stocks	—	$100K	$99K	<0.1%
Marathon Patroleum Public company stock	Common Stocks	—	$100K	$99K	<0.1%
Visa Inc. Public company stock	Common Stocks	—	$65K	$97K	<0.1%
Visa Inc. Public company stock	Common Stocks	—	$65K	$96K	<0.1%
Nextera Energy, Inc. Public company stock	Common Stocks	—	$65K	$95K	<0.1%
Nextera Energy, Inc. Public company stock	Common Stocks	—	$65K	$95K	<0.1%
Southern Company Public company stock	Common Stocks	—	$66K	$95K	<0.1%
Southern Company Public company stock	Common Stocks	—	$66K	$94K	<0.1%
Home Depot, Inc. Public company stock	Common Stocks	—	$66K	$92K	<0.1%
Home Depot, Inc. Public company stock	Common Stocks	—	$66K	$92K	<0.1%
Chevron Corp Public company stock	Common Stocks	—	$100K	$91K	<0.1%
Adobe, Inc. Public company stock	Common Stocks	—	$90K	$88K	<0.1%
Adobe, Inc. Public company stock	Common Stocks	—	$90K	$87K	<0.1%
Duke Energy Corp Public company stock	Common Stocks	—	$66K	$86K	<0.1%