Original filing (PDF)20250407151928NAL0033070898001

BAPA 5 UNION ST DONUTS LLC

Name: BAPA 5 UNION ST DONUTS LLC — BAPA 5 UNION ST DONUTS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: BAPA 5 UNION ST DONUTS LLC

Form 5500-SF

FILING_RECEIVED

BAPA 5 UNION ST DONUTS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAPA 5 UNION ST DONUTS LLC.

Plan sponsor

Name

BAPA 5 UNION ST DONUTS LLC

EIN

85-3382770

Address

2750 WESTINGHOUSE RD STE B · HORSEHEADS, NY · 148458115

Phone

(315) 283-0814

Industry

Accommodation & Food Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

CHARLIES FAMILY RESTAURANT

CHARLIE'S FAMILY RESTAURANT 401K

$14K · 20 participants

NPI CRANBERRY

THE SPORTS GRILLE AT CRANBERRY 401K

$14K · 452 participants

BAY VENTURES, LLC

TEASE SOUTHERN KITCHEN 401K PLAN

$14K · 22 participants

RIVERDALE

RIVER DALE

$14K · 2 participants

BURGERLORDS 2 LLC

BURGERLORDS 2 LLC 401K PLAN

$14K · 34 participants