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FIRST WATCH 401(K) SAVINGS PLAN 401k Plan overview

Plan NameFIRST WATCH 401(K) SAVINGS PLAN
Plan identification number 001

FIRST WATCH 401(K) SAVINGS 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.
  • 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.
  • Life insurance

401k Sponsoring company profile

FIRST WATCH RESTAURANTS, INC has sponsored the creation of one or more 401k plans.

Company Name:FIRST WATCH RESTAURANTS, INC
Employer identification number (EIN):650543723
NAIC Classification:722511
NAIC Description:Full-Service Restaurants

Additional information about FIRST WATCH RESTAURANTS, INC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2016-06-15
Company Identification Number: 0802481115
Legal Registered Office Address: 8725 PENDERY PL STE 201

BRADENTON
United States of America (USA)
34201

More information about FIRST WATCH RESTAURANTS, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST WATCH 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KARINA STASI KARINA STASI2018-10-10
0012016-01-01KARINA STASI KARINA STASI2017-10-12
0012015-01-01KARINA STASI
0012014-01-01KARINA STASI KARINA STASI2015-09-30
0012013-01-01PAUL HINEMAN PAUL HINEMAN2014-09-24
0012012-01-01PAUL HINEMAN PAUL HINEMAN2013-10-04
0012011-01-01KENNETH CRULEY KENNETH CRULEY2012-10-15
0012009-01-01KENNETH CRULEY
0012009-01-01KENNETH J. CRULEY KENNETH J. CRULEY2010-07-28

Plan Statistics for FIRST WATCH 401(K) SAVINGS PLAN

401k plan membership statisitcs for FIRST WATCH 401(K) SAVINGS PLAN

Measure Date Value
2022: FIRST WATCH 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,358
Total number of active participants reported on line 7a of the Form 55002022-01-014,535
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,047
Total of all active and inactive participants2022-01-015,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-015,583
Number of participants with account balances2022-01-011,712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0176
2021: FIRST WATCH 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,416
Total number of active participants reported on line 7a of the Form 55002021-01-013,227
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,017
Total of all active and inactive participants2021-01-014,244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-014,246
Number of participants with account balances2021-01-011,678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01156
2020: FIRST WATCH 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,793
Total number of active participants reported on line 7a of the Form 55002020-01-014,422
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01836
Total of all active and inactive participants2020-01-015,258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015,258
Number of participants with account balances2020-01-011,673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0164
2019: FIRST WATCH 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,045
Total number of active participants reported on line 7a of the Form 55002019-01-013,849
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01755
Total of all active and inactive participants2019-01-014,604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014,604
Number of participants with account balances2019-01-011,598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01104
2018: FIRST WATCH 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,397
Total number of active participants reported on line 7a of the Form 55002018-01-013,294
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01651
Total of all active and inactive participants2018-01-013,945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013,945
Number of participants with account balances2018-01-011,499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01119
2017: FIRST WATCH 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,443
Total number of active participants reported on line 7a of the Form 55002017-01-012,757
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01564
Total of all active and inactive participants2017-01-013,321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,321
Number of participants with account balances2017-01-011,365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01126
2016: FIRST WATCH 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,893
Total number of active participants reported on line 7a of the Form 55002016-01-013,008
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01375
Total of all active and inactive participants2016-01-013,383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,383
Number of participants with account balances2016-01-011,084
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0191
2015: FIRST WATCH 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,207
Total number of active participants reported on line 7a of the Form 55002015-01-012,544
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01281
Total of all active and inactive participants2015-01-012,825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,825
Number of participants with account balances2015-01-01890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0173
2014: FIRST WATCH 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,141
Total number of active participants reported on line 7a of the Form 55002014-01-01955
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01196
Total of all active and inactive participants2014-01-011,151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,151
Number of participants with account balances2014-01-01611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0133
2013: FIRST WATCH 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,305
Total number of active participants reported on line 7a of the Form 55002013-01-01957
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01171
Total of all active and inactive participants2013-01-011,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,128
Number of participants with account balances2013-01-01468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0124
2012: FIRST WATCH 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,252
Total number of active participants reported on line 7a of the Form 55002012-01-01956
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01171
Total of all active and inactive participants2012-01-011,127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,127
Number of participants with account balances2012-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0130
2011: FIRST WATCH 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,319
Total number of active participants reported on line 7a of the Form 55002011-01-01934
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01139
Total of all active and inactive participants2011-01-011,073
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,073
Number of participants with account balances2011-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2009: FIRST WATCH 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,363
Total number of active participants reported on line 7a of the Form 55002009-01-011,016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01162
Total of all active and inactive participants2009-01-011,178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,178
Number of participants with account balances2009-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0116

Financial Data on FIRST WATCH 401(K) SAVINGS PLAN

Measure Date Value
2022 : FIRST WATCH 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,061,896
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,767,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,399,854
Value of total corrective distributions2022-12-31$354,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,708,011
Value of total assets at end of year2022-12-31$25,404,669
Value of total assets at beginning of year2022-12-31$29,234,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$13,000
Total interest from all sources2022-12-31$56,058
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,135,569
Participant contributions at end of year2022-12-31$502,082
Participant contributions at beginning of year2022-12-31$502,785
Participant contributions at end of year2022-12-31$90,436
Participant contributions at beginning of year2022-12-31$89,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,829,617
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,404,669
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,234,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$22,975,625
Value of interest in pooled separate accounts at beginning of year2022-12-31$27,166,019
Interest on participant loans2022-12-31$23,073
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$32,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,818,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,458,966
Net investment gain/loss from pooled separate accounts2022-12-31$-4,825,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$572,442
Employer contributions (assets) at end of year2022-12-31$17,805
Employer contributions (assets) at beginning of year2022-12-31$16,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,399,854
Contract administrator fees2022-12-31$13,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SKIBBIE CPA, INC.
Accountancy firm EIN2022-12-31270851321
2021 : FIRST WATCH 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,237,719
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,887,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,611,510
Value of total corrective distributions2021-12-31$246,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,640,301
Value of total assets at end of year2021-12-31$29,234,286
Value of total assets at beginning of year2021-12-31$23,884,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$29,699
Total interest from all sources2021-12-31$46,259
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,787,307
Participant contributions at end of year2021-12-31$502,785
Participant contributions at beginning of year2021-12-31$481,284
Participant contributions at end of year2021-12-31$89,660
Participant contributions at beginning of year2021-12-31$81,000
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$327,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,349,951
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,234,286
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,884,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$27,166,019
Value of interest in pooled separate accounts at beginning of year2021-12-31$21,716,714
Interest on participant loans2021-12-31$22,901
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$23,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,458,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,589,431
Net investment gain/loss from pooled separate accounts2021-12-31$3,551,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$525,121
Employer contributions (assets) at end of year2021-12-31$16,856
Employer contributions (assets) at beginning of year2021-12-31$15,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,611,510
Contract administrator fees2021-12-31$29,699
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SKIBBIE CPA, INC.
Accountancy firm EIN2021-12-31270851321
2020 : FIRST WATCH 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,132,889
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,938,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,695,929
Value of total corrective distributions2020-12-31$207,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,940,464
Value of total assets at end of year2020-12-31$23,884,335
Value of total assets at beginning of year2020-12-31$19,690,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,060
Total interest from all sources2020-12-31$47,084
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,279,630
Participant contributions at end of year2020-12-31$481,284
Participant contributions at beginning of year2020-12-31$415,562
Participant contributions at end of year2020-12-31$81,000
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$383,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,194,067
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,884,335
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,690,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$21,716,714
Value of interest in pooled separate accounts at beginning of year2020-12-31$17,946,009
Interest on participant loans2020-12-31$21,726
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$25,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,589,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,328,697
Net investment gain/loss from pooled separate accounts2020-12-31$3,145,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$276,894
Employer contributions (assets) at end of year2020-12-31$15,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,695,929
Contract administrator fees2020-12-31$35,060
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2020-12-31270851321
2019 : FIRST WATCH 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,372,641
Total income from all sources (including contributions)2019-12-31$6,372,641
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$982,034
Total of all expenses incurred2019-12-31$982,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$791,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$791,209
Value of total corrective distributions2019-12-31$156,103
Value of total corrective distributions2019-12-31$156,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,099,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,099,632
Value of total assets at end of year2019-12-31$19,690,268
Value of total assets at beginning of year2019-12-31$14,299,661
Value of total assets at beginning of year2019-12-31$14,299,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,722
Total interest from all sources2019-12-31$42,589
Total interest from all sources2019-12-31$42,589
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,542,278
Contributions received from participants2019-12-31$2,542,278
Participant contributions at end of year2019-12-31$415,562
Participant contributions at end of year2019-12-31$415,562
Participant contributions at beginning of year2019-12-31$380,129
Participant contributions at beginning of year2019-12-31$380,129
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$81,510
Participant contributions at beginning of year2019-12-31$81,510
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$58,417
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$58,417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,390,607
Value of net income/loss2019-12-31$5,390,607
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,690,268
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,690,268
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,299,661
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,299,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$17,946,009
Value of interest in pooled separate accounts at end of year2019-12-31$17,946,009
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,549,801
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,549,801
Interest on participant loans2019-12-31$19,649
Interest on participant loans2019-12-31$19,649
Interest earned on other investments2019-12-31$22,940
Interest earned on other investments2019-12-31$22,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,328,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,328,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,271,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,271,894
Net investment gain/loss from pooled separate accounts2019-12-31$3,230,420
Net investment gain/loss from pooled separate accounts2019-12-31$3,230,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$498,937
Contributions received in cash from employer2019-12-31$498,937
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$16,327
Employer contributions (assets) at beginning of year2019-12-31$16,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$791,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$791,209
Contract administrator fees2019-12-31$34,722
Contract administrator fees2019-12-31$34,722
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SCOTT SKIBBIE, INC.
Accountancy firm name2019-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2019-12-31270851321
Accountancy firm EIN2019-12-31270851321
2018 : FIRST WATCH 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,101,485
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,008,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$855,747
Value of total corrective distributions2018-12-31$119,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,113,093
Value of total assets at end of year2018-12-31$14,299,661
Value of total assets at beginning of year2018-12-31$13,206,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,881
Total interest from all sources2018-12-31$34,561
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,434,993
Participant contributions at end of year2018-12-31$380,129
Participant contributions at beginning of year2018-12-31$323,825
Participant contributions at end of year2018-12-31$81,510
Participant contributions at beginning of year2018-12-31$74,612
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$201,445
Total non interest bearing cash at beginning of year2018-12-31$1,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,093,374
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,299,661
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,206,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$12,549,801
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,666,106
Interest on participant loans2018-12-31$15,234
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$19,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,271,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,126,090
Net investment gain/loss from pooled separate accounts2018-12-31$-1,046,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$476,655
Employer contributions (assets) at end of year2018-12-31$16,327
Employer contributions (assets) at beginning of year2018-12-31$14,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$855,747
Contract administrator fees2018-12-31$32,881
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2018-12-31270851321
2017 : FIRST WATCH 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,129,449
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$700,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$600,986
Value of total corrective distributions2017-12-31$71,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,365,976
Value of total assets at end of year2017-12-31$13,206,287
Value of total assets at beginning of year2017-12-31$9,777,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,895
Total interest from all sources2017-12-31$28,509
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,983,464
Participant contributions at end of year2017-12-31$323,825
Participant contributions at beginning of year2017-12-31$340,159
Participant contributions at end of year2017-12-31$74,612
Participant contributions at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$1,306
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,428,981
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,206,287
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,777,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$11,666,106
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,568,529
Interest on participant loans2017-12-31$14,825
Interest earned on other investments2017-12-31$13,684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,126,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$868,618
Net investment gain/loss from pooled separate accounts2017-12-31$1,734,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$382,512
Employer contributions (assets) at end of year2017-12-31$14,348
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$600,986
Contract administrator fees2017-12-31$27,895
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2017-12-31270851321
2016 : FIRST WATCH 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,483,058
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$449,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$408,757
Value of total corrective distributions2016-12-31$15,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,838,498
Value of total assets at end of year2016-12-31$9,777,306
Value of total assets at beginning of year2016-12-31$7,743,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,470
Total interest from all sources2016-12-31$23,733
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,546,408
Participant contributions at end of year2016-12-31$340,159
Participant contributions at beginning of year2016-12-31$277,778
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$96,693
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,033,503
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,777,306
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,743,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$8,568,529
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,644,404
Interest on participant loans2016-12-31$12,434
Interest earned on other investments2016-12-31$11,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$868,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$705,805
Net investment gain/loss from pooled separate accounts2016-12-31$620,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$283,292
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$19,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$408,757
Contract administrator fees2016-12-31$25,470
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2016-12-31270851321
2015 : FIRST WATCH 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,431,421
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$802,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$712,618
Value of total corrective distributions2015-12-31$67,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,521,088
Value of total assets at end of year2015-12-31$7,743,803
Value of total assets at beginning of year2015-12-31$7,114,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,828
Total interest from all sources2015-12-31$19,138
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,223,791
Participant contributions at end of year2015-12-31$277,778
Participant contributions at beginning of year2015-12-31$195,594
Participant contributions at end of year2015-12-31$96,693
Participant contributions at beginning of year2015-12-31$66,109
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$57,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$629,097
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,743,803
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,114,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$6,644,404
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,151,229
Interest on participant loans2015-12-31$9,529
Interest earned on other investments2015-12-31$9,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$705,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$688,833
Net investment gain or loss from common/collective trusts2015-12-31$-108,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$239,543
Employer contributions (assets) at end of year2015-12-31$19,123
Employer contributions (assets) at beginning of year2015-12-31$12,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$712,618
Contract administrator fees2015-12-31$21,828
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2015-12-31270851321
2014 : FIRST WATCH 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,397,455
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$371,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$309,545
Value of total corrective distributions2014-12-31$44,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,079,003
Value of total assets at end of year2014-12-31$7,114,706
Value of total assets at beginning of year2014-12-31$6,089,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,627
Total interest from all sources2014-12-31$19,581
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$844,948
Participant contributions at end of year2014-12-31$195,594
Participant contributions at beginning of year2014-12-31$205,077
Participant contributions at end of year2014-12-31$66,109
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$116,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,025,466
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,114,706
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,089,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$6,151,229
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,165,882
Interest on participant loans2014-12-31$7,925
Interest earned on other investments2014-12-31$11,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$688,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$718,281
Net investment gain/loss from pooled separate accounts2014-12-31$298,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$117,190
Employer contributions (assets) at end of year2014-12-31$12,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$309,545
Contract administrator fees2014-12-31$17,627
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2014-12-31270851321
2013 : FIRST WATCH 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,580,039
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,073,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,022,047
Value of total corrective distributions2013-12-31$31,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$716,142
Value of total assets at end of year2013-12-31$6,089,240
Value of total assets at beginning of year2013-12-31$5,582,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,828
Total interest from all sources2013-12-31$20,943
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$593,879
Participant contributions at end of year2013-12-31$205,077
Participant contributions at beginning of year2013-12-31$214,587
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$20,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$506,415
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,089,240
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,582,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$5,165,882
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,603,911
Interest on participant loans2013-12-31$8,905
Interest earned on other investments2013-12-31$12,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$718,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$739,855
Net investment gain/loss from pooled separate accounts2013-12-31$842,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$122,263
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$4,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,022,047
Contract administrator fees2013-12-31$19,828
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2013-12-31270851321
2012 : FIRST WATCH 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,312,498
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$567,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$502,360
Value of total corrective distributions2012-12-31$51,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$747,060
Value of total assets at end of year2012-12-31$5,582,825
Value of total assets at beginning of year2012-12-31$4,837,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,622
Total interest from all sources2012-12-31$9,221
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$602,067
Participant contributions at end of year2012-12-31$214,587
Participant contributions at beginning of year2012-12-31$197,995
Participant contributions at end of year2012-12-31$20,413
Participant contributions at beginning of year2012-12-31$19,321
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$27,644
Other income not declared elsewhere2012-12-31$12,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$745,133
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,582,825
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,837,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,603,911
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,820,519
Interest on participant loans2012-12-31$9,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$739,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$796,173
Net investment gain/loss from pooled separate accounts2012-12-31$543,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$117,349
Employer contributions (assets) at end of year2012-12-31$4,059
Employer contributions (assets) at beginning of year2012-12-31$3,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$502,360
Contract administrator fees2012-12-31$13,622
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SCOTT SKIBBIE, INC
Accountancy firm EIN2012-12-31270851321
2011 : FIRST WATCH 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$527,220
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$286,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$217,344
Value of total corrective distributions2011-12-31$53,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$734,577
Value of total assets at end of year2011-12-31$4,837,692
Value of total assets at beginning of year2011-12-31$4,596,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,007
Total interest from all sources2011-12-31$7,065
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$617,493
Participant contributions at end of year2011-12-31$197,995
Participant contributions at beginning of year2011-12-31$174,289
Participant contributions at end of year2011-12-31$19,321
Participant contributions at beginning of year2011-12-31$16,928
Other income not declared elsewhere2011-12-31$14,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$240,699
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,837,692
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,596,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,820,519
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,916,783
Interest on participant loans2011-12-31$7,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$796,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$485,527
Net investment gain/loss from pooled separate accounts2011-12-31$-229,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$117,084
Employer contributions (assets) at end of year2011-12-31$3,684
Employer contributions (assets) at beginning of year2011-12-31$3,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$217,344
Contract administrator fees2011-12-31$16,007
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2011-12-31270851321
2010 : FIRST WATCH 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,151,642
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$329,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$254,218
Value of total corrective distributions2010-12-31$59,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$709,355
Value of total assets at end of year2010-12-31$4,596,993
Value of total assets at beginning of year2010-12-31$3,775,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,029
Total interest from all sources2010-12-31$8,676
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$593,607
Participant contributions at end of year2010-12-31$174,289
Participant contributions at beginning of year2010-12-31$124,113
Participant contributions at end of year2010-12-31$16,928
Other income not declared elsewhere2010-12-31$-13,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$821,828
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,596,993
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,775,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,916,783
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,309,102
Interest on participant loans2010-12-31$8,676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$485,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$341,950
Net investment gain/loss from pooled separate accounts2010-12-31$446,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$115,748
Employer contributions (assets) at end of year2010-12-31$3,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$254,218
Contract administrator fees2010-12-31$16,029
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2010-12-31270851321
2009 : FIRST WATCH 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FIRST WATCH 401(K) SAVINGS PLAN

2022: FIRST WATCH 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FIRST WATCH 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FIRST WATCH 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FIRST WATCH 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FIRST WATCH 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FIRST WATCH 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FIRST WATCH 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FIRST WATCH 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FIRST WATCH 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIRST WATCH 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIRST WATCH 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIRST WATCH 401(K) SAVINGS 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FIRST WATCH 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12244
Policy instance 1
Insurance contract or identification number12244
Number of Individuals Covered1712
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $38,752
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,752
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12244
Policy instance 1
Insurance contract or identification number12244
Number of Individuals Covered1678
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $55,820
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55,820
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12244
Policy instance 1
Insurance contract or identification number12244
Number of Individuals Covered1673
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $48,075
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,075
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12244
Policy instance 1
Insurance contract or identification number12244
Number of Individuals Covered1598
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $40,754
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,754
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12244
Policy instance 1
Insurance contract or identification number12244
Number of Individuals Covered1499
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $34,811
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,811
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12244
Policy instance 1
Insurance contract or identification number12244
Number of Individuals Covered1365
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $26,826
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,826
Insurance broker organization code?3
Insurance broker nameLINSCO/PRIVATE LEDGER CORPORATION
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12244
Policy instance 1
Insurance contract or identification number12244
Number of Individuals Covered890
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $17,890
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,890
Insurance broker organization code?3
Insurance broker nameLINSCO/PRIVATE LEDGER CORPORATION
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12244
Policy instance 1
Insurance contract or identification number12244
Number of Individuals Covered611
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $15,531
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,666
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND SECURITIES INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12244
Policy instance 1
Insurance contract or identification number12244
Number of Individuals Covered468
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,559
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,559
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND SECURITIES INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12244
Policy instance 1
Insurance contract or identification number12244
Number of Individuals Covered441
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12244
Policy instance 1
Insurance contract or identification number12244
Number of Individuals Covered416
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number12244
Policy instance 1
Insurance contract or identification number12244
Number of Individuals Covered427
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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