401k Plan data: SIZEMORE INC. 401(K) PLAN plan

SIZEMORE INC. 401(K) PLAN 401k Plan overview

Plan Name	SIZEMORE INC. 401(K) PLAN
Plan identification number	001

SIZEMORE INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: SIZEMORE INC.

Employer identification number (EIN): 821899866

NAIC Classification: 722513
NAIC Description: Limited-Service Restaurants

Additional information about SIZEMORE INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2017-06-14

Company Identification Number: 0802745864

Legal Registered Office Address: 9107 KINNEL LN

TOMBALL
United States of America (USA)
77375

More information about SIZEMORE INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIZEMORE INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-06-15 BRIAN KEITH SIZEMORE BRIAN KEITH SIZEMORE 2018-06-14

Plan Statistics for SIZEMORE INC. 401(K) PLAN

401k plan membership statisitcs for SIZEMORE INC. 401(K) PLAN

Measure Date Value
2022: SIZEMORE INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 39
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 39
Number of participants with account balances 2022-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SIZEMORE INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 13
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 13
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SIZEMORE INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: SIZEMORE INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 13
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 13
Number of participants with account balances 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SIZEMORE INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 13
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 13
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SIZEMORE INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-06-15 0
Total number of active participants reported on line 7a of the Form 5500 2017-06-15 13
Number of retired or separated participants receiving benefits 2017-06-15 0
Number of other retired or separated participants entitled to future benefits 2017-06-15 0
Total of all active and inactive participants 2017-06-15 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-15 0
Total participants 2017-06-15 13
Number of participants with account balances 2017-06-15 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-15 0

Measure	Date	Value
2022: SIZEMORE INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	39
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	39
Number of participants with account balances	2022-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SIZEMORE INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	13
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	13
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SIZEMORE INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: SIZEMORE INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	13
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	13
Number of participants with account balances	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SIZEMORE INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	13
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	13
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SIZEMORE INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-06-15	0
Total number of active participants reported on line 7a of the Form 5500	2017-06-15	13
Number of retired or separated participants receiving benefits	2017-06-15	0
Number of other retired or separated participants entitled to future benefits	2017-06-15	0
Total of all active and inactive participants	2017-06-15	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-15	0
Total participants	2017-06-15	13
Number of participants with account balances	2017-06-15	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-15	0

Financial Data on SIZEMORE INC. 401(K) PLAN

Measure	Date	Value
2022 : SIZEMORE INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-71,982
Expenses. Total of all expenses incurred	2022-12-31	$216
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$139,325
Total plan assets at beginning of year	2022-12-31	$211,523
Value of fidelity bond covering the plan	2022-12-31	$25,000
Total contributions received or receivable from participants	2022-12-31	$1,121
Expenses. Other expenses not covered elsewhere	2022-12-31	$216
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-74,113
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-72,198
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$139,325
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$211,523
Assets. Value of employer securities	2022-12-31	$114,385
Total contributions received or receivable from employer(s)	2022-12-31	$1,010
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : SIZEMORE INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$114,929
Expenses. Total of all expenses incurred	2021-12-31	$2,192
Benefits paid (including direct rollovers)	2021-12-31	$1,867
Total plan assets at end of year	2021-12-31	$211,523
Total plan assets at beginning of year	2021-12-31	$98,786
Value of fidelity bond covering the plan	2021-12-31	$25,000
Total contributions received or receivable from participants	2021-12-31	$1,096
Expenses. Other expenses not covered elsewhere	2021-12-31	$325
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$112,866
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$112,737
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$211,523
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$98,786
Assets. Value of employer securities	2021-12-31	$186,333
Total contributions received or receivable from employer(s)	2021-12-31	$967
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SIZEMORE INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$-10,790
Expenses. Total of all expenses incurred	2020-12-31	$363
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$98,786
Total plan assets at beginning of year	2020-12-31	$109,939
Value of fidelity bond covering the plan	2020-12-31	$25,000
Total contributions received or receivable from participants	2020-12-31	$1,998
Expenses. Other expenses not covered elsewhere	2020-12-31	$363
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$-14,235
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-11,153
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$98,786
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$109,939
Assets. Value of employer securities	2020-12-31	$75,490
Total contributions received or receivable from employer(s)	2020-12-31	$1,447
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : SIZEMORE INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$-15,989
Expenses. Total of all expenses incurred	2019-12-31	$0
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$109,939
Total plan assets at beginning of year	2019-12-31	$125,928
Value of fidelity bond covering the plan	2019-12-31	$25,000
Total contributions received or receivable from participants	2019-12-31	$2,156
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$-19,948
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-15,989
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$109,939
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$125,928
Assets. Value of employer securities	2019-12-31	$89,974
Total contributions received or receivable from employer(s)	2019-12-31	$1,803
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : SIZEMORE INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-172,134
Expenses. Total of all expenses incurred	2018-12-31	$264
Benefits paid (including direct rollovers)	2018-12-31	$264
Total plan assets at end of year	2018-12-31	$125,928
Total plan assets at beginning of year	2018-12-31	$298,326
Value of fidelity bond covering the plan	2018-12-31	$25,000
Total contributions received or receivable from participants	2018-12-31	$2,194
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-175,813
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-172,398
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$125,928
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$298,326
Assets. Value of employer securities	2018-12-31	$110,720
Total contributions received or receivable from employer(s)	2018-12-31	$1,485
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : SIZEMORE INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$298,326
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$298,326
Total plan assets at beginning of year	2017-12-31	$0
Value of fidelity bond covering the plan	2017-12-31	$25,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$349,385
Other income received	2017-12-31	$-51,059
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$298,326
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$298,326
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$283,325
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0

Form 5500 Responses for SIZEMORE INC. 401(K) PLAN

2022: SIZEMORE INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SIZEMORE INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SIZEMORE INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SIZEMORE INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SIZEMORE INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SIZEMORE INC. 401(K) PLAN 2017 form 5500 responses
2017-06-15	Type of plan entity	Single employer plan
2017-06-15	First time form 5500 has been submitted	Yes
2017-06-15	Submission has been amended	No
2017-06-15	This submission is the final filing	No
2017-06-15	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-06-15	Plan is a collectively bargained plan	No
2017-06-15	Plan funding arrangement – Trust	Yes
2017-06-15	Plan benefit arrangement - Trust	Yes

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Company Name:	SIZEMORE INC.
Employer identification number (EIN):	821899866
NAIC Classification:	722513
NAIC Description:	Limited-Service Restaurants

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2017-06-14
Company Identification Number:	0802745864
Legal Registered Office Address:	9107 KINNEL LN TOMBALL United States of America (USA) 77375