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Employers › Georgia

Employer · plans filed under one EIN

Suzanna's Kitchen, Inc.

Duluth, GA · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$108Mnet assets across plans
892participant records580 active
$2.5Memployer contributions, latest plan years$4,374 per active record
$86KSchedule C compensation to organisations$95.86 per participant record

Suzanna's Kitchen, Inc., based in Duluth, Georgia, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 892 participant records and $108M in net assets.

The largest is Suzanna's Kitchen , Inc., Employee Stock Ownership Plan, an employee stock ownership plan with 540 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $2.5M and participant contributions $879K in the latest plan years; benefits paid were $6.2M. Schedule C compensation reported to service provider organisations totalled $86K.

Combined net assets moved from $8.0M in 2009 to $108M in 2024 (up 1258%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Suzanna's Kitchen , Inc., Employee Stock Ownership Planemployee stock ownership plan2024540$91.3M$169,062$8,098$53K
Suzanna's Kitchen, Inc. 401(k) and Profit Sharing Planprofit-sharing plan2024352$16.7M$47,437$824$32K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $8.0M2010: $8.1M2011: $8.9M2012: $10.0M2013: $10.5M2014: $10.8M2015: $11.6M2016: $12.3M2017: $27.5M2018: $41.8M2019: $48.5M2020: $62.8M2021: $86.1M2022: $78.2M2023: $101M2024: $108M$8.0M$108M20092012201620202024
Combined net assets
2009: 1552010: 1292011: 1332012: 1352013: 1262014: 1552015: 1792016: 6232017: 5492018: 6352019: 7892020: 4602021: 8572022: 8642023: 8812024: 89215589220092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242892$108M$2.5M$879K
20232881$101M$2.4M$813K
20222864$78.2M$2.9M$740K
20212857$86.1M$3.2M$761K
20201460$62.8M$2.3M$0
20192789$48.5M$2.8M$504K
20182635$41.8M$2.5M$380K
20172549$27.5M$4.2M$299K
20162623$12.3M$238K$0
20151179$11.6M$1.6M$0
20141155$10.8M$1.2M$0
20131126$10.5M$953K$0
20121135$10.0M$951K$0
20111133$8.9M$798K$0
20101129$8.1M$737K$0
20091155$8.0M$712K$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Fidelity Investments Institutional—1$32,415
Transition Finance Strategies, LLCPlan Administrator1$19,208
Adams Capital, LLCValuation (appraisals, etc.)1$17,500
Agl CPA GroupPlan Administrator1$14,000
Troutman Pepper, LLPLegal1$2,384

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Fidelity Investments Institutional$32K
Transition Finance Strategies, LLC$19K
Adams Capital, LLC$18K
Agl CPA Group$14K
Troutman Pepper, LLP$2,384

Questions and answers

How many retirement plans does Suzanna's Kitchen, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Suzanna's Kitchen , Inc., Employee Stock Ownership Plan and Suzanna's Kitchen, Inc. 401(k) and Profit Sharing Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Suzanna's Kitchen, Inc. contribute to its plans?

$2,536,722 in employer contributions across these plans in their latest plan years, about $4,374 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Fidelity Investments Institutional, Transition Finance Strategies, LLC, Adams Capital, LLC and Agl CPA Group and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.