401(k)
2023 plan-year 401(k) DOL Form 5500

Souvla 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Megali Souvla, Inc. ยท California ยท Food Services & Accommodation

What the 2023 filing shows

Souvla 401(k) Plan holds $968K for 148 participants - about $6,543 per participant, up 44.8% over the 2023 plan year.

$968K
total plan assets (2023 EOY)
148
covered participants
$6,543
avg assets per participant
+44.8%
assets growth YoY
Total Assets (2023)
$968K
Participants
148
State
Industry
Food Services & Accommodation

What the Filing Says About Souvla 401(k) Plan

Souvla 401(k) Plan is a 401(k) retirement plan sponsored by Megali Souvla, Inc., headquartered in California. As of the 2023 Form 5500 filing, the plan reports $968K in total end-of-year assets and covers 148 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 464761387, and the plan has been effective since 2017-01-26. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $669K at the beginning of 2023 to $968K at year-end โ€” a gain of 44.8%. Net assets (after liabilities) closed the year at $968K, with reported net income of $300K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$669K
Total Assets (End of Year)$968K
Net Assets (End of Year)$968K
Net Income$300K
Plan Type401(k)
Employer EIN464761387
Plan Effective Date2017-01-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Megali Souvla, Inc.)

Year Plans Participants Total Assets
2023 1 148 $968K
2024 1 128 $1M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the Souvla 401(k) Plan?
As of the 2023 Form 5500 filing, Souvla 401(k) Plan holds $968K in total assets with 148 participants. It is sponsored by Megali Souvla, Inc..
What type of plan is Souvla 401(k) Plan?
Souvla 401(k) Plan is a 401(k) plan. It has been effective since 2017-01-26. The plan is filed with the U.S. Department of Labor under EIN 464761387.
Who sponsors the Souvla 401(k) Plan?
Souvla 401(k) Plan is sponsored by Megali Souvla, Inc., located in California. The sponsor's EIN is 464761387 and the plan operates in the Food Services & Accommodation industry.
How did Souvla 401(k) Plan perform in 2023?
Souvla 401(k) Plan grew by 44.8% during 2023, moving from $669K to $968K in total assets. Net income was $300K.
Where can I find official filings for Souvla 401(k) Plan?
Official Form 5500 filings for Souvla 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 464761387 or plan name at efast.dol.gov.
How does Souvla 401(k) Plan compare to other plans?
You can compare Souvla 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 464761387.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.