Department of Labor filing

SOUTH BEACH BAR AND GRILLE

3 retirement plans combined · For the plan year ended Dec 31, 2025

Spot something wrong?
Public filing 2025 · received May 14, 2026Verified current terms Not available

Plan summary

What matters most

This plan has an employer contribution that still needs verification and vesting that still needs verification. Reported employer contributions are around the middle of comparable plans.

09 · Employer contribution vs. peers$308

Up 0.0% over the filing history shown.

10 · Plan healthFiling history

Participation up 0.0% · assets up 0.0% · loans 0.5% of assets

What still needs verification

vesting, employee fees, investment choices, eligibility, automatic enrollment, Roth availability. These items stay out of the summary until a dated source confirms them.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

The short version

What employees should know

For the year ended Dec 31, 2025, SOUTH BEACH BAR AND GRILLE reported $35,701 in employer contributions across its retirement plans, or $308 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating116

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These totals combine every public plan record tied to this employer. They are not individual account balances.

Employer contributions
$35,701
$308 per active participant
Participant contributions
$62,013
Other contributions
$0
Amounts not classified as employer or participant contributions
Employer share of contributions
36.5%
Active participants
116
Mid-size plan
Total participants
124
142 at the beginning of the year
Ending assets
$1,137,862
$9,176 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$994,716
Ending net assets
$1,137,862
Beginning liabilities
$0
Ending liabilities
$0
Total income
$148,850
Total expenses
$5,704
Administrative expenses
$5,702
$46 per active participant
Participant loans
$5,332
0.5% of plan assets

Three-year filing history

How the reported figures changed

These charts combine the employer’s public plans by filing year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$308
Administrative cost per participant
2025
$46
Active participants
2025
116
Total plan assets
2025
$1,137,862
Participant loans as a share of assets
2025
0.5%
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$3081161.1M

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
0.5%
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
330586448-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jan 1, 2014
Industry
Accommodation and food services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2F2G2J2K2T3D

All plans from this employer

3 public plan records roll up to this profile

The employer totals above combine these records by year. Open an individual plan for its own filing details.

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

10-K · report period Dec 31, 2025Hamilton Beach Brands Holding Co — 10-K filed 2026-02-25
Official filing · details not yet checked
What it says about vesting

f Class A Common, subject to transfer restrictions, as a means of retaining and rewarding selected employees for long-term performance. Shares awarded under the Executive Plan are fully vested and entitle the stockholder to all rights of common stock ownership except that shares may not be assigned, pledged or otherwise transferred during the restriction period. In general, the restriction period ends after three , five or ten years from the award date or at the earliest of (1) three years after the participant’s retirement date, or (2) the participant’s death or permanent disability. The Company issued 306,039 , 241,947 and 169,227 shares of Class A Common in the years ended December 31, 2025, 2024 and 2023, respectively. After the issuance of these shares, there were 705,355 shares of Cl

What it says about fees

$ 654,693 100.0 % $ (47,841) (7.3) % Cost of sales 450,699 74.3 % 484,486 74.0 % (33,787) (7.0) % Gross profit 156,153 25.7 % 170,207 26.0 % (14,054) (8.3) % Selling, general and administrative expenses 119,263 19.7 % 126,703 19.4 % (7,440) (5.9) % Amortization of intangible assets 311 0.1 % 302 — % 9 3.0 % Operating profit 36,579 6.0 % 43,202 6.6 % (6,623) (15.3) % Interest expense, net 703 0.1 % 613 0.1 % 90 14.7 % Pension termination expense — — % 7,611 1.2 % (7,611) n/m Other expense (income), net 235 — % 1,602 0.2 % (1,367) (85.3) % Income before income taxes 35,641 5.9 % 33,376 5.1 % 2,265 6.8 % Income tax expense 9,186 1.5 % 2,617 0.4 % 6,569 251.0 % Net income $ 26,455 4.4 % $ 30,759 4.7 % $ (4,304) (14.0) % n/m = not meaningful Effective income tax rate 25.8 % 7.8 % The following

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_IDEMPLOYER-2025
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗