2023 Form 5500 filing — Whataburger Of Alice 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240916195022NAL0001943137001) for Whataburger Of Alice 401(K) Plan, reported by Whataburger Of Alice under EIN 74-1600234 and plan number 001. It reports 670 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916195022NAL0001943137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whataburger Of Alice
- EIN
- 74-1600234
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 670
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,954,124
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,954,124
- Employer contributions
- $198,386
- Participant contributions
- $370,316
- Total income / additions
- $1,300,856
- Benefits paid
- $302,448
- Administrative expenses
- $63,036
- Total expenses
- $392,418
- Net increase / (decrease)
- $908,438
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CUSTODIAN | $36,376 | $7,609 |
| Inwest Retirement Solutions | TPA | $13,392 | $6,256 |
| Stadion Money Management, LLC | CONSULTING | $13,268 | not reported in the loaded dataset |