2023 Form 5500 filing — Shake Shack Retirement 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 20241001110212NAL0011441792001) for Shake Shack Retirement Plan, reported by Shake Shack Enterprises, LLC under EIN 26-4487502 and plan number 001. It reports 9,351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001110212NAL0011441792001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shake Shack Enterprises, LLC
- EIN
- 26-4487502
- Plan number
- 001
- Location
- New York, NY
- Participants
- 9,351
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,575,280
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,575,280
- Employer contributions
- $1,868,142
- Participant contributions
- $5,675,311
- Total income / additions
- $13,920,146
- Benefits paid
- $4,089,820
- Administrative expenses
- $162,465
- Total expenses
- $4,253,628
- Net increase / (decrease)
- $9,666,518
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $111,389 | $0 |
| Captrust | INVESTMENT ADVISOR | $30,876 | not reported in the loaded dataset |
| Withum | ACCOUNTANT/AUDITOR | $20,200 | not reported in the loaded dataset |