2023 Form 5500 filing — Whataburger 401(K) Savings 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 20241008161605NAL0029205296001) for Whataburger 401(K) Savings Plan, reported by Whataburger Restaurants LLC under EIN 30-1199687 and plan number 001. It reports 39,120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008161605NAL0029205296001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whataburger Restaurants LLC
- EIN
- 30-1199687
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 39,120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $235,760,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $235,760,407
- Employer contributions
- $4,299,404
- Participant contributions
- $17,575,792
- Total income / additions
- $55,402,695
- Benefits paid
- $33,389,409
- Administrative expenses
- $1,131,330
- Total expenses
- $34,598,014
- Net increase / (decrease)
- $20,804,681
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $988,193 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $60,125 | not reported in the loaded dataset |
| Milliman, Inc. | INVESTMENT ADVISOR | $41,000 | not reported in the loaded dataset |
| Forvis, Llp | ACCOUNTANT/AUDITOR | $26,775 | not reported in the loaded dataset |
| Barnes & Thornburg Llp | ATTORNEY/LEGAL | $15,237 | not reported in the loaded dataset |