2023 Form 5500 filing — Jack In The Box Inc. Easysaver Plus 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 20241014191511NAL0015460051004) for Jack In The Box Inc. Easysaver Plus Plan, reported by Jack In The Box Inc. under EIN 95-2698708 and plan number 003. It reports 4,204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014191511NAL0015460051004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jack In The Box Inc.
- EIN
- 95-2698708
- Plan number
- 003
- Location
- San Diego, CA
- Participants
- 4,204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $116,317,300
- Net assets (EOY)
- $116,317,300
- Employer contributions
- $2,494,377
- Participant contributions
- $5,257,095
- Total income / additions
- $25,306,306
- Benefits paid
- $8,067,898
- Administrative expenses
- $137,164
- Total expenses
- $8,213,191
- Net increase / (decrease)
- $17,093,115
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $145,919 | not reported in the loaded dataset |