2023 Form 5500 filing — Whataburger Of Mesquite, Inc. Profit Sharing 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 20241015170608NAL0049056384001) for Whataburger Of Mesquite, Inc. Profit Sharing Plan, reported by Whataburger Of Mesquite, Inc. under EIN 75-1325487 and plan number 001. It reports 1,793 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170608NAL0049056384001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whataburger Of Mesquite, Inc.
- EIN
- 75-1325487
- Plan number
- 001
- Location
- Mesquite, TX
- Participants
- 1,793
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,106,725
- Total liabilities (EOY)
- $648
- Net assets (EOY)
- $3,106,077
- Participant contributions
- $169,691
- Total income / additions
- $699,074
- Benefits paid
- $613,761
- Administrative expenses
- $2,391
- Total expenses
- $616,152
- Net increase / (decrease)
- $82,922
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bok Financial Asset Mgmt, Inc | TPA | $2,391 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $1,084 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | not reported in the loaded dataset |