Whataburger 401(K) Savings Plan — Form 5500 plan (Whataburger Restaurants LLC)
Plain-English plan 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, Whataburger 401(K) Savings Plan is a benefit plan reported by Whataburger Restaurants LLC under EIN 30-1199687 and plan number 001. The latest loaded filing year is 2023. The filing reports 39,120 participants and $235,760,407 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whataburger Restaurants LLC
- EIN
- 30-1199687
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 39,120
- End-of-year plan assets
- $235,760,407
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 39,120 | H, C | 20241008161605NAL0029205296001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $235,760,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $235,760,407
- Net assets (BOY)
- $214,955,726
Income & contributions
- Employer contributions
- $4,299,404
- Participant contributions
- $17,575,792
- Total contributions
- $22,590,096
- Total income / additions
- $55,402,695
Expenses & distributions
- Benefits paid
- $33,389,409
- Administrative expenses
- $1,131,330
- Total expenses
- $34,598,014
- Net increase / (decrease)
- $20,804,681
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $988,193 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $60,125 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | INVESTMENT ADVISOR | $41,000 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | ACCOUNTANT/AUDITOR | $26,775 | not reported in the loaded dataset | 2023 |
| Barnes & Thornburg Llp | ATTORNEY/LEGAL | $15,237 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Whataburger Restaurants LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Antonio, TX
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Forvis, Llp — Schedule C compensation
- Barnes & Thornburg Llp — Schedule C compensation