White Castle Profit Sharing Plan — Form 5500 plan (White Castle System, Inc.)
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, White Castle Profit Sharing Plan is a benefit plan reported by White Castle System, Inc. under EIN 31-4340520 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,798 participants and $174,108,891 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- White Castle System, Inc.
- EIN
- 31-4340520
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 5,798
- End-of-year plan assets
- $174,108,891
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,798 | H, C | 20241003152652NAL0005836259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $174,108,891
- Total liabilities (EOY)
- $14,768
- Net assets (EOY)
- $174,094,123
- Net assets (BOY)
- $172,143,287
Income & contributions
- Employer contributions
- $875,000
- Total contributions
- $875,000
- Total income / additions
- $18,267,656
Expenses & distributions
- Benefits paid
- $16,183,646
- Administrative expenses
- $133,174
- Total expenses
- $16,316,820
- Net increase / (decrease)
- $1,950,836
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| White Castle Management Co | NONE | $67,057 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc. | NONE | $35,000 | $0 | 2023 |
| Gbq Partners | NONE | $17,200 | not reported in the loaded dataset | 2023 |
| Porter Wright Morris & Arthur Llp | NONE | $9,610 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for White Castle System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- White Castle Management Co — Schedule C compensation
- Ubs Financial Services Inc. — Schedule C compensation
- Gbq Partners — Schedule C compensation
- Porter Wright Morris & Arthur Llp — Schedule C compensation