White Castle Pension Plan And Trust — 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 Pension Plan And Trust is a benefit plan reported by White Castle System, Inc. under EIN 31-4340520 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,374 participants and $179,944,669 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
- 002
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 4,374
- End-of-year plan assets
- $179,944,669
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,374 | H, C | 20241003151431NAL0005813075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $179,944,669
- Total liabilities (EOY)
- $60,246
- Net assets (EOY)
- $179,884,423
- Net assets (BOY)
- $171,627,656
Income & contributions
- Total contributions
- $0
- Total income / additions
- $22,476,559
Expenses & distributions
- Benefits paid
- $12,705,632
- Administrative expenses
- $1,514,160
- Total expenses
- $14,219,792
- Net increase / (decrease)
- $8,256,767
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting | NONE | $242,687 | not reported in the loaded dataset | 2023 |
| Vanguard Group Inc | NONE | $110,544 | $0 | 2023 |
| White Castle Management Co | NONE | $49,586 | not reported in the loaded dataset | 2023 |
| Porter Wright Morris & Arthur Llp | NONE | $16,027 | not reported in the loaded dataset | 2023 |
| Gbq Partners | NONE | $13,800 | 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
- Aon Consulting — Schedule C compensation
- Vanguard Group Inc — Schedule C compensation
- White Castle Management Co — Schedule C compensation
- Porter Wright Morris & Arthur Llp — Schedule C compensation
- Gbq Partners — Schedule C compensation