White Castle System, Inc. Welfare Benefit Direct Reimbursement 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 System, Inc. Welfare Benefit Direct Reimbursement Plan is a benefit plan reported by White Castle System, Inc. under EIN 31-4340520 and plan number 508. The latest loaded filing year is 2023. The filing reports 2,617 participants and $112,997 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$113KPlan net assets, end of year$112,997
Participants2.6KCovered participants reported2,617
Assets / participant$43Computed: assets ÷ participants$43 (computed)
Provider compensationNone reported
Plan sponsor
White Castle System, Inc.
EIN
31-4340520
Plan number
508
Plan type
2
Location
Columbus, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,617H20241003153952NAL0020072114001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$113K total assets
Net assets$113KLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$770.5K
Participant$589.5K
Full reported line items

Net assets

Total assets (EOY)
$112,997
Total liabilities (EOY)
$0
Net assets (EOY)
$112,997
Net assets (BOY)
$73,927

Income & contributions

Employer contributions
$770,541
Participant contributions
$589,516
Total contributions
$1,360,057
Total income / additions
$1,360,057

Expenses & distributions

Benefits paid
$1,320,987
Administrative expenses
$0
Total expenses
$1,320,987
Net increase / (decrease)
$39,070
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 57%Participant 43%
Total expenses ÷ net assets1169%Computed ratio
Benefits paid ÷ total income97%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages