2023 Form 5500 filing — In-N-Out Burger Associates' 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 20240730182236NAL0013724259001) for In-N-Out Burger Associates' Profit Sharing Plan, reported by In-N-Out Burger, Inc. under EIN 95-2246829 and plan number 001. It reports 16,717 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$768.2MReported net assets$768,202,337
Participants16.7K16,717
Provider compensation$214.5K2 Schedule C row(s)$214,458
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240730182236NAL0013724259001
- Plan sponsor
- In-N-Out Burger, Inc.
- EIN
- 95-2246829
- Plan number
- 001
- Location
- Irvine, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$768.2M total assets
Net assets$768.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $768,202,337
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $768,202,337
- Employer contributions
- $27,426,002
- Participant contributions
- $49,383,514
- Total income / additions
- $199,067,720
- Benefits paid
- $43,394,050
- Administrative expenses
- $214,458
- Total expenses
- $44,318,839
- Net increase / (decrease)
- $154,748,881
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $157,476 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $56,982 | $0 |