2023 Form 5500 filing — White Castle 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 20241003152652NAL0005836259001) for White Castle Profit Sharing Plan, reported by White Castle System, Inc. under EIN 31-4340520 and plan number 001. It reports 5,798 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003152652NAL0005836259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- White Castle System, Inc.
- EIN
- 31-4340520
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 5,798
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $174,108,891
- Total liabilities (EOY)
- $14,768
- Net assets (EOY)
- $174,094,123
- Employer contributions
- $875,000
- Total income / additions
- $18,267,656
- Benefits paid
- $16,183,646
- Administrative expenses
- $133,174
- Total expenses
- $16,316,820
- Net increase / (decrease)
- $1,950,836
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| White Castle Management Co | NONE | $67,057 | not reported in the loaded dataset |
| Ubs Financial Services Inc. | NONE | $35,000 | $0 |
| Gbq Partners | NONE | $17,200 | not reported in the loaded dataset |
| Porter Wright Morris & Arthur Llp | NONE | $9,610 | not reported in the loaded dataset |