Subway 401(K) Savings Plan — Form 5500 plan (Franchise World Headquarters, LLC)

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, Subway 401(K) Savings Plan is a benefit plan reported by Franchise World Headquarters, LLC under EIN 38-3801335 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,122 participants and $114,935,811 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Franchise World Headquarters, LLC
EIN
38-3801335
Plan number
002
Plan type
2
Location
Shelton, CT
Latest filing year
2023
Participants
1,122
End-of-year plan assets
$114,935,811

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,122H, C20240930153023NAL0003367059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$114,935,811
Total liabilities (EOY)
$0
Net assets (EOY)
$114,935,811
Net assets (BOY)
$94,613,733

Income & contributions

Employer contributions
$4,080,121
Participant contributions
$6,919,198
Total contributions
$12,314,638
Total income / additions
$31,712,085

Expenses & distributions

Benefits paid
$11,151,601
Administrative expenses
$112,456
Total expenses
$11,390,007
Net increase / (decrease)
$20,322,078

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pnc Institutional Asset ManagementADVISOR$50,500not reported in the loaded dataset2023
Newport Group, Inc.RECORD-KEEPER$31,428$02023
Newport Trust CompanyTRUSTEE$30,528$02023

Related Form 5500 pages