Whataburger Of Alice 401(K) Plan — Form 5500 plan (Whataburger Of Alice)
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, Whataburger Of Alice 401(K) Plan is a benefit plan reported by Whataburger Of Alice under EIN 74-1600234 and plan number 001. The latest loaded filing year is 2023. The filing reports 670 participants and $5,954,124 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whataburger Of Alice
- EIN
- 74-1600234
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 670
- End-of-year plan assets
- $5,954,124
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 670 | H, C | 20240916195022NAL0001943137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,954,124
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,954,124
- Net assets (BOY)
- $5,045,686
Income & contributions
- Employer contributions
- $198,386
- Participant contributions
- $370,316
- Total contributions
- $568,702
- Total income / additions
- $1,300,856
Expenses & distributions
- Benefits paid
- $302,448
- Administrative expenses
- $63,036
- Total expenses
- $392,418
- Net increase / (decrease)
- $908,438
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | CUSTODIAN | $36,376 | $7,609 | 2023 |
| Inwest Retirement Solutions | TPA | $13,392 | $6,256 | 2023 |
| Stadion Money Management, LLC | CONSULTING | $13,268 | not reported in the loaded dataset | 2023 |