Whataburger Of Mesquite, Inc. Profit Sharing Plan — Form 5500 plan (Whataburger Of Mesquite, 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, Whataburger Of Mesquite, Inc. Profit Sharing Plan is a benefit plan reported by Whataburger Of Mesquite, Inc. under EIN 75-1325487 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,793 participants and $3,106,725 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whataburger Of Mesquite, Inc.
- EIN
- 75-1325487
- Plan number
- 001
- Plan type
- 2
- Location
- Mesquite, TX
- Latest filing year
- 2023
- Participants
- 1,793
- End-of-year plan assets
- $3,106,725
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,793 | H, C | 20241015170608NAL0049056384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,106,725
- Total liabilities (EOY)
- $648
- Net assets (EOY)
- $3,106,077
- Net assets (BOY)
- $3,023,155
Income & contributions
- Participant contributions
- $169,691
- Total contributions
- $279,630
- Total income / additions
- $699,074
Expenses & distributions
- Benefits paid
- $613,761
- Administrative expenses
- $2,391
- Total expenses
- $616,152
- Net increase / (decrease)
- $82,922
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bok Financial Asset Mgmt, Inc | TPA | $2,391 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $1,084 | 2023 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Whataburger Of Mesquite, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Mesquite, TX
- Bok Financial Asset Mgmt, Inc — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation