Carl'S Jr. Restaurants, LLC Vacation Benefit Plan — Form 5500 plan (Carl'S Jr. Restaurants, 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, Carl'S Jr. Restaurants, LLC Vacation Benefit Plan is a benefit plan reported by Carl'S Jr. Restaurants, LLC under EIN 80-0892034 and plan number 509. The latest loaded filing year is 2023. The filing reports 431 participants and $286,800 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants431Covered participants reported
Assets / participant$665Computed: assets ÷ participants$665 (computed)
Provider compensation$6.9K1 Schedule C provider row(s)$6,854
Plan sponsor
Carl'S Jr. Restaurants, LLC
EIN
80-0892034
Plan number
509
Plan type
2
Location
Franklin, TN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    431 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$286.8K total assets
Net assets$0Liabilities$286.8K
Money in vs. money out
Total income / additions$509.2K
Total expenses$257.2K
Benefits paid / distributions$250.3K
Contributions
Employer$506.9K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$286,800
Total liabilities (EOY)
$286,800
Net assets (EOY)
$0
Net assets (BOY)
-$251,981

Income & contributions

Employer contributions
$506,924
Total contributions
$506,924
Total income / additions
$509,183

Expenses & distributions

Benefits paid
$250,348
Administrative expenses
$6,854
Total expenses
$257,202
Net increase / (decrease)
$251,981
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Benefits paid ÷ total income49%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    TRUSTEE · Direct $6.9K

What to inspect next

Frequently asked questions

Who sponsors the Carl'S Jr. Restaurants, LLC Vacation Benefit Plan?
Carl'S Jr. Restaurants, LLC Vacation Benefit Plan is reported as sponsored by Carl'S Jr. Restaurants, LLC (EIN 80-0892034, plan number 509) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Carl'S Jr. Restaurants, LLC Vacation Benefit Plan?
The latest Form 5500 filing year loaded for Carl'S Jr. Restaurants, LLC Vacation Benefit Plan is 2023.
How many participants does Carl'S Jr. Restaurants, LLC Vacation Benefit Plan report?
Carl'S Jr. Restaurants, LLC Vacation Benefit Plan reports 431 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Carl'S Jr. Restaurants, LLC Vacation Benefit Plan?
Carl'S Jr. Restaurants, LLC Vacation Benefit Plan reports $286,800 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages