401k Plan data: WHATABURGER 401(K) SAVINGS PLAN plan

WHATABURGER 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	WHATABURGER 401(K) SAVINGS PLAN
Plan identification number	001

WHATABURGER 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WHATABURGER RESTAURANTS LLC has sponsored the creation of one or more 401k plans.

Company Name: WHATABURGER RESTAURANTS LLC

Employer identification number (EIN): 301199687

NAIC Classification: 722513
NAIC Description: Limited-Service Restaurants

Additional information about WHATABURGER RESTAURANTS LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2011-12-14

Company Identification Number: 0801519866

Legal Registered Office Address: 300 CONCORD PLAZA DR

SAN ANTONIO

78216

More information about WHATABURGER RESTAURANTS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHATABURGER 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 JANELLE SYKES, OBO PLAN ADMIN. 2022-09-28
001 2020-01-01 JANELLE SYKES, OBO PLAN ADMIN. 2021-09-29
001 2019-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01	JANELLE SYKES, OBO PLAN ADMIN.	2022-09-28
001	2020-01-01	JANELLE SYKES, OBO PLAN ADMIN.	2021-09-29
001	2019-01-01

Plan Statistics for WHATABURGER 401(K) SAVINGS PLAN

401k plan membership statisitcs for WHATABURGER 401(K) SAVINGS PLAN

Measure Date Value
2022: WHATABURGER 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 36,926
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 36,109
Number of retired or separated participants receiving benefits 2022-01-01 23
Number of other retired or separated participants entitled to future benefits 2022-01-01 2,935
Total of all active and inactive participants 2022-01-01 39,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 53
Total participants 2022-01-01 39,120
Number of participants with account balances 2022-01-01 9,796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 639
2021: WHATABURGER 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 37,919
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 36,855
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 36,856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 70
Total participants 2021-01-01 36,926
Number of participants with account balances 2021-01-01 11,715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 752
2020: WHATABURGER 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 32,315
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 35,183
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 2,671
Total of all active and inactive participants 2020-01-01 37,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 60
Total participants 2020-01-01 37,919
Number of participants with account balances 2020-01-01 13,069
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1,410
2019: WHATABURGER 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 32,309
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 29,715
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 2,542
Total of all active and inactive participants 2019-01-01 32,262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 53
Total participants 2019-01-01 32,315
Number of participants with account balances 2019-01-01 15,186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4,662

Measure	Date	Value
2022: WHATABURGER 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	36,926
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	36,109
Number of retired or separated participants receiving benefits	2022-01-01	23
Number of other retired or separated participants entitled to future benefits	2022-01-01	2,935
Total of all active and inactive participants	2022-01-01	39,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	53
Total participants	2022-01-01	39,120
Number of participants with account balances	2022-01-01	9,796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	639
2021: WHATABURGER 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	37,919
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	36,855
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	36,856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	70
Total participants	2021-01-01	36,926
Number of participants with account balances	2021-01-01	11,715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	752
2020: WHATABURGER 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	32,315
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	35,183
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	2,671
Total of all active and inactive participants	2020-01-01	37,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	60
Total participants	2020-01-01	37,919
Number of participants with account balances	2020-01-01	13,069
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1,410
2019: WHATABURGER 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	32,309
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	29,715
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	2,542
Total of all active and inactive participants	2019-01-01	32,262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	53
Total participants	2019-01-01	32,315
Number of participants with account balances	2019-01-01	15,186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4,662

Financial Data on WHATABURGER 401(K) SAVINGS PLAN

Measure	Date	Value
2022 : WHATABURGER 401(K) SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-18,053,140
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$41,719,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$40,761,481
Expenses. Certain deemed distributions of participant loans	2022-12-31	$83,066
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$22,373,756
Value of total assets at end of year	2022-12-31	$214,955,726
Value of total assets at beginning of year	2022-12-31	$274,728,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$874,754
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$681,200
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$701,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$701,537
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$16,696,077
Participant contributions at end of year	2022-12-31	$14,363,525
Participant contributions at beginning of year	2022-12-31	$14,552,304
Participant contributions at end of year	2022-12-31	$250,310
Participant contributions at beginning of year	2022-12-31	$240,597
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,846,390
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$827,827
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$20,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-59,772,441
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$214,955,726
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$274,728,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$46,927
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$21,743,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$236,945,774
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$681,200
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$178,426,004
Value of interest in common/collective trusts at beginning of year	2022-12-31	$22,866,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$112,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,740,306
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$-38,069,327
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	Yes
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$3,831,289
Employer contributions (assets) at end of year	2022-12-31	$60,328
Employer contributions (assets) at beginning of year	2022-12-31	$102,747
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$40,761,481
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FORVIS, LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : WHATABURGER 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$55,626,573
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$28,913,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$27,292,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$22,292,690
Value of total assets at end of year	2021-12-31	$274,728,167
Value of total assets at beginning of year	2021-12-31	$248,014,983
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,621,100
Total interest from all sources	2021-12-31	$765,634
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$15,473,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$15,473,021
Administrative expenses professional fees incurred	2021-12-31	$1,621,100
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$17,333,081
Participant contributions at end of year	2021-12-31	$14,552,304
Participant contributions at beginning of year	2021-12-31	$15,856,751
Participant contributions at end of year	2021-12-31	$240,597
Participant contributions at beginning of year	2021-12-31	$227,451
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$824,016
Total non interest bearing cash at end of year	2021-12-31	$20,407
Total non interest bearing cash at beginning of year	2021-12-31	$482,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$26,713,184
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$274,728,167
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$248,014,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$236,945,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$207,204,053
Interest on participant loans	2021-12-31	$765,634
Value of interest in common/collective trusts at end of year	2021-12-31	$22,866,338
Value of interest in common/collective trusts at beginning of year	2021-12-31	$20,387,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$16,714,588
Net investment gain or loss from common/collective trusts	2021-12-31	$380,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$4,135,593
Employer contributions (assets) at end of year	2021-12-31	$102,747
Employer contributions (assets) at beginning of year	2021-12-31	$3,855,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$27,292,289
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : WHATABURGER 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$1,522,085
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$54,112,579
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$51,988,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$50,512,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$23,732,676
Value of total assets at end of year	2020-12-31	$248,014,983
Value of total assets at beginning of year	2020-12-31	$244,368,592
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,475,614
Total interest from all sources	2020-12-31	$957,638
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$9,220,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$9,220,259
Administrative expenses professional fees incurred	2020-12-31	$1,475,614
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$15,602,825
Participant contributions at end of year	2020-12-31	$15,856,751
Participant contributions at beginning of year	2020-12-31	$17,310,400
Participant contributions at end of year	2020-12-31	$227,451
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$777,184
Total non interest bearing cash at end of year	2020-12-31	$482,804
Total non interest bearing cash at beginning of year	2020-12-31	$246,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,124,306
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$248,014,983
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$244,368,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$207,204,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$208,183,990
Interest on participant loans	2020-12-31	$957,638
Value of interest in common/collective trusts at end of year	2020-12-31	$20,387,991
Value of interest in common/collective trusts at beginning of year	2020-12-31	$18,127,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$19,807,595
Net investment gain or loss from common/collective trusts	2020-12-31	$394,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$7,352,667
Employer contributions (assets) at end of year	2020-12-31	$3,855,933
Employer contributions (assets) at beginning of year	2020-12-31	$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$50,512,659
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BKD, LLP
Accountancy firm EIN	2020-12-31	440160260
2019 : WHATABURGER 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$61,841,118
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$24,942,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$23,595,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$18,794,741
Value of total assets at end of year	2019-12-31	$244,368,592
Value of total assets at beginning of year	2019-12-31	$207,469,842
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,346,883
Total interest from all sources	2019-12-31	$1,033,868
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$11,094,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$11,094,427
Administrative expenses professional fees incurred	2019-12-31	$1,346,883
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$15,548,447
Participant contributions at end of year	2019-12-31	$17,310,400
Participant contributions at beginning of year	2019-12-31	$16,798,127
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,045,604
Total non interest bearing cash at end of year	2019-12-31	$246,310
Total non interest bearing cash at beginning of year	2019-12-31	$485,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$36,898,750
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$244,368,592
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$207,469,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$208,183,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$163,521,980
Interest on participant loans	2019-12-31	$1,033,868
Value of interest in common/collective trusts at end of year	2019-12-31	$18,127,892
Value of interest in common/collective trusts at beginning of year	2019-12-31	$15,677,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$30,540,445
Net investment gain or loss from common/collective trusts	2019-12-31	$377,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,200,690
Employer contributions (assets) at end of year	2019-12-31	$500,000
Employer contributions (assets) at beginning of year	2019-12-31	$10,986,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$23,595,485
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BKD LLP
Accountancy firm EIN	2019-12-31	440160260

Form 5500 Responses for WHATABURGER 401(K) SAVINGS PLAN

2022: WHATABURGER 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WHATABURGER 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WHATABURGER 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WHATABURGER 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	WHATABURGER RESTAURANTS LLC
Employer identification number (EIN):	301199687
NAIC Classification:	722513
NAIC Description:	Limited-Service Restaurants

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2011-12-14
Company Identification Number:	0801519866
Legal Registered Office Address:	300 CONCORD PLAZA DR SAN ANTONIO 78216