Original filing (PDF)20251106151121NAL0024607074001

W BBQ HOLDINGS, INC.

Name: W BBQ HOLDINGS, INC. — W BBQ HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: W BBQ HOLDINGS, INC.

Form 5500

FILING_RECEIVED

W BBQ HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

599

Accounts w/ balance

1,569

Plan assets (EOY)

$12.7M

Net assets (EOY)

-$57.8M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for W BBQ HOLDINGS, INC..

Plan sponsor

Name

W BBQ HOLDINGS, INC.

EIN

47-5557300

Address

1265 THIRD AVENUE · NEW YORK, NY · 10021

Phone

(212) 772-9393

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-11-06

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3H · Sponsor in controlled / affiliated group

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $6.5M(52% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	par value	—	—	$98.9M	$6.5M	51.6%
	Fidelity Money Market Fund	—	—	$7K	$7K	<0.1%

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