Plan5500

White And Williams Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, White And Williams Llp (EIN 23-1421789) is a plan sponsor located in Philadelphia, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-1421789
Location
Philadelphia, PA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for White And Williams Llp

  • 2 loaded plans hold $172.3M in reported assets.
  • The largest, White And Williams 401(K) Tax Deferment Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 940 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$172.3MSummed across loaded plans$172,255,376
Total reported assets$172.3M$172,255,376
Total reported participants940
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$172.3M total assets
Net assets$172.3MLiabilities—
Contributions & income
Employer contributions$216.7K
Participant contributions$4.2M
Total income / additions$24M
Expenses & distributions
Benefits paid / distributions$10.7M
Total expenses$10.7M
Net increase / (decrease)$13.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%White And Williams 401(K) Tax Deferment Retirement Savings Plan
Participants per plan470Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    White And Williams 401(K) Tax Deferment Retirement Savings Plan$172.3M
    Plan #003 · 600 participants · 2023
  2. 2
    White And Williams Life Accident And Medical Insurance Plannot reported in the loaded dataset
    Plan #503 · 340 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for White And Williams Llp. Open one for its full reported snapshot.

  1. 2023
    White And Williams Life Accident And Medical Insurance Plan340 participants · 2No schedules
    View filing →
  2. 2023
    White And Williams 401(K) Tax Deferment Retirement Savings Plan600 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does White And Williams Llp report on Form 5500?
White And Williams Llp (EIN 23-1421789) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for White And Williams Llp?
The Employer Identification Number (EIN) reported for White And Williams Llp is 23-1421789.
What is the latest Form 5500 filing year for White And Williams Llp?
The latest loaded Form 5500 filing year for White And Williams Llp is 2023.

Related Form 5500 pages