The White Family Companies, Inc. — 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, The White Family Companies, Inc. (EIN 31-4446316) is a plan sponsor located in Dayton, OH with 1 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
31-4446316
Location
Dayton, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$45,661,404
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$45,661,404

Contributions & income

Employer contributions
$1,663,290
Participant contributions
$3,150,694
Total income / additions
$11,405,364

Expenses & distributions

Benefits paid / distributions
$4,202,349
Total expenses
$4,728,559
Net increase / (decrease)
$6,676,805

Coverage

Total reported participants
1,625
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

The White Family Companies, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The White Family Companies, Inc. Retirement Savings Plan002791$45,661,4042023
White Family Company, Inc. Family Dealership Employee Health Care Plan501834not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The White Family Companies, Inc.
YearPlanParticipantsSchedulesFiling
2023The White Family Companies, Inc. Retirement Savings Plan791H, C20240923093151NAL0011260225001
2023White Family Company, Inc. Family Dealership Employee Health Care Plan83420241203100641NAL0001415219001

Related Form 5500 pages