Plan5500

Whiteford, Taylor & Preston, L.L.P. — 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, Whiteford, Taylor & Preston, L.L.P. (EIN 52-0619214) is a plan sponsor located in Baltimore, MD with 4 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
52-0619214
Location
Baltimore, MD
Loaded plans
4
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 Whiteford, Taylor & Preston, L.L.P.

  • 4 loaded plans hold $338.6M in reported assets.
  • The largest, Whiteford, Taylor & Preston Money Purchase Pension Plan And Trust, holds 35% of this company's reported plan assets.
  • Plans cover 943 reported participants.
  • 3 of 4 plans report full financial statements.
  • 3 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$338.6MSummed across loaded plans$338,580,528
Total reported assets$338.6M$338,580,528
Total reported participants943
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$338.6M total assets
Net assets$338.6MLiabilities$0
Contributions & income
Employer contributions$4.4M
Participant contributions$3.1M
Total income / additions$60M
Expenses & distributions
Benefits paid / distributions$7.7M
Total expenses$7.7M
Net increase / (decrease)$52.3M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation3 / 4 (75%)

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 assets35%Whiteford, Taylor & Preston Money Purchase Pension Plan And Trust
Participants per plan236Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Whiteford, Taylor & Preston Money Purchase Pension Plan And Trust$119.1M
    Plan #002 · 356 participants · 2023
  2. 2
    Whiteford, Taylor & Preston Llp Master Trust$114M
    Plan #100 · not reported in the loaded dataset participants · 2023
  3. 3
    Whiteford, Taylor & Preston Llp Partners & Staff 401(K) Savings Plan$105.4M
    Plan #003 · 353 participants · 2023
  4. 4
    Whiteford, Taylor & Preston, L.L.P. Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 234 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 Whiteford, Taylor & Preston, L.L.P.. Open one for its full reported snapshot.

  1. 2023
    Whiteford, Taylor & Preston, L.L.P. Employee Benefit Plan234 participants · 2No schedules
    View filing →
  2. 2023
    Whiteford, Taylor & Preston Money Purchase Pension Plan And Trust356 participants · 2Sch HSch C
    View filing →
  3. 2023
    Whiteford, Taylor & Preston Llp Partners & Staff 401(K) Savings Plan353 participants · 2Sch HSch C
    View filing →
  4. 2023
    Whiteford, Taylor & Preston Llp Master TrustParticipants not reported · 4Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Whiteford, Taylor & Preston, L.L.P. report on Form 5500?
Whiteford, Taylor & Preston, L.L.P. (EIN 52-0619214) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Whiteford, Taylor & Preston, L.L.P.?
The Employer Identification Number (EIN) reported for Whiteford, Taylor & Preston, L.L.P. is 52-0619214.
What is the latest Form 5500 filing year for Whiteford, Taylor & Preston, L.L.P.?
The latest loaded Form 5500 filing year for Whiteford, Taylor & Preston, L.L.P. is 2023.

Related Form 5500 pages