White Arnold & Dowd Pc — 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 Arnold & Dowd Pc (EIN 56-2371181) is a plan sponsor located in Birmingham, AL 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
56-2371181
Location
Birmingham, AL
Loaded plans
1
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 Arnold & Dowd Pc

  • 1 loaded plans hold $8.7M in reported assets.
  • The largest, White Arnold & Dowd Pc 401k Profit Sharing Pl, holds 100% of this company's reported plan assets.
  • Plans cover 35 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.7MSummed across loaded plans$8,702,076
Total reported assets$8.7M$8,702,076
Total reported participants35
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$8.7M total assets
Net assets$8.7MLiabilities
Contributions & income
Employer contributions$96K
Participant contributions$216K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.4M
Net increase / (decrease)-$500.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%White Arnold & Dowd Pc 401k Profit Sharing Pl
Participants per plan35Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 35 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for White Arnold & Dowd Pc. Open one for its full reported snapshot.

  1. 2023
    White Arnold & Dowd Pc 401k Profit Sharing Pl35 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does White Arnold & Dowd Pc report on Form 5500?
White Arnold & Dowd Pc (EIN 56-2371181) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for White Arnold & Dowd Pc?
The Employer Identification Number (EIN) reported for White Arnold & Dowd Pc is 56-2371181.
What is the latest Form 5500 filing year for White Arnold & Dowd Pc?
The latest loaded Form 5500 filing year for White Arnold & Dowd Pc is 2023.

Related Form 5500 pages