Plan5500

Whitley Penn 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, Whitley Penn Llp (EIN 75-2393478) is a plan sponsor located in Fort Worth, TX 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
75-2393478
Location
Fort Worth, TX
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 Whitley Penn Llp

  • 2 loaded plans hold $113.2M in reported assets.
  • The largest, Whitley Penn 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,579 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$113.2MSummed across loaded plans$113,151,801
Total reported assets$113.2M$113,151,801
Total reported participants1.6K1,579
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$113.2M total assets
Net assets$113.2MLiabilities$0
Contributions & income
Employer contributions$3.4M
Participant contributions$6.1M
Total income / additions$27.8M
Expenses & distributions
Benefits paid / distributions$14M
Total expenses$14M
Net increase / (decrease)$13.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Whitley Penn 401(K) Profit Sharing Plan
Participants per plan790Average 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
    Whitley Penn 401(K) Profit Sharing Plan$113.2M
    Plan #001 · 889 participants · 2023
  2. 2
    Whitley Penn Llp Health & Welfare Plannot reported in the loaded dataset
    Plan #505 · 690 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 Whitley Penn Llp. Open one for its full reported snapshot.

  1. 2023
    Whitley Penn Llp Health & Welfare Plan690 participants · 2No schedules
    View filing →
  2. 2023
    Whitley Penn 401(K) Profit Sharing Plan889 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Whitley Penn Llp report on Form 5500?
Whitley Penn Llp (EIN 75-2393478) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Whitley Penn Llp?
The Employer Identification Number (EIN) reported for Whitley Penn Llp is 75-2393478.
What is the latest Form 5500 filing year for Whitley Penn Llp?
The latest loaded Form 5500 filing year for Whitley Penn Llp is 2023.

Related Form 5500 pages