2023 Form 5500 filing — White Clay Consulting, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240513150647NAL0020129283001) for White Clay Consulting, Inc. 401(K) Plan, reported by White Clay Consulting, Inc. under EIN 20-4830598 and plan number 001. It reports 39 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.9MReported net assets$5,851,560
Participants39
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240513150647NAL0020129283001
Plan sponsor
White Clay Consulting, Inc.
EIN
20-4830598
Plan number
001
Location
Louisville, KY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.9M total assets
Net assets$5.9MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$213.2K
Benefits paid / distributions$212K
Contributions
Employer$196.2K
Participant$340.4K
Full reported line items
Total assets (EOY)
$5,851,560
Total liabilities (EOY)
$0
Net assets (EOY)
$5,851,560
Employer contributions
$196,244
Participant contributions
$340,413
Total income / additions
$1,595,879
Benefits paid
$211,990
Administrative expenses
$1,245
Total expenses
$213,235
Net increase / (decrease)
$1,382,644

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240513150647NAL0020129283001 cover?
It is the 2023 Form 5500 filing for White Clay Consulting, Inc. 401(K) Plan, reported by White Clay Consulting, Inc. (EIN 20-4830598).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages