2023 Form 5500 filing — Clarke Whitney Ps Certified Public Accountants 401k Plan & Trust
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 20240524120501NAL0011110512001) for Clarke Whitney Ps Certified Public Accountants 401k Plan & Trust, reported by Clarke Whitney under EIN 91-1471050 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240524120501NAL0011110512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clarke Whitney
- EIN
- 91-1471050
- Plan number
- 001
- Location
- Bremerton, WA
- Participants
- 7
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,949,354
- Net assets (EOY)
- $1,949,354
- Employer contributions
- $17,509
- Participant contributions
- $71,646
- Total income / additions
- $462,392
- Total expenses
- $0
- Net increase / (decrease)
- $462,392
- Schedule source
- Schedule I