2023 Form 5500 filing — Whitby 401(K) Profit Sharing 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 20240715101229NAL0002350098001) for Whitby 401(K) Profit Sharing Plan, reported by Kaleca, Inc. under EIN 91-1802128 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715101229NAL0002350098001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kaleca, Inc.
- EIN
- 91-1802128
- Plan number
- 001
- Location
- Mesa, WA
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,933,124
- Total liabilities (EOY)
- $3,824
- Net assets (EOY)
- $2,929,300
- Employer contributions
- $40,807
- Participant contributions
- $302,901
- Total income / additions
- $652,996
- Benefits paid
- $4,727
- Administrative expenses
- $7,912
- Total expenses
- $15,535
- Net increase / (decrease)
- $637,461
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $6,127 | not reported in the loaded dataset |
| 3 38 Investment Fiduciaries Inc | OTHER | $1,225 | not reported in the loaded dataset |
| Northwest Retirement Plans, Inc. | CONTRACT ADMIN | $490 | not reported in the loaded dataset |
| Northwest Retirement Plan Consultan | CONTRACT ADMIN | $125 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | not reported in the loaded dataset |