2023 Form 5500 filing — Whirley Industries, Inc. Teammates 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 20240726101309NAL0015269553001) for Whirley Industries, Inc. Teammates 401(K) Profit Sharing Plan, reported by Whirley Industries, Inc. under EIN 25-1183490 and plan number 001. It reports 470 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726101309NAL0015269553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whirley Industries, Inc.
- EIN
- 25-1183490
- Plan number
- 001
- Location
- Warren, PA
- Participants
- 470
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,977,982
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,977,982
- Employer contributions
- $1,087,634
- Participant contributions
- $1,256,451
- Total income / additions
- $8,339,333
- Benefits paid
- $5,174,796
- Administrative expenses
- $116,568
- Total expenses
- $5,291,364
- Net increase / (decrease)
- $3,047,969
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pnc Institutional Asset Management | CONSULTANT | $58,304 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $50,985 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $7,279 | not reported in the loaded dataset |