2023 Form 5500 filing — Rand-Whitney Retirement Plan For Members Of Bargaining Units
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 20240731155107NAL0021839553001) for Rand-Whitney Retirement Plan For Members Of Bargaining Units, reported by Rand-Whitney Group, LLC under EIN 04-3340692 and plan number 004. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731155107NAL0021839553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rand-Whitney Group, LLC
- EIN
- 04-3340692
- Plan number
- 004
- Location
- Worcester, MA
- Participants
- 242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,893,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,893,908
- Employer contributions
- $202,461
- Total income / additions
- $716,942
- Benefits paid
- $91,172
- Administrative expenses
- $21,930
- Total expenses
- $113,102
- Net increase / (decrease)
- $603,840
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiduciary Investment Advisors | ADVISOR | $21,930 | not reported in the loaded dataset |