2023 Form 5500 filing — Whitcorp Retirement 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 20240905082848NAL0043211538001) for Whitcorp Retirement Plan, reported by Whitcorp Financial Company under EIN 48-6109393 and plan number 001. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905082848NAL0043211538001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whitcorp Financial Company
- EIN
- 48-6109393
- Plan number
- 001
- Location
- Garden City, KS
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,107,515
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,107,515
- Employer contributions
- $307,375
- Participant contributions
- $634,849
- Total income / additions
- $3,469,844
- Benefits paid
- $767,954
- Administrative expenses
- $1,040
- Total expenses
- $768,994
- Net increase / (decrease)
- $2,700,850
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $1,040 | $0 |