2023 Form 5500 filing — Whitney Center, Inc. Comprehensive 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 20240927135313NAL0001095203001) for Whitney Center, Inc. Comprehensive Retirement Plan, reported by Whitney Center, Inc. under EIN 06-0924891 and plan number 002. It reports 353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927135313NAL0001095203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whitney Center, Inc.
- EIN
- 06-0924891
- Plan number
- 002
- Location
- Hamden, CT
- Participants
- 353
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,059,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,059,907
- Employer contributions
- $246,331
- Participant contributions
- $441,534
- Total income / additions
- $1,886,661
- Benefits paid
- $580,959
- Administrative expenses
- $39,516
- Total expenses
- $621,933
- Net increase / (decrease)
- $1,264,728
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $38,864 | $0 |
| Kestra Investment Services LLC | BROKER/ADVISER | $0 | $18,025 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $54 | not reported in the loaded dataset |