2023 Form 5500 filing — Whidbey Telephone Company 401(K) 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 20240927174450NAL0004231008001) for Whidbey Telephone Company 401(K) Plan, reported by Whidbey Telephone Company under EIN 91-0471290 and plan number 002. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.1MReported net assets$13,067,791
Participants153
Provider compensation$2K1 Schedule C row(s)$2,012
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927174450NAL0004231008001
Plan sponsor
Whidbey Telephone Company
EIN
91-0471290
Plan number
002
Location
Langley, WA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.1M total assets
Net assets$13.1MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$773.3K
Benefits paid / distributions$771.3K
Contributions
Employer$173.3K
Participant$361.4K
Full reported line items
Total assets (EOY)
$13,067,791
Total liabilities (EOY)
$0
Net assets (EOY)
$13,067,791
Employer contributions
$173,338
Participant contributions
$361,365
Total income / additions
$2,663,871
Benefits paid
$771,283
Administrative expenses
$2,012
Total expenses
$773,295
Net increase / (decrease)
$1,890,576
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927174450NAL0004231008001 cover?
It is the 2023 Form 5500 filing for Whidbey Telephone Company 401(K) Plan, reported by Whidbey Telephone Company (EIN 91-0471290).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages