2023 Form 5500 filing — The Witmer Group 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 20241007105159NAL0025966800001) for The Witmer Group Retirement Plan, reported by The Witmer Group, LLC under EIN 47-4148551 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007105159NAL0025966800001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Witmer Group, LLC
- EIN
- 47-4148551
- Plan number
- 001
- Location
- Mount Joy, PA
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,781,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,781,119
- Employer contributions
- $1,407,466
- Participant contributions
- $728,783
- Total income / additions
- $5,258,245
- Benefits paid
- $2,298,030
- Administrative expenses
- $108,145
- Total expenses
- $2,407,663
- Net increase / (decrease)
- $2,850,582
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First National Trust Company | INVESTMENT ADVISOR | $47,001 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $33,372 | $0 |
| Rkl Llp | AUDITOR | $14,649 | not reported in the loaded dataset |
| Dunbar Bender & Zapf Inc. | CONTRACT ADMIN | $7,590 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,062 | not reported in the loaded dataset |
| The Retirement Advantage Inc. | CONTRACT ADMIN | $2,471 | not reported in the loaded dataset |