2023 Form 5500 filing — Whitsons Food Service Corp. 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 20241007145419NAL0027751648001) for Whitsons Food Service Corp. 401(K) Plan, reported by Whitsons Food Service Corp. under EIN 11-2579630 and plan number 001. It reports 1,387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007145419NAL0027751648001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whitsons Food Service Corp.
- EIN
- 11-2579630
- Plan number
- 001
- Location
- Islandia, NY
- Participants
- 1,387
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,443,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,443,814
- Employer contributions
- $211,060
- Participant contributions
- $1,986,688
- Total income / additions
- $5,680,969
- Benefits paid
- $1,415,041
- Administrative expenses
- $10,093
- Total expenses
- $1,458,251
- Net increase / (decrease)
- $4,222,718
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | ADVISOR | $0 | $26,802 |
| National Financial Services LLC | PAYING AGENT | $0 | $10,345 |
| Fidelity Investments Institutional | RECORDKEEPER | $10,093 | $0 |