2023 Form 5500 filing — Whitridge Associates, Inc. 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 20241008113931NAL0017478913001) for Whitridge Associates, Inc. 401(K) Plan, reported by Whitridge Associates, Inc. under EIN 04-3155904 and plan number 001. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008113931NAL0017478913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whitridge Associates, Inc.
- EIN
- 04-3155904
- Plan number
- 001
- Location
- Randolph, MA
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,713,994
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,713,994
- Employer contributions
- $216,715
- Participant contributions
- $883,621
- Total income / additions
- $2,832,026
- Benefits paid
- $892,001
- Administrative expenses
- $3,313
- Total expenses
- $905,352
- Net increase / (decrease)
- $1,926,674
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Ins & Annuity Co. | SERVICE PROVIDER | $0 | $0 |