2023 Form 5500 filing — Whitaker Facilities 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 20241008190935NAL0035752722001) for Whitaker Facilities Corp. 401(K) Plan, reported by Whitaker Facilities Corp. under EIN 33-0550775 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6MReported net assets$6,008,034
Participants13
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241008190935NAL0035752722001
Plan sponsor
Whitaker Facilities Corp.
EIN
33-0550775
Plan number
001
Location
San Diego, CA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$6M total assets
Net assets$6MLiabilities
Money in vs. money out
Total income / additions$1.3M
Total expenses$213.9K
Benefits paid / distributions$208K
Contributions
Employer$23.5K
Participant$89.8K
Full reported line items
Total assets (EOY)
$6,008,034
Net assets (EOY)
$6,008,034
Employer contributions
$23,500
Participant contributions
$89,814
Total income / additions
$1,254,327
Benefits paid
$207,972
Administrative expenses
$5,906
Total expenses
$213,878
Net increase / (decrease)
$1,040,449

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008190935NAL0035752722001 cover?
It is the 2023 Form 5500 filing for Whitaker Facilities Corp. 401(K) Plan, reported by Whitaker Facilities Corp. (EIN 33-0550775).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages