2023 Form 5500 filing — Whalley Computer 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 20241010131604NAL0010014899001) for Whalley Computer Associates, Inc. 401(K) Plan, reported by Whalley Computer Associates, Inc. under EIN 04-2902969 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
- 20241010131604NAL0010014899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whalley Computer Associates, Inc.
- EIN
- 04-2902969
- Plan number
- 001
- Location
- Southwick, MA
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,768,470
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,768,470
- Employer contributions
- $236,999
- Participant contributions
- $1,099,500
- Total income / additions
- $6,559,568
- Benefits paid
- $797,951
- Administrative expenses
- $50,027
- Total expenses
- $847,978
- Net increase / (decrease)
- $5,711,590
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | SERVICE PROVIDER | $0 | $43,800 |
| The Retirement Consultants, LLC | THIRD PARTY ADMINISTRATO | $0 | $11,417 |