2023 Form 5500 filing — Whitmor, Inc. Employees' Profit Sharing 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 20241010131633NAL0010015203001) for Whitmor, Inc. Employees' Profit Sharing Plan, reported by Whitmor, Inc. under EIN 13-1951197 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.8MReported net assets$6,836,024
Participants150
Provider compensation$43.9K2 Schedule C row(s)$43,927
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010131633NAL0010015203001
Plan sponsor
Whitmor, Inc.
EIN
13-1951197
Plan number
001
Location
Southaven, MS
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$6.8M total assets
Net assets$6.8MLiabilities
Money in vs. money out
Total income / additions$1.6M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$172.3K
Participant$532.7K
Full reported line items
Total assets (EOY)
$6,836,024
Net assets (EOY)
$6,836,024
Employer contributions
$172,254
Participant contributions
$532,748
Total income / additions
$1,632,976
Benefits paid
$1,886,519
Administrative expenses
$45,248
Total expenses
$1,933,078
Net increase / (decrease)
-$300,102
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMIN · Direct $26.5K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $17.4K · Indirect $59

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010131633NAL0010015203001 cover?
It is the 2023 Form 5500 filing for Whitmor, Inc. Employees' Profit Sharing Plan, reported by Whitmor, Inc. (EIN 13-1951197).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages