2023 Form 5500 filing — R.H. White 401(K) Profit Sharing-Pw 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 20241010182031NAL0010332531001) for R.H. White 401(K) Profit Sharing-Pw Plan, reported by R.H. White Construction Co., Inc. under EIN 04-2133102 and plan number 003. It reports 725 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010182031NAL0010332531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R.H. White Construction Co., Inc.
- EIN
- 04-2133102
- Plan number
- 003
- Location
- Auburn, MA
- Participants
- 725
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,657,239
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,657,239
- Employer contributions
- $2,604,058
- Participant contributions
- $2,826,545
- Total income / additions
- $16,027,189
- Benefits paid
- $7,521,243
- Administrative expenses
- $121,624
- Total expenses
- $7,642,867
- Net increase / (decrease)
- $8,384,322
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pinnacle Pension Consultants | INVESTMENT ADVISOR | $29,000 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | CONTRACT ADMIN | $17,650 | not reported in the loaded dataset |
| Citrin Cooperman & Company Llp | AUDITOR | $8,175 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |