2023 Form 5500 filing — Whites Residential And Family Services Tax Deferred Annuity 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 20241014094707NAL0044039168001) for Whites Residential And Family Services Tax Deferred Annuity Plan, reported by Whites Residential Family And Services under EIN 35-0883520 and plan number 002. It reports 422 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014094707NAL0044039168001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whites Residential Family And Services
- EIN
- 35-0883520
- Plan number
- 002
- Location
- Wabash, IN
- Participants
- 422
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,842,510
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,842,510
- Employer contributions
- $179,560
- Participant contributions
- $546,551
- Total income / additions
- $2,165,034
- Benefits paid
- $864,430
- Administrative expenses
- $30,155
- Total expenses
- $894,585
- Net increase / (decrease)
- $1,270,449
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | SERVICE PROVIDER | $25,989 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $17,215 | not reported in the loaded dataset |
| National Benefit Services, LLC | THIRD PARTY ADMINISTRATOR | $2,285 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | not reported in the loaded dataset |