2023 Form 5500 filing — Whitcraft -Utica Bargained 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 20241015151840NAL0014944883001) for Whitcraft -Utica Bargained 401(K) Plan, reported by Whitcraft LLC under EIN 13-3369796 and plan number 003. It reports 116 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)$5MReported net assets$5,045,885
Participants116
Provider compensation$18.2K2 Schedule C row(s)$18,154
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015151840NAL0014944883001
Plan sponsor
Whitcraft LLC
EIN
13-3369796
Plan number
003
Location
Whitesboro, NY
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)$5M total assets
Net assets$5MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$503.3K
Benefits paid / distributions$488.8K
Contributions
Employer$133.5K
Participant$238.6K
Full reported line items
Total assets (EOY)
$5,045,885
Total liabilities (EOY)
$0
Net assets (EOY)
$5,045,885
Employer contributions
$133,453
Participant contributions
$238,626
Total income / additions
$1,109,421
Benefits paid
$488,835
Administrative expenses
$18,154
Total expenses
$503,322
Net increase / (decrease)
$606,099
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $9.2K · Indirect $0
  2. 2
    ADVISOR · Direct $8.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015151840NAL0014944883001 cover?
It is the 2023 Form 5500 filing for Whitcraft -Utica Bargained 401(K) Plan, reported by Whitcraft LLC (EIN 13-3369796).
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