2023 Form 5500 filing — Whitehall Industries Profit-Sharing And 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 20241015161513NAL0016853315001) for Whitehall Industries Profit-Sharing And 401(K) Plan, reported by Uacj Automotive Whitehall Industries Inc under EIN 81-2008793 and plan number 001. It reports 1,017 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161513NAL0016853315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uacj Automotive Whitehall Industries Inc
- EIN
- 81-2008793
- Plan number
- 001
- Location
- Ludington, MI
- Participants
- 1,017
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,335,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,335,553
- Employer contributions
- $1,903,923
- Participant contributions
- $2,470,732
- Total income / additions
- $9,249,563
- Benefits paid
- $5,168,509
- Administrative expenses
- $75,757
- Total expenses
- $5,246,079
- Net increase / (decrease)
- $4,003,484
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Insurance Company Of Americ | RECORDKEEPER | $82,438 | $0 |
| Fifth Third Bank | ADVISOR | $35,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $22,112 | not reported in the loaded dataset |