2023 Form 5500 filing — Whitestone Group 401k 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 20241213102210NAL0028045218001) for Whitestone Group 401k Plan, reported by The Whitestone Group, Inc. under EIN 34-1941099 and plan number 001. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213102210NAL0028045218001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Whitestone Group, Inc.
- EIN
- 34-1941099
- Plan number
- 001
- Location
- Reynoldsburg, OH
- Participants
- 251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,587,966
- Net assets (EOY)
- $4,587,966
- Employer contributions
- $1,565,940
- Participant contributions
- $18,239
- Total income / additions
- $2,299,077
- Benefits paid
- $1,037,240
- Administrative expenses
- $76,276
- Total expenses
- $1,113,516
- Net increase / (decrease)
- $1,185,561
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,040 | not reported in the loaded dataset |
| Merrill Lynch | BROKER | $18,185 | not reported in the loaded dataset |
| Eldridge Dba Bse Partners LLC, Brad | OTHER | $17,000 | not reported in the loaded dataset |
| Mcgregor & Associates, Inc. | CONTRAC ADMIN | $16,561 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $489 | not reported in the loaded dataset |