2023 Form 5500 filing — Whitmore Worsley, Inc. 401(K) Profit Sharing 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 20250930113744NAL0005469139001) for Whitmore Worsley, Inc. 401(K) Profit Sharing Plan, reported by Whitmore Worsley, Inc. under EIN 11-1571994 and plan number 002. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250930113744NAL0005469139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whitmore Worsley, Inc.
- EIN
- 11-1571994
- Plan number
- 002
- Location
- East Hampton, NY
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,793,107
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,793,107
- Employer contributions
- $17,395
- Participant contributions
- $227,721
- Total income / additions
- $699,598
- Benefits paid
- $894,563
- Administrative expenses
- $16,701
- Total expenses
- $944,816
- Net increase / (decrease)
- -$245,218
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Co | CONTRACT ADMINISTRATOR | $9,491 | $0 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $8,505 | $12 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $8,105 | $0 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $6,463 | $11 |
| Associated Pension Consultants | CONTRACT ADMINISTRATOR | $1,405 | $905 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |