2023 Form 5500 filing — White Space Design 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 20251013080554NAL0000821185001) for White Space Design 401(K) Plan, reported by White Space Design, Inc. under EIN 59-3616795 and plan number 001. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20251013080554NAL0000821185001
Filing year
2023
Form type
2
Plan sponsor
White Space Design, Inc.
EIN
59-3616795
Plan number
001
Location
Pinellas Park, FL
Participants
143
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$649,688
Total liabilities (EOY)
$182
Net assets (EOY)
$649,506
Employer contributions
$176,061
Participant contributions
$390,860
Total income / additions
$657,102
Benefits paid
$1,838
Administrative expenses
$5,758
Total expenses
$7,596
Net increase / (decrease)
$649,506
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Admin. Group, LLC Dba Tag ResourcesRECORD KEEPER$4,132$0
Transamerica Financial Life Ins. CoRECORD KEEPER$1,509$0
Rpa Financial LLCINVESTMENT ADVISORY-PLAN$117not reported in the loaded dataset

Related Form 5500 pages