2023 Form 5500 filing — The Whole Child 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 20251103130147NAL0005567523001) for The Whole Child 401(K) Plan, reported by The Whole Child under EIN 95-2031148 and plan number 001. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251103130147NAL0005567523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Whole Child
- EIN
- 95-2031148
- Plan number
- 001
- Location
- Whittier, CA
- Participants
- 214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,658,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,658,277
- Employer contributions
- $212,277
- Participant contributions
- $357,212
- Total income / additions
- $1,450,437
- Benefits paid
- $639,680
- Administrative expenses
- $1,945
- Total expenses
- $641,625
- Net increase / (decrease)
- $808,812
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. America | RECORDKEEPER | $1,096 | not reported in the loaded dataset |
| Incentive Benefits, Inc. | CONTRACT ADMIN | $650 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $199 | not reported in the loaded dataset |