R.H. White 401(K) Profit Sharing-Pw Plan — Form 5500 plan (R.H. White Construction Co., Inc.)
Plain-English plan 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, R.H. White 401(K) Profit Sharing-Pw Plan is a benefit plan reported by R.H. White Construction Co., Inc. under EIN 04-2133102 and plan number 003. The latest loaded filing year is 2023. The filing reports 725 participants and $59,657,239 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R.H. White Construction Co., Inc.
- EIN
- 04-2133102
- Plan number
- 003
- Plan type
- 2
- Location
- Auburn, MA
- Latest filing year
- 2023
- Participants
- 725
- End-of-year plan assets
- $59,657,239
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 725 | H, C | 20241010182031NAL0010332531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,657,239
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,657,239
- Net assets (BOY)
- $51,272,917
Income & contributions
- Employer contributions
- $2,604,058
- Participant contributions
- $2,826,545
- Total contributions
- $6,892,574
- Total income / additions
- $16,027,189
Expenses & distributions
- Benefits paid
- $7,521,243
- Administrative expenses
- $121,624
- Total expenses
- $7,642,867
- Net increase / (decrease)
- $8,384,322
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pinnacle Pension Consultants | INVESTMENT ADVISOR | $29,000 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | CONTRACT ADMIN | $17,650 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman & Company Llp | AUDITOR | $8,175 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for R.H. White Construction Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Auburn, MA
- Pinnacle Pension Consultants — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Citrin Cooperman & Company Llp — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation