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, Whitridge Associates, Inc. 401(K) Plan is a benefit plan reported by Whitridge Associates, Inc. under EIN 04-3155904 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $10,713,994 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,713,994
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,713,994
- Net assets (BOY)
- $8,787,320
Income & contributions
- Employer contributions
- $216,715
- Participant contributions
- $883,621
- Total contributions
- $1,104,345
- Total income / additions
- $2,832,026
Expenses & distributions
- Benefits paid
- $892,001
- Administrative expenses
- $3,313
- Total expenses
- $905,352
- Net increase / (decrease)
- $1,926,674